On Saturday, Tesla rolled the last Model S and Model X off the Fremont line so the floor could be torn down and rebuilt as a humanoid factory targeting one million units a year.

On Thursday, Unitree opened the world’s first humanoid motion app store, a deliberate echo of how smartphones became platforms.

On Friday, ROBOTERA closed a $200 million round backed by SF Express, Alibaba, and Geely’s capital arm, with logistics deployments already running across China Post’s network.

Morgan Stanley told clients on Wednesday that humanoids will carry China’s next decade of export dominance, the way EVs carried the last.

The componentry, the financing, the playbook, and the throwaway phrases like “Robot-as-a-Service” all converged this week on a shape we already know.