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Introducing the first ERC-S: Open 💜 Droids 🦾 Robotics has been on rise in private markets. Average robotics startup valuations are up ~10x over the last three years. Crypto has not participated in this upside. Tokens branded as “robotics crypto” saw the opposite outcome: a median drawdown of ~75%...

11,245 görüntüleme • 8 ay önce •via X (Twitter)

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China's humanoid robotics market is on fire. With orders expected to top 30,000 units this year—a tenfold jump from 2024's total of less than 3,000—2025 is officially shaping up to be the "Year of Mass Production." This surge, driven by an expansion into new sectors like industrial manufacturing, logistics, and elder care, is reflected in a wave of new deals across the industry. Here's a look at some of the key commercial progress: Astribot: A 1,000-unit order for industrial and logistics deployment over two years. TianTai Robotics: Signed a major 10,000-unit order for caregiving robots. Noetix Robotics : Received over 2,000 intent orders in one month, valued at over 100 million yuan, with a focus on education and commercial performances. AgiBot: Expects to ship thousands of units this year and tens of thousands in 2026. Unitree Robotics: Has orders for thousands of units and is one of the most visible products in the industry. UBTech: Aims to deliver 500 industrial humanoids in 2025, with educational robot orders already exceeding 300 units. Robot Era: Delivered over 300 units by July 2025 with 500 more on hand. TLIBOT: Has around 1,000 intent orders. Galbot: Secured orders for its supermarket security robot, Galbot, in 100 stores. AI² Robotics: Has nearly 500 orders for its general-purpose robots for industrial and public service scenarios. But here’s the crucial reality check. While the order boom is exciting, it doesn't automatically translate to fulfilled deliveries. Many companies lack the production capacity to keep up. A significant portion of these are "intent orders" or framework agreements, not guaranteed sales. Furthermore, the market is heavily B2B-focused, with consumer demand representing only about 5% of sales. Some orders are even symbolic, for public relations or strategic purposes. This “order frenzy” is a starting point, not the finish line. The true test for China's humanoid robot industry isn't who can secure the biggest order, but who can consistently deliver on it and build a stable market for the future.

RoboHub🤖

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Sergey Levine (Sergey Levine) is one of the world's top robotics researchers and co-founder of Physical Intelligence. We talked about where humanoid robotics is today, thoughts on the Chinese robotics ecosystem, and his predictions for future timelines. In this episode: • Current state of robotics and surprising capabilities so far • Chinese robotics compared to US ecosystem • If OpenAI and Anthropic got into robotics • His top robotics research paper recommendation • Predictions for when humanoid robotics will land Where to watch: • YouTube - • Spotify - • Apple Podcasts - • Transcript - Thank you to the sponsor of this episode for supporting my work: • WorkOS: makes your app Enterprise Ready with easy to use APIs to add SSO, SCIM, RBAC, and more in just a few lines of code, check them out at Chapters: 00:00 Intro 00:37 Where are we today 04:20 Most surprising capabilities so far 07:03 The most inspiring real world robotics 08:36 If OpenAI or Anthropic got into robotics 10:22 Chinese robotics 13:15 Will one lab breakout from the rest 16:59 Thoughts on a concrete roadmap 21:03 Generalization and demonstrating it 26:04 Types of data and which is best for robotics 34:34 Why humanoid robotics differs from Waymo 37:10 If humanoid robotics failed here is why 39:55 Are there hot take modeling architectures in robotics 42:05 Thoughts on AI safety in robotics 46:44 Top robotics research paper recommendation 49:35 Why is Boston Dynamics less top of mind 53:47 Advice for his younger self 56:42 Outro

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70,752 görüntüleme • 1 ay önce

Brothers and sisters, the time has come. This is the battle foretold in the pages of history—the battle between good and evil, between freedom and tyranny. For too long, the forces of corruption have lurked in the shadows, bleeding this great nation dry. They poison our economy, our culture, our very way of life. They sow division among us, turning Americans against each other while they tighten their grip on power. But no more. It’s time to rise. It’s time to take back what is ours. We are not just fighting for ourselves—we are fighting for the soul of this nation, for our children, for the generations to come. The Deep State, BlackRock, and their globalist allies have spent decades manipulating our economy, buying our politicians, and enslaving us under mountains of debt. They want us weak. They want us divided. They want us to forget who we are. But they have underestimated the American spirit. We are the sons and daughters of revolutionaries, of pioneers, of warriors who bled for this land and the ideals it stands for. We are the heartbeat of a free people, a nation under God, and we will not go quietly into the night. This is our moment. It is time to break the chains. It is time to root out the corruption that has infested this sacred land. We will fight, not with violence, but with an unbreakable will, with unity, with faith. We will not stop until justice is served, until every enemy of the American people is held accountable, until America is once again the shining city on a hill. This is not just a call to action—this is a call to destiny. Stand up, Patriots. The time is now.

ⁿᵉʷˢ Barron Trump 🇺🇸

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a16z co-founder Marc Andreessen on why the shift from software AI to physical AI will create the biggest industry in human history: AI today is software. You open ChatGPT on your phone, and there's no manufacturing component, no real generator of middle-class jobs. But Marc Andreessen 🇺🇸 argues that a second, far more consequential turn is coming: the shift to embodied physical AI. "There's another turn on AI that's coming, which is the turn to embodied physical AI, which is robotics." This transition, he points out, has already begun. Drones went from human-piloted to fully autonomous. Cars went from purely physical products to rolling computers that drive themselves. "If you ever have the misfortune of finding yourself in San Francisco, take a Waymo. It's amazing to live in a cyberpunk future reality where you're in literally a state-of-the-art self-driving car that's literally out of the Jetsons." He makes clear: this isn't science fiction anymore. The self-driving car really works, and it's only the beginning. The next frontier is humanoid robots. "The general purpose robotics thing is going to happen. And it's going to happen in the next decade and it's going to happen at giant scale." Andreessen shares Elon Musk's view that robotics could become the single biggest industry in the history of the planet: "There's going to be billions, tens of billions, hundreds of billions of robots of all shapes, sizes, descriptions running around doing all kinds of things." And all of those robots need to be designed and built. Which brings Andreessen to his core argument: the real opportunity isn't in trying to recover what was lost. It's in leaning forward into what's coming. "We don't try to get the old manufacturing jobs back. What we should do is lean hard into the manufacturing jobs of the future."

Big Brain AI

35,113 görüntüleme • 2 ay önce