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This week in AI: Three humanoid companies moved toward the public markets in a single week. Agility filed to go public via SPAC at $2.5 billion, Unitree cleared its Shanghai IPO, and Tesla started turning the line that built its last Model S into an Optimus factory. Updated 2026-07-09
A government switched off an AI model. The chipmakers won the quarter. The whole quarter mapped into six forces — every claim sourced. Free, 12-minute read.
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IPOs, New Models, and Smarter Robots
Three humanoid companies moved toward the public markets in a single week. Agility filed to go public via SPAC at $2.5 billion, Unitree cleared its Shanghai IPO, and Tesla started turning the line that built its last Model S into an Optimus factory. Mistral shipped a robot brain that finds its way with one cheap camera. And the research this week kept landing on the same catch: locomotion is getting solved, while the models still lose basic world knowledge the moment you train them to act. The m...