Writing
Semiconductors, AI infrastructure, and robotics — sourced from public material and reasoned through from the engineering constraints up.
- Physical AI
What a 95% benchmark score actually means on a factory floor
A policy at 95% per step finishes a twenty-step task a third of the time. The best entry in a 2025 robotics benchmark completed 12% of its tasks.
- Physical AI
The three numbers humanoid demos never give you
Industrial buyers decide on cycle time, availability, and MTBF. Humanoid demos publish none of them — and the semiconductor industry has had a standard for two of the three since 1986.