THE DAILY H.E.A.T.

SpaceX Earnings

NVIDIA Just Published the Floor Plan

NVIDIA wants AI factories built faster. That could mean more sales for its suppliers—and less power over their prices.

The world is built for humans

That's why humanoids matter more than any robot before them.

Wall Street Is Buying Fire Insurance on AI

CoreWeave’s credit stress and Anthropic’s funding test point to the same problem: tomorrow’s revenue doesn’t pay today’s bills.

Brain. Blueprint. Muscle. Senses. Deployment.

The five layers inside HOID.

I'm co-managing a robot fund

HOID is live. Here's why I signed up.