Episode 89 is all about CES 2026 and the three tech lanes that feel closest to going mainstream: robotaxis, robotics, and drone delivery.

We break down:

Robotaxi Wars: Uber’s robotaxi strategy (and what it signals vs. Tesla + Waymo)

NVIDIA @ CES: the push to make autonomy more “platform-driven” (plus the Mercedes angle)

Boston Dynamics Atlas: built for efficiency, not “human mimicry” — and why that matters

Consumer robotics reality check: iRobot’s stumble while everyone else ships smarter vacuums

Drone delivery: expanding fast… but still fighting the efficiency problem

If you’re trying to figure out what’s hype vs. what’s actually ready for scale, this episode’s for you.

Chapters

00:00 Intro + CES themes

02:20 Robotaxis (Uber x Lucid x Nuro) + NVIDIA autonomy platform

08:45 Tesla vs Waymo debate + “moat” talk

09:00 Boston Dynamics Atlas + Hyundai / DeepMind thread

17:25 Smart home robots + iRobot downfall

19:55 Drone delivery (Wing / Walmart expansion) + why scaling is hard

27:25 Wrap: when robotaxis go mainstream

#CES #NVIDIA #Waymo #Uber #Robotaxi #Robotics #BostonDynamics #Drones #AI