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Report: Amazon plans for robots to ride along in vans and bring packages to your doorstep

Robots, robots, everywhere.

Elon Musk thinks his Tesla Optimus bipedal humanoid robots will be a $10 trillion industry. Nvidia is making a huge bet on building the AI tools and hardware to power industrial robots.

Now Amazon is also working on humanoid robots to further replace its human workers, both in its fulfillment centers and also to pop out of Amazon delivery trucks to carry boxes to your doorstep, according to The Information.

Amazon is testing humanoid robots in an “obstacle park” and trying out different robotics platforms to help build a foundational AI model of the work done by Amazon warehouse workers. It’s using the DeepSeek-VL2 LLM for the training, the report says.

Amazon was an early pioneer in industrial robots, and today it uses significant automation in its massively complex fulfillment centers, employing swarms of short, square robots that ferry shelves full of good to human pickers.

But the report indicates that Amazon envisions fleets of humanoid robots hitching rides on the company’s Rivian electric delivery trucks (with human drivers, for now) to schlep packages from the truck to your doorstep (and maybe snap those useless photos?).

Dealing with the chaos of real-world obstacles would be significantly more challenging than the tightly controlled industrial environment of a warehouse.

Now Amazon is also working on humanoid robots to further replace its human workers, both in its fulfillment centers and also to pop out of Amazon delivery trucks to carry boxes to your doorstep, according to The Information.

Amazon is testing humanoid robots in an “obstacle park” and trying out different robotics platforms to help build a foundational AI model of the work done by Amazon warehouse workers. It’s using the DeepSeek-VL2 LLM for the training, the report says.

Amazon was an early pioneer in industrial robots, and today it uses significant automation in its massively complex fulfillment centers, employing swarms of short, square robots that ferry shelves full of good to human pickers.

But the report indicates that Amazon envisions fleets of humanoid robots hitching rides on the company’s Rivian electric delivery trucks (with human drivers, for now) to schlep packages from the truck to your doorstep (and maybe snap those useless photos?).

Dealing with the chaos of real-world obstacles would be significantly more challenging than the tightly controlled industrial environment of a warehouse.

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tech
Jon Keegan

Judge blocks Pentagon’s move to blacklist Anthropic

A federal judge in Northern California has granted a preliminary injunction blocking the Pentagon from labeling Anthropic as a national security supply chain risk.

The ruling temporarily prevents the Defense Department from restricting the AI company’s access to federal contracts amid a dispute over its refusal to allow certain military and surveillance uses of its technology. The designation could also have shifted lucrative government work toward competitors, including OpenAI.

Earlier this month, Anthropic, the company behind Claude, sued 17 federal agencies and their heads, alleging the government exceeded its statutory authority.

tech
Rani Molla

Report: SpaceX’s record IPO may grant preferential access to retail investors and Tesla shareholders

SpaceX’s impending IPO could raise $40 billion to $80 billion and rank as the largest ever — as well as one of the most unconventional.

The Wall Street Journal reports several ways CEO Elon Musk is considering breaking with IPO norms:

  • Investors in his other companies, including Tesla, could receive preferential access to shares.

  • Individual investors may get a third or more of the allocation, far above the typical ~10% mark.

  • Instead of a traditional road show, Musk wants investors to visit SpaceX facilities in person.

  • Investors in his other companies, including Tesla, could receive preferential access to shares.

  • Individual investors may get a third or more of the allocation, far above the typical ~10% mark.

  • Instead of a traditional road show, Musk wants investors to visit SpaceX facilities in person.

tech
Rani Molla

Tesla released estimates for Q1 deliveries and they’re lower than analysts expected

Ahead of first-quarter earnings next month, Tesla released its own company-compiled Wall Street consensus estimate for deliveries: 365,645 vehicles. While that’s lower than the 382,000 FactSet consensus estimate, it represents a nearly 9% jump from Q1 2025, when Tesla sold 336,681 vehicles.

Tesla started releasing its own consensus estimates to the public — not just institutional investors — for the first time in Q4 2025. The move was seen as a way to temper investor expectations, as other estimates were too high. Last quarter, Tesla’s compilation was closer to actual numbers, which fell 16% year over year.

The market-implied odds from event contracts suggest 64% of traders think Tesla’s Q1 deliveries will be more than 350,000, 44% think it will be higher than 360,000, and just 21% have it at higher than 370,000.

(Event contracts are offered through Robinhood Derivatives, LLC — probabilities referenced or sourced from KalshiEx LLC or ForecastEx LLC.)

ARC-AGI-3

The toughest AI benchmark just got a whole lot tougher

ARC-AGI-3 is the latest version of a clever benchmark that challenges AI models to solve mini video games with no written instructions.

Jon Keegan3/26/26

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Sherwood Media, LLC produces fresh and unique perspectives on topical financial news and is a fully owned subsidiary of Robinhood Markets, Inc., and any views expressed here do not necessarily reflect the views of any other Robinhood affiliate, including Robinhood Markets, Inc., Robinhood Financial LLC, Robinhood Securities, LLC, Robinhood Crypto, LLC, Robinhood Derivatives, LLC, or Robinhood Money, LLC. Futures and event contracts are offered through Robinhood Derivatives, LLC.