Today: Tesla reports Q3 earnings after the US close (call at 22:30 UK).
Big thing
Tuesday Labs unveils Voxel, a droid butler for the home
The New York startup of Ros Shinkle, who spent four years on Spot's manipulation at Boston Dynamics, shows a backward-legged robot that tidies, fetches, finds lost things and waters plants, with animators who worked at Pixar shaping how it moves. 999 numbered units, $200 to reserve, about $20,000, shipping in 2028; it's still a prototype (@humanoidsdaily).
Mostly charmed: "every robot company is building a scary humanoid. this one is a little gentleman who's obsessed with cleaning" (@TiffanyFong). Robot builders spotted what's inside: "it's a Unitree G1 underneath! Really nice job with the shells" (@carlosdponx), and @clayhaight counted 3 startups in 2 months "that just wrap a Unitree G1".
Labs news & launches
1. Agility signs AGCO, the tractor maker, for a Digit pilot in Kansas
Under a commercial agreement, Digit will sort and stack parts and place totes for storage at AGCO's Hesston plant, from 2027. Agility: "Automotive, logistics, and now agricultural machinery."
Few takes. @AIEngineRoom noted that Agility's merger with Churchill Capital Corp 11 should close in Q4 2026, so it goes public before the factory trial starts.
Heat: low · 12K views, 13 posts · quiet on Reddit
2. After its 16% jump, Unitree warns that humanoids are still early
New since yesterday's surge: Unitree says humanoid robotics is still early in commercialization and that slower adoption could hurt its growth and valuation, while reporting normal operations and no undisclosed material news.
None yet.
Heat: low · 1.1K views, 1 post · quiet on Reddit
3. Waymo is coming to Madrid, with driverless rides planned for 2027
Its first region in Spain and second in the European Union. Jaguar I-PACE test cars start in Madrid City, Alcobendas and Getafe, with safety drivers first (@phillipisbackk).
Quiet. @EverydayAi10 pointed out that Uber and WeRide already hold Spain's first test permits and are expected to launch there by year-end.
Heat: medium · 614K views, 14 posts · quiet on Reddit
4. [rumour] Waymo plans to grow from about 4,000 robotaxis to 20,000 by the end of 2027
Per Semafor, a $5B loan pays for it. Waymo's safety hub now covers 271 million driverless miles, with 0.01 serious-injury crashes per million miles against 0.21 for human drivers in the same areas.
r/singularity defended the record: "They're verifiably better drivers and we're complaining about random small shit like they don't go quite fast enough?" A former crash-safety engineer: "Serious crashes aren't rare events, they're one of the most likely things to kill you that you do regularly".
Heat: low · 4K views, 6 posts · 974 pts on r/singularity
5. NVIDIA open-sources Flora, robot-video labelling at GPT-6 Astra quality for far less
Open models from NVIDIA's GEAR lab that caption robot and human video with timestamps and score progress and failures, for curating data, RL rewards and benchmarks. It already labels 200K hours of video a day on 500 GPUs for NVIDIA's own robot training, at what NVIDIA puts at 125x lower cost than Astra.
"$88.49 vs $0.72. That's what it costs to have AI watch and caption one hour of robot video" (@somi_ai). @keerthanpg asked whether the benchmarks and evals are public.
Heat: low · 99K views, 27 posts · quiet on Reddit
6. Gecko Robotics' Navy contract quadruples to $300M
Its inspection robots find structural problems on ships up to 50 times faster, cutting inspections from months to days and saving up to $8M in repairs per ship, Gecko says. The five-year ceiling rose from $71M (@AGkorthos).
"real robots doing real jobs for real customers, love that" (@lukas_m_ziegler).
Heat: low · 41K views, 4 posts · quiet on Reddit
7. Schaeffler puts humanoids to work building joints for other humanoids
At its new factory in Taicang, China, six humanoids from Spirit AI and ROKAE assemble joint modules across five stations.
None yet.
Heat: low · 1.5K views, 1 post · quiet on Reddit
Key research
Mirror: an agent learns to follow a video model's plans just by practising
MIT's Vincent Sitzmann's lab has an agent ask a frozen video planner what solving a task looks like, try to copy it, and retrain on its own attempts. With no rewards or action labels, it learned to craft an iron pickaxe in Minecraft (in 15.6% of games, after about 140 in-game hours of practice). It matters because it needs no human action data, so robot skills could scale with video models, which keep getting better.
MicroPlanBench: frontier models still pick the wrong next step a third of the time
MicroAGI's benchmark asks models for the single valid next action from 8 seconds of first-person video: GPT-6 Astra scores 65.6%, and 42% of failures track the wrong hand. It matters because it measures the planning gap: at under 70% per step, a 13-step task succeeds less than 1% of the time.
Capital & exits
- Eka Robotics raised a $150M Series A at a $1.45B valuation, led by a16z and F-Prime Capital. Vision-force-action models for robot hands, at 1,500 picks an hour in lab tasks, it says.