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Published 2026-08-27 · Updated 2026-08-31 The Zero-Sensor Shift & The Latency Tax By Ken ZHANG (Maze Intelligence) Silicon may be cheap, but compute is expensive, and in the current robotics funding climate, efficiency is the new currency. This week, the most concrete capital signals were not
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Published 2026-08-20 · Updated 2026-09-21 The headline-grabbing capital this week is sitting in heavy industry, not humanoids. While the construction autonomy sector absorbs a $200M round and the public markets digest a Chinese bipedal listing, the underlying "plumbing" of the robotics stack—simulation, tactile
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Published 2026-08-12 · Updated 2026-08-20 Date: 2026-08-19 | Author: Ken ZHANG (Maze Intelligence) --- The Definition of "Prime" In late 2025, the narrative around humanoid robotics shifted from "science experiment" to "infrastructure project." This month, that shift crystallized. We are no
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Published 2026-08-05 · Updated 2026-08-23 Decoding the capital behind the machines. Date: August 18, 2026 | Author: Ken ZHANG (Maze Intelligence) --- The Execution Overhang In the venture capital business, there is a distinct difference between "narrative risk" and "execution risk." For the past three
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Published 2026-07-29 · Updated 2026-08-20 By Ken ZHANG (Maze Intelligence) --- The Execution Premium: SPACs, Wheels, and the End of the "Home" Hype If the narrative of 2023 and 2024 was defined by the "Olympics" of humanoid valuations—driven by hype cycles, generative AI
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Published 2026-07-22 · Updated 2026-08-20 By Ken ZHANG (Maze Intelligence) Date: July 2026 Welcome to Funding Flow. If last year was the "Peak of Inflated Expectations" for humanoid robotics, this quarter is the beginning of the "Slope of Enlightenment." Markets are no longer