Rya Jetha

New: Agility Robotics is expected to begin trading on Nasdaq tomorrow, which will make it the first humanoid-focused company to go public in the US.

"There's something to be said for being first," Agility CEO @PeggyJ told me. "We will be able to set many of the metrics, if you will, on what customers need in a humanoid."

I dug into the company's financials and what its public listing means for the robotics industry. Gift link below. 🎁

Some great reads from October. Send me yours! 

- Inside Larry Ellison's Wide Web of Power, Money and Politics by Tom Dotan lnkd.in/gKe7WaXK
- Figure’s Brett Adcock Sold Investors A Humanoid Future. Now He Has To Build It. By Anna Tong lnkd.in/g33xc6Zr
- Shroud of Secrecy Cloaks Star Investor Behind Cognition, Ramp by Jemima McEvoy lnkd.in/gqn-nnJ5
- Choose Your Overlord: Musk vs. Bezos, by Josh Tyrangiel lnkd.in/g7g5e7aU
- The Factory in Phoenix That Could Save American Manufacturing by Dan Wang lnkd.in/gTSB7fjK
- The era of speedball capitalism has dawned: A financial revolution is taking place in America, in The Economist lnkd.in/gMjU5iqk
- The Battle to Pass a Billionaire Tax by Nicholas Lemann lnkd.in/gTeEPUTj
- Why Is Tech Billionaire Marc Andreessen So Mad? By Austin Carr lnkd.in/gkyeXq5m
- Computer Chips Are the Most Magnificent Things Humanity Has Ever Made by Gideon Lewis-Kraus lnkd.in/gQ5eqHYQ

A few of tidbits about using Claude to operate robots in Anthropic's s1. No sign (yet) of Anthropic pushing into hardware like OpenAI

Best episode of cheeky pint yet

More Optimus details from the earnings call:
- Customer deliveries expected to begin end of 2027
- It'll take at least a year to scale up production to 20,000 Optimus units per week
- Video of Optimus coming in one or two months, per Elon