⑩ Big Tech Physical AI Trends (2): Tesla vs. Amazon Strategy Breakdown
Blog post from Superb AI
In the latter half of 2025, the global technology sector experienced significant advancements in Physical AI, as companies like Tesla and Figure AI vied for dominance in the humanoid robotics market, and Amazon expanded its logistics automation with a massive robot fleet managed by a generative AI-based system. This period was marked by a shift from theoretical AI capabilities to tangible applications in industrial productivity, with Tesla facing production challenges for its Optimus robot, while Figure AI, supported by partnerships with major tech firms, successfully launched its Figure 03 model. Meanwhile, Amazon's approach to automation began to redefine labor by replacing not only manual tasks but also middle-management roles, reflecting a broader trend of AI and robotics reshaping industries. Additionally, geopolitical factors came into play as China rapidly advanced in AI deployment, contrasting with the U.S. focus on technical innovation led by startups like Skild AI. These developments indicate a transformative phase in which AI technologies are beginning to be deployed on a large scale, integrating intelligence into physical operations and signaling a new era of re-industrialization in America.