As President, I would read 10 letters a day sent to me by ordinary Americans. At the Obama Presidential Center, we’ll have some of the letters I read — and responded to — every night. I still get emotional reading them, and it’s one of my favorite exhibits.
New York City
The neighborhood of Tribeca = “Triangle Below Canal Street”
Once gritty warehouses… now one of the richest neighborhoods in New York City.
Artists moved in → celebs followed → then the Tribeca Film Festival made it global.
From grit to glam.
This morning I called James and congratulated him on becoming the Senate nominee. Texas is primed to turn blue and we must remain united because this is bigger than any one person. This is about the future of all 30 million Texans and getting America back on track. With the primary behind us, Democrats must rally around our nominees and win. I’m committed to doing my part and will continue working to elect democrats up and down the ballot.
JUST IN: Germany’s Chancellor Merz flew to Hangzhou today to visit Unitree Robotics, the company whose kung fu robots just broke the internet in front of 1 billion viewers.
This is not a tech story. This is the moment the West realized it already lost the humanoid race.
Ten days ago, dozens of Unitree G1 robots performed the world’s first fully autonomous martial arts swarm performance on live television. Backflips reaching 3 meters. Nunchucks. Drunken Fist. Swordplay at 3 meters per second. Not a single robot faltered. The G1 has 43 degrees of freedom, 90% motion-learning accuracy, and costs $16,000.
You can buy one today.
Tesla’s Optimus cannot do a backflip. Cannot run. Moves at 8 km/h. Is not for sale. On Tesla’s own Q4 2025 earnings call, Musk admitted Optimus is “still very much in the R&D phase” doing no useful work inside Tesla’s own factories. Commercial sales: 2027 at the earliest.
Now absorb this number: Chinese companies shipped 90% of all humanoid robots sold globally in 2025. Unitree: 5,500 units. Agibot: 5,168 units. Tesla failed to hit its own 5,000 unit target. China now has over 140 domestic humanoid manufacturers with 330+ models. Morgan Stanley just raised its 2026 China forecast to 28,000 units shipped, up 133% year over year.
Musk himself said it at Davos: “China is very good at AI, very good at manufacturing, and will definitely be the toughest competition for Tesla. We don’t see any significant competitors outside of China.”
The man who was supposed to own this market just told you he already doesn’t.
This is the EV playbook executing in real time. State support. Aggressive pricing. Local supply chains. Mass deployment creating feedback loops that accelerate iteration faster than any closed-loop Western R&D lab. Unitree targets 20,000 shipments this year. Its valuation hit 12 billion yuan after last year’s Gala alone.
And now Europe’s most powerful industrial leader arrives in Hangzhou with VW, BMW, and Mercedes CEOs, visits Unitree’s HQ alongside DeepSeek and Alibaba, while Germany’s trade deficit with China sits at a record 89 billion euros. The body language of that visit tells you everything the earnings calls won’t.
The humanoid market hits $38 billion by 2035. $5 trillion by 2050. China is not competing for this market. China IS the market.
Falsifier: If Tesla ships commercially and captures 20%+ global share by end of 2027, the dominance thesis breaks. Watch Fremont factory conversion as the leading indicator.
The physical intelligence revolution already aired to 1 billion people from Beijing. Silicon Valley is still rehearsing.
Join us for a Connect with Us event at Grand Central Terminal on Wednesday, March 4!
Meet members of our leadership, operations, and customer service teams, ask your questions, and talk with us about all things Metro-North.
Stop by near the escalators in front of the Grand Central Terminal Market — we’d love to see you there!
Learn more: https://t.co/xdhKPUBHb4