GM chief executive Mary Barra still calls EVs the endgame, but the only date she will commit to is eyes-off highway driving on the 2028 Cadillac Escalade IQ. That single highway feature is the milestone investors can hold GM's strategy to.
Reality
- Evidence45
- Adoption
- Insufficient
- Hype gap+10
- Incentives65
- Confidence50
build1 publisherOne report Odyssey-3 keeps one visual world model frozen and trains small action decoders on top of it for arms, humanoids, drones, cars and game agents. Driving is the only test it ran in closed loop on public roads.
Reality
- Evidence35
- Adoption20
- Hype gap+30
- Incentives75
- Confidence55
Median pay for technology titles reached $2.6mn, up 45.4% since 2021, though one year supplied a 28.9% move on its own, and the largest single award in the data had lost 41% of its value before any of it vested.
Reality
- Evidence55
- Adoption52
- Hype gap+18
- Incentives62
- Confidence54
build1 publisherOne report The 10,000 hours released on August 26th arrive in LeRobot v3 and MCAP with licensing set subset by subset, while the remaining 90,000 land in stages on no published date. The plannable corpus is the small one.
Reality
- Evidence38
- Adoption20
- Hype gap+22
- Incentives78
- Confidence44
Unitree's $66 billion valuation lost nearly half its value in a week, and robot brains still lack the data to justify the hype.
Reality
- Evidence44
- Adoption38
- Hype gap+42
- Incentives72
- Confidence48
build1 publisherOne report Jeff Pinner arrives from Robinhood to run Exa's own index, GPU cluster and 323ms latency budget. Exa's stated targets imply roughly 97,000 requests in flight at once.
Reality
- Evidence42
- Adoption48
- Hype gap+30
- Incentives68
- Confidence45