When most humanoid makers are private, you know we're early to robotics/physical AI.
(Figure AI, Apptronik, 1X, Sanctuary, Unitree, etc.)
Also helps when...
> Software bottleneck broke (Nvidia GR00T, RT-2, OpenVLA gave robots general-purpose intelligence)
> Economic crossover just started (humanoid lease costs are below human labor costs)
Our public exposure barely exists...
$VPG - Sensors, like precision strain gauges and foil resistors.
$CCXI / $AGLT - Agility Robotics going public at $2.5B valuation.
$OUST - LiDAR sensors for autonomous systems.
$AMBA - Vision/AI chips for edge devices.
Certainly biased because I have a position, but IMO $VPG is more asymmetric than other U.S-listed tickers.
They're already profitable, already supplying humanoid makers, positioned to scale on multiple fronts, and it's still under ~$2B MC.
Good hedge against getting replaced by AI/robots is to invest in them?
Hay un tipo de flyer con IA que está usando todo el mundo. Me tiene harto, parece todo lo mismo. Es una pesadilla salida de Dialéctica de la Ilustración
we’re hiring 10 Masturbation Consultants
$2,000/month to test our new Daily Guided Masturbation feature and document the effects on stress, sleep and mood
yes it’s real
yes you get paid
Spotify and UMG announce licensing deal allowing fans to create AI covers and remixes of songs from participating artists and songwriters signed to UMG.
No launch date yet (via Billboard).
This 63 year old woman is becoming one of techno’s most unexpected rising stars.
TuneGirl creates fully analog live performances through Eurorack modular systems, building every sound in real time without laptops, pre-made tracks or digital production.
🚨 ULTIMA HORA : Google acaba de convertir Street View en un simulador del mundo real.
Genie 3 ahora puede recrear cualquier entorno físico a partir de las imágenes de Street View.
Google lleva filmando el planeta desde 2007.
Miles de millones de calles, edificios y barrios enteros almacenados en sus servidores.
Durante años, todo el mundo pensó que era solo para orientarse.
Era en realidad la mayor recopilación de datos del mundo real de la historia.
Y acaban de decidir hacer algo con ello.
Rick Rubin reveals the three completely different creative processes used by Eminem, Jay-Z, and Anthony Kiedis
"Eminem will always be writing in a book, always writing all the time. I asked him, are all these rhymes used? He's like no, 99% of what I write I'll never use, just to stay engaged in the process of writing"
"Jay-Z doesn't write anything down. He listens to the beat, hums, then goes on the mic 20 minutes later and just says a whole complicated verse. No paper, no writing, nothing"
"Anthony Kiedis sings along with an idea of a melody but he doesn't yet have words, just nonsense words automatically real time, then listens back and says this phrase sounds good. It's like a puzzle"
I'd be willing to bet a zoomer who has been using gpt for 3 years every day 8 hours a day has a higher level of general knowledge than 99% of boomers from their entire lives
If you don't have a goal so meaningful it makes other people's opinions irrelevant, you will lose control of your life. You will adopt the goals assigned to you by your parents, peers, or society.
I’ve been using FL studio for grime music for most of my career but I promised myself I’d figure out Abelton LIVE this season because I heard it’s dance music industry standard, especially with us having the Ibiza residency this year. Played my first Ableton production last night and I understand now haha
If your friends aren't talking about:
.md files
RAG systems
LLMs
Claude Code
Codex
Cursor
Agents
Hermes
OpenClaw
Local Models
Ollama
Qwen
Deepseek
Skills
Get new friends.