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Rohan Paul proposes that robot memory demand will exceed everything else on Earth
On October 27, 2026, Musk responded on X to Counterpoint Research's forecast regarding DRAM demand for humanoid robots, calling the analysis "absurd" and stating that robot memory demand will exceed that of every other application on Earth. Counterpoint projects that DRAM per humanoid robot will rise from the current 19GB to 39GB by 2030, with total demand growing from about 8,300TB in 2026 to about 172,000TB in 2030, an increase of roughly 20 times; one analyst estimates that at an annual output of 10 million Optimus units and 72GB per unit, about 720PB of LPDDR would be needed per year. Musk also stated that the robots use low-power DRAM rather than HBM. At present, this judgment remains Musk's personal statement, with no subsequent developments.
On October 27, 2026, Musk responded on X to Counterpoint Research's forecast regarding DRAM demand for humanoid robots, calling the analysis "absurd" and stating that robot memory demand will exceed that of every other application on Earth. Counterpoint projects that DRAM per humanoid robot will rise from the current 19GB to 39GB by 2030, with total demand growing from about 8,300TB in 2026 to about 172,000TB in 2030, an increase of roughly 20 times; one analyst estimates that at an annual outpu
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Rohan Paul proposes that robot memory demand will exceed everything else on Earth
On October 27, 2026, Musk responded on X to Counterpoint Research's forecast regarding DRAM demand for humanoid robots, calling the analysis "absurd" and stating that robot memory demand will exceed that of every other application on Earth. Counterpoint projects that DRAM per humanoid robot will rise from the current 19GB to 39GB by 2030, with total demand growing from about 8,300TB in 2026 to about 172,000TB in 2030, an increase of roughly 20 times; one analyst estimates that at an annual output of 10 million Optimus units and 72GB per unit, about 720PB of LPDDR would be needed per year. Musk also stated that the robots use low-power DRAM rather than HBM. At present, this judgment remains Musk's personal statement, with no subsequent developments.
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View story:Rohan Paul proposes that robot memory demand will exceed everything else on Earth
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Odyssey claims Odyssey-3 performs best on physics benchmarks
On November 3, 2026, Odyssey released the world model Odyssey-3 and claimed that it is the best-performing world model. Odyssey stated that Odyssey-3 achieved the highest score in the physics section of World Models' Last Exam and maintained SOTA on Physics-IQ Verified. The company also claimed that these improvements in physical capabilities will translate into stronger robotics, humanoid robots, autonomous driving, drones, and simulation capabilities. Currently, this claim comes only from Odyssey's official announcement, with no cross-verification from other independent sources or subsequent developments.
On November 3, 2026, Odyssey released the world model Odyssey-3 and claimed that it is the best-performing world model. Odyssey stated that Odyssey-3 achieved the highest score in the physics section of World Models' Last Exam and maintained SOTA on Physics-IQ Verified. The company also claimed that these improvements in physical capabilities will translate into stronger robotics, humanoid robots, autonomous driving, drones, and simulation capabilities. Currently, this claim comes only from Odys
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Unsloth publishes DeepSeek-V4.1-Flash-1017 GGUF benchmark results
On November 2, 2026, Unsloth published the benchmark results of the GGUF quantized version of DeepSeek-V4.1-Flash-1017 at a 512K context. The tests covered tasks including Terminal Bench and DeepSWE, and Unsloth stated that it ranks highest overall. Among them, the 1-bit Unsloth GGUF scored 68.1 on DeepSWE, 72.2 on Terminal-Bench, and 52.7 on AutomationBench, leading other quantized versions by more than 10%. There are currently no further developments.
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Karpathy builds HackerTube with Claude Opus 5.5 in two hours
On November 1, 2026, Andrej Karpathy released his weekend project HackerTube: using Anthropic's Claude Code together with Claude Opus 5.5 (with reasoning effort set to Medium), he filtered 6,454 long videos that had been repeatedly recommended from 43 million comments posted on Hacker News over the past 20 years, and built a video recommendation website that requires no registration or login. The entire process took about two hours. According to a report by Phoenix Technology, Karpathy said he personally completed only three operations: creating the Google Cloud API key, starting the VPS server, and purchasing the domain name; the rest of the development, deployment, and security hardening were done by Claude. The website's thumbnails capture a frame from the middle of each video rather than the cover uploaded by the creator, browsing state is saved in the local browser session, and a ZIP archive of the underlying comment analysis data is provided for other developers to adapt on their own.
On November 1, 2026, Andrej Karpathy released his weekend project HackerTube: using Anthropic's Claude Code together with Claude Opus 5.5 (with reasoning effort set to Medium), he filtered 6,454 long videos that had been repeatedly recommended from 43 million comments posted on Hacker News over the past 20 years, and built a video recommendation website that requires no registration or login. The entire process took about two hours. According to a report by Phoenix Technology, Karpathy said he p
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ARC Prize Foundation Announces NeurIPS 2026 Gathering
ARC Prize Foundation announced that it will hold a gathering during NeurIPS 2026. According to information released by the foundation, the gathering will take place at 6:00 PM on December 12, 2026, in Atlanta, Georgia, USA. Attendees will have the opportunity to meet with ARC Prize leadership, competitors, researchers, and industry leaders advancing the frontiers of AI. There is currently no other evidence-supported progress regarding follow-up arrangements for the gathering.
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Waymo becomes the official rideshare partner of the Denver Broncos
Waymo announced that it has become the official rideshare partner of the NFL's Denver Broncos. According to information released by Waymo, fully autonomous passenger service to Empower Field is about to launch. Currently, this partnership has only been announced by Waymo itself, with no cross-verification from other sources and no disclosure of further developments.
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