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Elon Musk describes the recursive "supernova" of humanoid robotics, the necessity of orbital AI data centers, and the development of "Terafabs" to overcome Earth’s hardware bottlenecks.

Founder Scott LaValley confirms the closure of Cartwheel Robotics after four years, citing a failure to secure the "oxygen" of capital despite the viral success of the Yogi humanoid.

In a deep dive on the Robo Papers podcast, 1X Director of Evaluations Daniel Ho explains how "imagination" via video generation is allowing humanoids to perform zero-shot tasks with minimal robot-specific training data.

During Tesla’s Q4 2025 earnings call, Elon Musk announced the end of the Model S and X programs, pivoting the company toward a massive $20 billion capital expenditure year focused on humanoid production and "amazing abundance."

Tesla’s Q4 2025 shareholder deck marks a historic shift for the company, officially including the Optimus production line in its manufacturing capacity table for the first time as the 'Gen 3' mass-production prototype nears its Q1 reveal.