Tesla doubles down on Optimus Gen 3, shifting Fremont from cars to humanoid robots and signaling a long‑term pivot from EVs to physical AI. Rivian spin‑out Mind Robotics raises a massive $500M to deploy non‑humanoid industrial robots this year, betting that boring, reliable automation still delivers the fastest ROI. We also break down the latest capability demos from Boston Dynamics’ Atlas and CES humanoids, and I share which robotics companies and ecosystems I’ll be watching on the ground at NVIDIA GTC.

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