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Published 2026-08-13 · Updated 2026-08-18 By Ken ZHANG (Maze Intelligence) Here is what I believe: The current wave of humanoid robotics startups, flushed with venture capital and promising a general-purpose revolution, is hitting a wall that money cannot easily scale—the Simulation Gap. While investors marvel
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Published 2026-08-06 · Updated 2026-08-18 Here is a hypothesis worth stress-testing: the future of embodied AI belongs to algorithmic efficiency and curation, not raw data scale — and the current "data hoarding" investment thesis may be obsolete. We can't yet prove that at
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Published 2026-07-23 · Updated 2026-08-17 The Simulation Trap Here is what I believe: the humanoid robotics market is currently mispricing the value of software hallucinations over physical friction, and the companies winning the next decade will be those that stop trying to "scale" their way