Three humanoid companies moved toward the public markets in a single week. Agility filed to go public via SPAC at $2.5 billion, Unitree cleared its Shanghai IPO, and Tesla started turning the line that built its last Model S into an Optimus factory. Mistral shipped a robot brain that finds its way with one cheap camera. And the research this week kept landing on the same catch: locomotion is getting solved, while the models still lose basic world knowledge the moment you train them to act. The money is moving faster than the machines.