Equity

CES 2026 was all about “physical AI” and robots, robots, robots


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After years of chatbots and image generators, AI is finally leaving the screen. At CES 2026, that shift became impossible to ignore. 

 

The annual tech showcase in Las Vegas was dominated by "physical AI" and robotics, from Boston Dynamic's newly redesigned Atlas humanoid robot to AI-powered ice makers (yes, really). The companies in attendance clearly want consumers to know: AI isn't just capable of answering questions anymore. It's ready to movecar parts in factories, catchcatching drones with net guns, and dance in automaker booths. 

 

Today on TechCrunch’s Equity podcast, hosts Kirsten Korosec, Anthony Ha, and Sean O’Kane break down everything we saw at CES 2026 and more deals from the week that caught our eye. 

 

Listen to the full episode to hear about:  

  • Discord’s rumored IPO, years after shutting down a Microsoft acquisition 

    • xAI's massive $20 billion raise and the dark side of Grok's content moderation failures 

      • How Mobileye is getting into the humanoid robotics game with its acquisition of Mentee Robotics 

        • OpenAI's potential shift toward audio-first, screenless AI experiences 

          Chapters:

          00:00 - Intro
          00:38 - Discord's surprise IPO filing
          03:24 - xAI's $20B raise amid CSAM controversy
          11:06 - Mobileye's pivot to humanoid robotics
          14:41 - Physical AI takes over CES
          18:31 - Why humanoid robots still don't make sense
          24:26 - OpenAI's war on screens and ambient computing
          29:56 - Wrap-up


          Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod. 

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          EquityBy TechCrunch, Rebecca Bellan, Kirsten Korosec, Anthony Ha, Max Zeff, Theresa Loconsolo

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