Robotics. A 5 hour dive into the new “AI”.

I’ve been digging much deeper into Physical AI, and I think investors are still underestimating how large this opportunity could become. And the catalyst setup is getting interesting. $HUMN is the first U.S.-listed ETF dedicated

Hunter AllenAug 163

DeepSeek V4 Pro: the cheap AI that ties the best models on agent work.

It just went live. No launch video. No hype post. → Scored 87.9 on Terminal Bench (the top model got 88) → Reads 1 million tokens at once → Cache reads cost almost nothing → 90%+ cache hit rate on

Julian Goldie SEOAug 16

$420 a month on AI. Then $20.

Same models Same quality Different path Claude Max, ChatGPT Pro, Cursor, Perplexity Most of that bill was convenience, not capability Free forever (no card): Google AI Studio · Gemini 2.5 Flash · ~1,500 req/day · 1M context Groq · Llama 3.3

ALEXYZAug 1626

I signed GPT, Claude launched a new model.

I signed Claude, Gemini and DeepSeek launched. That's it every week.

The DOOM GuyAug 16