If $WYFI follows $NBIS chart, may be more
$WYFI reminds me of an early-stage $NBIS.
> Both serve the structural AI compute demand thesis
> Both have major contracted backlogs (relative to size)
> Both validated by smart money positioning (Leopold Aschenbrenner's Situational Awareness Fund holds BOTH)
> Both benefit from hyperscalers unable to build fast enough
$NBIS: ~$72B MC, $45B+ contracted backlog. Vertically integrated AI cloud platform with own ML stack + $NVDA equity.
$WYFI: ~$1.4B MC, $1B+ contracted backlog. Pure-play AI infrastructure provider. Large asymmetry.
Both companies sell capacity to entities that need AI compute. Both benefit from $ORCL's backlog validation.
$WYFI is positioned near where $NBIS was before it absolutely took off...
$NBIS is undoubtedly the industry leader, and should continue to stay ahead. But $WYFI is the asymmetric opportunity - higher risk, and much higher reward.
$WYFI reminds me of an early-stage $NBIS.
> Both serve the structural AI compute demand thesis
> Both have major contracted backlogs (relative to size)
> Both validated by smart money positioning (Leopold Aschenbrenner's Situational Awareness Fund holds BOTH)
> Both benefit from hyperscalers unable to build fast enough
$NBIS: ~$72B MC, $45B+ contracted backlog. Vertically integrated AI cloud platform with own ML stack + $NVDA equity.
$WYFI: ~$1.4B MC, $1B+ contracted backlog. Pure-play AI infrastructure provider. Large asymmetry.
Both companies sell capacity to entities that need AI compute. Both benefit from $ORCL's backlog validation.
$WYFI is positioned near where $NBIS was before it absolutely took off...
$NBIS is undoubtedly the industry leader, and should continue to stay ahead. But $WYFI is the asymmetric opportunity - higher risk, and much higher reward.
✍1
Before Neocloud rallies hard...
Here's what I like about:
$BTDR - ~3.0 GW global power portfolio with $69M+ AI Cloud ARR and Norway data center conversion
$CIFR - Nearly $10B in contracted HPC revenue (AWS $AMZN, Fluidstack, $GOOGL partnerships)
$CLSK - Strong balance sheet, but still awaiting hyperscaler AI lease
$CORZ - $CRWV hosting deal with gigawatt-scale Muskogee, Oklahoma buildout
$CRWV - Benchmark with $NVDA equity stake, $MSFT anchor, and Nasdaq-100 inclusion
$IREN - Multi-billion dollar $MSFT contract with direct $NVDA partnership
$NBIS - Vertically integrated AI cloud platform with $45B+ backlog, $NVDA equity stake, and Nasdaq-100 inclusion
$WYFI - My favorite at the moment. Reminds me of a smaller cap and earlier stage $NBIS, just signed second major contract ($160M+ Paris)
Or $WGMI ETF is an option for broad exposure.
Most sit at different layers of the same structural AI infrastructure thesis.
Here's what I like about:
$BTDR - ~3.0 GW global power portfolio with $69M+ AI Cloud ARR and Norway data center conversion
$CIFR - Nearly $10B in contracted HPC revenue (AWS $AMZN, Fluidstack, $GOOGL partnerships)
$CLSK - Strong balance sheet, but still awaiting hyperscaler AI lease
$CORZ - $CRWV hosting deal with gigawatt-scale Muskogee, Oklahoma buildout
$CRWV - Benchmark with $NVDA equity stake, $MSFT anchor, and Nasdaq-100 inclusion
$IREN - Multi-billion dollar $MSFT contract with direct $NVDA partnership
$NBIS - Vertically integrated AI cloud platform with $45B+ backlog, $NVDA equity stake, and Nasdaq-100 inclusion
$WYFI - My favorite at the moment. Reminds me of a smaller cap and earlier stage $NBIS, just signed second major contract ($160M+ Paris)
Or $WGMI ETF is an option for broad exposure.
Most sit at different layers of the same structural AI infrastructure thesis.
What Anthropic is doing with a Peter Thiel backed identity company should make people nervous.
Now Anthropic is rolling out ID verification through Persona, and we’re supposed to just trust that this stays neatly separated from everything we create?
Sorry, but no.
I don’t want my face, ID, account, prompts, code, and projects sitting anywhere near one giant identity layer.
If it’s “just verification,” then say exactly what gets stored, who can access it, how long it’s kept, and whether it can ever be linked to what we build in Claude.
Because this is exactly how surveillance gets rebranded as safety.
Now Anthropic is rolling out ID verification through Persona, and we’re supposed to just trust that this stays neatly separated from everything we create?
Sorry, but no.
I don’t want my face, ID, account, prompts, code, and projects sitting anywhere near one giant identity layer.
If it’s “just verification,” then say exactly what gets stored, who can access it, how long it’s kept, and whether it can ever be linked to what we build in Claude.
Because this is exactly how surveillance gets rebranded as safety.
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😂 He knows one wrong move and no more family dinners!
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Another AI company about to IPO at a valuation nobody can explain
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HR: "So what kind of skill do you have?"
Me:
Me:
🇨🇭 Global One SI - Prompt
GLM-5.2 - The Complete Guide. Everything you need to know: how to set it up, how to prompt, tips, and more.
How to get the most out of Codex (OpenAI's hidden advice for unlocking maximum power).
✍1
🇨🇭 Global One SI - Prompt
Humanoid Robot Makers. June 2026. Full details from the image table. ‣ FIGURE ➤ HQ: US ➤ Valuation: $39B private ➤ Flagship robot: Figure 03 ➤ AI brain: Helix VLA in house ➤ Traction: Production near 1 robot every 90 minutes. Target 100k units. Pilots with…
Who’s Building With Whom in Humanoid Robots?
Notable deployments, pilots and AI stacksJune 2026 snapshotNodes scaled by revenue / company scale
CENTRAL ROBOT MAKERS
➤ Tesla$94.8B revenueOptimus internal developmentConnected only to Tesla Factories
➤ Figure AI$39B valuation$1B+ Series C$39B post-money
➤ Agility RoboticsPrivate
➤ ApptronikPrivate
➤ UBTECHRMB 2.0B revenue
➤ Boston DynamicsHyundai unit
➤ UnitreePrivate
CUSTOMERS / DEPLOYMENTS
➤ GXO$13.2B revenue100,000+ totes moved with Agility Robotics
➤ Toyota Motor Manufacturing CanadaCommercial deployment with Agility Robotics
➤ BMW€142B revenueFigure AI pilot / deployment at BMW Spartanburg90,000+ parts loaded30,000+ X3s1,250 hours
➤ Mercedes-Benz€132.2B revenueApollo in manufacturing with Apptronik
➤ Jabil$29.8B revenueCommercial manufacturing link with Apptronik
➤ AirbusCommercial aerospace link with UBTECH
➤ BYDReported Walker S1 / S2 use with UBTECH
➤ HyundaiBoston Dynamics ecosystem link
AI / COMPUTE
➤ HelixFigure AI stack
➤ NVIDIA$215.9B revenueAI / compute links across the humanoid ecosystem
➤ Google DeepMindGemini Robotics with ApptronikAI link with Boston Dynamics
➤ NVIDIA GR00T Reference RobotAI stack link with Unitree H2 Plus
MANUFACTURING / CAPITAL
➤ BotQFigure AI manufacturing
➤ Intel CapitalCapital link with Figure AI
➤ Qualcomm VenturesCapital link with Figure AI
➤ SchaefflerStrategic investor and planned deployment with Agility Robotics
➤ Research InstitutionsAI2ETHStanfordUCSDResearch ecosystem around Unitree
KEY CONNECTIONS
➤ Tesla connects only to Tesla FactoriesNo public Tesla partnership with Boston DynamicsNo Optimus link with Atlas
➤ Figure AI connects to BMW, NVIDIA, Helix, BotQ, Intel Capital and Qualcomm Ventures
➤ Agility Robotics connects to GXO, Toyota Motor Manufacturing Canada and Schaeffler
➤ Apptronik connects to Mercedes-Benz, Jabil, Google DeepMind and NVIDIA GR00T
➤ UBTECH connects to Airbus and BYD
➤ Boston Dynamics connects to Hyundai and Google DeepMind
➤ Unitree connects to NVIDIA GR00T Reference Robot and research institutions
This map shows the public humanoid-robot ecosystem as of June 2026.
The important correction: Tesla should not be linked to Boston Dynamics.Tesla is developing Optimus internally. Boston Dynamics is a competitor through Atlas, Hyundai and Google DeepMind.
NODES
➤ Orange = customers / deployments
➤ Purple = AI / compute
➤ Teal = manufacturing / capital
➤ White circles = robot makers
LINKS
➤ Solid black line = commercial deployment
➤ Dashed black line = pilot / testing
➤ Dotted purple line = AI stack / compute
➤ Dotted teal line = manufacturing / capital ties
Notable deployments, pilots and AI stacksJune 2026 snapshotNodes scaled by revenue / company scale
CENTRAL ROBOT MAKERS
➤ Tesla$94.8B revenueOptimus internal developmentConnected only to Tesla Factories
➤ Figure AI$39B valuation$1B+ Series C$39B post-money
➤ Agility RoboticsPrivate
➤ ApptronikPrivate
➤ UBTECHRMB 2.0B revenue
➤ Boston DynamicsHyundai unit
➤ UnitreePrivate
CUSTOMERS / DEPLOYMENTS
➤ GXO$13.2B revenue100,000+ totes moved with Agility Robotics
➤ Toyota Motor Manufacturing CanadaCommercial deployment with Agility Robotics
➤ BMW€142B revenueFigure AI pilot / deployment at BMW Spartanburg90,000+ parts loaded30,000+ X3s1,250 hours
➤ Mercedes-Benz€132.2B revenueApollo in manufacturing with Apptronik
➤ Jabil$29.8B revenueCommercial manufacturing link with Apptronik
➤ AirbusCommercial aerospace link with UBTECH
➤ BYDReported Walker S1 / S2 use with UBTECH
➤ HyundaiBoston Dynamics ecosystem link
AI / COMPUTE
➤ HelixFigure AI stack
➤ NVIDIA$215.9B revenueAI / compute links across the humanoid ecosystem
➤ Google DeepMindGemini Robotics with ApptronikAI link with Boston Dynamics
➤ NVIDIA GR00T Reference RobotAI stack link with Unitree H2 Plus
MANUFACTURING / CAPITAL
➤ BotQFigure AI manufacturing
➤ Intel CapitalCapital link with Figure AI
➤ Qualcomm VenturesCapital link with Figure AI
➤ SchaefflerStrategic investor and planned deployment with Agility Robotics
➤ Research InstitutionsAI2ETHStanfordUCSDResearch ecosystem around Unitree
KEY CONNECTIONS
➤ Tesla connects only to Tesla FactoriesNo public Tesla partnership with Boston DynamicsNo Optimus link with Atlas
➤ Figure AI connects to BMW, NVIDIA, Helix, BotQ, Intel Capital and Qualcomm Ventures
➤ Agility Robotics connects to GXO, Toyota Motor Manufacturing Canada and Schaeffler
➤ Apptronik connects to Mercedes-Benz, Jabil, Google DeepMind and NVIDIA GR00T
➤ UBTECH connects to Airbus and BYD
➤ Boston Dynamics connects to Hyundai and Google DeepMind
➤ Unitree connects to NVIDIA GR00T Reference Robot and research institutions
This map shows the public humanoid-robot ecosystem as of June 2026.
The important correction: Tesla should not be linked to Boston Dynamics.Tesla is developing Optimus internally. Boston Dynamics is a competitor through Atlas, Hyundai and Google DeepMind.
NODES
➤ Orange = customers / deployments
➤ Purple = AI / compute
➤ Teal = manufacturing / capital
➤ White circles = robot makers
LINKS
➤ Solid black line = commercial deployment
➤ Dashed black line = pilot / testing
➤ Dotted purple line = AI stack / compute
➤ Dotted teal line = manufacturing / capital ties