🟣 EV Daily: 🤖🧠🚧 Claude restricted, TSMC backs bots, Gulf funds AI, teens love AI friends, Scale cuts labelers

Five things to know today + tool of the week.

Lead story: 🤖 All hail humanoids

What happens when robots outpace EVs? TSMC chair C.C. Wei expects humanoid robots to unlock 10x the value of the entire electric vehicle market. His bullish forecast follows TSMC's historic milestone — closing above a $1 trillion market cap, driven by AI chip demand, the first Asian company to achieve this since PetroChina in 2007. Read it as an early signal that tech hardware's center of gravity is shifting from batteries and drivetrains to gears, sensors, and self-learning software. Money follows momentum. Chinese robotics startup Unitree, valued at $1.64b in its latest funding round, now gears up for an IPO; meanwhile, Goldman Sachs estimates the industry will reach $40b within a decade. [DigiTimes] [SCMP]