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I built an interactive Robotics Supply Chain dashboard covering the entire robotics ecosystem. Featuring 162 companies (104 public, 58 private) across 8 layers. If you're researching robotics, there's a good chance you'll discover companies you've never looked at before.

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Venu

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75,052 просмотров • 1 месяц назад •via X (Twitter)

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🚨 BREAKING: Indian robotics company Unbox Robotics raises $28M Series B! Unbox Robotics just closed a $28 million Series B led by ICICI Venture and Redstart Labs (Infoedge), with participation from F-Prime, 3one4 Capital, Navam Capital, Force Ventures LLP, and other existing investors. The Pune-based company builds modular robotic systems for warehouse and logistics operations. Their platform combines proprietary swarm-intelligence software with modular 3D robotic sortation hardware, allowing large fleets of robots to coordinate dynamically and scale throughput with minimal fixed infrastructure. The funding will be used to strengthen leadership and engineering teams, accelerate new product development, and expand market presence across India and select international markets. The company also created meaningful liquidity for employees through its ESOP program as part of the transaction. Unbox Robotics has built a growing customer base across Europe, the United States, and India, supporting global e-commerce, retail, and third-party logistics operators. The supply chain robotics market is heating up. With labor shortages, rising fulfillment costs, and demand for faster delivery, companies like Unbox that can deploy modular, software-driven robotic systems are in the right place at the right time. P.S. India producing robotics companies that compete globally in warehouse automation is a sign of how the robotics ecosystem is maturing beyond just the U.S., Europe, and China. 🇮🇳 ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →
0:42

🚨 BREAKING: Indian robotics company Unbox Robotics raises $28M Series B! Unbox Robotics just closed a $28 million Series B led by ICICI Venture and Redstart Labs (Infoedge), with participation from F-Prime, 3one4 Capital, Navam Capital, Force Ventures LLP, and other existing investors. The Pune-based company builds modular robotic systems for warehouse and logistics operations. Their platform combines proprietary swarm-intelligence software with modular 3D robotic sortation hardware, allowing large fleets of robots to coordinate dynamically and scale throughput with minimal fixed infrastructure. The funding will be used to strengthen leadership and engineering teams, accelerate new product development, and expand market presence across India and select international markets. The company also created meaningful liquidity for employees through its ESOP program as part of the transaction. Unbox Robotics has built a growing customer base across Europe, the United States, and India, supporting global e-commerce, retail, and third-party logistics operators. The supply chain robotics market is heating up. With labor shortages, rising fulfillment costs, and demand for faster delivery, companies like Unbox that can deploy modular, software-driven robotic systems are in the right place at the right time. P.S. India producing robotics companies that compete globally in warehouse automation is a sign of how the robotics ecosystem is maturing beyond just the U.S., Europe, and China. 🇮🇳 ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →

Lukas Ziegler

87,907 просмотров • 6 месяцев назад

1/ General-purpose robotics is the rare technological frontier where the US / China started at roughly the same time and there's no clear winner yet. To better understand the landscape, @zoeytang_1007, Intel Chen, Vishnu and I spent the last ~8 weeks creating a deep dive on humanoid robotics hardware and flew to China to see the supply chain firsthand. Here's everything we've created + our takeaways about the components, humanoid comparisons, supply chains, and geopolitics👇
4:44

1/ General-purpose robotics is the rare technological frontier where the US / China started at roughly the same time and there's no clear winner yet. To better understand the landscape, @zoeytang_1007, Intel Chen, Vishnu and I spent the last ~8 weeks creating a deep dive on humanoid robotics hardware and flew to China to see the supply chain firsthand. Here's everything we've created + our takeaways about the components, humanoid comparisons, supply chains, and geopolitics👇

Sourish Jasti

839,628 просмотров • 6 месяцев назад

The US has Stanford, MIT, CMU… and they all know each other. Europe? Not so much. Until now: Students move between labs, compete in the same challenges, start companies together. There’s a shared culture. Europe’s biggest problem in robotics isn’t talent. It’s that nobody connects the dots. ETH has a phenomenal robotics scene. So does TU Munich. EPFL. TU Delft. But a student in Lausanne has zero visibility into what’s being built in Eindhoven. There’s no equivalent of the American pipeline where university robotics feeds directly into a startup ecosystem. Until now, apparently. ESRA a network of 11 student robotics clubs across 8 European countries. ETH, EPFL, TUM, TU Delft, TU Wien, KTH, Polimi, the list goes on. They’re organizing joint hackathons, sharing access to compute and hardware, and basically building the connective tissue that European student robotics has been missing. The part I like most: this wasn’t some EU initiative or university admin project. The clubs built it themselves because they got tired of waiting. 2,500+ students, zero bureaucracy. That’s how good things start. Thank you, Florian Schroeders for let being part of this! Saying Hi to Declan Shine 👋 #Robotics #Europe #DeepTech #ESRA
1:33

The US has Stanford, MIT, CMU… and they all know each other. Europe? Not so much. Until now: Students move between labs, compete in the same challenges, start companies together. There’s a shared culture. Europe’s biggest problem in robotics isn’t talent. It’s that nobody connects the dots. ETH has a phenomenal robotics scene. So does TU Munich. EPFL. TU Delft. But a student in Lausanne has zero visibility into what’s being built in Eindhoven. There’s no equivalent of the American pipeline where university robotics feeds directly into a startup ecosystem. Until now, apparently. ESRA a network of 11 student robotics clubs across 8 European countries. ETH, EPFL, TUM, TU Delft, TU Wien, KTH, Polimi, the list goes on. They’re organizing joint hackathons, sharing access to compute and hardware, and basically building the connective tissue that European student robotics has been missing. The part I like most: this wasn’t some EU initiative or university admin project. The clubs built it themselves because they got tired of waiting. 2,500+ students, zero bureaucracy. That’s how good things start. Thank you, Florian Schroeders for let being part of this! Saying Hi to Declan Shine 👋 #Robotics #Europe #DeepTech #ESRA

Ilir Aliu

65,904 просмотров • 4 месяцев назад

Elon Musk on which company he would invest in if he was a stock investor: “If I had to pick, it would be AI and robotics — even unrelated to me. I think Google is going to be extremely valuable in the future. They’ve laid the groundwork for an immense amount of value creation from an AI standpoint. NVIDIA is obvious at this point. There’s an argument that companies doing AI, robotics, and maybe space flight are going to capture almost all the value. The output of goods and services from AI and robotics will be so high that it will dwarf everything else.” — Via new Interview with Nikhil Kamath
1:53

Elon Musk on which company he would invest in if he was a stock investor: “If I had to pick, it would be AI and robotics — even unrelated to me. I think Google is going to be extremely valuable in the future. They’ve laid the groundwork for an immense amount of value creation from an AI standpoint. NVIDIA is obvious at this point. There’s an argument that companies doing AI, robotics, and maybe space flight are going to capture almost all the value. The output of goods and services from AI and robotics will be so high that it will dwarf everything else.” — Via new Interview with Nikhil Kamath

Nic Cruz Patane

702,003 просмотров • 8 месяцев назад

I spoke with Andrew Kang, Co-Founder and CEO of RoboStrategy. RoboStrategy already holds concentrated positions in industry-defining companies including Figure, Apptronik, Standard Bots, and Dyna Robotics. It is the first publicly listed vehicle purpose-built to give investors liquid exposure to private robotics and physical AI giants, applying the MicroStrategy capital-markets playbook to automation. The first episode of the third season! Full interview now live: Ep 101 | Investing $19M in Humanoids with Zero Robotics Experience 📽️ YouTube: 🎧 Spotify: And thanks for making this happen, intern & Humanoid Scott, Jack 🤖! Timestamps 0:00 Why we built a public fund for private robotics 0:35 Building the MicroStrategy for robotics 1:22 Escaping the tiger parent trap 2:11 Video games are elite training for game theory and critical thinking 6:30 Learning arbitrage in RuneScape and Neopets 7:59 Don't believe experts just because of their titles 10:24 Why investing is just a video game with real money 12:40 Harvard nutrition professors don't know what they're talking about 18:48 Recreating global finance from first principles 19:57 Why robotics is the early days of crypto all over again 21:50 Realizing humanoids are no longer sci-fi 22:58 Why I wrote a $19M check when every VC told me not to 27:24 How SPVs are democratizing venture investing 30:55 Bet on the founder and their execution speed, not the pitch deck 36:39 The math behind a $50 trillion physical labor market 41:44 Applying the MicroStrategy playbook to private markets 45:48 Humanoids are the GPUs of physical labor 47:48 Building a new SoftBank for the robotics era 50:51 Why robotics startups need engineers for attention 54:35 Don't be satisfied with surface level answers
55:49

I spoke with Andrew Kang, Co-Founder and CEO of RoboStrategy. RoboStrategy already holds concentrated positions in industry-defining companies including Figure, Apptronik, Standard Bots, and Dyna Robotics. It is the first publicly listed vehicle purpose-built to give investors liquid exposure to private robotics and physical AI giants, applying the MicroStrategy capital-markets playbook to automation. The first episode of the third season! Full interview now live: Ep 101 | Investing $19M in Humanoids with Zero Robotics Experience 📽️ YouTube: 🎧 Spotify: And thanks for making this happen, intern & Humanoid Scott, Jack 🤖! Timestamps 0:00 Why we built a public fund for private robotics 0:35 Building the MicroStrategy for robotics 1:22 Escaping the tiger parent trap 2:11 Video games are elite training for game theory and critical thinking 6:30 Learning arbitrage in RuneScape and Neopets 7:59 Don't believe experts just because of their titles 10:24 Why investing is just a video game with real money 12:40 Harvard nutrition professors don't know what they're talking about 18:48 Recreating global finance from first principles 19:57 Why robotics is the early days of crypto all over again 21:50 Realizing humanoids are no longer sci-fi 22:58 Why I wrote a $19M check when every VC told me not to 27:24 How SPVs are democratizing venture investing 30:55 Bet on the founder and their execution speed, not the pitch deck 36:39 The math behind a $50 trillion physical labor market 41:44 Applying the MicroStrategy playbook to private markets 45:48 Humanoids are the GPUs of physical labor 47:48 Building a new SoftBank for the robotics era 50:51 Why robotics startups need engineers for attention 54:35 Don't be satisfied with surface level answers

Ilir Aliu

16,683 просмотров • 1 месяц назад

Physics AI 🌊 Jensen just unveiled the NVIDIA Isaac GR00T Reference Humanoid Robot at GTC Taipei--the world’s first open-source humanoid robot reference design Built on Jetson Thor edge computing and the Isaac GR00T open platform, it features a Unitree H2 Plus body with Sharpa five-finger dexterous hands and 75 degrees of freedom. Even before Physical AI truly explodes, NVIDIA has built a complete end-to-end full-stack infrastructure: >chips (Jetson Thor + Blackwell), >synthetic data (GR00T-Dreams), >world models (Cosmos), >foundation models (GR00T N-series VLA), >high-fidelity simulation platforms (Isaac Sim + Isaac Lab + Omniverse). Dozens of humanoid robot companies ,including Agility Robotics, Aglie robotics,Boston Dynamics, Figure, 1X, NEURA Robotics, XPENG Robotics, and more are already running large-scale daily simulation training on this platform, rapidly iterating perception, reasoning, and actions in virtual environments, speeding up the jump from lab prototypes to real factory deployment. By providing an open reference design and full-stack tools, NVIDIA has dramatically lowered the barrier, letting every robotics team join the Physical AI wave with low cost and high efficiency.
4:31

Physics AI 🌊 Jensen just unveiled the NVIDIA Isaac GR00T Reference Humanoid Robot at GTC Taipei--the world’s first open-source humanoid robot reference design Built on Jetson Thor edge computing and the Isaac GR00T open platform, it features a Unitree H2 Plus body with Sharpa five-finger dexterous hands and 75 degrees of freedom. Even before Physical AI truly explodes, NVIDIA has built a complete end-to-end full-stack infrastructure: >chips (Jetson Thor + Blackwell), >synthetic data (GR00T-Dreams), >world models (Cosmos), >foundation models (GR00T N-series VLA), >high-fidelity simulation platforms (Isaac Sim + Isaac Lab + Omniverse). Dozens of humanoid robot companies ,including Agility Robotics, Aglie robotics,Boston Dynamics, Figure, 1X, NEURA Robotics, XPENG Robotics, and more are already running large-scale daily simulation training on this platform, rapidly iterating perception, reasoning, and actions in virtual environments, speeding up the jump from lab prototypes to real factory deployment. By providing an open reference design and full-stack tools, NVIDIA has dramatically lowered the barrier, letting every robotics team join the Physical AI wave with low cost and high efficiency.

CyberRobo

17,092 просмотров • 2 месяцев назад

ELON: “I DON’T BUY STOCKS, I BUILD THINGS” “I don’t really buy stocks. I’m not like an investor, I don’t look for things to invest in. I just try to build things. And then there happens to be stock of the company that I built. I don’t think about whether I should invest in a company or not. I don’t have a portfolio or anything. I guess AI and robotics are going to be very important. So I suppose it would be AI and robotics, that aren’t related to me. I think Google is going to be pretty valuable in the future. They’ve laid the groundwork for immense value creation from an AI standpoint. And Nvidia is obvious at this point. There’s an argument that companies doing AI, robotics, and maybe space flight are going to be overwhelming.” Source: Nikhil Kamath
3:42

ELON: “I DON’T BUY STOCKS, I BUILD THINGS” “I don’t really buy stocks. I’m not like an investor, I don’t look for things to invest in. I just try to build things. And then there happens to be stock of the company that I built. I don’t think about whether I should invest in a company or not. I don’t have a portfolio or anything. I guess AI and robotics are going to be very important. So I suppose it would be AI and robotics, that aren’t related to me. I think Google is going to be pretty valuable in the future. They’ve laid the groundwork for immense value creation from an AI standpoint. And Nvidia is obvious at this point. There’s an argument that companies doing AI, robotics, and maybe space flight are going to be overwhelming.” Source: Nikhil Kamath

Mario Nawfal

324,098 просмотров • 8 месяцев назад

This robot knows who won the World Cup! "Xiaozhi, Xiaozhi, who won the 2026 FIFA World Cup?" Alvaro Lago, from Spain, gave this "pop quiz" to a robot at the Embodied AI Robot Experience Center in Changzhou, east China's Jiangsu Province. "The 2026 World Cup Champions are Spain!" the robot blurted out instantly, drawing an enthusiastic thumbs-up from the Spanish native. From understanding football to offering services and interacting with people, what's on display is more than just robots, it's a showcase of China's manufacturing strength. The experience center brings together 36 companies and 104 exhibits, spanning core components, intelligent systems and complete machine integration, offering a full panorama of the embodied intelligence industry chain. The Wujin National Hi-tech Industrial Zone, site of the experience center, is already home to more than 120 robotics companies and is accelerating efforts to build a globally competitive robotics industry hub. As China's robots race toward the future, one thing is clear: when it comes to robotics, Changzhou is a city you don't want to miss.
0:36

This robot knows who won the World Cup! "Xiaozhi, Xiaozhi, who won the 2026 FIFA World Cup?" Alvaro Lago, from Spain, gave this "pop quiz" to a robot at the Embodied AI Robot Experience Center in Changzhou, east China's Jiangsu Province. "The 2026 World Cup Champions are Spain!" the robot blurted out instantly, drawing an enthusiastic thumbs-up from the Spanish native. From understanding football to offering services and interacting with people, what's on display is more than just robots, it's a showcase of China's manufacturing strength. The experience center brings together 36 companies and 104 exhibits, spanning core components, intelligent systems and complete machine integration, offering a full panorama of the embodied intelligence industry chain. The Wujin National Hi-tech Industrial Zone, site of the experience center, is already home to more than 120 robotics companies and is accelerating efforts to build a globally competitive robotics industry hub. As China's robots race toward the future, one thing is clear: when it comes to robotics, Changzhou is a city you don't want to miss.

People's Daily, China

28,786 просмотров • 29 дней назад

A student in Zurich sleeps in a camper van outside a hangar every night. Just to have more hours to build a humanoid robot. He’s obsessive. He's not alone. 2,500 students across Europe are getting into robotics right now. And now they united and just launched: ESRA, the European Student Robotics Association. 🇪🇺🦾 They are bringing together highly talented young people, give them space, give them resources and let them build. By now already 13 robotics clubs. 8 countries. 2,500+ students. I visited several of them over the last weeks to get to know them and let them tell their stories. We've also been helping behind the scenes where we can, because this is exactly what Europe needs. Several multiple billion dollar companies will come out of the ESRA network. Right here in Europe. If the Bay Area had a student robotics network like this, they would never shut up about it. Time we do the same. 😤🔥🇪🇺 It only needs a few crazy ones to fix a continent. Turns out they're already building. 🇪🇺
13:56

A student in Zurich sleeps in a camper van outside a hangar every night. Just to have more hours to build a humanoid robot. He’s obsessive. He's not alone. 2,500 students across Europe are getting into robotics right now. And now they united and just launched: ESRA, the European Student Robotics Association. 🇪🇺🦾 They are bringing together highly talented young people, give them space, give them resources and let them build. By now already 13 robotics clubs. 8 countries. 2,500+ students. I visited several of them over the last weeks to get to know them and let them tell their stories. We've also been helping behind the scenes where we can, because this is exactly what Europe needs. Several multiple billion dollar companies will come out of the ESRA network. Right here in Europe. If the Bay Area had a student robotics network like this, they would never shut up about it. Time we do the same. 😤🔥🇪🇺 It only needs a few crazy ones to fix a continent. Turns out they're already building. 🇪🇺

Andreas Klinger 🦾

116,729 просмотров • 4 месяцев назад

There’s not enough hype about Flexion Robotics. They are literally one of the sexiest European companies these days! 🇪🇺 I had a chance to meet the founder Nikita last year and learn his story. He turned down offers from top physical AI companies to build his own. The reason was his specific vision of how robot intelligence should be built to actually scale. So he decided to build one himself. Flexion is building an ultimate brain for humanoid robots. Yesterday they released Reflect v1.0. It’s an intelligence platform for long-horizon autonomous missions. The system has three layers. At the top, a custom vision-language model acts as mission control, observing the robot's camera feed and replanning continuously. Below that, a motion layer combines a VLA trained on real-world data with reinforcement learning-based skills. It translates perception into navigation, scene interaction, and manipulation commands. At the bottom, a whole-body controller runs in real-time, maintaining balance while the robot navigates and performs tasks. I highly recommend them visiting Zurich! 🇨🇭 Nikita Rudin cheapeu bas on the launch! 🎩 ~~ ♻️ Join the weekly robotics newsletter, and never miss any news → http://
0:23

There’s not enough hype about Flexion Robotics. They are literally one of the sexiest European companies these days! 🇪🇺 I had a chance to meet the founder Nikita last year and learn his story. He turned down offers from top physical AI companies to build his own. The reason was his specific vision of how robot intelligence should be built to actually scale. So he decided to build one himself. Flexion is building an ultimate brain for humanoid robots. Yesterday they released Reflect v1.0. It’s an intelligence platform for long-horizon autonomous missions. The system has three layers. At the top, a custom vision-language model acts as mission control, observing the robot's camera feed and replanning continuously. Below that, a motion layer combines a VLA trained on real-world data with reinforcement learning-based skills. It translates perception into navigation, scene interaction, and manipulation commands. At the bottom, a whole-body controller runs in real-time, maintaining balance while the robot navigates and performs tasks. I highly recommend them visiting Zurich! 🇨🇭 Nikita Rudin cheapeu bas on the launch! 🎩 ~~ ♻️ Join the weekly robotics newsletter, and never miss any news → http://

Lukas Ziegler

23,161 просмотров • 1 месяц назад

Elon Musk on where people should invest: "I don't really buy stocks. I don't look for things to invest in. I just try to build things and then there happens to be stock of the company that I built, but I don't have like a portfolio or anything; Google is gonna be pretty valuable in the future. They've laid the ground work for an immense amount of value creation from an AI standpoint. Nvidia is obvious at this point. There's an argument that companies that do AI and robotics, and maybe spaceflight, are going to be overwhelmingly almost all of the value."
1:29

Elon Musk on where people should invest: "I don't really buy stocks. I don't look for things to invest in. I just try to build things and then there happens to be stock of the company that I built, but I don't have like a portfolio or anything; Google is gonna be pretty valuable in the future. They've laid the ground work for an immense amount of value creation from an AI standpoint. Nvidia is obvious at this point. There's an argument that companies that do AI and robotics, and maybe spaceflight, are going to be overwhelmingly almost all of the value."

Sawyer Merritt

4,473,186 просмотров • 8 месяцев назад

Not enough people are talking about physical AI and robotics. I sat down with Andrew Kang, one of the best investors of the last decade, to discuss his massive bet on humanoids and robotics. He breaks down the industry, the addressable market, multiple leading companies, and why he launched a publicly-traded fund ($BOT) focused on investing in the top private robotics companies. YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:28 - Why Andrew shifted from crypto to humanoid robots 3:58 - How big is the total addressable market? 8:08 - Building conviction — the $19M bet on Figure AI 16:06 - US vs. China — who wins the robot race? 28:08 - General purpose vs. specialized robots 31:05 - Where does training data come from? 40:24 - Humanoid robots in your everyday life 43:27 - Can Tesla & Elon win the humanoid race? 46:19 - Job displacement & UBI 51:15 - RoboStrategy — the publicly traded venture fund 1:11:17 - What is exciting about Apptronik? 1:13:24 - Addressing the critics
1:20:17

Not enough people are talking about physical AI and robotics. I sat down with Andrew Kang, one of the best investors of the last decade, to discuss his massive bet on humanoids and robotics. He breaks down the industry, the addressable market, multiple leading companies, and why he launched a publicly-traded fund ($BOT) focused on investing in the top private robotics companies. YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:28 - Why Andrew shifted from crypto to humanoid robots 3:58 - How big is the total addressable market? 8:08 - Building conviction — the $19M bet on Figure AI 16:06 - US vs. China — who wins the robot race? 28:08 - General purpose vs. specialized robots 31:05 - Where does training data come from? 40:24 - Humanoid robots in your everyday life 43:27 - Can Tesla & Elon win the humanoid race? 46:19 - Job displacement & UBI 51:15 - RoboStrategy — the publicly traded venture fund 1:11:17 - What is exciting about Apptronik? 1:13:24 - Addressing the critics

Anthony Pompliano 🌪

676,914 просмотров • 2 месяцев назад

🦔Workers in India are wearing head-mounted cameras for 12 cents an hour to collect training data for humanoid robots. The footage of them doing everyday tasks like cooking, cleaning, sorting, and walking through public spaces gets sold to robotics companies building the models meant to replace those same kinds of jobs in higher-wage countries. The arrangement has been running for roughly two years. Workers do not own the data, do not get residuals, and in many cases are not told what their footage is being used to train. My Take The workers wearing the cameras live in a country where robotics automation will hit decades later, so they are training their own future replacements at a delay that hides the consequence from them personally. The companies buying the data are mostly US and Chinese, building humanoid robots aimed at warehouses, retail, and service jobs in countries paying $15 to $25 an hour rather than 12 cents. Robotics companies need motion data that mimics how humans actually move through real environments, and synthetic data has not been good enough yet. Paying 12 cents an hour in Bengaluru is cheaper than running motion capture studios in Boston, and it works at scale because the worker absorbs the cost of the camera, the discomfort of wearing it, and the long-term loss of any rights to their own movement data. The robotics labor market that eventually emerges from this footage will displace far more wages than the data collection cost to gather. That is the trade investors funding humanoid robotics startups are betting will pay off, and the workers in the videos are the ones paying the tab up front. Hedgie🤗
0:43

🦔Workers in India are wearing head-mounted cameras for 12 cents an hour to collect training data for humanoid robots. The footage of them doing everyday tasks like cooking, cleaning, sorting, and walking through public spaces gets sold to robotics companies building the models meant to replace those same kinds of jobs in higher-wage countries. The arrangement has been running for roughly two years. Workers do not own the data, do not get residuals, and in many cases are not told what their footage is being used to train. My Take The workers wearing the cameras live in a country where robotics automation will hit decades later, so they are training their own future replacements at a delay that hides the consequence from them personally. The companies buying the data are mostly US and Chinese, building humanoid robots aimed at warehouses, retail, and service jobs in countries paying $15 to $25 an hour rather than 12 cents. Robotics companies need motion data that mimics how humans actually move through real environments, and synthetic data has not been good enough yet. Paying 12 cents an hour in Bengaluru is cheaper than running motion capture studios in Boston, and it works at scale because the worker absorbs the cost of the camera, the discomfort of wearing it, and the long-term loss of any rights to their own movement data. The robotics labor market that eventually emerges from this footage will displace far more wages than the data collection cost to gather. That is the trade investors funding humanoid robotics startups are betting will pay off, and the workers in the videos are the ones paying the tab up front. Hedgie🤗

Hedgie

162,025 просмотров • 2 месяцев назад

Marc Andreessen says the US is in a foot race with China in AI, and the next phase will be fought in robotics, not code. "This is a full on race. It's a foot race. It's a game of inches. We're not going to have a five year lead. We're going to have maybe a six month lead. We have to run fast. We have to win. We can't put constraints on our companies that the Chinese government isn't putting on their own companies." "Even if they never quite catch us in software, they might just lap us in hardware and that'll be that. The good news is I think there's a growing awareness... across the political spectrum in the US that de-industrialization went too far. And there's a growing desire to figure out how to reverse that." "I say I'm guardedly optimistic that we'll be making progress on that, but I think there's a lot of work to be done." Marc Andreessen 🇺🇸
2:17

Marc Andreessen says the US is in a foot race with China in AI, and the next phase will be fought in robotics, not code. "This is a full on race. It's a foot race. It's a game of inches. We're not going to have a five year lead. We're going to have maybe a six month lead. We have to run fast. We have to win. We can't put constraints on our companies that the Chinese government isn't putting on their own companies." "Even if they never quite catch us in software, they might just lap us in hardware and that'll be that. The good news is I think there's a growing awareness... across the political spectrum in the US that de-industrialization went too far. And there's a growing desire to figure out how to reverse that." "I say I'm guardedly optimistic that we'll be making progress on that, but I think there's a lot of work to be done." Marc Andreessen 🇺🇸

a16z

69,885 просмотров • 9 месяцев назад

Elon Musk gave a VERY thoughtful response when asked about tariffs and why the US needs to be extremely careful - here was his warning: "I think you need to be careful with tariffs. I deal a lot with supply chain issues, like the global automotive supply chain for Tesla, for example, is incredibly complex... We've got a factory somewhere else that's making a part that goes into the car. Now, if that part's suddenly twice as expensive, it messes everything up. So you want to have tariffs be predictable so that companies can adjust their supply chain. I think companies are more than happy to increase manufacturing in America. It's just that you can't do it instantly. So if you put up giant tariffs immediately. And don't give companies a chance to, build factories in America, you've got to build a building, you've got to install equipment, you've got to train people... that doesn't happen instantly... You want to have a ramp so that people companies can adjust and build the factories and train the people and get the equipment in place. Otherwise, you basically just shock the system and it breaks or bad things happen. So I'm against sudden giant tariffs because it's an impossible response if you've got to move 1,000 tons of equipment. In some cases, collectively, millions of tons of equipment. You just can't do that overnight. It's literally impossible. So I think we want to be thoughtful about tariffs."
6:55

Elon Musk gave a VERY thoughtful response when asked about tariffs and why the US needs to be extremely careful - here was his warning: "I think you need to be careful with tariffs. I deal a lot with supply chain issues, like the global automotive supply chain for Tesla, for example, is incredibly complex... We've got a factory somewhere else that's making a part that goes into the car. Now, if that part's suddenly twice as expensive, it messes everything up. So you want to have tariffs be predictable so that companies can adjust their supply chain. I think companies are more than happy to increase manufacturing in America. It's just that you can't do it instantly. So if you put up giant tariffs immediately. And don't give companies a chance to, build factories in America, you've got to build a building, you've got to install equipment, you've got to train people... that doesn't happen instantly... You want to have a ramp so that people companies can adjust and build the factories and train the people and get the equipment in place. Otherwise, you basically just shock the system and it breaks or bad things happen. So I'm against sudden giant tariffs because it's an impossible response if you've got to move 1,000 tons of equipment. In some cases, collectively, millions of tons of equipment. You just can't do that overnight. It's literally impossible. So I think we want to be thoughtful about tariffs."

Triple Net Investor

447,741 просмотров • 1 год назад

🦾🔥 2026 will be the year of robotics. And you should start a robotic company right now! Let me explain you why and show you the opportunities in the video – but here is an outline: We're in an Will Smith spaghetti moment. Remember how AI-generated video looked horrific two years ago? That's where robotics is right now. Computer vision is solved. VLAs (vision language action models) are starting to work. The reliability problem is being cracked as we speak. And unlike software, where you're competing against 15,000 marketing AI startups, humanoids has maybe 200 companies worldwide. Warehousing, the most crowded robotics vertical, has 700. Plus what are you going to do? Build a SaaS that claude can one-shot? The macro tailwinds are also obvious: Dark factories. Self-driving everything. Drones dominating warfare. China pushing automation hard. The West needing to reindustrialize with an aging workforce. But the real unlock is that small teams can now move incredibly fast. In the video we show robots built by one person, that is a year later already shown at CES, and raised couple million euros. Components costs are also dropping. Plus production suppliers actually want to work with startups now. In the video we are also going into opportunities. One mental model is simple: robotics is the next SaaS. Look at any industry, find one specific task, and build a robot that can do it better, faster, or around the clock. But we go through multiple mental models more in the video I uploaded the full video right here on X. But if you got a second, i'd appreciate a share, like, subscribe on youtube (link below!) ⬇️
16:45

🦾🔥 2026 will be the year of robotics. And you should start a robotic company right now! Let me explain you why and show you the opportunities in the video – but here is an outline: We're in an Will Smith spaghetti moment. Remember how AI-generated video looked horrific two years ago? That's where robotics is right now. Computer vision is solved. VLAs (vision language action models) are starting to work. The reliability problem is being cracked as we speak. And unlike software, where you're competing against 15,000 marketing AI startups, humanoids has maybe 200 companies worldwide. Warehousing, the most crowded robotics vertical, has 700. Plus what are you going to do? Build a SaaS that claude can one-shot? The macro tailwinds are also obvious: Dark factories. Self-driving everything. Drones dominating warfare. China pushing automation hard. The West needing to reindustrialize with an aging workforce. But the real unlock is that small teams can now move incredibly fast. In the video we show robots built by one person, that is a year later already shown at CES, and raised couple million euros. Components costs are also dropping. Plus production suppliers actually want to work with startups now. In the video we are also going into opportunities. One mental model is simple: robotics is the next SaaS. Look at any industry, find one specific task, and build a robot that can do it better, faster, or around the clock. But we go through multiple mental models more in the video I uploaded the full video right here on X. But if you got a second, i'd appreciate a share, like, subscribe on youtube (link below!) ⬇️

Andreas Klinger 🦾

64,892 просмотров • 6 месяцев назад

My conversation with Sergey Levine (Sergey Levine). Sergey is the co-founder of Physical Intelligence -- a company building foundation models that can control any robot to do any task in any environment. The company's thesis is that generality is more scalable than specialization, meaning that a model trained across many different robots and tasks will ultimately outperform any system built to do one thing well (eg, just wash dishes). Sergey is a researcher by background, but I think you will appreciate how practical and commercially grounded this conversation is. We discuss: - Why changing a diaper will be the last task a robot masters - The simulation v. real-world data debate - How multimodal LLMs give robots common sense - Moravec's Paradox + Robot Olympics - Why robots can do long-horizon tasks now - A realistic timeline for robots in our homes I should note that I am an investor in Physical Intelligence -- I made the investment because I believe it is one of the most important companies tackling the problem of robotics. Enjoy! Timestamps: 0:00 Intro 2:39 Defining Physical Intelligence 5:19 The Challenge of Building General Models 6:34 The Stakes and Future of General Purpose Robotics 8:15 Pros and Cons of Humanoid Robots 10:12 Historical Milestones in Robotics Research 15:31 Combining Generative AI and Deep RL 21:24 Moravec's Paradox 25:33 Kitchen Robots 29:30 Simulation vs. Real-World Data 30:48 The Robot Olympics 36:31 The Physiological Reality of Embodiment 38:56 Controversies in the Robotics Community 44:18 What Makes a Great Researcher 48:27 How Businesses Should Prepare for Robotics 54:09 Tracking Progress Through Research Papers 57:02 The Next Step: Mid-Level Reasoning 1:02:00 The Kindest Thing
1:15:15

My conversation with Sergey Levine (Sergey Levine). Sergey is the co-founder of Physical Intelligence -- a company building foundation models that can control any robot to do any task in any environment. The company's thesis is that generality is more scalable than specialization, meaning that a model trained across many different robots and tasks will ultimately outperform any system built to do one thing well (eg, just wash dishes). Sergey is a researcher by background, but I think you will appreciate how practical and commercially grounded this conversation is. We discuss: - Why changing a diaper will be the last task a robot masters - The simulation v. real-world data debate - How multimodal LLMs give robots common sense - Moravec's Paradox + Robot Olympics - Why robots can do long-horizon tasks now - A realistic timeline for robots in our homes I should note that I am an investor in Physical Intelligence -- I made the investment because I believe it is one of the most important companies tackling the problem of robotics. Enjoy! Timestamps: 0:00 Intro 2:39 Defining Physical Intelligence 5:19 The Challenge of Building General Models 6:34 The Stakes and Future of General Purpose Robotics 8:15 Pros and Cons of Humanoid Robots 10:12 Historical Milestones in Robotics Research 15:31 Combining Generative AI and Deep RL 21:24 Moravec's Paradox 25:33 Kitchen Robots 29:30 Simulation vs. Real-World Data 30:48 The Robot Olympics 36:31 The Physiological Reality of Embodiment 38:56 Controversies in the Robotics Community 44:18 What Makes a Great Researcher 48:27 How Businesses Should Prepare for Robotics 54:09 Tracking Progress Through Research Papers 57:02 The Next Step: Mid-Level Reasoning 1:02:00 The Kindest Thing

Patrick OShaughnessy

133,833 просмотров • 4 месяцев назад

This robot is playing Tetris! 🧊 AGILOX dropped something exciting at LogiMAT. One of the most requested robot use cases finally automated: Manual truck loading. What I'm really impressed of is the high precision positioning of pallets directly next to the truck or container wall. It's 2026 and I love that fact that AMR companies are not just moving goods from A to B anymore, but they innovate and look for more value-adding tasks across logistics sites and manufacturing plants! ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →
0:28

This robot is playing Tetris! 🧊 AGILOX dropped something exciting at LogiMAT. One of the most requested robot use cases finally automated: Manual truck loading. What I'm really impressed of is the high precision positioning of pallets directly next to the truck or container wall. It's 2026 and I love that fact that AMR companies are not just moving goods from A to B anymore, but they innovate and look for more value-adding tasks across logistics sites and manufacturing plants! ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →

Lukas Ziegler

11,998 просмотров • 4 месяцев назад

🚨 JUST IN: TIM POOL asks the first question at today's WH press briefing. He called out the entire media room and I bet they were seething. 😂 "Many of the news organization represented in this room have marched in lock step on false narratives, such as the 'very fine people' hoax, the Covington smear, and now, the 'Maryland man' hoax. Where an MS-13 gang member, adjudicated by 2 different judges I believe, is simply being referred to as a 'Maryland man' over and over again." "In an effort from the White House to expand access to new companies, you've created this New Media Seat. I'm wondering if you can comment on - following this expansion, you've had numerous outlets disparage the companies [and] reporters [you've had here]." "I'm wondering if you can comment on that unprofessional behavior, as well as elaborate on if there's any plans to expand access to new companies." - Tim Pool
1:40

🚨 JUST IN: TIM POOL asks the first question at today's WH press briefing. He called out the entire media room and I bet they were seething. 😂 "Many of the news organization represented in this room have marched in lock step on false narratives, such as the 'very fine people' hoax, the Covington smear, and now, the 'Maryland man' hoax. Where an MS-13 gang member, adjudicated by 2 different judges I believe, is simply being referred to as a 'Maryland man' over and over again." "In an effort from the White House to expand access to new companies, you've created this New Media Seat. I'm wondering if you can comment on - following this expansion, you've had numerous outlets disparage the companies [and] reporters [you've had here]." "I'm wondering if you can comment on that unprofessional behavior, as well as elaborate on if there's any plans to expand access to new companies." - Tim Pool

Eric Daugherty

2,732,416 просмотров • 1 год назад

JUST IN: Unitree Robotics just unveiled the GD01, a manned "mecha" robot that transforms between two legs and four legs in real time. This is not a concept. This is a product. Starting price: $574,000. This robot weighs 500kg, is built from high-strength alloy, and has a torso-mounted cockpit. The demo video shows it walking upright, knocking down a brick wall with its hand, then reconfiguring into a four-legged crawl. Unitree calls it the world's first mass-produced transformable mecha. But the real story here is the bigger picture. Chinese companies accounted for nearly 90% of global humanoid robot sales in 2025. Unitree alone shipped 5,500+ humanoid robots last year. In the same period, Tesla, Figure AI and Agility Robotics each shipped around 150. And Unitree is now filing for an IPO on Shanghai's Star Market, targeting 4.2 billion yuan, 85% of which goes straight into R&D. The West is building incredible humanoid robots. China is building them faster, cheaper and at a scale nobody else is close to matching. Read more here: ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →
1:06

JUST IN: Unitree Robotics just unveiled the GD01, a manned "mecha" robot that transforms between two legs and four legs in real time. This is not a concept. This is a product. Starting price: $574,000. This robot weighs 500kg, is built from high-strength alloy, and has a torso-mounted cockpit. The demo video shows it walking upright, knocking down a brick wall with its hand, then reconfiguring into a four-legged crawl. Unitree calls it the world's first mass-produced transformable mecha. But the real story here is the bigger picture. Chinese companies accounted for nearly 90% of global humanoid robot sales in 2025. Unitree alone shipped 5,500+ humanoid robots last year. In the same period, Tesla, Figure AI and Agility Robotics each shipped around 150. And Unitree is now filing for an IPO on Shanghai's Star Market, targeting 4.2 billion yuan, 85% of which goes straight into R&D. The West is building incredible humanoid robots. China is building them faster, cheaper and at a scale nobody else is close to matching. Read more here: ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →

Lukas Ziegler

11,580 просмотров • 3 месяцев назад