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Humanoids, AI Data, & The Robotaxi
Prith
June 28, 2025
1/ Nvidia & Foxconn are unleashing Humanoid Robots in 2026
BREAKING: Nvidia to drop Humanoid robots that will produce Nvidia GB300 chips in Q1 of 2026
holy BASED!
— NIK (@ns123abc)
10:34 AM • Jun 20, 2025
This isn’t sci-fi anymore — it’s happening. We’re barreling toward a world where humanoid robots might outnumber actual humans. And Nvidia + Foxconn are leading the charge. The robotics wave is real.
This is an incredible progression as there will be a point in the next few years in which there will be more humanoid robots than humans on the planet
NEWS: Elon Musk's company @xai is about to bring online another 110,000 Nvidia GB200 GPUs in Memphis, Tennessee, bringing xAI's total GPU count for AI training to 340,000 GPUs, the largest supercomputer in the world.
GPU count:
• 150,000 H100s
• 50,000 H200s
• 30,000 GB200s— Sawyer Merritt (@SawyerMerritt)
9:08 PM • Jun 19, 2025
Elon’s going all in on AI- this expansion signals just how serious xAI is about compute dominance. Memphis is about to become the beating heart of American AI infrastructure- rivaling the biggest AI datacenters in the world.
Elon Musk says Grok 3.5 will “rewrite the entire corpus of human knowledge,” fix “errors,” add info, then retrain on its own edits. You don’t “rewrite” human knowledge. You study it. You question it. You contextualize it. Rewriting for AI is only playing god with the truth.
— Karly Kingsley (@karlykingsley)
4:04 PM • Jun 21, 2025
Elon’s calling it game-changing, and insiders are saying it’s the biggest leap Grok has made yet- either way, it’s going to be big.
4/ Balaji: The Great AI Bifurcation
On the one hand, AI is capable of performing superhuman work.
On the other hand, AI is becoming a synonym for fake.
This is another example of how the Internet increases variance.
AI is the best researcher and the worst spammer, at the same time.
— Balaji (@balajis)
8:14 AM • Jun 24, 2025
On one hand, we now have 24/7 access to PhD-tier AI minds. On the other? We’re also drowning in “sloop” — AI-written sludge in comment sections and low-effort content. Balaji lays out the stark divide.
The next era of the internet will be a test of who can distinguish between the two!
5/ Tesla’s Robotaxi = A Masterclass in Vertical Integration
Forget the robotaxi.
Tesla just entered Full Self-Driving Monopoly Mode.
While others beg for city permits, Tesla owns the car, the chip, and the data.
Everyone’s racing for autonomy.
Tesla just lapped them. $TSLA— Jim Osman (@EdgeCGroup)
9:57 AM • Jun 23, 2025
Tesla isn’t just building a car. It’s building the chip, the AI brain, the hardware, and the fleet. If it pulls this off, it’s not just a product — it’s an empire on wheels.
Similar to how Apple vertically integrated in the days of Steve Jobs, Tesla is doing the same with its cars.
The pace of AI innovation will only accelerate in the months to come!