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boringsage
Robotics is one of the most unforgiving arenas for entrepreneurs. Most robotics startups fail within the first few years of launch. Yet, every year, thousands of talented engineers and founders enter the field—often unaware of the technical, operational, and commercial risks that routinely push even well-funded teams into the so-called "valley of death". It doesn’t have to be this way. Founders and engineers don't have to suffer. Having helped build and scale robotic systems across the U.S., the U.K., and Australia—working with startups and Fortune 100 companies, and after studying the trajectories of 25 humanoid, consumer and industrial robotics startups—I’ve seen the same failure patterns emerge again and again. But more importantly, I learned that, for every recurring failure pattern—every core risk vector, there is an APPROACH, i.e., an ANTIDOTE, that you can adopt to address it proactively. It’s this APPROACH that enabled 25 founders around the world surgically address those risks and build enduring robotics startups. That’s why I wrote Tribe of Robots. Now available on Amazon. This book examines the APPROACH adopted by 25 robotics companies and their founders to strategically navigate the risks that decimate most startups in this arena. ✅ For founders and engineers, it breaks down the CORE RISK VECTORS that emerged on the paths of 25 robotics startups and the APPROACH adopted by each of these teams to address them across the startup lifecycle—from fundraising and GTM to operations, talent, execution, and scale. ✅ From warehouse robots powering global logistics networks to delivery robots serving university campuses, and from industrial quadrupeds monitoring nuclear plants to the emerging wave of humanoids automating modern factories, these stories reveal some of the hardest decisions founders must make to survive in this industry. ✅ Those decisions span every layer of the venture. This book examines those decisions through the lens of the founders of robotics companies spanning AutoStore, Univ. Robots, Mayfield, Jibo, Serve, UBTECH, AgiBot, 1X, Figure AI, and more, uncovering the challenges they confronted, the choices they made, and the strategies that ultimately determined the fate of these ventures. Behind every successful robotics company lies a series of difficult decisions that must be made. ✅ This book (Tribe of Robots) distills those decisions and the underlying principles, offering concrete guidance for the next generation of founders, engineers, and researchers—people brave enough to build robots in the real world. If I could hand my past self a manual on Day 01 of my robotics journey, this book would be it—a collection of core risk vectors and corresponding approaches adopted by 25 robotics teams around the world to make some of the hardest decisions that determine the fate of the robotics startups of our time. 👉 Tribe of Robots: lnkd.in/gxrzC6bM #Robot #Robotics
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alextang
Unitree in Shanghai, AGIBOT in HK next. Massive capital inflow in the next 12-18 months
🇨🇳 IPO: Chinese robotics firm Unitree won approval for a $619 million Shanghai IPO to expand its AI-powered robot business.
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vbkotecha
Agibot delivered its 15,000th robot. The scaling curve: 1,000 to 5,000 units: roughly one year. 10,000 to 15,000 units: three months. The production rate is accelerating faster than analysts can revise their forecasts. Every quarter, the timeline compresses. When manufacturing scaling curves look like this, you stop forecasting and start building.
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SUOHA_AI
跟 Serenity 学美股:美国和中国的一场重大前沿竞赛 白毛股神 Serenity 转述了 SVRC Research 今年 4 月发布的《State of Robotics 2026》年度报告中的核心发现,并在此基础上给出了自己的判断: 这将是美国和中国之间的一场重大前沿竞赛 她本人持有的 Agility Robotics $CCXI 被列入了该报告评出的美国机器人"国家冠军队"名单 --- 1️⃣SVRC 列出了美国机器人领域的十大国家级冠军企业: 1. Figure AI — 估值 390 亿美元(2025 年 9 月 C 轮),第三代 Figure 03 已在 BMW 南卡工厂部署,累计融资约 23 亿美元,未上市 2. Agility Robotics (CCXI.US) — Digit 机器人已累计超 6.5 万小时真实运营,横跨 9 个客户现场(包括 Amazon、GXO、Schaeffler、Toyota 加拿大工厂),已签约超 3 亿美元多年期订单,借壳 $CCXI 上市中 3. Apptronik — 估值约 55 亿美元(2026 年 2 月 A-X 轮),累计融资近 10 亿美元,Apollo 2 已发布,与 Google DeepMind 共建 Gemini Robotics 联合训练体系,未上市 4. Tesla (TSLA.US) — Optimus Gen 3 正将 Fremont 工厂原 Model S/X 产线改造为专用机器人产线,搭载 AI5 芯片,预计 2026 年夏末启动低速量产 5. Boston Dynamics — 现代汽车已全资收购(2026 年 6 月买下 SoftBank 最后 9.65% 股份),全电动 Atlas 量产版刚在 FIFA 世界杯赛场完成首次公开亮相,长期目标年产 3 万台 6. Physical Intelligence (Pi) — 专注机器人基础模型(π 系列 VLA 模型),不造硬件,B 轮估值 56 亿美元,据报道正以 110 亿美元估值推进新一轮融资 7. 1X Technologies — NEO 家用人形机器人定价 2 万美元或月租 499 美元,首年产能 5 天售罄,2026 年底开始发货,加州 Hayward 工厂初始年产能 1 万台 8. Amazon Robotics (AMZN.US) — 物流网络已部署超 100 万台各类机器人,通过投资 Agility 并深度测试 Digit 切入人形赛道,2024 年 8 月还以"反向收购雇佣"方式获取了 Covariant 的基础模型技术授权和核心团队 9. Covariant — 2024 年 8 月被 Amazon 以反向 acqui-hire 模式获取了三位联合创始人及约 25% 员工,同时 Amazon 取得其机器人基础模型的非独家授权,公司仍独立运营 10. Skild AI — 开发通用机器人大脑"Skild Brain"(全身型基础模型),2026 年 1 月 C 轮融资 14 亿美元,估值超 140 亿美元,SoftBank 领投,NVIDIA、Bezos 参投 报告核心判断:美国赢在未来,输在当下 SVRC 的原话是: "The United States leads the world in where robotics is heading: Foundation models, OpenAI-style scaling laws applied to action, autonomous vehicles. While losing the race on where robotics is shipping today." 翻译过来就是:美国在基础模型、具身智能缩放定律、自动驾驶这些"下一代方向"上处于全球领先。但在当下实际出货和量产部署的竞赛中,正在落后 --- 2️⃣报告将以下两个环节定性为美国机器人产业的结构性脆弱点: 软肋一:稀土材料暴露 钕铁硼(NdFeB)磁体是高性能伺服电机的核心——没有它,机器人关节就失去了力量密度。钐钴(SmCo)磁体则用于高温极端工况下的特种应用。这两种材料的供应链命脉几乎完全掌握在中国手中:中国占全球稀土开采的 60-70%,精炼加工的约 90%,永磁体制造的约 94% 这就好比一栋楼的钢筋全从一个供应商进货——平时没问题,一旦断供,连打地基都做不了 软肋二:执行器依赖 弹性串联执行器(SEA)、准直驱电机(QDD)和精密减速器是人形机器人关节的核心传动系统——相当于人体的肌腱、韧带和关节软骨。这些部件的全球供应链高度集中于三个国家: 1. 日本——Harmonic Drive Systems (6324.T) 掌握应变波谐波减速器原创技术,Nabtesco 垄断 RV 摆线减速器,Nidec-Shimpo 在扩张应变波产品线 2. 德国——Schaeffler 的行星齿轮执行器平台在 2026 年汉诺威工博会上获赫尔墨斯奖,Bosch Rexroth 的 ctrlX 自动化平台持续渗透 3. 中国——绿的谐波 (688017.SH) 以性价比切入国产替代,三花智控 (002050.SZ) 与 Tesla 联合开发执行器,拓普集团 (601689.SH) 切入 Optimus 关节组装 报告同时将制造速度不足、数据收集成本高昂(虽然遥操作示教数据成本已从 2024 年初每小时约 340 美元降至 2026 年初约 118 美元)和监管法规列为其他主要制约因素 --- 3️⃣2027 年整合预警与首批落地场景 SVRC 的判断是:至少六家资金充足的美国人形机器人公司正在争夺一个仍处于早期的市场。预计 2027 年将发生至少两起重大并购或合并事件 报告认为首批规模化部署将发生在两个场景: 第一,物流与电商——Amazon (AMZN.US) 已在仓库中深度测试 Agility Digit,FedEx (FDX.US) 同样是核心买家 第二,汽车制造——GM (GM.US) 与 Ford (F.US) 的标准化产线,天然适配第一代人形机器人有限但可靠的操作能力边界 --- Serenity @aleabitoreddit 的个人判断:这将是美国与中国之间的一场前沿竞赛 美国阵营代表: Agility Robotics(Serenity 持有仓位)、Tesla、Figure AI、Apptronik 中国阵营代表: 宇树科技 Unitree(已获证监会科创板 IPO 批文,拟募 42 亿元,估值约 420 亿元/60 亿美元) 智元机器人 AGIbot(计划港股 IPO,目标估值 51-64 亿美元,已产超 1.5 万台) 优必选 Ubtech (9880.HK,当前市值约 70 亿美元) 以及其他后续跟进的中国参与者 Serenity 特别强调,她一直在讨论的许多观点现在正被研究机构所验证——这种来自独立第三方的交叉确认,强化了其对供应链卡点分析方法论的信心 感谢Serenity @aleabitoreddit 提供的信息及思路🫡 仅供学习交流,请DYOR
Came across an interesting report from SVRC Research called "State of Robotics 2026", published in April. Which listed: 1. Figure AI 2. Agility Robotics $CCXI 3. Apptronik 4. $TSLA 5. Boston Dynamics 6. Physical Intelligence 7. 1X Technologies 8. $AMZN Robotics 9. Covariant 10. Skild AI As the National Champions of the United States robotics program. "The United States leads the world in where robotics is heading: Fundation models, OpenAI-style scaling laws applied to action, autonomous vehicles. While losing the race on where robotics is shipping today." Then it frames: 1. Rare Earths Exposure: from Neodymium for motors to samarium-cobalt for high-temp applications as a critical vulnerability. 2. Actuator dependency. Series elastic actuators, quasi-direct-drive motors, and precision reducers overwhelmingly sourced from Japan, Germany, and China As one of the main vulnerabilities alongside Manufacturing velocity/data collection cost/regulations. Then their take was: "With at least six well-funded US humanoid companies competing for a market still in early formation, we expect at least two significant consolidation events (acquisition or merger) in 2027". With Logistics / E-commerce (like $AMZN / $FDX) and Automotive from $GM to $FORD as being the immediate top use cases for deployment. I think it's just interesting to see a lot of my points I've been talking about reiterated by research firms. Regardless, I do think it's going to be a major frontier race between the US and China. Agility Robotics (which I own), Tesla, Figure, and Apptronik as leaders representing the USA. Competing against Unitree, AGIbot, Ubtech, and others in China.
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balabhadra naveen retweeted
alvinfoo
Just saw this impressive unboxing of the AgiBot Yuanzheng A3 humanoid, plug-and-play straight out of the crate for ~$45k. Robotics is moving fast!
AgiBot Yuanzheng A3 unboxing. The list price is about $45,000 plus.
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vbkotecha
Agibot just did something no robotics company had ever done. They livestreamed humanoid robots working a real production line for six consecutive days. Not a demo. Not a lab. A live tablet manufacturing facility at Longcheer Technology's plant in Nanchang. Six Agibot G2 humanoids operated alongside human workers and existing industrial equipment for over 64 hours. They performed 64,828 production-line tasks across four workflows. They inspected tablets. They sorted defects. They transported materials. The task success rate was 99.99%. During those six days, the production line manufactured 17,625 tablets. The robots matched production rhythms. They adapted to changing workstations. They integrated with existing factory systems in real time. After the livestream, Agibot announced its 15,000th robot delivered to Longcheer. The scaling curve tells the real story. It took roughly a year to go from 1,000 to 5,000 units. Three months to go from 10,000 to 15,000. The cadence is accelerating. The livestream was not a marketing stunt. It was a redefinition of how humanoid robots should be evaluated. Not by lab benchmarks. Not by demo videos. By deployment performance. By matching production rhythms. By system integration. By operational stability over days, not minutes. The industry is moving from demonstrations to commercial deployment. Success is now measured by deployment capability, repeatability, and scalability in manufacturing environments. Agibot just set the bar. Every other humanoid company now has to match it.
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sr_marko
А сјајна је и компанија Agibot која долази у Србију... До душе Запад још б(ј)ежи у кључном технолошком чипу од 2нм, ни то не заборављам ако сам и постао AgiTBOT 😄😄😄 ништа не пишем и не радим случајно, па ни ово од конкурентске компаније...Али само будитеyoutu.be/O67y_23S2VM?si=o6wE…
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Érica Martins retweeted
spaceandtech_
Shanghai-based AgiBot has launched a six-day global livestream featuring its humanoid robots working on a real factory production line. The robots are performing tablet quality inspections while collaborating with existing manufacturing systems and human workers. The livestream showcases how embodied AI robots are moving from testing phases toward real industrial use.
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Jesusisgood retweeted
stevencheng
AgiBot Yuanzheng A3 unboxing. The list price is about $45,000 plus.
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boringsage
Robotics is one of the most unforgiving arenas for entrepreneurs. Most robotics startups fail within the first few years of launch. Yet, every year, thousands of talented engineers and founders enter the field—often unaware of the technical, operational, and commercial risks that routinely push even well-funded teams into the so-called "valley of death". It doesn’t have to be this way. Founders and engineers don't have to suffer. Having helped build and scale robotic systems across the U.S., the U.K., and Australia—working with startups and Fortune 100 companies, and after studying the trajectories of 25 humanoid, consumer and industrial robotics startups—I’ve seen the same failure patterns emerge again and again. But more importantly, I learned that, for every recurring failure pattern—every core risk vector, there is an APPROACH, i.e., an ANTIDOTE, that you can adopt to address it proactively. It’s this APPROACH that enabled 25 founders around the world surgically address those risks and build enduring robotics startups. That’s why I wrote Tribe of Robots. Now available on Amazon. This book examines the APPROACH adopted by 25 robotics companies and their founders to strategically navigate the risks that decimate most startups in this arena. ✅ For founders and engineers, it breaks down the CORE RISK VECTORS that emerged on the paths of 25 robotics startups and the APPROACH adopted by each of these teams to address them across the startup lifecycle—from fundraising and GTM to operations, talent, execution, and scale. ✅ From warehouse robots powering global logistics networks to delivery robots serving university campuses, and from industrial quadrupeds monitoring nuclear plants to the emerging wave of humanoids automating modern factories, these stories reveal some of the hardest decisions founders must make to survive in this industry. ✅ Those decisions span every layer of the venture. This book examines those decisions through the lens of the founders of robotics companies spanning AutoStore, Univ. Robots, Mayfield, Jibo, Serve, UBTECH, AgiBot, 1X, Figure AI, and more, uncovering the challenges they confronted, the choices they made, and the strategies that ultimately determined the fate of these ventures. Behind every successful robotics company lies a series of difficult decisions that must be made. ✅ This book (Tribe of Robots) distills those decisions and the underlying principles, offering concrete guidance for the next generation of founders, engineers, and researchers—people brave enough to build robots in the real world. If I could hand my past self a manual on Day 01 of my robotics journey, this book would be it—a collection of core risk vectors and corresponding approaches adopted by 25 robotics teams around the world to make some of the hardest decisions that determine the fate of the robotics startups of our time. 👉 Tribe of Robots: lnkd.in/gxrzC6bM #Robot #Robotics
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PalPalNewsIn
China में रोबोटिक्स में नई उपलब्धि AgiBot ने दावा किया है कि उसने फैक्ट्री में पहली लाइव-स्ट्रीम्ड प्रोडक्शन लाइन इंस्पेक्शन की, जिसमें 99.99% सफलता दर हासिल हुई #China #Robotics #AI
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elith_pr
🤖 人型ロボットが工場で6日間連続稼働! ■ 概要 中国のAGIBOTは、タブレット工場の量産ラインで人型ロボットを稼働させる様子を6日間ライブ配信しました。ロボットは計64時間以上稼働し、1万7625台の生産に貢献。作業成功率99.99%を達成したとしています。 ■ ポイント ・実験室ではなく量産ラインで、人と協働しながら稼働 🏭 ・「できること」を示すデモから、現場で価値を生み出せるかを検証する段階へ 🚀 ・同様の取り組みは米Figure AIの2026年5月の例が存在🇺🇸 #AIニュース #Elithの気になるニュース
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HumanoidesTech
Agibot desplegó varios robots humanoides G2 en una línea de producción real en China. Las tareas incluían la inspección de tabletas, la clasificación de defectos y el transporte de materiales, con una tasa de éxito reportada del 99,99 %.
En Chine, des robots humanoïdes pointent à l’usine pour six jours d’affilée journaldugeek.com/2026/07/05… #news
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DavidKWilliams
SVRC Research’s “State of Robotics 2026” report is worth paying attention to. It listed Figure AI, Agility Robotics / $CCXI, Apptronik, $TSLA Optimus, Boston Dynamics, Physical Intelligence, 1X, $AMZN Robotics, Covariant and Skild AI as the key U.S. robotics “National Champions.” The most important line: The U.S. leads where robotics is heading. Foundation models. OpenAI-style scaling laws applied to action. Autonomous vehicles. Robot intelligence. But the U.S. is still losing where robotics is shipping today. That is the real U.S. vs China robotics gap. America has the capital, software, AI labs and enterprise pilots. China has manufacturing velocity, lower cost hardware, faster iteration and real shipment volume. SVRC also highlighted the weak points: Rare earth exposure. Actuator dependency. Precision reducers. Manufacturing speed. Data collection cost. Regulatory pressure. This is why I think robotics becomes one of the next major national security races. For the U.S., the leaders look like Agility, Tesla, Figure and Apptronik. For China, the pressure comes from Unitree, AgiBot, UBTECH and others. The market is still early, but the direction is clear: Robotics is moving from demo videos to deployment economics. Disclosure: long Agility / $CCXI.
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