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Clearly not her first robot rodeo 🤠 . #robotics #robotsareawesome #robot #tech #technology #engineer #engineering #dog #horse #horsingaround #kids #cowgirl

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I spent a month in Shenzhen visiting factories and robotics companies, and the contrast with the U.S. was striking. While Figure and Boston Dynamics hide their humanoids behind closed doors, Chinese companies have massive showrooms open to the public. But what really stood out wasn't just the transparency, it was how good they are at selling. Take UBTech: they've already sold 1,200 humanoid units at $200k each to factories. And here's the kicker, these robots aren't even that useful yet. They can only pick up and drop boxes at 1/10th the speed of a human, and factories still need to hire system integrators to train them for specific tasks. My theory is that these factories are terrified of getting left behind in the robotics/AI wave. They're investing in new tech not because it's ready, but because they can't afford to wait. The second surprise was the breadth of their robotics portfolio. These companies aren't just building humanoids, they're deploying service robots everywhere: restaurants, hotels, apartments. Consumer robots are cleaning houses, pools, pet waste, dishes. They're covering the entire spectrum. But the education piece shocked me most. I picked up what I thought was a high school or college robotics textbook, it was for primary school. The government mandated AI and robotics education starting in elementary school. Almost every single school in China now has AI and robotics curriculum, complete with education robots so kids can learn by building. They're creating a generation that grows up fluent in robotics and AI. China owns the supply chain and the hardware stack. But here's what I think people are missing: the race isn't just about who can build robots faster or cheaper. The U.S. advantage has always been in the layer between hardware and human, the interaction design, the software intelligence, the intuitive interfaces that make complex technology feel natural. China is building the physical infrastructure, but they're also learning fast. Every deployed service robot, every classroom full of kids building with education kits, every factory running humanoids, that's all data collection at scale. The window for the U.S. to establish its wedge is narrowing. It's not enough to be better at AI or software anymore. We need to be building the integration layer, the intelligence that makes physical AI actually useful, not just impressive in a showroom. Because right now, China isn't just manufacturing robots. They're manufacturing a robotics-native culture, and that might be the most defensible moat of all.

Miyu Horiuchi

90,718 просмотров • 6 месяцев назад

🚨 BREAKING: Walden Robotics has just come out of stealth with $300 million in funding and a $1.1 billion valuation. Another unicorn in the robotics space. 🦄 Just 6 months after incubation. The company was spun out of Toyota's robotics research lab by co-founder Russ Tedrake, a former Toyota Research Institute executive and MIT professor who taught a course on robotic legs. The seed round was co-led by Deviation Capital and Toyota, with participation from: NVIDIA, Boeing, Samsung Ventures, CoreWeave Ventures and AE Ventures. The robot is already working. A pilot is live at a North American Toyota factory where a Walden humanoid is pulling eight-hour shifts alongside human workers, loading and unloading car parts, cleaning machinery, kitting for assembly. A shift. Every day. Walden builds its own hardware, software and AI models, designed to continuously learn and improve in real production environments. Tedrake's words on the opportunity are worth noting: "Everyone recognises the magnitude of the opportunity and the technology feels ready, but success is not assured. You have to think through the business case, the unit economics, and how to marry the best of manufacturing and logistics with disruptive AI technology." Rare honesty in a space full of hype. The race to own that market is accelerating every single week. 🤖 Great story by Bloomberg here: ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →

Lukas Ziegler

74,725 просмотров • 15 дней назад

Most humanoid projects talk about real work. Very few last an hour on a real line. This week I saw a case that matters for anyone building robots, perception, or physical AI. Kinisi deployed its first mobile manipulation system into a live recycling facility. Not a demo. Not a staged test. A real production line with real output pressure. Why this matters if you want robotics to deliver real value on your floor: • Handles mixed glass with random poses and no fixed fixtures. • Runs real grasp selection under noise, vibration and production variability. • Maintains throughput while avoiding breakage on a delicate material. • Shows mobile manipulation doing actual shift work instead of controlled lab runs. Kinisi published a video that shows what the robot sees and how sensor data turns into action. This is the part most teams struggle to explain to customers, so the educational angle is useful for anyone working on adoption. On top of this, the team signed a pilot with a global automotive manufacturer to explore humanoid use cases in production. The direction is clear. Wheeled mobility (not legs!) plus strong perception seems to be shaping a large part of industrial humanoids right now. I know Brennand from earlier conversations and from our podcast session, and I am always glad to see European teams push the category forward. Wishing the Kinisi team continued success. —- Weekly robotics and AI insights. Subscribe free:

Ilir Aliu

24,743 просмотров • 8 месяцев назад