Artículos Relacionados con RaaS

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Review of Over 30 Humanoid Robot Companies: Who Will Prevail in 2026?

This article provides an overview of the rapidly expanding humanoid robot industry, highlighting over 30 key companies and predicting which might succeed by 2026. Key companies discussed include Tesla (Optimus), which leverages its AI and manufacturing scale; Figure AI, the fastest-growing and highest-valued startup at $39B; Boston Dynamics, with 30+ years of expertise; Agility Robotics, the first to achieve commercial deployment (Digit in logistics); and Unitree Robotics, offering the most affordable humanoid (G1 at $16,000). Other notable firms mentioned are Apptronik (Apollo, focused on ROI), 1X Technologies (home-use NEO), Sanctuary AI (Phoenix with advanced hydraulic hands), and UBTech Robotics (a major commercial player). Companies from China, like Xiaomi, AgiBot, and Fourier Intelligence, are also prominent. The industry is driven by trends including price disruption (robots under $20K), AI breakthroughs in vision-language-action models, massive production scaling (Tesla targeting 1M units/year), and Robot-as-a-Service (RaaS) models. Investment is substantial, with billions from backers like NVIDIA, Jeff Bezos, Microsoft, and Amazon. The market, valued at $2.9B in 2025, is projected to reach $4-18B by 2030. The conclusion states that no single company yet dominates, with the next 2-3 years being critical for transitioning from prototypes to viable commercial products.

marsbit05/20 01:31

Review of Over 30 Humanoid Robot Companies: Who Will Prevail in 2026?

marsbit05/20 01:31

L1 is Dead, Long Live Appchain

"L1 is Dead, Appchain Rises" critiques the failure of current Layer-1 (L1) blockchain models, arguing their tokens are trending toward zero. The author identifies key flaws: linear token emissions that incentivize selling rather than value creation, weak value propositions like "gas token" and "governance" narratives, mismanagement by bloated "foundations" or "labs" that drain value through excessive spending and token sales, and poor industry leadership focused on short-term narratives and overhyped trends like RaaS and high TPS. The solution proposed is a fundamental shift. New L1 token models are needed, moving away from the "low float, high FDV" paradigm that disadvantages retail investors. Fundraising should be sufficient only for launch, not excessive. Token unlocks should be tied to real milestones like CEX listings or DeFi integration. The ultimate goal should be for L1 tokens to become widely used mediums of exchange, not just fuel for networks. Value is increasingly moving to the application layer, with successful apps building their own chains (appchains). The author concludes that L1s must build sustainable value by creating useful applications and services, fostering strong holder communities, and achieving self-sustainability without relying on continuous token emissions.

marsbit04/20 03:36

L1 is Dead, Long Live Appchain

marsbit04/20 03:36

When Migration Becomes the Norm: Why 'Your Own EVM Chain' Is Becoming Standard

In the past year, the industry's real "voting" has shifted from governance forums to deployment scripts, migration plans, and budgets. Projects are choosing ecosystems through action, not words—migrating mainnets, prioritizing tool stacks, and betting on networks with stronger market effects. A prime example is Noble, a leading stablecoin infrastructure in Cosmos, which moved to its own EVM L1, signaling that the main battleground for stablecoins and app distribution remains in EVM ecosystem due to its mature developer tools, wallet/dApp ecosystem, and concentrated liquidity. The trend toward "having your own EVM chain" is becoming standard. While EVM offers clear advantages in assets, integrations, and tools, generic chains come with constraints like fee volatility, congestion, and shared sequencing. Application chains/rollups allow teams to internalize these constraints—tailoring block times, execution models, and infrastructure to their business needs, and aligning transaction revenue with growth incentives. Rollup-as-a-Service (RaaS) platforms like Caldera are reducing the high costs and complexity of building and maintaining chains, turning "chain-as-a-product" into a replicable strategy. They focus not just on deployment but also on solving interoperability challenges—e.g., via Caldera's Metalayer, which standardizes cross-chain bridging and integration to reduce friction for users and developers. As migration to EVM continues, the focus shifts from "which chain to choose" to "how to control growth." Owned EVM chains/rollups offer more stable fees, better performance, and tighter integration of incentives and revenue. With RaaS lowering build costs and interoperability layers reducing cross-chain friction, having a dedicated execution environment is becoming a scalable, standard solution for projects aiming to master their own growth.

marsbit02/05 08:39

When Migration Becomes the Norm: Why 'Your Own EVM Chain' Is Becoming Standard

marsbit02/05 08:39

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