Semiconductors, AI infrastructure, and robotics, analysed by a working engineer. Where technical headroom becomes financial margin.https://thermalmargin.com/https://thermalmargin.com/blog/what-a-95-percent-benchmark-means/https://thermalmargin.com/blog/what-a-95-percent-benchmark-means/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.Sun, 02 Aug 2026 00:00:00 GMThttps://thermalmargin.com/blog/three-numbers-humanoid-demos/https://thermalmargin.com/blog/three-numbers-humanoid-demos/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.Sat, 01 Aug 2026 00:00:00 GMT