Episode 89 is all about CES 2026 and the three tech lanes that feel closest to going mainstream: robotaxis, robotics, and drone delivery.
We break down:
Robotaxi Wars: Uber’s robotaxi strategy (and what it signals vs. Tesla + Waymo)
NVIDIA @ CES: the push to make autonomy more “platform-driven” (plus the Mercedes angle)
Boston Dynamics Atlas: built for efficiency, not “human mimicry” — and why that matters
Consumer robotics reality check: iRobot’s stumble while everyone else ships smarter vacuums
Drone delivery: expanding fast… but still fighting the efficiency problem
If you’re trying to figure out what’s hype vs. what’s actually ready for scale, this episode’s for you.
Chapters
00:00 Intro + CES themes
02:20 Robotaxis (Uber x Lucid x Nuro) + NVIDIA autonomy platform
08:45 Tesla vs Waymo debate + “moat” talk
09:00 Boston Dynamics Atlas + Hyundai / DeepMind thread
17:25 Smart home robots + iRobot downfall
19:55 Drone delivery (Wing / Walmart expansion) + why scaling is hard
27:25 Wrap: when robotaxis go mainstream
#CES #NVIDIA #Waymo #Uber #Robotaxi #Robotics #BostonDynamics #Drones #AI
