The Humanoid Bet Lives or Dies at the Fingertips

BerntBornich introduced NEO's 25 degrees of freedom, tendon-driven hands, nearing or surpassing human-level dexterity, strength, speed, and reliability - for seventy years robotics worked around the hand problem, and the humanoid bet lives or dies at the fingertips. Eight million views on a hand, and if fingertips are solved, the next twenty years of labor get a body that can actually do the work.

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Elon said SpaceX will be worth more than the rest of Earth if they accomplish their goals. That is the multiplanetary valuation, and if Starship and the orbital stack work, the next twenty years make every Earth-only company look small.

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Elon said the next Starship launch is aiming for Thursday. A Thursday target means the vehicle is in a flight cadence, and cadence is how Starship becomes infrastructure over the next decade.

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I said AI has just hit a gigantic threshold and Grok 4.5 is the perfect example - the hard part of working with AI is iterating, and as models got smarter and more expensive they started taking longer, which creates stall time that kills flow and sends your brain somewhere else. Speed that keeps you in flow is the threshold, and over the next five years the model you actually use is the one that does not break your attention.

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I seeded $500 to my Robinhood agentic portfolio, powered by Hermes through Claude MCP, fully autonomous, zero inputs, posting every trade under my account with the trade, the why, the gain or loss, the 7/28/365, and the inception P&L, each post led with HERMES AUTO-TRADE. A $500 public agent that trades and explains itself is the prototype for how money gets managed for the next twenty years - software that acts, then files the tape.

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I said Robotaxi is a red herring for Tesla - the sleeper is recurring revenue from Supervised and Unsupervised FSD on the fleet, because the number of markets that will take a car with a wheel and pedals is far larger than the markets that will allow a Robotaxi network, and for at least the next 5-10 years the network is a technology showcase. The real unlock is people buying the car and turning autonomy on, which is the lower-hurdle revenue lever in almost every market.

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I said I am so impressed with Hermes, and Nous Research needs to come out with their own agentic model perfectly optimized for Hermes agentic execution. A model built for Hermes is how that agent stack stops renting someone else's brain and owns the next decade of local autonomy.

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I said Starlink just found a backdoor into every phone in Brazil - no dish, no new SIM, six spectrum bands, one green light from Anatel, and satellites talking straight to the handset already in your pocket. Direct-to-cell in a country that size is how Starlink becomes the default radio for phones over the next ten years, not a dish on a roof.

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