
XMAQUINA
@xmaquina • 64,591 subscribers
Reclaiming the Robotics Capital Markets
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Introducing Humanoid Cards The Official Trading Cards of the Humanoid Age Claim now live →
XMAQUINA3,861,464 views • 3 months ago

Just in! Unitree files for a ~$610M IPO after delivering 5,500+ humanoid robots, ~1.7B RMB in revenue, and gross margins above 60%, making it the only company in the category operating at scale with profitability. This IPO sets the first public market benchmark for humanoid robotics and begins to define how the sector will be valued, funded, and expanded going forward.
XMAQUINA110,111 views • 5 months ago

As the U.S. moves to restrict Chinese humanoid platforms, 1X is accelerating plans to deliver NEO directly to developers. Western AI researchers need accessible hardware. NEO is positioned to fill that gap. More developers mean more applications, more data, and faster iteration.
XMAQUINA26,098 views • 1 month ago

What separates tier one humanoid robotics companies? Figure designs motors, sensors, batteries, joints, structure. Nearly every component. Most rely on vendors. Figure controls the stack. Vertical integration enables faster iteration. Faster iteration creates the gap.
XMAQUINA11,321 views • 26 days ago

The Home of Decentralized Robotics 💚 Get ready for the $DEUS Genesis Auction.
XMAQUINA134,554 views • 1 year ago

Dexterity has been central to Sanctuary AI approach from the start. Augment existing industrial arms with physical AI. Deploy where value exists today. Build toward humanlike capability. A capable, low cost high DoF hand becomes the gravity well for industrial variability.
XMAQUINA10,146 views • 28 days ago

.Figure operating in production at BMW Plant Spartanburg. Execution at scale.
XMAQUINA13,476 views • 1 month ago

🚨 Amazon has acquired Fauna Robotics, marking its second robotics acquisition in under a month. The move extends Amazon’s robotics strategy beyond fulfillment and further into the home, where safety, adaptability, and human interaction are central. Fauna’s soft-bodied humanoids are built for shared environments, a clear contrast to industrial systems and a better fit for consumer use cases. Taken together, these moves point to a more coordinated strategy across the humanoid stack, from hardware to deployment. The pace of consolidation is increasing, with strategic buyers moving earlier into the market.
XMAQUINA22,408 views • 5 months ago

Driveable humanoids... The opportunity space is wider than anyone mapped. Unitree
XMAQUINA13,134 views • 3 months ago