first principles | @imperialcollege alum

Joined July 2021
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T800 in da hood @REK @engineairobot @RoboStrategy
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Lightwheel builds robotics sim & data infra Raised $145m, based in China πŸ‡¨πŸ‡³ πŸ”΄ Turns physical objects into sim assets πŸ”΄ Collect high-quality egocentric data πŸ”΄ Evaluate data in sim environments They partner with top AI labs (OpenAI, NVIDIA, Alibaba, ByteDance, Manus, Deepmind) and manufacturers (Figure, Toyota, GM, Samsung, Galbot, Agibot) I talked to @jonstephens85 from @LightwheelAI
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AI Robots will be able to do everything, resulting in universal high income. Work will be optional.
Replying to @chamath
AI Robots will be able to do everything, resulting in universal high income. Work will be optional.
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DexMate raised $33m to build wheeled humanoids I talked to the team at Automate last week πŸ”΅ The large robot is for industrial use cases, has 20hr battery life and experiences minimal overheating πŸ”΅ Their robots are used by top US AI firms and universities for R&D πŸ”΄ HQ in Santa Clara πŸ‡ΊπŸ‡Έ, manufacturing in Asia πŸ‡¨πŸ‡³ πŸ”΄ Investors include LG and RoboStrategy πŸ”΄ 4th largest @RoboStrategy portco @DexmateAI
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NVIDIA's robotics team is goated
NVIDIA just dropped a crazy new research idea. Get ready. The same next-token trick behind ChatGPT got pointed at a ragdoll. Honestly the result is unsettling. No exotic new architecture. Chop human motion into a vocabulary of tiny movement tokens. Train a plain GPT to guess the next one, decode it into muscle commands, let physics run. Then the strange part shows up. Shove the character and it catches its own step. Knock it flat and it plants a hand and gets back up. NOBODY wrote a reward for standing up. Here is why this rattles robotics people. Every humanoid team right now is buried under hand-tuned controllers, one for each little skill. πŸ”΅ the old way: script every skill and its reward by hand πŸ”΅ this way: pretrain ONE body on a mountain of motion and the instincts come free Falling and getting up was never programmed. It emerged. Movement is just a language you can autocomplete.
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ChatGPT moment for robotics isn't here yet But "Hold my beer" moment for robotics is here Japanese robotics firm Yaskawa's robot served cold beers at Automate Show last week 🍺
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Path is building robots for WELDING automation Chips, data centres, ships are all welded steel πŸ”© Path is based in the US & raised $421m πŸ‡ΊπŸ‡Έ πŸ”΄ The TAM for welding is at tens of billions of dollars πŸ”΄ Yet there is a HUGE welder shortage in the US πŸ”΄ Firms can’t find welders despite $100k salary πŸ”΅ Path has static and quadruped robots for welding πŸ”΅ RaaS model; no upfront capital/capex πŸ”΅ Partnering with shipbuilders, data centers and more I talked to Path team at Automate Show in Chicago. @PathRobotics's investors include @RoboStrategy, Tiger Global, Yamaha Motor, Matter Venture Partners, @drivecapital among others.
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Apptronik unveils facility to collect teleops data > 90sqft facility in Austin πŸ‡ΊπŸ‡Έ > Deploying Apollo's bipedal and wheeled humanoids > Tasks in various areas (logistics, manufacturing, retail) Collected data will be used to train Apptronik's models in partnership with Google Deepmind. @Apptronik
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UBTech sold ~$334m worth bionic humanoids! UBTech showcased its bionic humanoids today > UBTech introduced emotional bionic humanoids > UBTech initiated pre-orders on June 2 > $25k per robot but deposit is only $420 > Sold ~13.4k units in 4 weeks worth ~$334m Comparing it with 1X's humanoid NEO > NEO cost $20k per robot, with only $200 deposit > Sold ~10k units in 6 months worth ~$200m There is STRONG DEMAND for BIONIC HUMANOIDS @UBTECHRobotics @1x_tech
Besides showcasing their new androids, I believe today’s UBTech announcement is a pushing towards more research on areas such as synthetic skin (e-skin), telepresence and human-robot interaction. Their entire set up is pretty much WestWorld themed.
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German robotics firm NEURA raised $1.4bn πŸ‡©πŸ‡ͺ I talked to @NEURARobotics founder @regerdavid1 TLDR: ⚫️ Neura produces multiple robot form factors for various use cases ⚫️ Deployed hundreds of humanoids in production lines ⚫️ Deployed 2k humanoids for teleops data collection πŸ”΄ Partnered with manufacturers to collect data via motion sensor suits (>1k humans) πŸ”΄ Partnering with other robotics companies to work with manufacturers πŸ”΄ Built tech that shows a robot’s workflow to execute a task 🟑 Upcoming humanoid Gen4 is made for industrial deployment and has better sensorization & compute 🟑 David thinks industrial use cases will be validated this year & big breakthrough will occur in the next 1-2yrs 🟑 NEURA is Europe’s largest private robotics firm alongside 1X and its investors include Tether, Qualcomm, Amazon, NVIDIA, Bosch, Schaeffler, Volvo
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T800 in da hood @REK @engineairobot @RoboStrategy
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More footage
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Robotics takeaways from a16z's latest newsletter πŸ’° Robotics investments hit ATH in Q1 26 πŸ’° $16B invested across ~455 deals πŸ’° Largest funding in Q1 26 was @SkildAI's $1.4B round 🦾 Private robotics firms > private fintech firms in mcap 🦾 10yrs ago private robotics firm were rounding error 🦾 Highest profile frontier for robotics is DEFENSE Source: PitchBook & Andreessen Horowitz
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Most robot demos are scripted. Generalist's GEN-1 is not. > GEN-1 was doing a task > Mid-task, an extra object was thrown into the bin > GEN-1 quickly adapted to the new environment > Still completed the task smoothly This is the difference between a scripted policy (seen in viral launch videos) and a real foundation model. GEN-1 was trained on 500,000 hours of proprietary, real-world dexterous manipulation data. It has NEVER seen that exact scenario before. This was the coolest demo at @AutomateShow @GeneralistAI @FlexivRobotics
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Ran into Fox Business crew at Automate today They made a story on humanoid use cases @FoxBusiness @Grady_Trimble @AutomateShow
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x.com/FoxBusiness/status/206…
Humanoid robots are taking over the largest robotics and AI show in America. @Grady_Trimble got an inside look at the robot family stealing the show and how they are being used in the real world. "AI is enabling robots to do all kinds of work, stuff like this, and hospitals, in factories, in warehouses... It's not just entertainment," President of the the Association for Advancing Automation Jeff Burnstein says.
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Agility to go PUBLIC at $2.5bn & raise $620m via SPAC I met with @agilityrobotics CTO Pras today at Automate πŸ”΅ Humanoid Digit is deployed in manufacturing and logistics (e.g. Toyota, Schaeffler, GXO, Amazon) πŸ”΅ New version of Digit secured more than $300 million of orders and will have finer dexterity πŸ”΅ First firm to adopt NVIDIA’s Halos to ensure humanoids can working alongside humans safely
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AgiBot A3 dancing at Automate 2026 πŸ•Ί πŸ”΄ AgiBot is a Chinese robotics company πŸ‡¨πŸ‡³ πŸ”΄ Latest humanoid A3 was shipped in Apr 26 πŸ”΄ AgiBot to IPO this year at ~$6bn market cap 🟑 A3's movement quality is smoother than Unitree G1 🟑 Torso motion is more human-like than other robots 🟑 Lasts 10 hrs on a charge (vs 2 hrs for G1) 🟑 Minimal overheating despite dancing for hours πŸ”΄ Form factor sits closer to Figure 03 or Optimus πŸ”΄ Pricing estimated at ~$70k πŸ”΄ Payload is only at 3kg per arm - insufficient for heavy industry but wasn't built for it either as AgiBot built a separate robot for heavy industry use cases. @AGIBOTofficial @AutomateShow
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Pretty disappointing to not see Atlas in action Atlas was present at Chicago but completely static While all other companies were doing live demos of their humanoids, @BostonDynamics only demoed its signature robodog Spot but not its humanoid Atlas
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Unitree G1 was the most popular robot at Chicago Unitree booth haven't emptied for a second Boston Dynamics and most other humanoid firms were there (except for Tesla and Figure) but Boston Dynamics booth had ~1/5th of Unitree's crowd All of this despite G1's overheating/battery limitations (was resting half the time) and the recent drama about G1 still being sold on Amazon US despite its ban
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