USG is the only entity in the US with the capital to fund the AI/Robotics buildout. It is already trending toward national mobilization to beat China. A sovereign wealth fund that owns a portfolio of AI/Robotics/Energy equity is the easiest way to ensure solvent UBI as most humans become economically obsolete.
Money printer will go brrr to win the race. The dividends will feed the masses.
This is an under-appreciated aspect of crypto. If you include lessons taught by "completely permissionless free market financial system" e.g. smart contracts and shitcoins...
I have seen financial systems/schemes/experiments run with a a feedback loop 100x faster than the traditional system. It removes your blinders and you can see the same patterns in the traditional system:
- Saylor running a virtuous cycle Luna style variant
- Musk running a low float high FDV playbook
- USG running a dysfunctional DAO + team raiding the treasury strategy
- Fed running the infinite mint still enabled
- Narratives + hot ball of money roaming equities and commodiites
Maybe the coins are down, but the knowledge is up only
Added on to my $ONDS, $AVAV, and $KTOS. This is textbook trinity thesis. AI/Robotics/Energy is the virtuous cycle that the US and China will go all in on as its a winner take all race for global supremacy. Defense is an obvious application domain beneficiary. Drones project the force. We will print money until we win or lose. There is no top.
If true, the civilizational payoff from this will be stratospheric. Enormous advances coming in all areas of science, biology, chemistry, medicine, materials, energy.
“God blessed them and said to them, ‘Be fruitful and increase in number; fill the earth and subdue it. Rule over … every living creature.’”
— Genesis 1:28
Everyone asks if Atlas can bring them a drink, but this robot can bring you the whole fridge. Using AI-driven behaviors, Atlas is doing hard work and coordinating its whole body to manage heavy objects, balancing complex contact points with accuracy and reliability.
Goldman Sachs just dropped a pretty insane AI statistic.
By 2026, hyperscalers are expected to spend nearly 100% of operating cash flow on capex.
Read that again.
Almost every dollar generated gets pushed straight back into chips, data centers and AI infrastructure.
That’s a huge shift.
This isn’t a normal tech cycle anymore where companies optimize margins and return cash.
It’s becoming an AI arms race where staying competitive means constantly reinvesting at massive scale.
Are you kidding me???
It grasps multiple objects with different ways, all at once with… a single hand???
No pauses. 1x speed.
GENE-26.5 is @gs_ai_’s robotics-native multimodal foundation model.
It’s trained on 200,000+ hours of real human hand data (motion, force, touch) and runs on a 54-DoF bimanual system:
Scaling that human data 4x lifted real-robot success rates from 16.6% to 65.6% on long-horizon dexterous tasks!!
Same model weights, zero fine-tuning for this exact sequence.
You know those tiny coordinated movements you do without thinking…?
Robots couldn’t reliably do that before. Now they can. Today.
This is the video you’ll send to my friends, outside of our bubble, when they say “robots are still just demos.”
Congrats to the entire team around @zhou_xian_!
Credit: Seen at Zu Wang (@zuwang95)
Genesis official announcement for the full story + longer demo:
https://t.co/1Lo3KRuubz)
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