[Overcapacity] Molt-en Liquid Distortions

Paid reads for "Molt-en Liquid Distortions"

Thank you for being a paid subscriber! This week’s bonus board is available until 2026-03-01.

Click to access ⤵️

This week’s digest: https://substack.exponentialindustry.com/p/molt-en-liquid-distortions

This week’s industrial landscape is experiencing a massive convergence of “Physical AI,” resource sovereignty, and specialized automation.

Physical AI & Autonomous Systems

This theme represents the bridge between digital intelligence and mechanical execution, focusing on robots that “learn” on the factory floor and autonomous long-haul logistics.

• Waabi Secures $1B USD to Lead Physical AI Revolution: A massive Series C to deploy robotaxis and autonomous trucks via a generative AI-first approach.

• Figure AI Unveils Helix 02 for Full-Body Autonomy: A new humanoid model capable of dexterous manipulation, such as singulating small objects and dispensing syringes.

• RobCo Raises $100M to Scale Modular Industrial Robotics: Aiming to push deeper into the U.S. market with a platform that allows robots to …