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X Square just beat Figure’s package-sorting pace by ~45%—without a humanoid. In a 1-hour autonomous livestream, two WALL-B-powered 6-axis arms handled 1,816 mixed parcels at 98%+ accuracy. Figure’s 200-hour humanoid run averaged 1,248/hour. That’s 1.98 seconds per parcel vs. 2.88 seconds for Figure. Nearly a full second faster on...

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RoboHub🤖

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86,083 просмотров • 1 месяц назад •via X (Twitter)

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X Square ran a fully autonomous logistics livestream: sorting parcels and flipping the barcode side up for the scanner. - 1,816 parcels/hour (~2 seconds per parcel) - 98% accuracy - ~45% higher throughput than Figure's sub-3 seconds per parcel pace from its multiday livestream in May. It's driven by X Square's WALL-B embodied AI model, which continuously reacts to an unstructured pile of parcels, sorts and flips them, and recovers from failed grasps and parcel jams to keep the line moving.
0:46

X Square ran a fully autonomous logistics livestream: sorting parcels and flipping the barcode side up for the scanner. - 1,816 parcels/hour (~2 seconds per parcel) - 98% accuracy - ~45% higher throughput than Figure's sub-3 seconds per parcel pace from its multiday livestream in May. It's driven by X Square's WALL-B embodied AI model, which continuously reacts to an unstructured pile of parcels, sorts and flips them, and recovers from failed grasps and parcel jams to keep the line moving.

The Humanoid Hub

72,067 просмотров • 1 месяц назад

Humanoid logistics sorters are starting real shifts in both the U.S. and China 🤖 Figure is entering Catalyst Brands’ Reno logistics center, inside the retail network behind JCPenney, Aéropostale, and Brooks Brothers. RobotEra’s M7 is working at China Post’s Guangzhou logistics hub, feeding and sorting parcels on live lines. This is the right first job for humanoids: repetitive, physical, structured, high-volume, and easy to measure. Figure’s F.03 ran a 200-hour public sorting test and handled nearly 250,000 parcels. RobotEra’s system is being used for parcel feeding, package orientation, and exception handling, with peak throughput reported around 1,200 parcels per hour. The demand side is obvious. China handled nearly 199 billion express parcels in 2025. Guangzhou alone processed about 21.9 billion parcels, more than enough to turn sorting into a brutal labor and throughput problem. The U.S. has a different pressure point. Parcel volume is smaller, but warehouse labor is much more expensive, so a robot that can work long repetitive shifts has a cleaner ROI story if uptime, maintenance, and deployment cost hold up. The hard part is not the demo. It is barcode orientation, soft bags, crushed boxes, recovery after errors, battery swaps, fleet coordination, and keeping the line moving when nobody is filming. Sorting is still only one link in logistics. The bigger test is whether these robots can move from conveyor work into loading, unloading, picking, exception handling, and eventually the last mile — where the environment stops being friendly. That is the real question now. Not whether humanoids can sort packages, but whether they can earn the next job after sorting.
0:29

Humanoid logistics sorters are starting real shifts in both the U.S. and China 🤖 Figure is entering Catalyst Brands’ Reno logistics center, inside the retail network behind JCPenney, Aéropostale, and Brooks Brothers. RobotEra’s M7 is working at China Post’s Guangzhou logistics hub, feeding and sorting parcels on live lines. This is the right first job for humanoids: repetitive, physical, structured, high-volume, and easy to measure. Figure’s F.03 ran a 200-hour public sorting test and handled nearly 250,000 parcels. RobotEra’s system is being used for parcel feeding, package orientation, and exception handling, with peak throughput reported around 1,200 parcels per hour. The demand side is obvious. China handled nearly 199 billion express parcels in 2025. Guangzhou alone processed about 21.9 billion parcels, more than enough to turn sorting into a brutal labor and throughput problem. The U.S. has a different pressure point. Parcel volume is smaller, but warehouse labor is much more expensive, so a robot that can work long repetitive shifts has a cleaner ROI story if uptime, maintenance, and deployment cost hold up. The hard part is not the demo. It is barcode orientation, soft bags, crushed boxes, recovery after errors, battery swaps, fleet coordination, and keeping the line moving when nobody is filming. Sorting is still only one link in logistics. The bigger test is whether these robots can move from conveyor work into loading, unloading, picking, exception handling, and eventually the last mile — where the environment stops being friendly. That is the real question now. Not whether humanoids can sort packages, but whether they can earn the next job after sorting.

RoboHub🤖

37,493 просмотров • 4 месяцев назад

.travis kalanick on why specialized robots beat humanoids for real work: "I'm not anti-humanoid, I'm non-humanoid. There are tasks that are good for humanoids, low scale, high diversity, in human environments, humanoid all the way. But the minute you have a machine doing a high-scale task, we're no longer in humanoid land, we're in specialized robotics land." "There was a moment nine months ago where humanoids were the mega rage of all time. When your hairdresser says he's getting into the humanoid business, we know something's wrong." "If I had to make 1,000 pancakes an hour, I'd never have a humanoid do it, you'd need 100 humanoids going gg-gg-gg. It's like the humanoid Olympics in Beijing, they're doing the marathon and it's cool, but all I could think is, imagine if you put wheels on them. Would you ever put a humanoid in a car to drive it?" "High scale, repetitive tasks do not need to be in human form, and they won't be, because humans are meant to do lots of things at low scale."
2:17

.travis kalanick on why specialized robots beat humanoids for real work: "I'm not anti-humanoid, I'm non-humanoid. There are tasks that are good for humanoids, low scale, high diversity, in human environments, humanoid all the way. But the minute you have a machine doing a high-scale task, we're no longer in humanoid land, we're in specialized robotics land." "There was a moment nine months ago where humanoids were the mega rage of all time. When your hairdresser says he's getting into the humanoid business, we know something's wrong." "If I had to make 1,000 pancakes an hour, I'd never have a humanoid do it, you'd need 100 humanoids going gg-gg-gg. It's like the humanoid Olympics in Beijing, they're doing the marathon and it's cool, but all I could think is, imagine if you put wheels on them. Would you ever put a humanoid in a car to drive it?" "High scale, repetitive tasks do not need to be in human form, and they won't be, because humans are meant to do lots of things at low scale."

MTS

52,573 просмотров • 2 месяцев назад

More and more humanoid robot kiosks are appearing in China. Yesterday, I passed by a subway entrance in Guangzhou and experienced a retail kiosk operated by a humanoid robot again, buying a bottle of water. The process was the same: select items on a screen, scan a QR code for mobile payment, and the humanoid robot retrieves the product. (However, it didn't interact with me at all.) I looked it up, and the wheeled humanoid robot is named S1, from AutoLife Robotics in Shenzhen. It uses omnidirectional wheels for movement and a lifting body. It's 1-1.6m tall, weighs 72kg, and has a 10-hour battery life. A single arm can carry 3-5kg. Furthermore, this humanoid robot is suitable for lightweight tasks in retail, convenience stores, supermarkets, and warehouse sorting.
0:23

More and more humanoid robot kiosks are appearing in China. Yesterday, I passed by a subway entrance in Guangzhou and experienced a retail kiosk operated by a humanoid robot again, buying a bottle of water. The process was the same: select items on a screen, scan a QR code for mobile payment, and the humanoid robot retrieves the product. (However, it didn't interact with me at all.) I looked it up, and the wheeled humanoid robot is named S1, from AutoLife Robotics in Shenzhen. It uses omnidirectional wheels for movement and a lifting body. It's 1-1.6m tall, weighs 72kg, and has a 10-hour battery life. A single arm can carry 3-5kg. Furthermore, this humanoid robot is suitable for lightweight tasks in retail, convenience stores, supermarkets, and warehouse sorting.

CyberRobo

52,565 просмотров • 7 месяцев 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

11,690 просмотров • 4 месяцев назад

Figure AI, a 🇺🇸US humanoid robot startup, has ignited debate over robot commercialisation on industrial sites by livestreaming on YouTube a humanoid robot deployed at a logistics warehouse sorting packages non-stop for more than 81 hours, while it processed more than 100,000 packages. “Jim” visually recognizes boxes, identifies the orientation of labels, and moves them to designated locations—making all judgments using only its internal computer. It works autonomously without remote control. Expert opinions are divided. One expert described the demonstration as "closer to a science project than a fully commercial service." She cited accuracy as the biggest challenge, noting that scenes throughout the video showed the robot failing to place parcels in precise locations. Some point out that in actual logistics environments, precision matters more than speed, and areas such as handling exceptions or communication between workers remain difficult for robots at this stage. While the robot's sustainability in simple, repetitive tasks has been confirmed, additional verification remains before broad commercialization, observers said. When commercialised, Figure AI robots are expected to cost from $30,000 per unit.
0:22

Figure AI, a 🇺🇸US humanoid robot startup, has ignited debate over robot commercialisation on industrial sites by livestreaming on YouTube a humanoid robot deployed at a logistics warehouse sorting packages non-stop for more than 81 hours, while it processed more than 100,000 packages. “Jim” visually recognizes boxes, identifies the orientation of labels, and moves them to designated locations—making all judgments using only its internal computer. It works autonomously without remote control. Expert opinions are divided. One expert described the demonstration as "closer to a science project than a fully commercial service." She cited accuracy as the biggest challenge, noting that scenes throughout the video showed the robot failing to place parcels in precise locations. Some point out that in actual logistics environments, precision matters more than speed, and areas such as handling exceptions or communication between workers remain difficult for robots at this stage. While the robot's sustainability in simple, repetitive tasks has been confirmed, additional verification remains before broad commercialization, observers said. When commercialised, Figure AI robots are expected to cost from $30,000 per unit.

Dovydas Vitkauskas

21,911 просмотров • 4 месяцев назад

BREAKING: First-Ever Full Tour of Figure's Humanoid HQ CEO Brett Adcock Exclusive look through every department on their San Jose campus: BotQ Factory, Testing, Design, Demos & more. Brett walks us through how Figure is built: - System integration lab: where robots are stress-tested with software faults & physical pushes - Helix AI: team floor where the controls & neural network engineers train the vision-language-action model that runs onboard every Figure robot - Reinforcement learning & stability testing: where Figure demos the Vulcan project — surviving a lost knee mid-task - Home: environment where Figure 03 autonomously tidies a living room using their Helix neural network (no teleoperation) - BotQ: manufacturing facility where heads, batteries, and limbs come together on the assembly line, including the custom-built battery line & end-of-line burn-in bays - Industrial design studio: (opened publicly for the first time) housing every generation of Figure robot ever built, including: Figure 01 with its Frankenstein forearms, Figure 02, & the sleek Figure 03 that recently appeared at the White House, plus the evolution of Figure's hands & feet Brett shares why he believes humanoid robots may achieve AGI before any other form factor, why Figure pivoted entirely from hand-coded controls to neural networks, & teases that Figure 04 will be their "iPhone 1 moment." This was so much fun! Big thank you to Brett & the team at Figure for opening the doors for us! Brett Adcock Figure 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Inside Figure’s Humanoid Campus (00:48) The humanoid factory (03:18) First humanoid guest at the White House (05:29) Controlling a robot with infinite movements (10:46) The truth about robot failures (13:00) Attacking a humanoid robot (testing responses) (16:12) Building a general purpose robot (23:05) The "Never Fall" protocol (28:56) Is the home robot teleoperated? (33:36) Leasing a 24/7 robot (35:01) Can a humanoid build a real car? (43:32) From flying robots to humanoids (45:59) The hidden path to physical AGI (56:21) Figure's secret design studio (01:00:44) Figure 4: The biggest leap in robotics (01:06:25) Training robots in spandex (01:10:26) Westworld, TIME Magazine, & Deadmau5
1:12:19

BREAKING: First-Ever Full Tour of Figure's Humanoid HQ CEO Brett Adcock Exclusive look through every department on their San Jose campus: BotQ Factory, Testing, Design, Demos & more. Brett walks us through how Figure is built: - System integration lab: where robots are stress-tested with software faults & physical pushes - Helix AI: team floor where the controls & neural network engineers train the vision-language-action model that runs onboard every Figure robot - Reinforcement learning & stability testing: where Figure demos the Vulcan project — surviving a lost knee mid-task - Home: environment where Figure 03 autonomously tidies a living room using their Helix neural network (no teleoperation) - BotQ: manufacturing facility where heads, batteries, and limbs come together on the assembly line, including the custom-built battery line & end-of-line burn-in bays - Industrial design studio: (opened publicly for the first time) housing every generation of Figure robot ever built, including: Figure 01 with its Frankenstein forearms, Figure 02, & the sleek Figure 03 that recently appeared at the White House, plus the evolution of Figure's hands & feet Brett shares why he believes humanoid robots may achieve AGI before any other form factor, why Figure pivoted entirely from hand-coded controls to neural networks, & teases that Figure 04 will be their "iPhone 1 moment." This was so much fun! Big thank you to Brett & the team at Figure for opening the doors for us! Brett Adcock Figure 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Inside Figure’s Humanoid Campus (00:48) The humanoid factory (03:18) First humanoid guest at the White House (05:29) Controlling a robot with infinite movements (10:46) The truth about robot failures (13:00) Attacking a humanoid robot (testing responses) (16:12) Building a general purpose robot (23:05) The "Never Fall" protocol (28:56) Is the home robot teleoperated? (33:36) Leasing a 24/7 robot (35:01) Can a humanoid build a real car? (43:32) From flying robots to humanoids (45:59) The hidden path to physical AGI (56:21) Figure's secret design studio (01:00:44) Figure 4: The biggest leap in robotics (01:06:25) Training robots in spandex (01:10:26) Westworld, TIME Magazine, & Deadmau5

Molly O’Shea

735,192 просмотров • 5 месяцев назад

Sub-1 hour? Chasing the human half-marathon record? That’s suddenly the conversation around Beijing’s humanoid robot race this Sunday. 🏃‍♂️🤖 A year ago, this event was mostly about finishing. Now the bar is speed, stability, and full-course autonomy. More than 100 teams and 300+ humanoid robots are expected on the line, and nearly 40% of them are entering the autonomous navigation group instead of relying on remote control. The course is not getting easier either. Same 21.0975 km, but with more urban slopes, rolling sections, and park terrain built to expose weak points in control, perception, and endurance. That is what makes this race worth watching. If some of these machines really get close to one hour, the story is no longer “robots can run.” It becomes “humanoids are starting to hold speed, balance, and navigation together over real distance.” And that matters far beyond a race course. This is one of the clearest public tests yet for where humanoid robotics actually stands in hardware, motion control, power systems, and autonomous mobility. Sunday’s headline will be the time. The bigger takeaway will be how much of that pace is still there at kilometer 15, 18, and 21. I want to see who is actually fast, who is truly autonomous, and who can finish without falling apart. That is where the real signal will be.
2:50

Sub-1 hour? Chasing the human half-marathon record? That’s suddenly the conversation around Beijing’s humanoid robot race this Sunday. 🏃‍♂️🤖 A year ago, this event was mostly about finishing. Now the bar is speed, stability, and full-course autonomy. More than 100 teams and 300+ humanoid robots are expected on the line, and nearly 40% of them are entering the autonomous navigation group instead of relying on remote control. The course is not getting easier either. Same 21.0975 km, but with more urban slopes, rolling sections, and park terrain built to expose weak points in control, perception, and endurance. That is what makes this race worth watching. If some of these machines really get close to one hour, the story is no longer “robots can run.” It becomes “humanoids are starting to hold speed, balance, and navigation together over real distance.” And that matters far beyond a race course. This is one of the clearest public tests yet for where humanoid robotics actually stands in hardware, motion control, power systems, and autonomous mobility. Sunday’s headline will be the time. The bigger takeaway will be how much of that pace is still there at kilometer 15, 18, and 21. I want to see who is actually fast, who is truly autonomous, and who can finish without falling apart. That is where the real signal will be.

RoboHub🤖

209,946 просмотров • 5 месяцев назад

Our livestream has wrapped—and the final result is in: 1,816 randomly selected parcels sorted per hour, with a success rate of over 98%. Since the beginning of this year, we’ve worked through the entire loop—from collecting real-world data and training the model to continuously testing and refining the system. We often ask ourselves why we remain committed to a purpose-built gripper. The answer is simple: not for hype, and not for a demo, but for real-world deployment. Our goal is to deliver high efficiency at a lower cost. Some jobs are dirty, dull, and dangerous. We want robots to take on more of that work, so people can focus on what is safer, more creative, and more meaningful. We’ll showcase the complete logistics sorting line live at WRC. Visit us in Hall C, Booth 107, and see it in action!
1:05:24

Our livestream has wrapped—and the final result is in: 1,816 randomly selected parcels sorted per hour, with a success rate of over 98%. Since the beginning of this year, we’ve worked through the entire loop—from collecting real-world data and training the model to continuously testing and refining the system. We often ask ourselves why we remain committed to a purpose-built gripper. The answer is simple: not for hype, and not for a demo, but for real-world deployment. Our goal is to deliver high efficiency at a lower cost. Some jobs are dirty, dull, and dangerous. We want robots to take on more of that work, so people can focus on what is safer, more creative, and more meaningful. We’ll showcase the complete logistics sorting line live at WRC. Visit us in Hall C, Booth 107, and see it in action!

X Square Robot

729,669 просмотров • 1 месяц назад

🚨 Two really important Figure robotics updates. - 1st, they will be announcing two new commercial customers in the next 60 days. This means Figure will probably be the first humanoid robotics company in the United States after Digit (Agility Robotics) to hit true commercial deployment. It puts them in an extremely elite group alongside the very few other humanoid companies actually gaining real-world commercial revenue right now, like Apptronik. That's really exciting. Second, Brett Adcock confirmed they are now making a robot every 90 minutes. Let's do the math on that production line: • At one robot every 90 minutes, they are building 16 robots per day. • That translates to roughly 480 robots per month. • Which equals over 5,840 robots per year! That means Figure by the end of 2026 should have nearly 6,000 humanoids produced and ready to enter the workforce. They might be Tesla this year we will have to see 👀
0:45

🚨 Two really important Figure robotics updates. - 1st, they will be announcing two new commercial customers in the next 60 days. This means Figure will probably be the first humanoid robotics company in the United States after Digit (Agility Robotics) to hit true commercial deployment. It puts them in an extremely elite group alongside the very few other humanoid companies actually gaining real-world commercial revenue right now, like Apptronik. That's really exciting. Second, Brett Adcock confirmed they are now making a robot every 90 minutes. Let's do the math on that production line: • At one robot every 90 minutes, they are building 16 robots per day. • That translates to roughly 480 robots per month. • Which equals over 5,840 robots per year! That means Figure by the end of 2026 should have nearly 6,000 humanoids produced and ready to enter the workforce. They might be Tesla this year we will have to see 👀

Chris

18,392 просмотров • 5 месяцев назад

TESLA JUST RIPPED OUT THE MODEL S LINE IT BUILT FOR 14 YEARS AND REPLACED IT WITH HUMANOID ROBOTS THAT COST $30,000 EACH. Three of them are standing at the end of the aisle. Matte black. No hard hat. No badge. One steps forward, grabs a steel cart twice its size, and pushes it down the floor to the next station. No remote. No operator. The same AI that powers Full Self-Driving now controls the legs. Everyone said humanoid robots were just a gimmick. A stage trick from AI Day with a guy in a bodysuit. That was 2021. Now there are over 1,000 of them at Fremont and Giga Texas. Sorting battery cells. Kitting parts. Moving racks. No overtime. No comp claims. No shift changes. The Fremont lines were torn down in 46 days. What went up in their place is a production line designed to build 1 million robots a year. A California factory worker costs $55/hour fully loaded. This thing pays for itself in a single quarter. The line doesn’t care who works on it.
1:30

TESLA JUST RIPPED OUT THE MODEL S LINE IT BUILT FOR 14 YEARS AND REPLACED IT WITH HUMANOID ROBOTS THAT COST $30,000 EACH. Three of them are standing at the end of the aisle. Matte black. No hard hat. No badge. One steps forward, grabs a steel cart twice its size, and pushes it down the floor to the next station. No remote. No operator. The same AI that powers Full Self-Driving now controls the legs. Everyone said humanoid robots were just a gimmick. A stage trick from AI Day with a guy in a bodysuit. That was 2021. Now there are over 1,000 of them at Fremont and Giga Texas. Sorting battery cells. Kitting parts. Moving racks. No overtime. No comp claims. No shift changes. The Fremont lines were torn down in 46 days. What went up in their place is a production line designed to build 1 million robots a year. A California factory worker costs $55/hour fully loaded. This thing pays for itself in a single quarter. The line doesn’t care who works on it.

Forem

231,303 просмотров • 1 месяц назад

Unitree Robotics just filed to go public on March 20th targeting a $7 billion valuation. Most people have no idea what this company actually is. Here is why this might be the most important robotics IPO of the decade. Unitree shipped 5,500 humanoid robots in 2025. Figure AI shipped roughly 150. Agility Robotics shipped roughly 150. Unitree did $246 million in revenue last year, up 335% year over year, and they are actually profitable. Figure AI is valued at $39 billion with near zero revenue and is still private. Unitree wants $7 billion with real numbers. The price point is what separates them from everyone else. Their G1 humanoid sells for $13,500. Competitors charge $50,000 to $130,000. Their newest R1 humanoid launching in April starts at $4,900. Nothing comparable exists at that price anywhere in the world. They hold roughly 32% of the global humanoid market and 70% of the quadruped market. The moat is vertical integration. They self develop over 90% of core components including motors, reducers, controllers, sensors, and all software. Real clients include PetroChina, Sinopec, State Grid, and China Mobile. This is not a research project. Product is shipping at scale. This is listing on China's STAR Market, not Hong Kong, not the US, which makes access extremely difficult for international investors. The risks are real. The US House Select Committee on the CCP has formally requested Unitree be blacklisted. Their robots appeared in PLA military exercises in 2024. Tariffs have already nearly tripled the US price of the G1. $TSLA Optimus is targeting sub $20,000 pricing with automotive scale manufacturing backed by $NVDA compute. If they execute, the price advantage shrinks fast. But this is still the only profitable pure play humanoid robotics company in the world growing at 335% a year, valued at a fraction of its loss making peers. Goldman projects the humanoid market at $38 billion by 2035. Morgan Stanley goes to $5 trillion by 2050. Unitree currently holds the largest market share of any humanoid manufacturer on the planet. Full breakdown coming soon. $TSLA $NVDA
0:44

Unitree Robotics just filed to go public on March 20th targeting a $7 billion valuation. Most people have no idea what this company actually is. Here is why this might be the most important robotics IPO of the decade. Unitree shipped 5,500 humanoid robots in 2025. Figure AI shipped roughly 150. Agility Robotics shipped roughly 150. Unitree did $246 million in revenue last year, up 335% year over year, and they are actually profitable. Figure AI is valued at $39 billion with near zero revenue and is still private. Unitree wants $7 billion with real numbers. The price point is what separates them from everyone else. Their G1 humanoid sells for $13,500. Competitors charge $50,000 to $130,000. Their newest R1 humanoid launching in April starts at $4,900. Nothing comparable exists at that price anywhere in the world. They hold roughly 32% of the global humanoid market and 70% of the quadruped market. The moat is vertical integration. They self develop over 90% of core components including motors, reducers, controllers, sensors, and all software. Real clients include PetroChina, Sinopec, State Grid, and China Mobile. This is not a research project. Product is shipping at scale. This is listing on China's STAR Market, not Hong Kong, not the US, which makes access extremely difficult for international investors. The risks are real. The US House Select Committee on the CCP has formally requested Unitree be blacklisted. Their robots appeared in PLA military exercises in 2024. Tariffs have already nearly tripled the US price of the G1. $TSLA Optimus is targeting sub $20,000 pricing with automotive scale manufacturing backed by $NVDA compute. If they execute, the price advantage shrinks fast. But this is still the only profitable pure play humanoid robotics company in the world growing at 335% a year, valued at a fraction of its loss making peers. Goldman projects the humanoid market at $38 billion by 2035. Morgan Stanley goes to $5 trillion by 2050. Unitree currently holds the largest market share of any humanoid manufacturer on the planet. Full breakdown coming soon. $TSLA $NVDA

KawzInvests

74,078 просмотров • 6 месяцев назад

Most robotics teams can make a robot move… very few can make it work every day in the real world! @roboforce_inc was just featured in Jensen Huang’s GTC keynote, not for a demo but for a robot they claim is already working in the field. Their system, TITAN, is built for industrial environments: ✅ 40 kg dual-arm payload ✅ millimeter-level precision ✅ 8 hours runtime ✅ early pilots in energy, logistics, and manufacturing They call it Physical AI: The focus is on getting robots to do the kind of labor that still depends on people: repetitive, risky, and physical. IMO, what stands out isn’t the specs. It’s the claim of 11,000 robot orders❗️ If even a fraction of that turns into real deployments, it would make RoboForce one of the most widely scaled robot platforms in the world!!?? The open question is whether this shift from prototype to production is real or just the next phase of robotics storytelling. It looks very promising to me. It’s also interesting how their founder openly pushes back against the humanoid trend, arguing for wheels over legs in real industrial settings. It’s an unusual perspective in a time when humanoids get most of the attention. If they are right, the next humanoid robotics wave might look less like a human and more like an industrial version. Seen at —- Weekly robotics and AI insights. Subscribe free:
0:29

Most robotics teams can make a robot move… very few can make it work every day in the real world! @roboforce_inc was just featured in Jensen Huang’s GTC keynote, not for a demo but for a robot they claim is already working in the field. Their system, TITAN, is built for industrial environments: ✅ 40 kg dual-arm payload ✅ millimeter-level precision ✅ 8 hours runtime ✅ early pilots in energy, logistics, and manufacturing They call it Physical AI: The focus is on getting robots to do the kind of labor that still depends on people: repetitive, risky, and physical. IMO, what stands out isn’t the specs. It’s the claim of 11,000 robot orders❗️ If even a fraction of that turns into real deployments, it would make RoboForce one of the most widely scaled robot platforms in the world!!?? The open question is whether this shift from prototype to production is real or just the next phase of robotics storytelling. It looks very promising to me. It’s also interesting how their founder openly pushes back against the humanoid trend, arguing for wheels over legs in real industrial settings. It’s an unusual perspective in a time when humanoids get most of the attention. If they are right, the next humanoid robotics wave might look less like a human and more like an industrial version. Seen at —- Weekly robotics and AI insights. Subscribe free:

Ilir Aliu

27,741 просмотров • 11 месяцев назад

Brain-controlled exoskeletons to train humanoid robots! 🧠 Fourier just presented human tele-operators using brain control interfaces and exoskeletal arms to train humanoid robots on home tasks. The brain control interface is the interesting part. Instead of using a controller or joystick to teleoperate, the operator's movements and intentions are captured more naturally through the exoskeleton and BCI. This means the demonstrations are more fluid, more human-like, and better suited for training robots to perform delicate home tasks. Multiple tele-operators are simultaneously generating training data across multiple robots. This is how you build the dataset needed for eventual full autonomy, without waiting years for it to arrive. This might be the bridge between "robots that work in controlled environments" and "robots that work in homes." Not full autonomy right away, but trusted human intelligence operating through a robot body, getting better with every task completed. ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →
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Brain-controlled exoskeletons to train humanoid robots! 🧠 Fourier just presented human tele-operators using brain control interfaces and exoskeletal arms to train humanoid robots on home tasks. The brain control interface is the interesting part. Instead of using a controller or joystick to teleoperate, the operator's movements and intentions are captured more naturally through the exoskeleton and BCI. This means the demonstrations are more fluid, more human-like, and better suited for training robots to perform delicate home tasks. Multiple tele-operators are simultaneously generating training data across multiple robots. This is how you build the dataset needed for eventual full autonomy, without waiting years for it to arrive. This might be the bridge between "robots that work in controlled environments" and "robots that work in homes." Not full autonomy right away, but trusted human intelligence operating through a robot body, getting better with every task completed. ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →

Lukas Ziegler

21,042 просмотров • 8 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🤗
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🦔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

162,060 просмотров • 4 месяцев назад

A robot just worked an 8-hour shift in China. Then it handled an error no human flagged, adapting to a conveyor that shifted under it and correcting the position deviation on its own before carrying on. This is AgiBot's G2 at Longcheer in Nanchang, where the fleet has now run 10 hours straight and sorted more than 3,000 units at a 100% success rate, talking to the factory's own software in real time and flagging defective parts by itself. We built every factory on earth around human limits: the eight-hour shift, the breaks, the way attention slips after hour six. AgiBot is making those limits optional, and the setting is the whole point. This is a live production line shipping real product next to human workers, not a staged demo. Figure ran a similar stream in California last month, so the milestone itself isn't unique. What's different here is that nothing is for the camera. A functioning factory, live, no cuts. I got back from China this month, and the pace of this one ecosystem is the thing the US is underrating most. The Terminator version of this was loud and apocalyptic. The real one just shows up to work, and gets a little better every shift.
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A robot just worked an 8-hour shift in China. Then it handled an error no human flagged, adapting to a conveyor that shifted under it and correcting the position deviation on its own before carrying on. This is AgiBot's G2 at Longcheer in Nanchang, where the fleet has now run 10 hours straight and sorted more than 3,000 units at a 100% success rate, talking to the factory's own software in real time and flagging defective parts by itself. We built every factory on earth around human limits: the eight-hour shift, the breaks, the way attention slips after hour six. AgiBot is making those limits optional, and the setting is the whole point. This is a live production line shipping real product next to human workers, not a staged demo. Figure ran a similar stream in California last month, so the milestone itself isn't unique. What's different here is that nothing is for the camera. A functioning factory, live, no cuts. I got back from China this month, and the pace of this one ecosystem is the thing the US is underrating most. The Terminator version of this was loud and apocalyptic. The real one just shows up to work, and gets a little better every shift.

Shruti

11,014 просмотров • 3 месяцев назад

$27.6B BETS HUMANOIDS TAKE YOUR JOB. I DON'T BUY IT. factory automation yes · human-shaped workers no optimus figure atlas unitree are cool mid at labor humanoids win bedrooms not payrolls ▹ the article's stack (real money) tesla optimus 50k ambition · few hundred built figure 03 bmw spartanburg logistics not 10k myth boston dynamics atlas hyundai · unitree g1 $13.5k 1x neo hand ~25 dof vs human 27 skild $1.4b · physical intelligence $5.6b pitchbook $27.6b robotics physical ai 2025 ubs 2m by 2035 · 300m by 2050 forecast ▹ where i disagree bolted arms since the 80s already ate scripts physical ai on fixed lines = real labor transition humanoids that look like us = wrong body for work stairs door handles soft gaze ≠ shift replacement battery · cost · dexterity ceiling still enterprise sex companion presence is the product they ship not your job · your apartment after you lock in ▹ the split full automation = conveyors grippers purpose-built humanoid form amortises renovation not task cost cheap china body + licensed brain wins factories starpery-class beauty wins attention living rooms people won't lose roles to a soft-skin twin they'll retreat into rooms with machines that please ▹ take $27.6b is betting hands · not that hands look human disagree the job apocalypse humanoid pitch agree the plant gets quieter without hr complaints bookmark factory automation · skip the payroll twin
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$27.6B BETS HUMANOIDS TAKE YOUR JOB. I DON'T BUY IT. factory automation yes · human-shaped workers no optimus figure atlas unitree are cool mid at labor humanoids win bedrooms not payrolls ▹ the article's stack (real money) tesla optimus 50k ambition · few hundred built figure 03 bmw spartanburg logistics not 10k myth boston dynamics atlas hyundai · unitree g1 $13.5k 1x neo hand ~25 dof vs human 27 skild $1.4b · physical intelligence $5.6b pitchbook $27.6b robotics physical ai 2025 ubs 2m by 2035 · 300m by 2050 forecast ▹ where i disagree bolted arms since the 80s already ate scripts physical ai on fixed lines = real labor transition humanoids that look like us = wrong body for work stairs door handles soft gaze ≠ shift replacement battery · cost · dexterity ceiling still enterprise sex companion presence is the product they ship not your job · your apartment after you lock in ▹ the split full automation = conveyors grippers purpose-built humanoid form amortises renovation not task cost cheap china body + licensed brain wins factories starpery-class beauty wins attention living rooms people won't lose roles to a soft-skin twin they'll retreat into rooms with machines that please ▹ take $27.6b is betting hands · not that hands look human disagree the job apocalypse humanoid pitch agree the plant gets quieter without hr complaints bookmark factory automation · skip the payroll twin

cryptopsihoz

79,030 просмотров • 1 месяц назад

OPTIMUS: TESLA’S HUMANOID ROBOT IS ABOUT TO TRANSFORM LABOR & ABUNDANCE Optimus isn’t just a cool prototype—it’s Tesla’s bet on solving the biggest economic constraint of the future: physical labor shortages. Designed from the ground up as a general-purpose humanoid, Optimus will handle unsafe, repetitive, or boring tasks at scale, freeing humans for higher-value work and accelerating abundance across industries. Key impacts already in motion: •Factory deployment — Early units are performing real tasks at Tesla Gigafactories, proving reliability in chaotic, real-world environments. •Dangerous & dull jobs — Welding, heavy lifting, sorting, cleaning hazardous sites—Optimus takes the risk so people don’t have to. •24/7 productivity — No fatigue, no breaks, no unions—constant output that scales with demand. •Home & care applications — Helping the elderly, assisting with disabilities, or handling household chores—turning science fiction into everyday reality. •Economic multiplier — When humanoid robots become cheaper than human labor, costs collapse in manufacturing, logistics, agriculture, and services—unlocking massive productivity gains and lower prices for everyone. From first walking demos to factory trials, Optimus is progressing faster than most realize. It’s the physical embodiment of Tesla’s AI + robotics vision: a world where physical work is abundant, safe, and optional. Which Optimus application excites you most—factory scaling, elder care, or seeing it cook breakfast? The age of humanoid helpers is closer than you think. 🤖⚡🚀
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OPTIMUS: TESLA’S HUMANOID ROBOT IS ABOUT TO TRANSFORM LABOR & ABUNDANCE Optimus isn’t just a cool prototype—it’s Tesla’s bet on solving the biggest economic constraint of the future: physical labor shortages. Designed from the ground up as a general-purpose humanoid, Optimus will handle unsafe, repetitive, or boring tasks at scale, freeing humans for higher-value work and accelerating abundance across industries. Key impacts already in motion: •Factory deployment — Early units are performing real tasks at Tesla Gigafactories, proving reliability in chaotic, real-world environments. •Dangerous & dull jobs — Welding, heavy lifting, sorting, cleaning hazardous sites—Optimus takes the risk so people don’t have to. •24/7 productivity — No fatigue, no breaks, no unions—constant output that scales with demand. •Home & care applications — Helping the elderly, assisting with disabilities, or handling household chores—turning science fiction into everyday reality. •Economic multiplier — When humanoid robots become cheaper than human labor, costs collapse in manufacturing, logistics, agriculture, and services—unlocking massive productivity gains and lower prices for everyone. From first walking demos to factory trials, Optimus is progressing faster than most realize. It’s the physical embodiment of Tesla’s AI + robotics vision: a world where physical work is abundant, safe, and optional. Which Optimus application excites you most—factory scaling, elder care, or seeing it cook breakfast? The age of humanoid helpers is closer than you think. 🤖⚡🚀

Tesla Owners Silicon Valley

46,143 просмотров • 8 месяцев назад

3.5 kilograms of Chinese magnets move every Tesla Optimus, and on Musk's own account Beijing had to licence them before the robot could walk. That number sits under every humanoid comparison being made this week!! An Optimus runs more than forty servo motors. Each needs neodymium iron boron, and China produces somewhere between 85 and 92 percent of the world's supply. In April 2025 Beijing placed those magnets under export licence. On the earnings call that month Musk confirmed Optimus production had been hit, said Tesla was working through it with China, and explained that Beijing wanted assurances the magnets were not destined for military use. His words were that they are just going into a humanoid robot. Now set that beside the trade news. The United States has moved to block imports of foreign built humanoids on national security grounds and added Unitree to the Pentagon's list of Chinese military companies. The American humanoid, meanwhile, gives Beijing a civilian assurance so its legs will turn. Two of China's strictest measures are only paused. That pause lapses on November 10th, seventy nine days away. The scoreboard underneath is worse than the sprint times suggest. Beijing's games drew 666 teams and 2,056 robots, 1,975 of them Chinese. Tesla's last public Optimus count, given on the January earnings call, was several hundred units, and Musk described them as primarily for learning rather than productive work. The target for 2025 had been 5,000. The target for this year is 50,000, with V3 bodies starting production around now and a second Optimus plant at Giga Texas permitted across roughly 5.2 million square feet. The destination is a million units a year by 2030. Two different machines are running here, and neither is on the track. China rewrote a rulebook and forced a capability into existence inside twelve months. Tesla's forcing function is a factory, which is slower and in one sense more honest, because a factory cannot award itself a favourable multiplier. But that factory sits downstream of a supply chain the other side owns, and the other side has already shown it will close the valve. The sprint comparison flatters nobody, and Optimus deserves the caveat. Running is not the job. A humanoid that folds laundry, carries parts across a plant floor and finishes a shift with nobody holding a controller is a far harder problem than a hundred metres. Tesla's AI5 chip taped out in April, Cortex trains on factory data, and the Gen 3 hands only reached production readiness in February. The symmetry is still uncomfortable. Those Beijing times were organiser and manufacturer timed with no athletics body certifying anything, which is a fair criticism. Optimus has never stood on a start line at all. Every figure attached to it is Tesla timed, Tesla scored and Tesla announced. Whatever the scoring games were worth, 2,056 machines turned up and were measured against each other under published rules. One country built a referee. The other built a keynote!! A robot that needs an export licence to move is not a competitor yet. The licence renews on somebody else's calendar, and that calendar says November 10th.
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3.5 kilograms of Chinese magnets move every Tesla Optimus, and on Musk's own account Beijing had to licence them before the robot could walk. That number sits under every humanoid comparison being made this week!! An Optimus runs more than forty servo motors. Each needs neodymium iron boron, and China produces somewhere between 85 and 92 percent of the world's supply. In April 2025 Beijing placed those magnets under export licence. On the earnings call that month Musk confirmed Optimus production had been hit, said Tesla was working through it with China, and explained that Beijing wanted assurances the magnets were not destined for military use. His words were that they are just going into a humanoid robot. Now set that beside the trade news. The United States has moved to block imports of foreign built humanoids on national security grounds and added Unitree to the Pentagon's list of Chinese military companies. The American humanoid, meanwhile, gives Beijing a civilian assurance so its legs will turn. Two of China's strictest measures are only paused. That pause lapses on November 10th, seventy nine days away. The scoreboard underneath is worse than the sprint times suggest. Beijing's games drew 666 teams and 2,056 robots, 1,975 of them Chinese. Tesla's last public Optimus count, given on the January earnings call, was several hundred units, and Musk described them as primarily for learning rather than productive work. The target for 2025 had been 5,000. The target for this year is 50,000, with V3 bodies starting production around now and a second Optimus plant at Giga Texas permitted across roughly 5.2 million square feet. The destination is a million units a year by 2030. Two different machines are running here, and neither is on the track. China rewrote a rulebook and forced a capability into existence inside twelve months. Tesla's forcing function is a factory, which is slower and in one sense more honest, because a factory cannot award itself a favourable multiplier. But that factory sits downstream of a supply chain the other side owns, and the other side has already shown it will close the valve. The sprint comparison flatters nobody, and Optimus deserves the caveat. Running is not the job. A humanoid that folds laundry, carries parts across a plant floor and finishes a shift with nobody holding a controller is a far harder problem than a hundred metres. Tesla's AI5 chip taped out in April, Cortex trains on factory data, and the Gen 3 hands only reached production readiness in February. The symmetry is still uncomfortable. Those Beijing times were organiser and manufacturer timed with no athletics body certifying anything, which is a fair criticism. Optimus has never stood on a start line at all. Every figure attached to it is Tesla timed, Tesla scored and Tesla announced. Whatever the scoring games were worth, 2,056 machines turned up and were measured against each other under published rules. One country built a referee. The other built a keynote!! A robot that needs an export licence to move is not a competitor yet. The licence renews on somebody else's calendar, and that calendar says November 10th.

Shanaka Anslem Perera ⚡

54,719 просмотров • 1 месяц назад