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Murati's mega-round, Tesla's Optimus snags and Khosla's robotics warning: the AI trends to watch
New AI labs and robotics are both climbing the AI Inflection Index. See what's driving it.
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October 10, 2026 Hello, New AI labs and humanoid robots are both climbing the AI Inflection Index. Take three recent stories from our reporting on both. Mira Murati's Thinking Machines Lab is in talks for a mega-round, with Nvidia expected to put in a large share, even as cofounders keep leaving. Our story weighs the price tag against what the startup earns. Tesla is ramping up its Optimus humanoid, but our exclusive look inside its factory shows where the line is struggling. And Vinod Khosla is one of robotics' biggest bulls, but he has a warning for investors piling into the field, and a pick for which AI lab will build the robots' brain. The AI Inflection Index picked this up early. The AI Inflection Index, new with The Information Pro, tracks 77 AI trends across more than 9,500 of our articles, newsletters and briefings. Over the past year, our coverage of new AI labs and the talent behind them has doubled, and robotics is up by about half. It first noticed new AI labs in 2024, and our coverage of them surged in early 2025. Robotics is still rising and hasn't surged yet, which is the kind of early signal the index is built to catch. Pro subscribers also get Deep Research, our AI-powered tool built on more than a decade of our reporting. Plus, databases tracking AI data centers, chipmakers and generative AI startups, the Tech IPO Tracker and org charts of 60+ tech companies. Before it's everywhere, it's in The Information. Subscribe to The Information Pro for $999 $749 and save 25% on your first year. Subscribe to Pro Follow us Download our app Explore Our Newsletters Subscribe to The Information Sent to you@example.com | Manage your preferences or unsubscribe | Help The Information · 251 Rhode Island Street, Suite 107, San Francisco, CA 94103