Tech Monthly Wrap-Up
☕️ Constructive Amid Volatility
📈 Market: Over the past month, SOX outperformed, led by memories, SPE, etc. However, SOX is at P/E ~32x, suggesting higher volatility at current level.
•Investor Sentiment: Price Hike Appetite Strong with Focus on
It just seems detatched from reality to believe progress will implode. Sure a bunch of companies are probably overvalued and delivery heavily negative returns over the next 5-10 years, but when I think of the future I just see AI everywhere
This is incredible!
Researchers are using stem cells to regenerate the lost cardiac muscle in heart failure patients, helping them to regain heart function without the need for a transplant.
And it seems to be working!
Atlas hits a perfect rabona. Even on the simple kick, the follow-through mechanics look so human.
Hyundai is an official sponsor of the FIFA World Cup. They're using Boston Dynamics Atlas as the branding hero.
Hyundai has a controlling stake in Boston Dynamics.
Unitree CEO Wang Xingxing just unveiled a real-life mecha.
Marketed as the world’s first mass-produced manned robot, this machine can transform into a quadrupedal civilian vehicle. The unit weighs roughly 500 kg (1,100 lb), including the pilot.
A couple of months ago, at the India AI Summit, I sat in at a conference table with a bunch of Middle Power civil society figures and stressed the importance of securing access to frontier AI capabilities. Many of them smugly told me that frontier AI was just U.S. hype. 🤷♂️.
This is ridiculous, I am not the only one apparently.
I have a Gemini Pro subscription and they're all out of compute?
Anthropic Claude Opus getting dumber by the minute.
Apparently we have hit peak compute folks.
This is an isightful point. The population of compute users about to explode beyond carbon-based units, and the new users themselves will consume compute at alien-high rares.
PC & smartphone demand was always bounded by one thing: people.
But what if billions (or more) of agentic AIs aren’t bounded by people at all?
What happens when they never sleep…
…when they work, talk, design, buy, sell, and decide 24/7?
What then happens to compute demand?
US is going to get a major cyberoffense boost in the next 9-15 months
And unlike nukes (used twice) or 5th gen fighter jets (deployed sparsely), they will be repeatedly used and deployed daily
No other country has an answer to this (China will be 6-9 months behind if the current trajectory holds)
youtube.com/watch?v=1sd26p…
You might have seen the WuBOT performing at the 2026 Spring Festival Gala; however, most high-dynamic extreme motions you see are executed by overfitted tracking policies. Until now, training a unified policy capable of performing various extreme motions with a high success rate remained an unsolved challenge.
We spent an entire year digging into the barrier between general tracking and extreme physical behaviors. After burning through dozens of G1 robots, we finally identified the bottleneck of learning and physical executability.
With these discoveries, we developed OmniXtreme: the first general policy that can execute diverse extreme motions, including consecutive flips, extreme balancing, and even breakdancing with rapid contact switches!
This capability is achieved by pre-training a flow-based generative control policy and then post-training with actuation-aware residual RL for complex physical dynamics—a step we found critical for successful real-world transfer.
This work is a joint collaboration with @UnitreeRobotics. Together, we are pushing the physical limits of humanoid robots. It is incredibly exciting to see a general "robot gymnast" and "robot breakdancer" come to life! It was also our first time publishing a paper with XingXing, which was an enlightening experience.
The model checkpoints are now released—we welcome you to play with them! 📦
📄 Paper: arxiv.org/abs/2602.23843
🌐 Project: extreme-humanoid.github.io
💻 Code: github.com/Perkins729/Omn…
SCOOP: Mark Zuckerberg’s Meta is planning a stablecoin comeback in H2, eyeing a third-party vendor as a key partner to power payments across Facebook, Instagram and WhatsApp.
@IanAllison123 reports
coindesk.com/business/2026/…
For decades, we’ve trained AI to chase rewards. But humans don’t just optimize outcomes. We experience, reflect, then learn.
Can AI do the same?
Introducing 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐭𝐢𝐚𝐥 𝐑𝐞𝐢𝐧𝐟𝐨𝐫𝐜𝐞𝐦𝐞𝐧𝐭 𝐋𝐞𝐚𝐫𝐧𝐢𝐧𝐠, a step toward AI that truly learn from experience.
Prediction: In less than 90 days, all channels that we thought were safe from spam & automation will be so flooded that they will no longer be usable in any functional sense: iMessage, phone calls, Gmail.
And we will have no way to stop it.
We trained a foundation model on 18 million heart ultrasound videos to predict structure instead of pixels.
Introducing EchoJEPA, the first foundation-scale JEPA for medical video.
Paper: arxiv.org/abs/2602.02603
Code: github.com/bowang-lab/Ech…
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