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GIGANTIC: Humanoid Robots $100 Trillion+ (deep dive)

Questions to inspire discussion.

Data and Autonomy.

📊 Q: Why is vision data valuable in AI development? A: Vision data is worth more than zero if you can collect and process yataflops and yataflops of data, but worthless without collection capabilities, making the world’s visual data valuable for those who can collect and process it.

🚗 Q: How does solving autonomy relate to AI development? A: Solving autonomy is crucial and requires tons of real world data, which necessitates tons of robots collecting real world data in the real world, creating a cycle of data collection and AI improvement.

Company-Specific Opportunities.

🔋 Q: What advantage does Tesla have in developing humanoid robots? A: Tesla has essentially built the robot’s brain in their vehicles, allowing them to transplant this brain into humanoid robots, giving them a massive head start in development.

Mobile phone app reduces suicidal behavior among high-risk patients, new study shows

A mobile phone app designed to deliver suicide-specific therapy reduced suicidal behavior among high-risk psychiatric inpatients, according to a new study by scientists at Yale School of Medicine and The Ohio State University Wexner Medical Center and College of Medicine.

The study, published in JAMA Network Open, found that the app, OTX-202, reduced the recurrence of post-discharge suicide attempts by 58.3% among patients who had previously attempted suicide. This reduction is a critical achievement for a group that is particularly vulnerable to repeated suicidal behaviors, the researchers said.

Users of the app also experienced sustained reductions in for up to 24 weeks after psychiatric hospitalization, according to the study. In contrast, patients who used an active control app in addition to treatment as usual showed early improvement, but suicidal thoughts rebounded by week 24.

Organic molecule achieves both strong light emission and absorption for displays and imaging

Researchers at Kyushu University have developed a novel organic molecule that simultaneously exhibits two highly sought-after properties: efficient light emission suitable for advanced displays and strong light absorption for deep-tissue bioimaging. This breakthrough addresses a long-standing challenge in molecular design, paving the way for next-generation multifunctional materials.

Their study, published online in the journal Advanced Materials on July 29, 2025, was conducted in collaboration with the National Taipei University of Technology and the National Central University.

Organic light-emitting diodes (OLEDs) are at the forefront of modern display and lighting technologies, powering nearly everything from smartphone screens to large televisions and monitors. A key phenomenon that is actively being researched to enhance OLED efficiency is thermally activated delayed fluorescence (TADF).

Apple CEO: AI Is ‘As Big or Bigger’ Than the Internet, Smartphones

Apple CEO Tim Cook told employees at an all-hands meeting that the AI revolution is “as big or bigger” than the internet, smartphones, cloud computing, and apps. According to Bloomberg’s Power On newsletter, Cook said, “Apple must do this,” adding that this is “ours to grab.” He expressed hopes that, though Apple has been relatively late in rolling out AI tools—Apple Intelligence was only unveiled in 2024 —it could still dominate its rivals.

“We’ve rarely been first,” the CEO told staff. “There was a PC before the Mac; there was a smartphone before the iPhone; there were many tablets before the iPad; there was an MP3 player before iPod.”

But Cook argued that Apple invented the “modern” versions of those products, adding: “This is how I feel about AI.” He also discussed practical steps Apple is taking to make these plans a reality. Cook said Apple is investing in AI in a “big way,” and that 40% of the 12,000 employees hired last year are set to work on research and development.

New Wi-Fi fingerprint system re-identifies people without devices

Surveillance in the digital age is no longer limited to cameras and smartphones. From facial recognition to GPS logs, the tools used to monitor people have grown increasingly sophisticated.

Now, researchers in Italy have shown that even ordinary Wi-Fi signals can be used to track people, without needing them to carry any device at all.

A team from La Sapienza University of Rome has developed a system called ‘WhoFi,’ which can generate a unique biometric identifier based on how a person’s body interacts with surrounding Wi-Fi signals.


Italian researchers turn Wi-Fi signals into biometric tools, enabling passive tracking of individuals without phones using AI.

Synthetic data boosts gait analysis: AI trained on simulations rivals existing models

Gait assessment is critical for diagnosing and monitoring neurological disorders, yet current clinical standards remain largely subjective and qualitative. Recent advances in AI have enabled more quantitative and accessible gait analysis using widely available sensors such as smartphone cameras.

However, most existing AI models are designed for specific patient populations and sensor configurations, primarily due to the scarcity of diverse clinical datasets—a constraint often driven by privacy concerns. As a result, these models tend to underperform when applied to populations or settings not well represented in the , limiting their broader clinical applicability.

In a study published in Nature Communications, researchers from IBM Research, the Cleveland Clinic, and the University of Tsukuba propose a novel framework to overcome this limitation. Their approach involves generating synthetic gait data using generative AI trained on physics-based musculoskeletal simulations.

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