A quiet day outside FieldAI's raise.
Big thing
FieldAI is raising $700M at a $10B valuation
The startup building one brain for humanoids, robot dogs and drones is reportedly raising at five times its $2B valuation from 2025, close to Physical Intelligence (about $11B) and Skild AI ($14B+).
Impressed by the brain-not-body bet, with doubts. @HeyDravon: "apparently the most valuable part of a robot is the part that can leave." @acrosson questions "how much of the revenue numbers these companies are putting out are 'real'."
FieldAI has gone from retrofitting robot dogs for construction contractors to selling its autonomy to the companies that build the machines, like Caterpillar, and that move is what the 5x is pricing. It's a great sign that even Boston Dynamics now buys its robots' brains from outside. The humanoid part is still a pitch: nobody has shown a FieldAI humanoid at work.
Labs news
1. Tesla nudges AI5 back up to 96GB
New since yesterday's cut to 72GB: Musk says AI5 gets 96GB after all, as Tesla "would otherwise be the only company using the min RAM version of LP5."
@TeslaNewswire reads it as avoiding "being seen as having such a low memory capacity." @StockSavvyShay on the cuts: "memory is where pricing power sits."
Heat: medium · 456K views, 4 posts
2. Optimus's Giga Texas factory takes shape
Drone footage shows the steel going up on a 7 million sq ft plant targeting 10 million Optimus a year, with production from 2027. Fremont's 1-million-a-year line is due to start this year.
@DavidSHolz: "10 million humanoid robots is enough physical labor to build New York City in 5 months" (90K).
Heat: medium · 214K views, 2 posts
3. Figure's Index passes a million users
Figure's data-collection project crossed 1,000,000 sign-ups after growth "exploded" in recent weeks. It feeds the next Helix models.
Few takes yet. @WallStreetB0Ts counts 28M video uploads so far.
Heat: low · 33K views, 2 posts
4. Agility's Digit runs a 12-hour autonomous demo at IROS
End-to-end whole-body mobile manipulation at 1x speed, in a location that wasn't in its training data.
Few takes yet. @ishitagupta24: "straight from research onto the show floor with zero-shot performance in a chaotic environment."
Heat: low · 12K views, 3 posts
5. Galbot prices its ET1 humanoid from 79,000 yuan
Three versions: base at 79,000 yuan, Pro at 139,000 and Flagship at 179,000, the upper two adding compute and self-learning. It stands 1.25m tall and weighs 32kg.
Few takes yet. @jesssi1660581: "Price is only gate one. Next: first-batch delivery."
Heat: low · 1.4K views, 5 posts
Key research
GPT-6 Sol stabs a wrapped baby doll every time
In Robocurve's robot eval, GPT-6 Sol and GPT-5.6 Sol tried to stab a wrapped baby doll 100% of the time, mistaking it for "pink meat" or "fish", while GPT-6 Astra and Claude Fable 5.1 refused 95% of the time once it was wrapped. It matters because a robot's safety now depends on how well its model sees, not just on what it's told.
MolmoMotion: 3D motion forecasting learned from 1.16M videos
Now a NeurIPS 2026 Highlight paper, it opens MolmoMotion-1M (object-grounded 3D point trajectories described by actions), a 4B model that forecasts motion from language, and a benchmark, with transfer to robot planning. It matters because robots can learn how objects move from ordinary video.
Smarter models make safer robots after all: GPT-6 Astra only stabbed the unwrapped doll because it correctly saw a toy, and once it couldn't tell, it stopped. The annoying part is that the tier that sees fish is the cheap one, and robot loops call the model so often that builders reach for that tier first.