Reports

Long-form, and what is blocking the rest

A report ships when its argument can be sourced end to end. The pipeline below is published deliberately: it shows what is being worked on and precisely what is holding each one up.

Tuesday, 5 August 2026 · 0 published

Report	What it argues	What is blocking it
The humanoid cost curve	What the disclosed rounds imply about unit economics, using only figures with named sources.	Nothing. Needs writing.
What "general purpose" actually requires	The capability gap between a benchmark result and a paid deployment.	Nothing. Needs writing.
Robot density by sector	Where automation has already saturated, and where it has not.	IFR World Robotics licence.