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“This looks helpful, and we’ll start watching this.”
Eugene Demaitre
•Editorial Director, The Robot Report
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This week’s briefing
Week of Mar 10 – 16, 2026 — your competitors already have this
Top 3 Headlines
NVIDIA GTC 2026 Opens with a Physical AI Blitz
Jensen Huang unveiled the Rubin GPU platform, next-gen GR00T, and the Newton physics engine at the most robotics-heavy GTC keynote in NVIDIA’s history. 30,000+ attendees, 240+ Physical AI startups.
Physical Intelligence Gives Robots Long-Term Memory
Pi’s MEM architecture enables 15-minute task horizons — full kitchen cleanups, multi-step cooking — breaking the “perpetual present” that limits every robot today.
Tesla Begins Optimus Gen 3 Pilot Production at Fremont
Model S/X lines converting to humanoid robot manufacturing. Gen 3 hands: 50 actuators. Target: 1M units/year at $20K COGS. The largest factory bet on humanoids to date.
Strategic Insight
The “Memory Wall” Is the New Frontier
Every humanoid today operates in a perpetual present. Physical Intelligence’s MEM breakthrough shows how to fix it — and the companies that solve memory at scale will define which robots actually get deployed.
Get intel like this every Monday — before your competitors do.
Next issue: Monday, March 10. Don’t miss it.
Tracking 30+ companies including
What you get every Monday
We monitor patent offices, job boards, SEC filings, press releases, and 30+ company feeds — so you read the brief while your competitors do their own legwork.
Who shipped, who signed a deal, who hired a new CTO. The moves that shift market positioning.
New USPTO and WIPO filings analyzed for what they reveal about strategy.
Venture rounds, partnerships, and M&A with context on what it means.
Job postings that reveal direction — deployment, manufacturing, field support.
New locomotion demos, dexterity benchmarks, fleet-scale achievements.
Weekly deep-dive connecting the dots. The “so what” behind the data.
Who reads OnPart
“This looks helpful, and we’ll start watching this.”
Eugene Demaitre
Editorial Director, Robotics — The Robot Report
Sent weekly to 36+ robotics leaders including
Peggy Johnson
CEO, Agility Robotics
Eugene Demaitre
Editorial Director, The Robot Report
Deepu Talla
VP Robotics & Edge AI, NVIDIA
Plus teams at Figure AI, Boston Dynamics, Khosla Ventures, DCVC, Unitree, and more
Past Issues
Week 3 — Mar 10–16, 2026
NVIDIA GTC Physical AI blitz, Pi gives robots memory, Tesla Fremont conversion
Week 2 — Mar 3–9, 2026
Google absorbs Intrinsic, Chinese humanoids at MWC, Mobileye acquires Mentee
Week 1 — Feb 24–Mar 2, 2026
BD CEO steps down, Apptronik closes $935M, China controls 90% of shipments
Why is this free?
OnPart is published by the team at Partix. We track this industry because we build for it — this newsletter is our way of sharing the research we’re already doing.
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Teams at Figure, Agility Robotics, Unitree, NVIDIA, and more.
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