Last thought: The liquidated damages clauses of the contracts between neoclouds and their offtakers will be the final boss battle. If you don’t have experience building highly available compute, you will have outages that stress your uptime commitments. If you can’t remedy them, your offtaker will be extremely punitive. Terms that look good on paper now starts to shrivel under the LD terms of offtaker contracts. You’re already starting to see a few of these blow up - you lose your IG wrapper, a big hyperscaler dumps you etc etc. So anyone in the data center game needs to ultimately be excellent at management/uptime/maintenance. If you’re not, you may wilt when you inevitably have to manage some moment of downtime.

The market wants to exhaust you to the point where you stop paying attention or lose interest entirely. Then when your mental and financial capital are completely drained and you’ve finally had enough, it’ll bottom. This is the game.

One step closer to Nasdaq: the SEC has declared effective our Form S-4 for the proposed business combination with Churchill Capital Corp XI (Nasdaq: CCXI). Expected ticker: AGLT Read the announcement: agilityrobotics.com/content/…

Scoop: robotics startup FieldAI has raised $700 million at a $10 billion valuation, according to a person familiar with the deal, more than quadrupling its valuation in just over a year. The round brings FieldAI's valuation closer to its competitors, including Physical Intelligence, valued at roughly $11 billion, and Skild AI, valued at more than $14 billion. 🎁 link below

We are releasing Dyna-2.1, the first Physical Agent that achieves reliable super long-horizon whole-body autonomy. It combines our brand-new semi-humanoid hardware with an agentic system built around Dyna-2 to handle ultra-long real-world workflows. Here is an uncut footage of Dyna-2.1 completing an entire hour-long laundry room workflow, just like a human does.