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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...

76,621 görüntüleme • 4 gün önce •via X (Twitter)

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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 görüntüleme • 2 ay önce

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

733,985 görüntüleme • 3 ay önce

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 görüntüleme • 4 ay önce

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

Hedgie

162,025 görüntüleme • 2 ay önce

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

46,045 görüntüleme • 6 ay önce

Humanoid Marathon Champion "TienKung" Enters the Factory At IROS 2025, the Beijing Humanoid Robot Innovation Center (BHRIC) and UBTECH officially launched the Software Development Kit (SDK) for their general-purpose embodied intelligence platform, "HuiSiKaiWu." This move signals a significant step towards an open-source embodied AI ecosystem. The HuiSiKaiWu platform is designed for ease of use and low-threshold deployment, enabling multi-agent collaboration (one brain, multiple functions/robots). The core "brain" uses a dual-model architecture: the Pelican VLM and the WoW World Model, driving autonomous learning and decision-making. The "cerebellum" includes the cross-body XR-1 VLA Model, which has shown strong performance in rapid, few-shot skill transfer across tasks. BHRIC simultaneously announced its first industrial application: since September 2025, the "TienKung 2.0" and "Tianyi 2.0" humanoids have been deployed at the Foton Cummins engine factory. They autonomously handle material bin fetching and transportation on the "unmanned production line," adapting to various goods and shelf heights. Foton Cummins highlighted the robots' high stability and generalization potential in complex industrial processes. Beyond industrial work, BHRIC showcased other applications: the high-performance "TienKung Ultra" is being used at the Li-Ning Sports Science Lab for running shoe tests, precisely simulating human gaits. The platform is expanding applications across manufacturing, logistics, and sports science. The HuiSiKaiWu SDK is now available for collaborative trials by research institutions and development teams, offering a full toolchain for skill calling and scene deployment. BHRIC plans to gradually open-source its core algorithms, including VLM and VLA models, and hosted the "X-Humanoid Young Talent Meetup" and the "2026 Re-Action Humanoid Robot Challenge" to build a comprehensive developer ecosystem.

RoboHub🤖

39,337 görüntüleme • 9 ay önce

Billionaire investor Mark Cuban predicts humanoid robots will "fail miserably" within a decade: While most of the industry is racing to build robots shaped like humans, Mark Cuban thinks the entire premise is wrong. "I think everybody's making this push for humanoid robots. I think they might have a five-year lifespan and then they'll fail miserably. Maybe 10." His prediction covers more than just the machines. Asked whether he's referring to the companies or the devices, he answers: "Both. Both." His reasoning challenges the industry's core assumption: "Everybody defaults to well, we live in a human world and humanoids will take the place of humans for various functions particularly in the home. And I think there's just no chance." The evidence? Look at the places where automation already works at massive scale: "If you look at warehouses and what Amazon does, they're not humanoid robots carrying boxes. They're robots that are designed to fit the environment." But what about homes? Cuban has heard the counterargument that "a house is a house. You need a humanoid," and he rejects it entirely: "I think houses are going to be redesigned completely so that whatever the optimal robot is that allows it to simplify the house, that's where houses will go." Mark Cuban imagines robots shaped more like spiders or ants, working in houses where the pantry, refrigerator, and washing machines are hidden behind the garage. "That way you could redesign it so all the living space was for people because you know that the robots aren't going to be full form humanoids. They're going to be whatever the optimal shape is." His conclusion captures the whole thesis in one line: "You design the house to fit the robot and you design the robot to fit the house."

Big Brain AI

144,795 görüntüleme • 29 gün önce