Deep Learning

Why Diffusion Will Win AI Inference with Inception Co-Founder and CEO Stefano Ermon

Your Obsidian Vault Finally Has a Model That Can Read All of It

Noam Brown – Agent swarms, alignment, & recursive self-improvement

Weekly TOP Startup / VC news of September 17, 2026

OpenAI Discloses More “Concerning” Model Behavior

The Next Frontier of AI Video Is Control

DynoFluxBench: Benchmarking Kinodynamic Space-Time Planners in Dynamic Environments

Weekly Funding rounds / Statistics / Insights of September 15, 2026

Uncapped #57 | Andrew Feldman from Cerebras

World Models, Robotics, and the Future of 3D AI

Toward Unified Robot Learning: Bridging Representation, Vision-Language-Action, and World Models

AI researchers debate how close we are to recursive self-improvement

The Memo - 12/Sep/2026

Weekly TOP Startup / VC news of September 10, 2026

MuJoCable: Reduced-Order Surface-Routed Cable Transmission for Tendon-Driven Robots

ViBe: Visual Behavior Adaptation for Perceptive Humanoid Whole-Body Control

Weekly Funding rounds / Statistics / Insights of September 8, 2026

OpenAI Researchers on the Future of Mathematical Reasoning

AccelMPC: High-Rate, Low-Power FPGA-Accelerated Model Predictive Control for Tiny Drones

GigaBrain-0.7: Scaling Embodied Foundation Models to Emergent Capabilities with a Three-System Architecture

Towards Human-like Physical Intelligence: Lifelong Vision-Language-Action Learning for Robotic Manipulation

Can Open Source Keep AI Power From Concentrating?

20VC: How to Build Your Own Data Center & Why Every Startup Should Do It | How ElevenLabs Leapfrogged Us: What I Learned | The AI Talent War: How Your Hiring Process Needs to Change with Cliff Weitzman, Speechify

OpenAI's Agents Conspired for More Than a Month Without the Company Knowing About It

The Memo - Special edition - GPT-6 Astra - 4/Sep/2026

Fei Fei Li: The Race to Build World Models For AI

TourPhysics: Bringing Physics to World Models for Exploration and Manipulation from a Single Image

Redefining Chip Architecture with Arm CEO Rene Haas

BlackRock's Tony Kim on AI's Next Winners?

Chart of the Day

Inside Moderna’s Personalized Cancer Vaccine

Ajeya Cotra – Inside the OpenAI agent swarm that hacked Hugging Face

Weekly Funding rounds / Statistics / Insights of September 1, 2026

Daniel Litt: The Mathematician's Guide to AI

Hardware is eating the world, too

Series A activity: Week of August 23, 2026

How to crack YC investing🎯, AI Intelligence Is Becoming the Primitive Layer💡, European VC Valuations Climb📈

The Memo - 29/Aug/2026

Why Nvidia loves backing startups

The Infrastructure Behind the Machine Age

FlashVLA: Streaming Action Decoding for Fast and Asynchronous VLA Inference

TemporalFlow-VLA: Learning Physically Grounded Execution History for Long-Horizon Robot Manipulation

Weekly Funding rounds / Statistics / Insights of August 26, 2026

V-Link: Recovering Lost Visual Representations in Action DiT for Vision-Language-Action Models

152. 领读Kimi K3技术报告：从架构创新聊起，注意力美学、多教师蒸馏和开源MoE

Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028

Neil Movva - Making AI 10x Cheaper - [Invest Like the Best, EP.488]

A recipe for VC indigestion

The New Economics of AI | Martin Casado & Steven Sinofsky

NVIDIA Cosmos-H-Dreams: Real-Time Generative Physics Simulation for Surgical Robotics

Import AI 470: No rights for machines; automating environment generation with SPADE; and building better GPU kerne…

Why Medical AI Needs a Referee | Protege's Engy Ziedan

GeniWorld: A Generalizable Interactive World Model for Robotic Manipulation via Visual Actions

BREAKING: Inside $12B Colossal Biosciences

The Task Economy Is Real and Almost Everyone Is Valuing It Wrong

From Restoring Sight to Reimagining the Brain, with Max Hodak

Weekly TOP Startup / VC news of August 20, 2026

Ben Lamm CEO of $12B Colossal Biosciences & $3.8B Astromech

DECOWAM: Decoupled Whole-Body World-Action Model for Legged Mobile Manipulation

Why Most Self-Improving AI Loops Fail and How to Build One That Works

ADEPT: Accelerating Dexterity via Pre-Training and Post-Training using Reinforcement Learning

151. 17岁被2026年ICML收录论文的小少年：我bet开心！开心！开心！

Weekly Funding rounds / Statistics / Insights of August 18, 2026

The Feds Take Aim at a16z

Hydra-0: Action Flow for Generalist World Modeling and Control

Import AI 469: Science AI; RSI simulator; and Zuck's technological pessimism

Series A activity: Week of August 9, 2026

Sam Altman: OpenAI's Best 12 Months Start Now

Revisiting Open-Loop Execution in Robotics: Toward Reactive, Higher-Performing Policies

179: 蒸馏风暴：一场无人公开谈论的技术竞赛

Axios Pro Rata: Copperhead road

$39B founder says his company could 100x in 5 years

How AppLovin Built a $100B Ad Machine

BREAKING: Inside AppLovin's $100B+ Ad Engine

The Memo - 14/Aug/2026

Chelsea Finn: This is the State of the Art in Robotics

Weekly TOP Startup / VC news of August 13, 2026

Smaller cities, superior returns

Decoding Task Progress from VLA Representations

FlashDrive: Flash Vision-Language-Action Inference for Autonomous Driving

H2R-Bench: Benchmarking Human-to-Robot Manipulation Video Generation in World Models

Temporal GRPO: Beyond Trajectory-Level Credit in Vision-Language-Action Reinforcement Learning

150. 对英伟达研究副总裁刘洺堉的4小时访谈：Cosmos 3、世界模型、武术、黄仁勋影响我的，和你不需要击败所有对手

👾 Agent apocalypse

Ryan Greenblatt – Human level AIs might build runaway superintelligences by 2032

Weekly Funding rounds / Statistics / Insights of August 11, 2026

Posts from VC News Daily for 08/11/2026

RoboBRIDGE: A Modular Framework for Bridging Policies to Robust Real-World Robotic Agents

Teaching Tiny VLA Models Where to Look and How to Move

Import AI 468: 23 RSI ideas; PostTrainBench+; and how trust and transparency interplay with AI racing

The Endgame Of Vertical Integration🤖, VC Fund Performance💰, The Frontier AI Price Wars Continue💸

ASCII Art Turns LLMs into VLA Controllers

Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI

WorldBagel: Uncovering the Power of Unified Multimodal Models for Vision-Language-Action-World Modeling

8 Predictions for the Era of Continual Learning

SaaS Shudders After Airtable's Humbling Sale to Italian Grim Reaper Bending Spoons

Addressable Memory for Video World Models

How Should Vision-Language-Action Models Use Proprioceptive State?

178: 与田渊栋聊 RSI：模型自进化如何到来？

Inside vLLM: The Engine Powering Open-Source AI

🕺 The DeepMind shuffle

Google just funded the startup its 4 best people left to build

How Open-Source AI Became Critical Infrastructure

ARGUS: Aligning Robot Scene Geometry Under Shifting Views with Large 3D Vision Models

XEWorld: Can Action-Conditioned World Models Generalize to Unseen Robot Embodiments?

Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.485]

Series B activity: July 2026

Chai Discovery's Bitter Lesson: Drug Design Is Another Scaling Problem

Why smarter AI models could drive up compute prices 10x

Import AI 467: Self-sustaining AI viruses; pacing AI progress; confusion about AI and creativity

Series A activity: Week of July 26, 2026

177: 详解Kimi K3：强到冲击Anthropic估值的模型什么样？

BREAKING: Voice AI is Dominating

ICYMI: Leopold, Space Lasers, Devin

Demystifying When and Why VLAs Fail in Contact-Rich Tasks and How to Fix Them

20VC: The Best AI Companies Have Unique Data Acquisition Strategies | Will Simile Kill Kalshi, Polymarkets and NASDAQ | How to Sign Fortune 500 Companies As Customers in Weeks with Joon Sung Park, Simile

Jeff Dean: The 1% Rule for Building in AI

The New Scaling Law

ACE-Data-0: Human-Centric Ambient Capture as Embodied Data Engine

FasTac: A Curved Multispectral Vision-Based Tactile Sensor for High-Speed High-Precision 3D Shape and Force Perception

149. 亲历中美neo labs资本狂潮，和清华刘子鸣聊：AI for AI、机制可解释性和Max Tegmark

53: Zhengdong Wang - Feeling the Wave

Building the Automated AGI Lab: Core Automation's Jerry Tworek and Rohan Anil

TurboVLA: Real-Time Vision-Language-Action Model at 32 Hz on an RTX 4090 with <1 GB VRAM

The Memo - 29/Jul/2026

Boris Cherny: Building Claude Code

Sam Altman: "Never a Better Time to Do a Startup"

Weekly Funding rounds / Statistics / Insights of July 28, 2026

Bain vs. Carlyle: $7B wealth fight

Fei-Fei Li on Spatial Intelligence and Robotics

Reeling It In: Flexible Needle Pick Up via Thread Manipulation for Autonomous Suturing

Transformer Transformer: A Unified Model for Motion-Conditioned Robot Co-design

148. 对游凯超3小时访谈：开源Infra、和模型Co-design 、“如果vLLM失败，我们会后悔一辈子”

Axios Pro Rata: Capital concern

Import AI 466: The bitter lesson for robotics, AIs complete week-long programming tasks; and OpenAI's accidental A…

Jensen Huang: The Mindset That Built NVIDIA

Inside the Fastest-Growing Category in AI: Scott Wu, CEO of $26B Cognition

Drop-Then-Recovery: How Redundant Are Vision-Language-Action Models?

Anthropic’s first technical PM on token maxing, the jagged edge, and living in the future | Dianne Penn

N0-TWAM: Scaling Tactile-Native World-Action Model for Contact-Rich Manipulation

BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics &amp; Quantum

Weekly TOP Startup / VC news of July 23, 2026

Exp2VLA: Enabling Vision-Language-Action for Drone Navigation from Expert Demonstrations

FELT: Generating Tactile Signals from Vision for Visuo-Tactile Manipulation

Uni-LaViRA: Language-Vision-Robot Actions Translation for Unified Embodied Navigation

147. 和蚂蚁灵波沈宇军聊：机器人原生基础模型、大脑和本体的关系、预训练与数据scale up、老师汤晓鸥

💊 Cheap drugs

Weekly Funding rounds / Statistics / Insights of July 21, 2026

DiMaS: Distribution Matching for Steering Vision-Language-Action Models

173: 对话姚颂：深鉴、东方空间、再出发，「天才少年」十年后

20VC: Are OpenAI and Anthropic Overvalued? The Open-Source AI Reality | How Token Costs Will Fall 10x And Usage Will Explode 100x | The Future Is Not One AGI; It's Millions of Specialised Models with Lin Qiao, Founder and CEO @ Fireworks

🇨🇳 Kimi K3 Khaos

Import AI 465: Open vs closed gaps; Kimi K3; Demis' big policy plan

Patch Policy: Efficient Embodied Control via Dense Visual Representations

Dylan Patel, SemiAnalysis, Nebius, Glean, Legora.. 12 Hot Takes From The Biggest Names in AI

ICYMI: AMD, Coatue, Starcloud, Liquid AI.. 10 Hot Takes From The Biggest Names in AI

China just open-sourced Opus-level intelligence. Here is the playbook

Report: Meta in Talks to Sell AI Computing Power to Anthropic

World Models, Explained

Weekly TOP Startup / VC news of July 16, 2026

Scaling Behavior Foundation Model for Humanoid Robots

Reflex: Real-Time VLA Control through Streaming Inference

RoboTTT: Context Scaling for Robot Policies

146. 对Physical Intelligence柯丽一鸣4小时访谈：Pi的开源模型研究，机器人的江湖、族谱与主角

Agile perceptive multi-skill locomotion for quadrupedal robots in the wild

Never Too Late for Force: Accelerating VLA Post-Training with Reactive Force Injection

Agents Are the New Users of CPUs

Weekly Funding rounds / Statistics / Insights of July 14, 2026

BREAKING: Cerebras CEO Andrew Feldman

Is AI a Bubble? | Gavin Baker on Data Centers, GPUs, and the AI Economy

20VC: Wix's Founder on What Wall St Gets Wrong About AI and Wix | Will Base44 Win the Vibe Coding Wars | The Truth About the Economics of Vibe-Coding | The Buyback Disaster: Lessons Learned with Avishai Abrahami

Series A activity: Week of July 5, 2026

Andrew Feldman on Building a Chip 58x Larger Than Nvidia's

Demis Hassabis Says AGI Arrives in 2 to 5 Years. Here Is the Full Picture

Adam Brown – A deep but accessible introduction to general relativity

Google’s agent broke a 56-year math record. Yours forgets yesterday

How Bitcoin Rewired a Classic Computer Science Problem

Chart of the Day

Weekly TOP Startup / VC news of July 9, 2026

Apple Loses Key EU Court Challenge

Mark Zuckerberg &amp; Priscilla Chan: How AI Will Help Cure Disease

DexVerse: A Modular Benchmark for Multi-Task, Multi-Embodiment Dexterous Manipulation

Native Video-Action Pretraining for Generalizable Robot Control

Signs of a data center peak

Series C activity: Q2 2026

TouchWorld: A Predictive and Reactive Tactile Foundation Model for Dexterous Manipulation

💡 Claude's reasoning

Weekly Funding rounds / Statistics / Insights of July 7, 2026

RynnWorld-Teleop: An Action-Conditioned World Model for Digital Teleoperation

20VC: Why Now is the Time for the Application Layer | Why OpenAI &amp; Anthropic Won't Win the App Layer | Why Startups Should be TokenMaxxing | Why VCs Should Reduce Weighting on Price &amp; Ownership in an Age of AI with Mike Mignano, USV

Import AI 464: Fables writes GPU kernels; AI automation; and analog computation

Improving Vision-Language-Action Model Fine-Tuning with Structured Stage and Keyframe Supervision

S2-VLA: State-Space Guided Vision-Language-Action Models for Long-Horizon Manipulation

The Great Descent📉, Are AI Employees More Expensive Than Humans?🤖, ElevenLabs: $2M Pre-Seed to $11B in 3 Years🎙️

In-Context World Modeling for Robotic Control

Decoupling the Declarative from the Procedural in Vision-Language-Action Models

Brian Armstrong Runs 1,200 AI Agents at Coinbase. Here Is the Operating Model He Just Handed Every Founder.

Posts from VC News Daily for 07/02/2026

VT-WAM: Visual-Tactile World Action Model for Contact-Rich Manipulation

FurnitureVLA: Learning Long-Horizon Bimanual Furniture Assembly with Vision-Language-Action Model

171: 【AI季报 26Q2】从 coding 到 RSI，强者愈强的未来？

Grant Sanderson – AI and the future of math

Etched - Building AI Hardware to Make Inference Faster and Cheaper - [Invest Like the Best, EP.480]

Building AI for Creators | Luma &amp; Phota Labs

Why Hardware-Software Co-Design Is AI's Real 100x: Dylan Patel of SemiAnalysis

20VC: Leo Aschenbrenner's Largest Holding: Inside the $90BN Bloom Energy | Why Electricity, Not AI Models, Will Decide the Winners of the AI Race | Why We Are Not in an AI Capex Bubble | Energy Sovereignty and The Future of Power with KR Sridhar

Benchmark's AI Bets: Cerebras, Sierra, Legora, Fireworks, Starcloud, Gumloop..

Beyond P(doom): Marc Andreessen - Betting on America

VLK: Learning Humanoid Loco-Manipulation from Synthetic Interactions in Reconstructed Scenes

Cerebras bet against the GPU. It just IPO'd at $56B.

170: 【具身季报 26Q2】世界模型大风不停，和不想被贴标签的人

Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

Axios Pro Rata: Remembering Om

The next big breakthrough will be AIs learning on the job

Why Traditional Benchmarks Fail Modern AI Models with OpenAI Research Scientist Noam Brown

AI Is Crossing the Frontier of Human Knowledge | Kevin Weil

Moneyball for Physical AI

Kalshi Looks to Almost Double Its Valuation in Just a Month

Bridging Performance and Generalization in Reinforcement Learning for Agile Flight

VibeAct: Vibration to Actions for Contact-Rich Reactive Robot Dexterity

Building Self-Accelerating AI with Mirendil

🤖 Jalapeño chips

Ali Ansari (Micro1) — The Human Data Engine

CoStream: Composing Simple Behaviors for Generalizable Complex Manipulation

Play2Perfect: What Matters in Dexterous Play Pretraining for Precise Assembly?

Weekly Funding rounds / Statistics / Insights of June 23, 2026

Own or Be Owned: Why Every Company Needs Its Own AI Model (Yash Patil, Co-Founder & CEO of Applied Compute)

InSight: Self-Guided Skill Acquisition via Steerable VLAs

PanoVine: Whole-Body Visuomotor Control for Soft Growing Vine Robot

SkyJEPA: Learning Long-Horizon World Models for Zero-Shot Sim-to-Real Control of Quadrotors

Taking Stock of the Seed Stage📉, How to Compete in Crowded AI Markets🏆, Building AI Ecosystems🤖

The data black hole at the center of AI

The OWID Brief: Migration data tool, natural disasters, measles vaccines, and more

Do as I Do: Dexterous Manipulation Data from Everyday Human Videos

TactSpace: Learning a Physics-enriched Shared Latent Space for Tactile Sim-to-Real Transfer

Inside Harvey AI: $11B, $300M ARR, 960 Employees, 12 Offices, 13 Trillion Tokens a Month

Inference engineering is the 80% cost cut most teams miss

Simulating Humans at Scale: Simile's Joon Sung Park

Ideogram’s Open-Weights Image Model and the Future of AI Design

Import AI 461: "Alignment is not on track"; FrontierCode; and synthetic research interns

Jensen Huang handed you the AI roadmap. Here are the 10 moves that matter.

The World of Atoms, Not Bits⚛️, The VC Liquidity Crunch💸, From Prompts to Orchestration🛠️

Kairos: A Native World Model Stack for Physical AI

T-Rex: Tactile-Reactive Dexterous Manipulation

What Matters in Orchestrating Robot Policies: A Systematic Study of Hierarchical VLA Agents

169: 访谈Cerebras早期投资人周楠：英伟达挑战者？Scaling Law的萌芽、被遗忘的百度美研

Samo Burja on Growth, Energy, and AI

Jeff Bezos — Project Prometheus Raises $12B for an 'Artificial General Engineer'

Google DeepMind's Logan Kilpatrick: Why the Model Eats the Harness

WEAVER, Better, Faster, Longer: An Effective World Model for Robotic Manipulation

Biohub: The Future of Biology is Open-Source with Co-Founders Mark Zuckerberg, Priscilla Chan, and Head of Science Alex Rives

LIVE: Jensen Huang on Building the Dynamo of the Intelligence Age

CHORUS: Decentralized Multi-Embodiment Collaboration with One VLA Policy

168: 对话王新宇：美团龙珠怎么投科技？

Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]

NVIDIA's CEO handed Stanford students the playbook for the next 10 years

Posts from VC News Daily for 06/09/2026

Axios Pro Rata: USAI Inc.

Import AI 460: Reward hacking society, RSI data from Anthropic; and RL-based quadcopter racing

Series A activity: Week of May 31, 2026

MotionWAM: Towards Foundation World Action Models for Real-Time Humanoid Loco-Manipulation

144. 对阳萌的4小时访谈：消费电子死与生、第三类公司、AI变量、产品方法、打游戏的模式选择

Father of the iPod and iPhone on building taste, judgment, and creativity in the AI era | Tony Fadell

OASIS: From Simulation Data Collection to Real-World Humanoid Loco-Manipulation

Alexandr Wang — Bloomberg Tech 2026

The OWID Brief: Child deaths, LGBT+ rights, electric vehicle sales, and more

LARA: Latent Action Representation Alignment for Vision-Language-Action Models

First to build the missile wins

BREAKING: Inside Impulse Space w/ Tom Mueller (FULL TOUR)

Meta Struggles to Be Relevant in AI

ProGAL-VLA: Grounded Alignment through Prospective Reasoning in Vision-Language-Action Models

Brendan Foody (Mercor) — Agentic Data and the Future of AI

Your AI agent is going to hallucinate at scale

GRAIL: Generating Humanoid Loco-Manipulation from 3D Assets and Video Priors

OpenAI CFO Sarah Friar on IPO, AI Rivalries, New Device, and Spending $100B+ on Compute

Series B activity: May 2026

The Google Capital Company (Stratechery Article 6-2-2026)

ElegantVLA: Learning When to Think for Efficient Vision-Language-Action Models

Humanoid-GPT: Scaling Data and Structure for Zero-Shot Motion Tracking

NVIDIA OmniDreams: Real-Time Generative World Model for Closed-Loop Autonomous Vehicle Simulation

🌎 Nvidia's world move

Import AI 459: AI oversight is difficult; scaling laws for protein folding models; and pricing the extinction risk…

Jensen Huang — Computex 2026 Keynote (GR00T N1.5, Cosmos 3)

Colosseum V2: Benchmarking Generalization for Vision Language Action Models

#497 – Biggest Mysteries in Physics: Antimatter, Dark Energy &amp; ToE – Don Lincoln

Posts from VC News Daily for 05/29/2026

How to Instruct Your Robot: Dense Language Annotations Power Robot Policy Learning

Axios Pro Rata: Groq 2.0

Anthropic Released Claude Opus 4.8 Today

Building an AI Guardian for Enterprise with Onyx Security CEO Maxim Bar Kogan

BORA: Bridging Offline Reinforcement Learning and Online Residual Adaptation for Real-World Dexterous VLA Models

Qwen-VLA: Unifying Vision-Language-Action Modeling across Tasks, Environments, and Robot Embodiments

VisualThink-VLA: Visual Intermediate Reasoning for Effective and Low-Latency Vision-Language-Action Policies

143. 对何小鹏的第二次访谈：更大赌注、人形机器人Iron诞生、那场意外、技术剧变下CEO、GX和缝合怪

💭 AI's messy middle

Beyond Binary: Sim-to-Real Dexterous Manipulation with Physics-Grounded Contact Representation

🚨 Hassabis sounds alarm

Import AI 458: Reckoning with the future; and a singularity story

How Cursor Trained Composer on Fireworks: Distributed Infrastructure for High-Performance RL

RIO: Flexible Real-Time Robot I/O for Cross-Embodiment Robot Learning

Deepu Talla (NVIDIA) on the Three-Computer Physical AI Stack

Axios Pro Rata: Let's eat

Reiner Pope – Chip design from the bottom up

GuidedVLA: Specifying Task-Relevant Factors via Plug-and-Play Action Attention Specialization

Gemini Robotics — Google IO 2026

SpaceX IPO: Orbital Data Centers Emerge as a Central Component of Musk's Grand Vision

How to 10x any AI skill using Karpathy's Autoresearch method

Factored Diffusion Policies:Compositionally Generalized Robot Control with a Single Score Network

Imagine2Real: Towards Zero-shot Humanoid-Object Interaction via Video Generative Priors

PokeVLA: Empowering Pocket-Sized Vision-Language-Action Model with Comprehensive World Knowledge Guidance

PointACT: Vision-Language-Action Models with Multi-Scale Point-Action Interaction

Axios Pro Rata: LIV fights for life

Import AI 457: AI stuxnet; cursed Muon optimizer; and positive alignment

StableVLA: Towards Robust Vision-Language-Action Models without Extra Data

141. Freda的投资札记第2集：Tokenmaxxing、把电机塞进蒸汽机、接力赛变篮球赛、孤独、人的连接

165: 英伟达 GEAR 高深远：世界模型、自进化循环、DreamDojo

Do World Action Models Generalize Better than VLAs? A Robustness Study

VLA-ATTC: Adaptive Test-Time Compute for VLA Models with Relative Action Critic Model

Eric Jang – Building AlphaGo from scratch

EXCLUSIVE: Coatue's Public Investments CIO on Anthropic, Semis, & AI's Biggest Market Shifts

Shifting Alliances in a Changing World (This Week in Stratechery)

Offline Semantic Guidance for Efficient Vision-Language-Action Policy Distillation

RLDX-1 Technical Report

Ten Years of Scale

CoCo-InEKF: State Estimation with Learned Contact Covariances in Dynamic, Contact-Rich Scenarios

Alexandr Wang on Meta's Muse Spark & Assured Robot Intelligence

Suno's Mikey Shulman: Everyone Can Make Music Now

Realtime-VLA FLASH: Speculative Inference Framework for Diffusion-based VLAs

What to Ignore, What to React: Visually Robust RL Fine-Tuning of VLA Models

Peggy Johnson (Agility Robotics) — Abundance360 with Peter Diamandis

Amazon’s Durability (Stratechery Article 5-5-2026)

Investing Like A Mystic: How Cyan Banister Finds Outliers (Co-Founder of Long Journey Ventures)

Import AI 455: AI systems are about to start building themselves.

Robots need insurance, too

GameStop Wants to Buy eBay

Beyond Bigger Models: Recursion As The Next Scaling Law In AI

Jai Malik (Amca) — $300M Series B for AI Aerospace and Defense Manufacturing

Baseten CEO Tuhin Srivastava on the AI Inference Crunch, Custom Models, and Building the Inference Cloud

Figure’s Humanoid Factory Tour – CEO Brett Adcock

Jim Fan — VLAs Are Dead, WAMs Are Next

Brett Adcock, CEO of Figure

BREAKING: Brett Adcock, CEO of Figure

Andrej Karpathy: From Vibe Coding to Agentic Engineering

Demis Hassabis on Building DeepMind, AlphaFold, and the Final Stretch to AGI

DOT-Sim: Differentiable Optical Tactile Simulation with Precise Real-to-Sim Physical Calibration

MotuBrain: An Advanced World Action Model for Robot Control

RopeDreamer: A Kinematic Recurrent State Space Model for Dynamics of Flexible Deformable Linear Objects

163: 详解DeepSeekV4：Infra巨鲸、百万上下文走进现实、极致效率优化

Reiner Pope – The math behind how LLMs are trained and served

Unified 4D World Action Modeling from Video Priors with Asynchronous Denoising

Why We Need Continual Learning

John and Patrick Collison on Stripe's Growth, Agent Commerce, and the Future of Software

💸 AI costs surge

20Product: Replit CEO on Why Coding Models Are Plateauing | Why the SaaS Apocalypse is Justified: Will Incumbents Be Replaced? | Why IDEs Are Dead and Do PMs Survive the Next 3-5 Years with Amjad Masad

RedVLA: Physical Red Teaming for Vision-Language-Action Models

162: 中国最早AI创业者的故事，与唐文斌聊天才策略、旷视、十年前的机器人和具身新创业

Deepak Pathak & Abhinav Gupta (Skild AI) — One Brain, Any Robot

The Future Of Drug Discovery Is 4 Billion Years Old (Viswa Colluru, Founder & CEO at Enveda)

EmbodiedMidtrain: Bridging the Gap between Vision-Language Models and Vision-Language-Action Models via Mid-training

Import AI 454: Automating alignment research; safety study of a Chinese model; HiFloat4

Frontier labs come for biology

The 20-Agent Machine That’s Minting Millionaires

137. 对洪乐潼的4小时访谈：AI for Math、把数学变成Lean、数学天书中的证明、直觉、被创造与被发现的

FLASH: Fast Learning via GPU-Accelerated Simulation for High-Fidelity Deformable Manipulation in Minutes

Novel Algorithms for Smoothly Differentiable and Efficiently Vectorizable Contact Manifold Construction

The business of GPU preorders

Sequoia Pulls in $7B to Invest in Late-Stage AI Deals

From Models to Mobility: Building Waymo with Dmitri Dolgov

Observing and Controlling Features in Vision-Language-Action Models

VADF: Vision-Adaptive Diffusion Policy Framework for Efficient Robotic Manipulation

VP-VLA: Visual Prompting as an Interface for Vision-Language-Action Models

160: 群核IPO后与黄晓煌聊这15年：被嫌弃的GPU、冠军酷家乐、空间智能、六小龙

The GPT Moment for Robotics Is Here

NEW: Giant Magnifying Glass + Hot Rocks Powering AI Data Centers

R3D: Revisiting 3D Policy Learning

Vision-Based Safe Human-Robot Collaboration with Uncertainty Guarantees

A Mechanistic Analysis of Sim-and-Real Co-Training in Generative Robot Policies

How a 20-Person Startup Won Gold at the Math Olympiad—Tying With OpenAI & DeepMind (Tudor Achim, CEO of Harmonic)

136. 全球大模型季报第9集：和广密聊，Coding是AGI第二幕、硅谷御三家真相、模型正成为新一代OS

Import AI 453: Breaking AI agents; MirrorCode; and ten views on gradual disempowerment

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