Urban Machine suspending lumber recycling operations in American Canyon due to a lack of demand

July 2025

July 2025
A few weeks ago, I hosted a small dinner in San Francisco — about fifteen people around a table. Founders building robotic hands, mobile manipulators, warehouse systems, autonomous vehicles, and world models for manipulation. Investors from early-stage funds to multi-stage industrial tech platforms. A few operators. Everyone had skin in the
A weekly roundup of interesting news and developments for founders, investors, and venture capitalists. The AI IPO Wave: A $2.9 Trillion Market Test We are on the verge of witnessing three of the largest IPOs in history. SpaceX is targeting a $1.5 trillion valuation, OpenAI is aiming for
A conversation with Ben Bolte — AI & Robotics Engineer, formerly K-Scale Labs, now at OpenAI About the Speaker Ben Bolte is a roboticist and AI engineer who recently joined OpenAI. He previously founded and led K-Scale Labs, building open-source general-purpose humanoid robots for embodied intelligence. Before that, he worked at
Takeaways from Quanting Xie's presentation at CMU's Lab to Market, San Francisco — February 11, 2026 Increase a gear ratio by 100x and the reflected inertia increases by 10,000x. That single physics problem explains one of the biggest disconnects in robotics right now: we can build