CALIFORNIA HUBGOOGLE · META · NVIDIA
3 SIGNALSZERIONIA / RADAR
What changed.
What matters.
What’s next.
A live watchlist for product launches, technology shifts and important deadlines — explained without the noise.
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VERIFIED CHANGE LOG
Recent changes
Smart GlassesLaunch information tracked.OPEN +
BEFORE
The launch window was not represented in Radar.
NOW
Google intelligent eyewear is expected this fall.
IMPACT
The category is moving from concept toward commercial availability.
Smart GlassesTranslation capability data updated.OPEN +
BEFORE
Capability coverage was less explicit.
NOW
Translation is tracked as part of the product layer.
IMPACT
Software capability is becoming a more useful differentiator.
Battery PassportImplementation timeline verified.OPEN +
BEFORE
The implementation milestone was not surfaced in Radar.
NOW
18 February 2027 is tracked for relevant battery categories.
IMPACT
Teams can work backward from a fixed regulatory date.
AI TransparencyGuidance source and enforcement milestone tracked.OPEN +
BEFORE
The obligation was framed mainly as a future policy issue.
NOW
The 2 August 2026 milestone is active.
IMPACT
Transparency is becoming an interface and product-architecture problem.
Humanoid OperationsFigure 03 entered a sequencing and logistics workflow at Plant Spartanburg.OPEN +
BEFORE
The newest generation was primarily a manufacturing-scale signal.
NOW
It is also operating in a named industrial workflow.
IMPACT
The signal now combines production volume with operational deployment.
Humanoid OperationsCatalyst Brands and Figure announced a commercial deployment in Reno.OPEN +
BEFORE
Commercial scale was not tied to this logistics network.
NOW
A named distribution center is the first deployment location.
IMPACT
Humanoid adoption is moving into supply-chain operations.
Autonomous MobilityWaymo detailed a 5 nm ASIC delivering more than 1,000 TOPS for its sixth-generation driver.OPEN +
BEFORE
Geographic scale was the dominant signal.
NOW
The underlying compute stack is also being redesigned for fleet scale.
IMPACT
Expansion is becoming a hardware, software and operations system.
Autonomous MobilityAnyone in Dallas can now hail a fully autonomous Waymo ride.OPEN +
BEFORE
Access was limited to invited riders.
NOW
The market is publicly available through the Waymo app.
IMPACT
Another city has crossed from deployment into a consumer service.
Physical AI StackNVIDIA introduced new open models, evaluation tooling and edge-to-cloud infrastructure.OPEN +
BEFORE
The robotics stack was more fragmented across training, simulation and deployment.
NOW
Models and tools are presented as one reusable development lifecycle.
IMPACT
Smaller robotics teams may gain a more credible route from simulation to deployment.
What’s next
Google intelligent eyewear expected
Relevant battery categories require passports
Transparency transition milestone
Operational performance data from scaled deployments
Four announced cities move from employee rides to public service
Independent production deployments using the open stack
What we’re watching
Smart glasses are becoming a software platform before they are becoming a smartphone replacement.
Product passports will matter when the data becomes useful at the moment a product is bought, repaired or recycled.
AI transparency will become a native product surface, similar to permissions, privacy and security controls.
The decisive humanoid metric is shifting from demo quality to repeatable work completed per deployed robot.
Autonomous mobility becomes strategically different when one driver stack, fleet and rider product can repeat across cities.
Robotics may compound faster when teams can start from shared models and simulation infrastructure instead of rebuilding the full stack.