Sign up | Follow us on X | Sponsor | | Together with | | | howdy, it’s Barsee again. | happy thursday, AI family, and welcome back to AI Valley. | here are the biggest things worth knowing today: | Figure is moving humanoid robots from prototype to production AI spots pancreatic cancer years before doctors $130B in AI spending, and supply still can’t meet demand Plus trending AI tools, posts, and resources
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| | | | THROUGH THE VALLEY | 1/ Figure is moving humanoid robots from prototype to production | | Figure AI has gone from producing one humanoid robot per day to one every hour in under 120 days. Inside its BotQ factory in California, it’s now building its third-generation system, Figure 03 (see the reveal), across 150+ workstations with dedicated assembly lines and layered quality checks. | They’ve produced 350+ robots so far and are targeting up to 50,000 per year, which not long ago sounded unrealistic but now looks actively within reach. | Why this matters: | The bottleneck in robotics is shifting. It used to be about not having enough real-world machines to learn from. Now it’s about whether those machines actually hold up in the wild, doing repetitive work over time without quietly breaking down. | If reliability is there, progress compounds because every deployed robot feeds the next iteration. If it isn’t, scale just exposes the problem faster. | 2/ AI spots pancreatic cancer years before doctors | | At the Mayo Clinic, a model called REDMOD was tested on nearly 2,000 historical CT scans that had already been reviewed and marked as normal. It still identified early signs of pancreatic cancer in 73% of cases, sometimes up to three years before diagnosis. Around the two-year mark, it detected roughly three times more cases than radiologists. | Why this matters | Pancreatic cancer isn’t hard to confirm once it’s obvious. The problem is that by then it’s usually too late to treat effectively, which makes timing everything. | Most attempts to fix this rely on new tests or additional screening, which rarely scale because they add cost, friction, and more decisions into an already complex system. | This approach pulls earlier signals from scans that already exist, moving detection forward without changing behavior. That’s why it has a real chance of becoming standard, not just studied. | 3/ $130B in AI spending, and supply still can’t meet demand | | Microsoft, Alphabet, Amazon, and Meta together spent around $130 billion in a single quarter, largely driven by AI infrastructure, and still reported the same issue. Demand is ahead of supply. | Alphabet → $109B revenue (+22%), Cloud +63% to $20B, ~$460B backlog Amazon → $181B revenue, AWS +28%, $44B Q1 capex, chips at $20B run rate Meta → $56B revenue (+33%), raising capex to as high as $145B Microsoft → $82B revenue (+18%), AI revenue at $37B run rate, 20M Copilot users
| Why this matters | These companies aren’t struggling to sell AI, they’re struggling to deliver it. Billions in demand are already sitting in backlogs, waiting on infrastructure that hasn’t been built yet. | That shifts the competition toward capacity. The advantage now comes from how quickly you can deploy compute at scale, not just how good your models are. |
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| | | | | Gemma 4 > Google launched offline vibe coding with Gemma 4 Stripe Link Agent Wallet > Let AI agents pay on your behalf without exposing your card, with approval required for every transaction Gemini > It can now create Docs, Sheets, Slides, Word docs, Excel files, and more directly in the chat Meta TRIBE v2 > A free AI that predicts exactly where your video gets boring BEFORE you publish it ElevenMusic > A new platform to discover, remix, create, and earn from music, built on the ElevenLabs music model Shipper > Turn any website into an native mobile app DeepSeek Vision > A new mode in DeepSeek Chat dedicated to image-understanding tasks. Motubrain > ShengShu Technology introduces a new world action model SureThing.io > An autonomous agent that delivers results with human-like communication Odyssey-2 Max > A causal autoregressive world model enabling real-time, physically accurate simulations through next-state prediction Cursor > Released a TypeScript SDK to build and control custom coding agents using the same system behind Cursor Cursor Camp > A website to hang out with other cursors
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| | | | | | | | What’s trending on social today: |  | Demis Hassabis: Agents, AGI & The Next Big Scientific Breakthrough |
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