Cathie Wood sees a golden age. Ray Dalio sees a bubble. BlackRock is quietly tokenizing everything. Meanwhile, robots just started clocking in at BMW. Three industries are merging into one economic stack, and no one agrees on what happens next. This is an attempt to make sense of it.
Jensen Huang calls it the ChatGPT moment for robotics. Boston Dynamics just started shipping Atlas to Hyundai. A Chinese startup sells humanoid robots for less than a used Honda Civic. Physical AI, the idea that machines can perceive, reason about, and act in the real world, went from conference slide to factory floor in under two years. Here is what that actually means.
Anthropic’s CEO just published a 23,000-word constitution for Claude. Not code. A constitution. Because the most advanced AI systems are no longer programmed—they are raised. And the methods look more like parenting than engineering.
Behavior Foundation Models can make virtual characters backflip and real humanoids walk. But making them help a stroke patient climb stairs requires solving problems the robotics community has barely started to name. Here is where the technology actually stands, what is missing, and which research directions might close the gap.
From 100M+ euro exit to an open-source viral sensation. Exploring Peter Steinberger’s journey, the birth of Moltbot (formerly ClawdBot), and the controversial rise of ‘Vibe Coding’.