A monthly read on how AI and robots are reshaping work. Two series each month — AI replacements and robotics — distilled from the daily reporting on this site. Free.
Monthly Report Layoffs hit a two-year low and payrolls still went negative. Cisco posted a 30-year high in earnings per employee. Meta priced its May cut at $147,500 a head. The unit of account changed this month.
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Monthly Report Unitree turned over 85% of its float on listing day and the robot count never moved. The same month, Xiaomi put a humanoid success rate in its earnings release: 98.0%, at a named workstation. Both anchors were visible at once.
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Monthly Report Intel cut the division that just grew 59%. Amazon raised AI capex to $220B while trimming the team that builds its models. Proximity to the frontier stopped being a shield this month.
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Monthly Report Humanoid makers stampeded toward the public markets in July — Unitree's registration went effective, Agility locked its SPAC, Europe minted its first unicorn — while Tesla confirmed on its earnings call that verified Optimus production is still zero.
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Monthly Report In June, Oracle admitted in an SEC filing that AI cut 21,000 jobs — the one place where lying carries legal weight is where the company finally said it.
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Monthly Report By June, factories could build a humanoid an hour — but paying customers were still in the single digits. The month's funding total read like the market was already full.
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Monthly Report In May, PayPal wrote the template for fellow CFOs: turn AI replacement into a financial commitment.
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Monthly Report In May, Hyundai put the first hard number against a humanoid program — and pulled the whole sector out of demo reels into a real production schedule.
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