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Investor Weekly Report 066 $FFAI FF Launches "Built in USA" Acceleration Program; FCC Policy Creates New Opportunities as July Robot Sales Reach Another Record High ① FCC Policy Creates New Opportunities for FF; Company Launches "Built in USA" Acceleration Program ② July Robot Sales Reach Another Record High, Accelerating...

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YT Jia 贾跃亭

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224,443 次观看 • 1 个月前 •via X (Twitter)

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Investor Weekly Report 067 $FFAI Record H1 Revenue; Robotics Enters Rapid Growth Phase; Exploring Independent Financing and Public Listing ① FF Achieved Record First-Half Revenue, with Its Robotics Business Entering a New Phase of Volume Expansion and Accelerating Revenue Growth. ② In the Second Half, the Company Will Accelerate Revenue Growth Across Its Four-Core Full-Stack AI Ecosystem, Advance Phase Two of the "Built in USA" Program and Execute a Comprehensive Debt Resolution Plan, While Actively Exploring Independent Financing and Potential Public Listing Opportunities for the Robotics Business. ③ The August 26 and September 28 Upstream & Downstream Partner Recruitment Conferences Will Connect the Entire Industry Value Chain to Accelerate Nationwide Deployment of the "Built in USA" Initiative and the EAI Robotics Education Ecosystem.
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Investor Weekly Report 067 $FFAI Record H1 Revenue; Robotics Enters Rapid Growth Phase; Exploring Independent Financing and Public Listing ① FF Achieved Record First-Half Revenue, with Its Robotics Business Entering a New Phase of Volume Expansion and Accelerating Revenue Growth. ② In the Second Half, the Company Will Accelerate Revenue Growth Across Its Four-Core Full-Stack AI Ecosystem, Advance Phase Two of the "Built in USA" Program and Execute a Comprehensive Debt Resolution Plan, While Actively Exploring Independent Financing and Potential Public Listing Opportunities for the Robotics Business. ③ The August 26 and September 28 Upstream & Downstream Partner Recruitment Conferences Will Connect the Entire Industry Value Chain to Accelerate Nationwide Deployment of the "Built in USA" Initiative and the EAI Robotics Education Ecosystem.

YT Jia 贾跃亭

25,611 次观看 • 1 个月前

Investor Weekly Report 063 $FFAI FF Unveils "Four-Core Full-Stack AI" Strategy, Launches Robotics Practical Deployment Campaign ① FF has officially upgraded its robotics strategy from the "Three-in-One" ecosystem strategy to the "Four-Core Full-Stack AI" ecosystem strategy. ② As part of our Q3 Practical Value Campaign, the Company has kicked off three key sub-campaigns focused on Strategic Upgrade, User Ecosystem, and Sales Ramp-Up. ③ FF also announced the launch of the inaugural FF EAI Robotics Practical Deployment Campaign, showcasing how users and customers are putting FF robots to work across real-world applications and accelerating the commercialization of practical AI robotics. #FaradayFuture #FFAI #FF91 #FaradayX #SuperOne #EAI #Robotics
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Investor Weekly Report 063 $FFAI FF Unveils "Four-Core Full-Stack AI" Strategy, Launches Robotics Practical Deployment Campaign ① FF has officially upgraded its robotics strategy from the "Three-in-One" ecosystem strategy to the "Four-Core Full-Stack AI" ecosystem strategy. ② As part of our Q3 Practical Value Campaign, the Company has kicked off three key sub-campaigns focused on Strategic Upgrade, User Ecosystem, and Sales Ramp-Up. ③ FF also announced the launch of the inaugural FF EAI Robotics Practical Deployment Campaign, showcasing how users and customers are putting FF robots to work across real-world applications and accelerating the commercialization of practical AI robotics. #FaradayFuture #FFAI #FF91 #FaradayX #SuperOne #EAI #Robotics

YT Jia 贾跃亭

12,908 次观看 • 2 个月前

Investor Weekly Report 071 $FFAI August Robotics Sales Hit New Record, In-House EAI Brain Enters Delivery Stage ① FF EAI Robotics set a new monthly sales and shipment record in August, reaching 552 units cumulatively ② FF‘s in-house EAI Brain entered engineering testing and delivery eliminating approximately 57.48% of potential dilution. ③ FF canceled all warrants related to its March 2025 financing, eliminating approximately 57.48% of potential dilution ④ FF AI-Robotics signed a consulting services agreement with AIBOT to further support FCC, ICTS, and NDAA compliance and accelerate the execution of its “Built in USA” program.
6:56

Investor Weekly Report 071 $FFAI August Robotics Sales Hit New Record, In-House EAI Brain Enters Delivery Stage ① FF EAI Robotics set a new monthly sales and shipment record in August, reaching 552 units cumulatively ② FF‘s in-house EAI Brain entered engineering testing and delivery eliminating approximately 57.48% of potential dilution. ③ FF canceled all warrants related to its March 2025 financing, eliminating approximately 57.48% of potential dilution ④ FF AI-Robotics signed a consulting services agreement with AIBOT to further support FCC, ICTS, and NDAA compliance and accelerate the execution of its “Built in USA” program.

YT Jia 贾跃亭

15,213 次观看 • 21 天前

How has FF built its “Four-Core Full-Stack AI” EAI Robotics Ecosystem and completed Robot World 2.0 — with 24 EAI Devices — in less than a year? In my remarks, I discuss five key drivers: our view of the industry’s direction, the “Light on Four, Heavy on Four” operating model, 12 years of AI and industry capabilities, Built in USA, and our user ecosystem and industry alliance. Today, we first launched four Industry Productivity Solutions for K-12 Education, Research, Security and Inspection, aiming to deliver the industry’s highest-ROI solutions. Faraday Future We then unveiled five models and nine new EAI Device configurations, now available for sale and delivery. 🤖Robot World 2.0 is now complete. FF’s goal is to combine “the lowest price, four-core value and ongoing service” in a complete, high-value “Four-Core Full-Stack AI” EAI ecosystem. 🎬 Watch full video: #FFAI #Robotics #EAI #FF
11:40

How has FF built its “Four-Core Full-Stack AI” EAI Robotics Ecosystem and completed Robot World 2.0 — with 24 EAI Devices — in less than a year? In my remarks, I discuss five key drivers: our view of the industry’s direction, the “Light on Four, Heavy on Four” operating model, 12 years of AI and industry capabilities, Built in USA, and our user ecosystem and industry alliance. Today, we first launched four Industry Productivity Solutions for K-12 Education, Research, Security and Inspection, aiming to deliver the industry’s highest-ROI solutions. Faraday Future We then unveiled five models and nine new EAI Device configurations, now available for sale and delivery. 🤖Robot World 2.0 is now complete. FF’s goal is to combine “the lowest price, four-core value and ongoing service” in a complete, high-value “Four-Core Full-Stack AI” EAI ecosystem. 🎬 Watch full video: #FFAI #Robotics #EAI #FF

YT Jia 贾跃亭

62,403 次观看 • 9 天前

Investor Weekly Report 067 $FFAI Nasdaq Listing Compliance Restored Self-Developed Universal BLOS Teleoperation & Multi-Robot Control Platform ① FF Regains Nasdaq Listing Compliance ② Self-Developed Universal BLOS Teleoperation & Multi-Robot Control Platform Ready for Deployment; Security & Inspection Solutions Upgraded ③ "Built in USA" Partner Recruitment Conferences on Aug. 26 & Sept. 28 ④ Q2 Earnings Call on Aug. 13 ⑤ Capital Value Restoration Sub-Campaign Launched
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Investor Weekly Report 067 $FFAI Nasdaq Listing Compliance Restored Self-Developed Universal BLOS Teleoperation & Multi-Robot Control Platform ① FF Regains Nasdaq Listing Compliance ② Self-Developed Universal BLOS Teleoperation & Multi-Robot Control Platform Ready for Deployment; Security & Inspection Solutions Upgraded ③ "Built in USA" Partner Recruitment Conferences on Aug. 26 & Sept. 28 ④ Q2 Earnings Call on Aug. 13 ⑤ Capital Value Restoration Sub-Campaign Launched

YT Jia 贾跃亭

13,483 次观看 • 1 个月前

Co-CEO Weekly Update 045 FF continues expanding the real-world deployment of its EAI Robotics ecosystem with new deliveries and scenario expansion. ① FF completed delivery of the Master robot and pilot delivery of the Aegis robot to Texas-based NS Federation, expanding real-world EAI Robotics deployment. ② The delivery introduces two new “Robot + Vehicle +” application scenarios: education and performance, backed by real market demand. ③ In “Robot & Vehicle + Education,” EAI robots support robotics training, research assistance, data collection, and hands-on AI education across schools, labs, and research institutions. ④ In “Robot & Vehicle + Performance,” robots serve as interactive performers for events, competitions, and entertainment environments—unlocking new consumer and light commercial markets. ⑤ On the EAI EV side, FF leadership held discussions in Washington, D.C. with the U.S. Department of Transportation and Department of Commerce on tariff policy, industry development, and technology innovation. #FFAI #AIXC #Robotics #FaradayFuture
8:29

Co-CEO Weekly Update 045 FF continues expanding the real-world deployment of its EAI Robotics ecosystem with new deliveries and scenario expansion. ① FF completed delivery of the Master robot and pilot delivery of the Aegis robot to Texas-based NS Federation, expanding real-world EAI Robotics deployment. ② The delivery introduces two new “Robot + Vehicle +” application scenarios: education and performance, backed by real market demand. ③ In “Robot & Vehicle + Education,” EAI robots support robotics training, research assistance, data collection, and hands-on AI education across schools, labs, and research institutions. ④ In “Robot & Vehicle + Performance,” robots serve as interactive performers for events, competitions, and entertainment environments—unlocking new consumer and light commercial markets. ⑤ On the EAI EV side, FF leadership held discussions in Washington, D.C. with the U.S. Department of Transportation and Department of Commerce on tariff policy, industry development, and technology innovation. #FFAI #AIXC #Robotics #FaradayFuture

YT Jia 贾跃亭

16,323 次观看 • 6 个月前

FFAI Co-CEO Structure Weekly Update 048 First-month robotics delivery target exceeded, FFAI Annual report to be released on March 31st. ① FF EAI Robotics has signed sales contracts for 22 units in its first delivery month, ahead of schedule; shipments will exceed the initial 20-unit target by month-end, with Aegis FCC certification expected to be completed next week. ② FFAI will host its FY2025 earnings call on Tuesday, releasing both Q4 2025 and full-year financial results. ③ FX Super One and EAI robots have achieved multimodal interaction integration, enabling cross-platform capability sharing and reuse. ④ FF participated in Houston’s annual March On Crime public safety initiative, accelerating deployment of security functions across community and urban safety scenarios.
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FFAI Co-CEO Structure Weekly Update 048 First-month robotics delivery target exceeded, FFAI Annual report to be released on March 31st. ① FF EAI Robotics has signed sales contracts for 22 units in its first delivery month, ahead of schedule; shipments will exceed the initial 20-unit target by month-end, with Aegis FCC certification expected to be completed next week. ② FFAI will host its FY2025 earnings call on Tuesday, releasing both Q4 2025 and full-year financial results. ③ FX Super One and EAI robots have achieved multimodal interaction integration, enabling cross-platform capability sharing and reuse. ④ FF participated in Houston’s annual March On Crime public safety initiative, accelerating deployment of security functions across community and urban safety scenarios.

YT Jia 贾跃亭

24,470 次观看 • 6 个月前

YT's Co-CEO Special Update Latest Progress on FF's EAI Robotics Education Product Line and Education System FF is the first company globally to propose home education as the consumer-facing EAI robotics breakout point, committed to making 2026 the inaugural year of EAI robotics in education. ① FFAI closed +85.55% yesterday, with an intraday high of +107.26% and over $272M in daily trading volume. ② FF received $45M in financing from a mid-to-large U.S. institutional investor, further validating confidence in FF's robotics strategy. ③ California State Treasurer Fiona Ma, El Segundo Mayor Chris Pimentel, and leaders from the Lynwood Unified School District jointly unveiled the California EAI Robotics Education and Innovation Lab. ④ FF officially signed a strategic partnership with Triple I, launching joint EAI education collaboration and a co-hosted EAI Robotics summer camp, marking scaled B2B + B2C rollout of "Robot & Vehicle + Education." ⑤ Education Ecosystem Product Line officially established. Following last week's Board additions from the core founding team, further management changes are pending Board approval.
5:29

YT's Co-CEO Special Update Latest Progress on FF's EAI Robotics Education Product Line and Education System FF is the first company globally to propose home education as the consumer-facing EAI robotics breakout point, committed to making 2026 the inaugural year of EAI robotics in education. ① FFAI closed +85.55% yesterday, with an intraday high of +107.26% and over $272M in daily trading volume. ② FF received $45M in financing from a mid-to-large U.S. institutional investor, further validating confidence in FF's robotics strategy. ③ California State Treasurer Fiona Ma, El Segundo Mayor Chris Pimentel, and leaders from the Lynwood Unified School District jointly unveiled the California EAI Robotics Education and Innovation Lab. ④ FF officially signed a strategic partnership with Triple I, launching joint EAI education collaboration and a co-hosted EAI Robotics summer camp, marking scaled B2B + B2C rollout of "Robot & Vehicle + Education." ⑤ Education Ecosystem Product Line officially established. Following last week's Board additions from the core founding team, further management changes are pending Board approval.

YT Jia 贾跃亭

18,183 次观看 • 5 个月前

Dual Public Company Structure Weekly Update 040 FF secures a USD 10 million AIxC-backed equity investment to accelerate FX Super One and FF EAI Robotics mass production, sales, and scaled deliveries, with the first three EAI robots launching on February 4. ① FF will issue USD 10 million in Class A common stock to an AIxC-designated third party at the latest closing price, in a pure equity financing with no discount, no convertibles, and no derivatives. ② On February 4, FF will host its “EAI Human–Vehicle+” Embodied AI Robotics Final Launch & FX Par Summit in Las Vegas, unveiling three EAI robot products, its Three-in-One ecosystem strategy, the 6-3-3 application framework, and the industry’s Four Future Trends via a global livestream. ③ The Hanford plant continues FX Super One production and roll-off to support compliance and market activities, while manufacturing optimization and EAI robotics production readiness advance in parallel to prepare for scaled deliveries. ④ AIxC has executed a USD 10 million stock purchase agreement with FF through its designated institution and will advance the digital assetization of FF equity assets subject to regulatory compliance. $FFAI $AIXC Faraday Future AIxC Official
5:33

Dual Public Company Structure Weekly Update 040 FF secures a USD 10 million AIxC-backed equity investment to accelerate FX Super One and FF EAI Robotics mass production, sales, and scaled deliveries, with the first three EAI robots launching on February 4. ① FF will issue USD 10 million in Class A common stock to an AIxC-designated third party at the latest closing price, in a pure equity financing with no discount, no convertibles, and no derivatives. ② On February 4, FF will host its “EAI Human–Vehicle+” Embodied AI Robotics Final Launch & FX Par Summit in Las Vegas, unveiling three EAI robot products, its Three-in-One ecosystem strategy, the 6-3-3 application framework, and the industry’s Four Future Trends via a global livestream. ③ The Hanford plant continues FX Super One production and roll-off to support compliance and market activities, while manufacturing optimization and EAI robotics production readiness advance in parallel to prepare for scaled deliveries. ④ AIxC has executed a USD 10 million stock purchase agreement with FF through its designated institution and will advance the digital assetization of FF equity assets subject to regulatory compliance. $FFAI $AIXC Faraday Future AIxC Official

YT Jia 贾跃亭

13,658 次观看 • 7 个月前

A robot that will bend metal for you! 🤘🏼 This is what optimized robotic press brake operation looks like. A well-tuned program, an additional seventh axis for extended reach, smart gripper design, and a workpiece reversal mechanism to handle parts without human intervention. This combination is invaluable for automated press brake operation. Cycle time is on fire! 🔥 KUKA robots are a solid choice for metal forming. They're built for high-payload, high-precision tasks and have a strong track record in automotive and heavy industry applications where reliability matters the most! :) ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →
0:22

A robot that will bend metal for you! 🤘🏼 This is what optimized robotic press brake operation looks like. A well-tuned program, an additional seventh axis for extended reach, smart gripper design, and a workpiece reversal mechanism to handle parts without human intervention. This combination is invaluable for automated press brake operation. Cycle time is on fire! 🔥 KUKA robots are a solid choice for metal forming. They're built for high-payload, high-precision tasks and have a strong track record in automotive and heavy industry applications where reliability matters the most! :) ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →

Lukas Ziegler

38,749 次观看 • 8 个月前

🔥 JUST IN: Open-source robotics dataset from 100% real-world scenarios! 🤯 Chinese robotics company AGIBOT just released AGIBOT WORLD 2026, an open-source dataset systematically covering key embodied AI research directions. Built entirely from real-world environments: commercial spaces, and homes. Collected using AGIBOT G2 robots in free-form collection mode, providing structured, accurately annotated, high-quality data. Digital twin technology creates 1:1 scale replicas in simulation matching the real environments. Both real-world and simulation data are open-sourced. The AGIBOT G2 platform collects multiple data types simultaneously: RGB(D) cameras, tactile sensors, force sensors, LiDAR, IMU, and full-body joint states. Whole-body control coordinates arms, waist, and hands for complex tasks. First-person teleoperation lets operators control the robot from its perspective. The tasks covered are fine-grained manipulation, ultra-long-horizon tasks, spatial navigation, dual-arm coordination, and multi-agent/human-robot collaboration. The dataset includes error-recovery trajectories with annotations. Most datasets only show successful demonstrations. AGIBOT includes failures and how the robot recovers, teaching models how to handle mistakes. After collection, data is tested through policy training and real-robot deployment to ensure quality. Then processed through industrial quality control with multiple screening and cleaning rounds. Making it open-source accelerates embodied AI research by giving researchers access to high-quality real-world robot data at scale. 🇨🇳 Learn more here: ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →
0:26

🔥 JUST IN: Open-source robotics dataset from 100% real-world scenarios! 🤯 Chinese robotics company AGIBOT just released AGIBOT WORLD 2026, an open-source dataset systematically covering key embodied AI research directions. Built entirely from real-world environments: commercial spaces, and homes. Collected using AGIBOT G2 robots in free-form collection mode, providing structured, accurately annotated, high-quality data. Digital twin technology creates 1:1 scale replicas in simulation matching the real environments. Both real-world and simulation data are open-sourced. The AGIBOT G2 platform collects multiple data types simultaneously: RGB(D) cameras, tactile sensors, force sensors, LiDAR, IMU, and full-body joint states. Whole-body control coordinates arms, waist, and hands for complex tasks. First-person teleoperation lets operators control the robot from its perspective. The tasks covered are fine-grained manipulation, ultra-long-horizon tasks, spatial navigation, dual-arm coordination, and multi-agent/human-robot collaboration. The dataset includes error-recovery trajectories with annotations. Most datasets only show successful demonstrations. AGIBOT includes failures and how the robot recovers, teaching models how to handle mistakes. After collection, data is tested through policy training and real-robot deployment to ensure quality. Then processed through industrial quality control with multiple screening and cleaning rounds. Making it open-source accelerates embodied AI research by giving researchers access to high-quality real-world robot data at scale. 🇨🇳 Learn more here: ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →

Lukas Ziegler

40,583 次观看 • 5 个月前

Faraday Future Co-CEO Investor Weekly 030 | Nov 23, 2025 | $FFAI Crypto Flywheel: ① AIxCrypto ($AIXC) completed its renaming and Nasdaq relisting, marking the formation of the Dual Flywheel, Dual Bridge, Dual Listing system with FFAI. ② AIXC launches its Three-Horsepower Strategy, including a stock-tokenization RWA program. ③ The first tokenized-equity project: FFAI, with an independent third party planning an initial US$5M purchase. ④ This enables lower-cost Web3 fundraising and accelerates shareholder value. ⑤ AIXC brings five reverse-empowerment benefits to FFAI across capital, tech, business, and users, forming an integrated EAI + Web3 + Blockchain + Crypto ecosystem. EAI Flywheel: ① First full batch of FX Super One parts arrives in Long Beach this week, entering pilot build and production prep. ② FX Super One and FF 91 showcased at the LA Auto Show, with two weeks of ride & drive open for public experience and preorders. #FaradayFuture #FaradayX #AIxCrypto
6:09

Faraday Future Co-CEO Investor Weekly 030 | Nov 23, 2025 | $FFAI Crypto Flywheel: ① AIxCrypto ($AIXC) completed its renaming and Nasdaq relisting, marking the formation of the Dual Flywheel, Dual Bridge, Dual Listing system with FFAI. ② AIXC launches its Three-Horsepower Strategy, including a stock-tokenization RWA program. ③ The first tokenized-equity project: FFAI, with an independent third party planning an initial US$5M purchase. ④ This enables lower-cost Web3 fundraising and accelerates shareholder value. ⑤ AIXC brings five reverse-empowerment benefits to FFAI across capital, tech, business, and users, forming an integrated EAI + Web3 + Blockchain + Crypto ecosystem. EAI Flywheel: ① First full batch of FX Super One parts arrives in Long Beach this week, entering pilot build and production prep. ② FX Super One and FF 91 showcased at the LA Auto Show, with two weeks of ride & drive open for public experience and preorders. #FaradayFuture #FaradayX #AIxCrypto

YT Jia 贾跃亭

20,700 次观看 • 10 个月前

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

11,690 次观看 • 4 个月前

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.
2:44

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🤖

199,146 次观看 • 1 年前

India Is About to Cross a Space Milestone Bigger Than Most People Realise 🇮🇳🚀 On July 18, Skyroot Aerospace will attempt to launch Vikram-1, India's first privately developed orbital rocket. > First private Indian rocket designed to reach orbit > Marks India's entry into the global private orbital launch market > Launch from ISRO's Sriharikota spaceport after receiving all flight clearances > Carries multiple payloads, including technology to capture space debris in orbit > A successful mission could unlock a new era of commercial launches built in India 👉 This isn't just another rocket launch. It's the moment India begins building a SpaceX-like private launch ecosystem of its own. 📌 Follow The Tathya for more such updates.
5:03

India Is About to Cross a Space Milestone Bigger Than Most People Realise 🇮🇳🚀 On July 18, Skyroot Aerospace will attempt to launch Vikram-1, India's first privately developed orbital rocket. > First private Indian rocket designed to reach orbit > Marks India's entry into the global private orbital launch market > Launch from ISRO's Sriharikota spaceport after receiving all flight clearances > Carries multiple payloads, including technology to capture space debris in orbit > A successful mission could unlock a new era of commercial launches built in India 👉 This isn't just another rocket launch. It's the moment India begins building a SpaceX-like private launch ecosystem of its own. 📌 Follow The Tathya for more such updates.

The Tathya

14,075 次观看 • 2 个月前

Excited to share that we’ve raised $300M in our Series B round, led by Radical Ventures, bringing our total funding to more than $450M, with leading technology companies joining as both customers and investors. We continue accelerating the path to AGI through our two core pillars: ultra-optimized infrastructure for AI workloads, and realtime world models built on top of it. Today, we’re also launching DOS (Decart Optimization Stack) 2.0 – our next-generation inference and training platform, delivering over 1,600 tokens per second for agentic inference and over 100 FPS for world models across major hardware platforms. Alongside DOS, we will launch new versions of our world models in the coming weeks: Lucy, for immersive realtime experiences, and Oasis, for physical AI. Grateful to our partners, customers, and backers across media & entertainment, Physical AI, chips, hyperscalers, and the broader AI ecosystem. Radical Ventures, Adobe, Alpha Partners, Amazon and Amazon Web Services, Atreides Management, LP, Benchmark, eBay, NVIDIA, Sequoia Capital, Toyota USA, @valorep, oren zeev; Andrej Karpathy, Michael Eisner, Yamauchi-No.10 Family Office, Moritz Baier-Lentz and more. We made a film for this moment with Decart CEO Dean Leitersdorf and Moritz Baier-Lentz - a look at the company, the technology, and what comes next.
7:30

Excited to share that we’ve raised $300M in our Series B round, led by Radical Ventures, bringing our total funding to more than $450M, with leading technology companies joining as both customers and investors. We continue accelerating the path to AGI through our two core pillars: ultra-optimized infrastructure for AI workloads, and realtime world models built on top of it. Today, we’re also launching DOS (Decart Optimization Stack) 2.0 – our next-generation inference and training platform, delivering over 1,600 tokens per second for agentic inference and over 100 FPS for world models across major hardware platforms. Alongside DOS, we will launch new versions of our world models in the coming weeks: Lucy, for immersive realtime experiences, and Oasis, for physical AI. Grateful to our partners, customers, and backers across media & entertainment, Physical AI, chips, hyperscalers, and the broader AI ecosystem. Radical Ventures, Adobe, Alpha Partners, Amazon and Amazon Web Services, Atreides Management, LP, Benchmark, eBay, NVIDIA, Sequoia Capital, Toyota USA, @valorep, oren zeev; Andrej Karpathy, Michael Eisner, Yamauchi-No.10 Family Office, Moritz Baier-Lentz and more. We made a film for this moment with Decart CEO Dean Leitersdorf and Moritz Baier-Lentz - a look at the company, the technology, and what comes next.

Decart

99,271 次观看 • 4 个月前

The robot flipped a pancake nobody taught it! 🥞 Skild AI team assumed pancake flipping had to be somewhere in the training data. So they searched. Millions of hours of pre-training data. Nothing. S1 inferred the whole task from a single human demonstration. That's their new general robot model, built as an in-context learner from the ground up. Every new robot task today starts with days of teleoperation and a fine-tuning run on a specialist policy. S1 skips all of it. Much like a language model, it never updates its weights to learn a new task. The demonstration enters the context window, and the policy uses it to decide what to do next. → Ten-minute tasks it was never trained on, composed from primitives learned in pre-training: a new style of coffee, potting a plant, frying pancakes. → Soil and pots arrived at their office at 8:54 PM. The robot was running the task autonomously by 9:27 PM. → Slide objects away mid-reach, swap them, change the lighting, it still finishes. → The prompt waters a plant with a watering can, but only a cup is available. It uses the cup. It doesn't rigidly replay what it saw, but it recovers from its own errors, and sometimes executes with more precision than the demonstrator, when the human fumbles an egg and makes a mess, S1 performs the same step cleanly. The demonstration is a specification of the goal, and not a trajectory to copy. On unseen tasks after 100K hours of pre-training: language-prompted VLAs reach 9%. Their new model reaches 66%. It's already deploying with industrial partners, with a wider rollout over the coming months. Congrats Deepak Pathak and team behind this! 😮‍💨 🔗 Link to their latest blog: ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →
1:34

The robot flipped a pancake nobody taught it! 🥞 Skild AI team assumed pancake flipping had to be somewhere in the training data. So they searched. Millions of hours of pre-training data. Nothing. S1 inferred the whole task from a single human demonstration. That's their new general robot model, built as an in-context learner from the ground up. Every new robot task today starts with days of teleoperation and a fine-tuning run on a specialist policy. S1 skips all of it. Much like a language model, it never updates its weights to learn a new task. The demonstration enters the context window, and the policy uses it to decide what to do next. → Ten-minute tasks it was never trained on, composed from primitives learned in pre-training: a new style of coffee, potting a plant, frying pancakes. → Soil and pots arrived at their office at 8:54 PM. The robot was running the task autonomously by 9:27 PM. → Slide objects away mid-reach, swap them, change the lighting, it still finishes. → The prompt waters a plant with a watering can, but only a cup is available. It uses the cup. It doesn't rigidly replay what it saw, but it recovers from its own errors, and sometimes executes with more precision than the demonstrator, when the human fumbles an egg and makes a mess, S1 performs the same step cleanly. The demonstration is a specification of the goal, and not a trajectory to copy. On unseen tasks after 100K hours of pre-training: language-prompted VLAs reach 9%. Their new model reaches 66%. It's already deploying with industrial partners, with a wider rollout over the coming months. Congrats Deepak Pathak and team behind this! 😮‍💨 🔗 Link to their latest blog: ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →

Lukas Ziegler

11,406 次观看 • 1 个月前

NEW LONG FORM VIDEO: Why Nobody's Eating McDonald's Anymore In February 2026, the CEO of McDonald’s posted a social media video of himself trying the company’s newest burger, the Big Arch. Instead of generating excitement, the video went viral for the wrong reasons. He came across as robotic, referring to the burger as a “product,” and the internet quickly turned it into a joke. This is the same company that built more than 43,000 restaurants around the world, once served one in every four Americans each month, and became the most dominant fast food brand ever created. But today, McDonald’s is under pressure. U.S. sales are down nearly 6% year over year, and its core customers are cutting back on eating out. So what happened? How did the world’s most successful restaurant chain lose its momentum? This is the rise and fall of McDonald’s in the United States.
19:54

NEW LONG FORM VIDEO: Why Nobody's Eating McDonald's Anymore In February 2026, the CEO of McDonald’s posted a social media video of himself trying the company’s newest burger, the Big Arch. Instead of generating excitement, the video went viral for the wrong reasons. He came across as robotic, referring to the burger as a “product,” and the internet quickly turned it into a joke. This is the same company that built more than 43,000 restaurants around the world, once served one in every four Americans each month, and became the most dominant fast food brand ever created. But today, McDonald’s is under pressure. U.S. sales are down nearly 6% year over year, and its core customers are cutting back on eating out. So what happened? How did the world’s most successful restaurant chain lose its momentum? This is the rise and fall of McDonald’s in the United States.

Michael Girdley

222,507 次观看 • 2 个月前

🚨 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 次观看 • 8 个月前

🚨BREAKING: A new humanoid robot straight out of Europe! Kinisi has introduced their humanoid robot called KR1. This robot has a base with wheels instead of legs. This provides much greater stability and safety for human workers. It’s built for warehouse and factory tasks like picking, stacking, and moving goods. It supports payloads up to 15 kg, runs 8 hours per charge with hot-swappable batteries, and docks itself for recharging. The robot can lift heavy boxes from high shelves, handle fragile items without damage, and adapt its arm trajectories on the fly to avoid obstacles. In demos, it moved smoothly between shelves, placed items into totes, and transported them across the warehouse, all autonomously. Great retrofitting potential, because it doesn’t require major infrastructure changes to deploy. It learns from simple demonstrations, operates offline for reliability and privacy, and integrates quickly into existing workflows. Let’s not forget that E-commerce is growing rapidly, with global online sales expected to reach nearly $7 trillion by 2025. As more people shop online, the number of packages being shipped each day is soaring. These robots help us to make sure they will be delivered on time! 📦
1:03

🚨BREAKING: A new humanoid robot straight out of Europe! Kinisi has introduced their humanoid robot called KR1. This robot has a base with wheels instead of legs. This provides much greater stability and safety for human workers. It’s built for warehouse and factory tasks like picking, stacking, and moving goods. It supports payloads up to 15 kg, runs 8 hours per charge with hot-swappable batteries, and docks itself for recharging. The robot can lift heavy boxes from high shelves, handle fragile items without damage, and adapt its arm trajectories on the fly to avoid obstacles. In demos, it moved smoothly between shelves, placed items into totes, and transported them across the warehouse, all autonomously. Great retrofitting potential, because it doesn’t require major infrastructure changes to deploy. It learns from simple demonstrations, operates offline for reliability and privacy, and integrates quickly into existing workflows. Let’s not forget that E-commerce is growing rapidly, with global online sales expected to reach nearly $7 trillion by 2025. As more people shop online, the number of packages being shipped each day is soaring. These robots help us to make sure they will be delivered on time! 📦

Lukas Ziegler

23,262 次观看 • 1 年前