Insights

Codex Record & Replay: Software-Side Robot Teaching

OpenAI Codex Record & Replay turns a demonstrated macOS workflow into a reusable skill. The industrial analogy is clear: it is robot teaching, moved from the factory floor into software.

SpaceX’s Cursor Acquisition and the Missing Closed Loop in China’s Deep-Tech Startup Ecosystem

SpaceX's ~$60B all-stock Cursor deal buys the developer gateway, not just a coding tool — and shows why China's deep-tech needs a closed loop, not point tech.

Locked Down vs Open-Sourced: Where Deployable AI Is Actually Heading

In one week the strongest closed AI got locked behind export controls while an open model neared the front tier. For factories, the dividend is AI you can run yourself, offline.

Industrial AI Deployment in 2026: The Four Walls Every Project Hits

This week's AI headlines tell one story — industrial AI deployment in 2026 keeps hitting four walls: regulation, grid, cost, and trust. Here's how to read them.