| Time | Entity | Sector | Event / capture |
|---|---|---|---|
| 11:12 PM ET | 11:12 PM ET @CapitalSqueez on X $CCXI So this $3.5B–$6B of locked compute deal with Nscsle is bigger than Figure’s last cash raised round. That usually means a new round at a higher print than $39B is coming soon. Figure needs to raise the cash, higher valuation. Agility is the public proxy at ~$2.5B. If Figure marks up, the whole industry gets marked up too. @agilityrobotics @HumanoidInvest @slinkyhammer @SCSQ2022 @valueInIdeas @chris_j_paxton | ||
| 5:32 PM ET | 5:32 PM ET @adcock_brett on X I’ll be honest with you; Figure is going all-in https://t.co/bBeNlaxZN7 | ||
| 12:50 PM ET | 12:50 PM ET @adcock_brett on X Humanoid robots are the ultimate deployment vector for AGI Figure will soon have unprecedented data and compute. We’re hiring so come join us https://t.co/cUP0zQCjg1 | ||
| 12:47 PM ET | 12:47 PM ET @TheHumanoidHub on X Training general-purpose humanoids will need unprecedented compute capacity, and Figure is stacking the chips. Figure, with cloud partner Nscale, is deploying up to 100,000 NVIDIA Vera Rubin GPUs. It's committing $3.5 billion initially, with plans to scale to $6+ billion. Deployment starts in the second half of 2027, at a data center in Barstow, Texas. https://t.co/e5kGL4HCxp | ||
| 11:31 AM ET | 11:31 AM ET @VaderResearch on X Robotic intelligence is following the LLM playbook. First came scaling laws. Then in-context learning. Now, massive compute. Figure just signed a $3.5B deal with Nscale. https://t.co/t3urkZULIi | ||
| 11:31 AM ET | 11:31 AM ET @humanoidsdaily on X Figure is making one of the largest infrastructure bets in physical AI to date. The company is partnering with Nscale to deploy up to 100,000 GPUs on NVIDIA's next-gen Vera Rubin platform—starting with a $3.5B compute commitment and plans to scale past $6B. Here’s why it matters 🧵👇 https://t.co/T3vkcqLwUh | ||
| 11:22 AM ET | 11:22 AM ET @CrossedOffCap on X When businesses like $CCXI / @agilityrobotics and @Figure_robot are in their early commercialization phase, looking at their strategic backers are is a helpful way to gauge their chances of long term success. While both of these businesses are backed by $NVDA, the question becomes who does NVIDIA like more? I talk about this in my new Deep Dive into Agility's investors: https://t.co/v0fNtjaUoO While its easy to see that Nvidia has invested more money into Figure and come to the conclusion that they have a higher conviction level in Figure over Agility. That may be the case. Another reason… | ||
| 9:11 AM ET | 9:11 AM ET @HumanoidInvest on X Figure is partnering with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform 🤖 https://t.co/olf90xgNKb | ||
| 9:09 AM ET | 9:09 AM ET @adcock_brett on X Today, Figure is partnering with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform We're committing $3.5 billion initially, with plans to scale beyond $6 billion To ship a robot into every home, we need a massive amount of compute https://t.co/lQghyQ4fZN | ||
| 5:13 AM ET | 5:13 AM ET @Biti8888 on X Figure and Hark are run by him simultaneously - meaning one person is literally steering two multi-billion-dollar companies in parallel, not even counting his role at Cover. That’s three companies, three billion-dollar valuations, one person at the helm of all of them at once. What’s especially striking is Index’s progress: the platform spent four months in stealth mode and has already racked up 16 million uploaded videos from 108 countries, paying out $15M to users for their content. The logic is simple: language models trained on internet text, but robots have nowhere to pull the physical… | ||
| 4:28 PM ET | OPOpenAI | 4:28 PM ETOPOpenAI @humanoidsdaily on X OpenAI isn’t just building the brains for robotics anymore. It’s officially building the bodies. On the Sources podcast, Sam Altman confirmed that OpenAI “will definitely do a humanoid,” putting an end to speculation over whether its in-house hardware division would stick strictly to specialized data center machines. His rationale? "The world is very much designed for people." From opening doors and typing on keyboards to driving machinery, operating in human spaces demands human-like kinematics. The confirmation follows a dramatic few months in the robotics ecosystem: • From Sim to… | |
| 11:26 AM ET | $NVDA | 11:26 AM ET @MilkRoadAI on X Sam Altman is saying that OpenAI plans to build a humanoid robot, along with other designs because the world around us was built for humans (Save this). Doors, stairs, computers, tools, kitchens, vehicles, and factory equipment are all designed around the human body, a robot with a similar shape could therefore perform useful tasks without requiring people to redesign the entire world. His bigger vision is that one day, everyone could have a personal robot that handles the jobs they do not want to do like cleaning, carrying things, operating equipment, helping elderly people, or completing… | |
| 8:33 AM ET | 8:33 AM ET @SparXPodcast on X Will a billion humanoid robots be ready by 2030? No, and the arithmetic is not close. The world shipped about 13,000 humanoid robots in 2025, roughly 85% of them Chinese. AGIBOT and Unitree did over 5,000 each. Figure and Tesla together managed a few hundred. Morgan Stanley expects China to pass 28,000 units in 2026. Getting from 13,000 to a billion by 2030 means multiplying output roughly 9.5x every year for five straight years without a miss. For scale, the world builds about 90 million cars a year. A billion humanoids by 2030 would mean producing eleven times the entire global car… | ||
| 8:32 AM ET | 8:32 AM ET @10xthinker on X Are humanoids a business story or just hype? - The Beijing robotics conference almost looked like a comedy show — robots stumbling, misidentifying obstacles, and performing like toddlers. - Yet the buzz has helped companies like Unitree reach valuations exceeding 1,200x earnings. At the same time, most robots deployed in China today don’t require general-purpose intelligence. So why are billions being invested? Is it an obsession with the human form factor, or because humanoids can be emotionally resonant? Our world — factories, hospitals, and homes — is built for humans. That creates a… | ||
| 4:00 AM ET | 4:00 AM ET XMAQUINA on X: "Humanoid Digest: August
Another humanoid company made its public market debut this month, while the World Humanoid Robot Games in Beijing delivered another successful showcase for the industry.
Here’s what happened 🧵" / X Post Log in Sign up Post XMAQUINA on X: "Humanoid Digest: August Another humanoid company made its public market debut this month, while the World Humanoid Robot Games in Beijing delivered another successful showcase for the industry. Here’s what happened 🧵" - XMAQUINA @xmaquina Humanoid Digest: August Another humanoid company made its public market debut this month, while the World Humanoid Robot Games in Beijing delivered another successful showcase for the industry. Here’s what happened 🧵 View media 4:00 AM · Sep 2, 20262.3KViews 5 8 74 3 - XMAQUINA @xmaquina 9h 1/ Unitree reached the… | ||
| 6:58 PM ET | 6:58 PM ET @SAldwais on X الصناعة في مجال الروبوتات الشبيهة بالإنسان (Humanoid Robots) منقسمة حاليًا بين طريقتين لتصميم اليد: 1. اليد المدفوعة بالأوتار (Tendon-driven) الموتورات تكون في الساعد، والكابلات (مثل الأوتار في جسم الإنسان) تسحب الأصابع. المميزات: •الأصابع خفيفة جدًا •مرونة عالية وقريبة من حركة اليد البشرية •قدرة أكبر على التحكم الدقيق العيوب: •التصنيع والمعايرة معقدان •الصيانة صعبة (غالبًا تحتاج فك المعصم لإصلاح وتر واحد) أمثلة: Tesla Optimus V3، 1X NEO، Agibot Omnihand Pro 2. المحركات داخل الأصابع (In-finger actuators) كل محرك موضوع مباشرة في راحة اليد أو في سلاميات الأصبع نفسه. المميزات: •التجميع أبسط… | ||
| 4:34 PM ET | PVParkway Venture Capital | 4:34 PM ETPVParkway Venture Capital Brett Adcock on X: "Congrats to Parkway Venture Capital for #1 on the emerging VC ranking!
Parkway was the first to back Figure and has been a great partner" / X Post Log in Sign up Post Brett Adcock on X: "Congrats to Parkway Venture Capital for \#1 on the emerging VC ranking! Parkway was the first to back Figure and has been a great partner" - Brett Adcock @adcock\brett Congrats to Parkway Venture Capital for #1 on the emerging VC ranking! Parkway was the first to back Figure and has been a great partner View media View media 4:34 PM · Sep 1, 202628.9KViews 11 16 266 32 - Shane Neman @shaneneman 20h Congrats! Great job! Reply 4 558 - Sammy @1samdavid 20h Cheers Reply 2 439 - Srinivas Avula @SrinivasAv5s 4h Congratulations Parkway Venture Capital😊… | |
| 3:36 PM ET | 3:36 PM ET @HumanoidsHQ on X Stats time! Humanoid robot startups raised $8.6B this year. Almost none of them ship robots. The company shipping 44% of the world's humanoids is worth a fraction of the one still running pilots. Here's the humanoid money board, valuation vs what actually shipped: 1. Unitree. ~$53B market cap. $235M revenue in 2025, sells humanoids from $5,900. IPO popped roughly 460% in August. 2. Figure. $39B. A BMW pilot that has handled 90,000+ parts. 3. Skild AI. $14B+. Software only. No robot. 4. 1X Technologies. ~$10B reported. 10,000 preorders for its home robot in 5 days. 5. NEURA Robotics. ~$7B.… | ||
| 9:58 AM ET | 9:58 AM ET @FactEdgeGuy on X 🤖 China shipped 97% of the world's humanoid robots in H1 2026. 19,100 units, up 272% YoY. AgiBot alone did 8,400. Unitree 5,900. Together that's 75% of the entire global market. Tesla, Figure, and Agility combined are a rounding error. but here's the number nobody's quoting: Chinese buyers absorbed 85% of that demand. this isn't China winning an export race. it's a domestic market buying from domestic factories, propped up by subsidies and a labor shortage. the real shift: industrial use just crossed 70% of shipments, up from ~50% a year ago. demos are turning into actual jobs. meanwhile the… | ||
| 11:02 PM ET | 11:02 PM ET @investingvc on X Figure AI has never let its shares trade. Unitree just listed, and the market repriced it 460% higher on day one. The Chinese maker shipped 5,500 humanoids in 2025 and turned a profit. Figure's $39B is a private mark from September 2025. Only one of these numbers moves daily. Follow InvestingVC. #Unitree #Robotics #HumanoidRobots #StartupFunding | ||
| 10:06 PM ET | 10:06 PM ET @sreexts on X Brett Adcock bragging that Figure is "crazy vertically integrated" is the tell. Humanoid winners will not be the ones with the best demo video. They will be the ones who own their actuators, training data, and Helix weights on one campus. Robotics is eating the OpenAI playbook in reverse. | ||
| 9:41 PM ET | 9:41 PM ET 科技一分钟 on X: "马斯克质问Figure 03
Figure 03做家务的视频引发关注，马斯克公开追问是否有人远程操控。Figure创始人回应“完全自主”，但这并不等于机器人已经具备通用家庭服务能力。
#Figure03 #人形机器人 #马斯克 #具身智能 #科技一分钟 #FC200 #系留系统" / X Post Log in Sign up Post 科技一分钟 on X: "马斯克质问Figure 03 Figure 03做家务的视频引发关注，马斯克公开追问是否有人远程操控。Figure创始人回应“完全自主”，但这并不等于机器人已经具备通用家庭服务能力。 \#Figure03 \#人形机器人 \#马斯克 \#具身智能 \#科技一分钟 \#FC200 \#系留系统" - 科技一分钟 @yunlan369 马斯克质问Figure 03 Figure 03做家务的视频引发关注，马斯克公开追问是否有人远程操控。Figure创始人回应“完全自主”，但这并不等于机器人已经具备通用家庭服务能力。 #Figure03 #人形机器人 #马斯克 #具身智能 #科技一分钟 #FC200 #系留系统 00:00 View media 9:41 PM · Aug 31, 20262Views Reply Scan to get the app | ||
| 7:40 PM ET | 7:40 PM ET @HumanoidsHQ on X @elonmusk I don’t think I’ve ever been this excited to see a product launch as I am for Tesla Optimus. I truly believe its arrival could have a huge impact on $TSLA, and eventually everyone will want an Optimus of their own. | ||
| 4:42 PM ET | 4:42 PM ET @pepse02 on X Degrees of Freedom (DoF) is a key indicator which shows how many independent ways a robot can move, determining its flexibility and precision. $XPEV is leading by far here. XPeng (IRON): 82 DoF (‼️) Tesla (Optimus): 50 – 72 DoF Boston Dynamics (Electric Atlas): 50 DoF UBTECH (Walker S1): 41 – 52 DoF Figure (Figure 02): 35 DoF Unitree (G1 / H1): 23 – 43 DoF | ||
| 4:18 PM ET | 4:18 PM ET @techniahqrobot on X That’s the part we can’t compare cleanly yet. Figure has publicly said its walking policy was trained on thousands of simulated Figure 02s in parallel generating years of simulated experience in a few hours with terrain and dynamics randomization before zero-shot hardware transfer. But I haven’t seen Unitree or AgiBot publish equivalent episode counts for these specific stair policies. So ranking them by time in sim from the videos alone would be speculation. | ||
| 2:33 PM ET | 2:33 PM ET @Astra1Byte on X Four years ago, Figure didn’t have a robot. Today it’s valued at $39B and has already shipped 1,000+ humanoids. CEO Brett Adcock says the real advantage isn’t the AI it’s that hardware, models, and manufacturing all sit under one roof, one campus, no outsourcing. Robots already deployed at BMW. Production line running. The question nobody’s asking loud enough: when the entire stack brain, body, and factory belongs to one company, how fast can this actually scale once the failure rate drops? | ||
| 12:35 PM ET | UNUnitreeRobotics | 12:35 PM ETUNUnitreeRobotics @thehypedotnews on X unitree robots now build themselves – and train while doing it @UnitreeRobotics deployed its embodied ai model inside its own factory in china. the robots aren't repeating pre-programmed movements – they perceive the environment, understand the task and perform real manufacturing operations on the production line. this isn't just production, it's also a data engine – every task the robots perform on the line generates real-world motion data that trains the next generation of models. the factory is both the product and the training ground. unitree shipped 5,500 humanoid robots in 2025 – more… | |
| 8:24 AM ET | 8:24 AM ET Biti8 on X: "Four years ago, @Figure_robot didn’t even have a robot.
Today, it’s valued at $39B, has built 1,000+ humanoids, deployed robots at BMW, built its own AI models, manufacturing infrastructure and a global data collection network.
What impresses me most is the speed.
Figure isn’t build… / X Post Log in Sign up Post Biti8 on X: "Four years ago, @Figure\robot didn’t even have a robot. Today, it’s valued at $39B, has built 1,000+ humanoids, deployed robots at BMW, built its own AI models, manufacturing infrastructure and a global data collection network. What impresses me most is the speed. Figure isn’t building just a robot. It’s building the entire stack at the same time: hardware, AI, data, factories and real-world deployments. And now Figure 04 is already on the way. Four years later, much of the humanoid industry is being measured against what @adcock\brett and the Figure team… | ||
| 6:30 AM ET | CAChery Automobile | 6:30 AM ETCAChery Automobile The humanoid robot sector continues to have a breakout year (HUMN:BATS) | Seeking Alpha Chery Automobile ( CRAUY) is preparing for a potential standalone IPO of its AiMOGA Robotics subsidiary that could give investors another public market route to invest in China's fast-growing humanoid robot sector. The company is discussing several possible listing venues, but it Know What's Moving Markets—Before the Bell Get early insights, stock movers, and expert takeaways delivered daily. Subscribe to Morning Briefing. Sign Up Quick Insights - ### What investment opportunity does AiMOGA's potential IPO present for investors interested in China's humanoid robot sector? AiMOGA's standalone… | |
| 5:11 AM ET | 5:11 AM ET JD.com, Inc. Authentic Products Delivered Today \\ AI-Powered, ESG-Embedded Industrial Supply Chain Innovation Earns JINGDONG Industrials 2026 Sedex Technoical Innovation Award \\ \\ BEIJING, 27 August 2026 — JINGDONG Industrials, a leading industrial supply chain technology and service provider under JD.com, has won the Technical Innovation Award among the 2026 Sedex Supply Chain Awards, recognising its use of AI and technical solutions to embed ESG capabilities into industrial supply chain operations. The company was also nominated for the Social Impact Award. JINGDONG Industrials was the only… | ||
| 4:00 AM ET | 4:00 AM ET How Figure Became the Biggest Name in Robotics | XMAQUINA DAO Genesis Auction Wave 2! Launches June 24 Get DEUS homeDAO Portal How Figure Became the Biggest Name in Robotics Color theme: Four years, three generations of humanoids, a $39 billion valuation and now one of the largest physical AI data engines ever built. .png) August 27, 2026 Category: Physical AI Read time: 9 minutes Share This: Four years ago, Figure didn’t have a robot. Today, the company is valued at $39 billion, has built more than 1,000 humanoids, has robots working inside BMW, is preparing deployments with another major US retailer, and has developed its own AI models, manufacturing… | ||
| 3:11 AM ET | $TSLA | 3:11 AM ET Humanoid Robots News | AI Breakthroughs, Robotics Trends & Synthetic Updates Humanoid Press - Humanoid News - Humanoid Daily - News Archives - Humanoid TV - History Board - AI News - 2026 - Top 10 Artificial Intelligence - About AI - About AGI - Workshop - Operation Instructions - Humanoid & AI Safety - Quantum Robotics - Database - Supplier Directory - CubeMars - Shopping Guide - HPS Leadership - HPS Field Test Audit Checklist - Top 10 Humanoid Company 2026 - Top 10 Humanoid What Each Does Best 2026 - Partnerships - Interview - Opinion - Magazine - About - Copyright Notice - Cookie Policy - Disclaimer - AI & Automation - Licensing & Attribution Policy - Terms of Use… | |
| 2:53 AM ET | XPXPeng | 2:53 AM ETXPXPeng @Tanminhday on X 🤖 Something is changing in Physical AI. For years, humanoid robots were mostly about impressive demos. This week feels different. $900M+ raised by XPeng’s robotics business. Figure committing over $1B to data and compute. Hyundai preparing large-scale robot manufacturing in the U.S. Agility’s Digit already accumulating 65,000+ hours of real-world operation. And new data engines are emerging to feed the next generation of physical intelligence. The important part isn’t any single announcement. It’s the direction. Robots are moving from prototypes → products → infrastructure. And once… | |
| 8:00 PM ET | 8:00 PM ET BYD opens car plants to PaXini robots; announced Monday after Aug 25 deal Matilde Alves (31 Aug 2026): BYD and PaXini Tech (both Shenzhen) signed a strategic cooperation agreement Aug 25 and announced it Monday. PaXini will deploy production-focused robots inside BYD factories and use line data to train embodied AI. Financial terms and deployment timelines not disclosed. PaXini claimed Tora-One at Geely Qiantang ran eight continuous hours without a fault and 99.8% task success — figures not independently verified. March round: >1 billion yuan (~$148M) at valuation >10 billion yuan (~$1.48B). Bloomberg June: PaXini considering HK IPO. Forbes July cited: combined BYD humanoid fleet around 200 machines (UBTech Walker S1, Unitree logistics/inspection, in-house). Piece also notes late June BMW deployed Figure 03 at Spartanburg after a two-year trial. | ||
| 7:20 PM ET | 7:20 PM ET @ParadisLabs on X AI is still so early, but so bullish. We're witnessing a huge unlock of economic value with the adoption of AI models like Claude, and more recently, agents like Grok Bot. This then filters down into the most bullish of bull points for AI. Enterprise AI adoption increases productivity -> increases enterprise earnings -> increases token demand as a flywheel effect -> increases ROI for the AI labs -> increases demand for AI infra e.g. compute. I recently heard from an ex-colleague that a large consulting firm is increasing their AI spend by 100x at their London office for their back office… | ||
| 4:24 PM ET | $TSLA | 4:24 PM ET @AIEquities on X $CCXI valuation is being disrespected right now and I see asymmetry in the trade. Humanoid valuations (Aug 2026): Tesla Optimus — no standalone; Tesla ~$1.38T Figure AI — $39B Unitree — public, ~$33–37B NEURA — ~$7B Apptronik — ~$5.5B 1X — talks ~$6B (had sought ~$10B) XPeng robotics — >$6.3B Agility ( $CCXI ) — ~$2.1B Boston Dynamics — Hyundai-owned, ~$20B implied Figure leads private. Unitree is the public benchmark. Tesla is the scale wildcard. $NVDA $AMD $NBIS $MRVL $LITE $TSLA $SPCX $AAOI $CCXI $META $GOOG $AMZN | |
| 4:06 PM ET | 4:06 PM ET @Robot_AIsignals on X The robot industry's data shortage just became a gig job. On 25 August Figure launched Index, an app that pays people by the minute to film themselves doing ordinary household and workplace tasks. That footage trains Helix, the AI stack running its humanoid. Figure builds the Figure 03 humanoid and the Helix system inside it, and says its Series C exceeded $1B at a $39 billion post-money valuation (company claim). Figure says Index has taken 16 million uploads from 108 countries, ingests roughly 30 minutes of footage every second, carries 44,000+ weekly active contributors and has paid out… | ||
| 7:01 AM ET | SASanctuary AI | 7:01 AM ETSASanctuary AI Sanctuary AI puts humanoid tech on industrial robots Skip to content Sanctuary AI has deployed technology developed alongside its Phoenix humanoid on an industrial wire insertion task, reporting a success rate above 99.5% and a 2.54 second cycle time. The trial used robotic hands rather than a complete humanoid to insert flexible wired plugs into moving targets on a live conveyor at a global Tier 1 automotive supplier. The result came from 313 insertion trials conducted over 40 minutes, CEO Daniel Friedmann told Forbes. Sanctuary calculated the success rate by comparing successful and unsuccessful insertions. Friedmann said the cycle time was… | |
| 8:00 PM ET | 8:00 PM ET Figure Index + BMW hours: 1,250 factory hours; Index 16M videos / $15M paid Luke Lango / InvestorPlace (dated Aug 2026; Firecrawl news dated it ~1 day before Aug 31): Cites JPMorgan: humanoid operating cost ~$10-$12/hour vs ~$30 human factory labor; currently ~2 humanoids to match one human; capable humanoid ~$120,000. BMW Spartanburg: over a 10-month deployment Figure 02 supported production of more than 30,000 BMW X3 vehicles, moved over 90,000 components, logged roughly 1,250 hours of real factory work. BMW has brought Figure 03 into the same plant for kitting unsorted components. Figure Index: contributors in >100 countries uploaded over 16 million videos; Figure paid contributors $15 million and says it plans to spend more than $1 billion on data and computing over the next year (company-reported). Hyundai: as many as 30,000 Boston Dynamics Atlas robots annually by 2028. Names Apptronik, Agility, 1X as competing private startups. | ||
| 3:01 PM ET | 3:01 PM ET @IntEngineering on X Figure founder Brett Adcock has posted video of the company's humanoid climbing 15 feet up a ladder and 15 feet back down with no human input, three weeks after its first autonomous ladder climb. Figure credits its Helix AI system, whose System 0 layer runs balance and contact control a thousand times a second using stereo camera vision alongside the robot's own sense of body position. Figure has not released the technical details and the demonstration has not been independently verified. | ||
| 7:24 PM ET | $TSLA | 7:24 PM ET Chinese automakers are following Tesla’s bet that robots are the next big profit machine | TechCrunch Skip to content Image Credits: Zhang Haofu/Xinhua / Getty Images Robotics Share on FacebookShare on XShare on LinkedInShare on RedditShare over EmailCopy Share Link Chinese automakers are following Tesla’s bet that robots are the next big profit machine Kirsten Korosec 4:24 PM PDT · August 28, 2026 Share on FacebookShare on XShare on LinkedInShare on RedditShare over EmailCopy Share Link The hype around humanoid robots isn’t particularly new. Thank Tesla CEO Elon Musk and his Optimus robot, as well as the myriad videos of Boston Dynamics’ Atlas robot, for that. Behind that hype, though, there… | |
| 4:12 PM ET | $NVDA | 4:12 PM ET @csentropy on X In robot control ER 2 competes with NVIDIA's open Isaac GR00T family (GR00T N1.7, Cosmos Reason), Physical Intelligence's π-series, Figure's Helix, and OpenVLA. In interoperability standards, MHS enters a space already occupied by SiLA 2 (the most mature open lab-connectivity standard, built on gRPC/Protocol Buffers with mDNS discovery), OPC-UA (the dominant industrial M2M standard, IEC 62541, 150+ companion specs), ROS/ROS 2 (the de-facto robotics middleware; ROS 1 support ended May 2025), and LabOP/Autoprotocol (protocol-description standards). MHS's differentiated wedge is being the first… | |
| 9:54 AM ET | 9:54 AM ET The Humanoid Race Is Moving From Lab to Factory Categories: Premium Subscription Updates / General Market Commentary Topics: Digital Dispatch / General Market Commentary- BW The Humanoid Race Is Moving From Lab to Factory Shares Share Post Share Email While American investors remain obsessed with the next AI model, China is staging the opening ceremony for physical AI. The recent Unitree IPO was not subtle. One of the world’s leading humanoid-robot makers raised about $905 million in Shanghai, then saw its shares surge more than 500% in its market debut after retail demand oversubscribed the offering by more than 8,000 times. That is not… | ||
| 6:24 PM ET | 6:24 PM ET @Coexisteven on X 3/4 🤖 Robotics / Physical AI Layer Agility Robotics shared a video of Digit’s whole-body range of motion being stress-tested in a workout class (every joint in sync for timing, velocity, and balance - the same control stack used on warehouse floors) CEO Peggy Johnson also appeared on Bloomberg discussing real-world deployment progress: Digit is now across nine customer sites with over 65,000 hours of operation. Tesla continued pushing FSD Supervised as a “guardian angel” on the road and noted the Summer Release using Grok Think Fast 2.0. Quiet week from Figure Robotics, Boston Dynamics, and… | ||
| 10:59 AM ET | 10:59 AM ET Brett Adcock on X: "We're now over 43,000 weekly active users collecting data to train Helix, our AI model for F.03 robots
This data collection project, Index, is our answer to the data problem: the largest useful robot training dataset in the world
Extrapolate out, and this is the pretraining ne… / X Post Log in Sign up Post Brett Adcock on X: "We're now over 43,000 weekly active users collecting data to train Helix, our AI model for F.03 robots This data collection project, Index, is our answer to the data problem: the largest useful robot training dataset in the world Extrapolate out, and this is the pretraining needed for large scale robot generalization The effort started by purchasing data from vendors but this data was scarce and really poor quality - there was simply no way to make this work correctly at scale. So we did it ourselves. It was quite a massive effort that has now… | ||
| 10:59 AM ET | 10:59 AM ET @adcock_brett on X We're now over 43,000 weekly active users collecting data to train Helix, our AI model for F.03 robots This data collection project, Index, is our answer to the data problem: the largest useful robot training dataset in the world Extrapolate out, and this is the pretraining needed for large scale robot generalization The effort started by purchasing data from vendors but this data was scarce and really poor quality - there was simply no way to make this work correctly at scale. So we did it ourselves. It was quite a massive effort that has now resulted in a Figure-owned data pipeline that is… | ||
| 7:06 PM ET | 7:06 PM ET @TheHumanoidHub on X Figure takes vertical integration to another level. Figure built its own egocentric data collection pipeline. Index is a crowdsourcing platform where anyone can collect data. - 264K app downloads across 108 countries - 44K weekly active contributors - 16M videos uploaded, 30 minutes of video ingested every second - $15M already paid out to contributors Figure says data vendors couldn't hit the throughput, diversity, or quality bar, so they built the pipeline themselves. Next 12 months: $1B committed to data and compute. | ||
| 1:41 PM ET | 1:41 PM ET Markets surge, track records fall, and in-context learning hits physical AI - Home - Posts - Markets surge, track records fall, and in-context learning hits physical AI Markets surge, track records fall, and in-context learning hits physical AI Unitree’s market whiplash, an 8.86s 100m sprint, and how in-context learning is ending heavy fine-tuning. Humanoids Daily Aug 25, 2026 This week brought a stark look at the tension defining modern humanoid robotics: the gap between capital market euphoria, athletic spectacle, and the unglamorous realities of industrial utility. Unitree's blockbuster Shanghai STAR Market listing initially saw shares rocket over 600% to an… | ||
| 1:38 PM ET | 1:38 PM ET Figure on X: "We are now on a path to 100x, and are committed to spend over $1B the next 12 months on data and compute
Index is laying the groundwork for ordering robots as a service. Today, you have people coming to help clean your house; eventually, a robot will do everything for you" / X Post Log in Sign up Post Figure on X: "We are now on a path to 100x, and are committed to spend over $1B the next 12 months on data and compute Index is laying the groundwork for ordering robots as a service. Today, you have people coming to help clean your house; eventually, a robot will do everything for you" - Figure @Figure\robot Aug 25 Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos 00:00 View media 181 345 3.6K 525K - Figure… | ||
| 1:36 PM ET | 1:36 PM ET Figure on X: "By the numbers:
→ While in stealth, we crossed 264,000 app downloads
→ Uploading over 30 min of video very second
→ Over 16M video uploads
→ Paid out $15M to date
Weekly active users is now over 43,000" / X Post Log in Sign up Post Figure on X: "By the numbers: → While in stealth, we crossed 264,000 app downloads → Uploading over 30 min of video very second → Over 16M video uploads → Paid out $15M to date Weekly active users is now over 43,000" - Figure @Figure\robot Aug 25 Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos 00:00 View media 181 345 3.6K 525K - Figure @Figure\robot Aug 25 The data needed to scale a truly general purpose robots… | ||
| 1:35 PM ET | 1:35 PM ET Figure on X: "We've now collected data in 108 countries to date
Here's a global map of our collection, now updating live on our website, each point of light represents a real world contributions to our dataset" / X Post Log in Sign up Post Figure on X: "We've now collected data in 108 countries to date Here's a global map of our collection, now updating live on our website, each point of light represents a real world contributions to our dataset" - Figure @Figure\robot Aug 25 Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos 00:00 View media 181 345 3.6K 525K - Figure @Figure\robot Aug 25 The data needed to scale a truly general purpose robots… | ||
| 1:34 PM ET | 1:34 PM ET Figure on X: "The data needed to scale a truly general purpose robots doesn't exist on the internet - it has to come from the real world
For the last 4 months, we’ve been building a Figure-exclusive pipeline to scale data collection at higher throughputs. Today, we’re coming out of stealth" / X Post Log in Sign up Post Figure on X: "The data needed to scale a truly general purpose robots doesn't exist on the internet - it has to come from the real world For the last 4 months, we’ve been building a Figure-exclusive pipeline to scale data collection at higher throughputs. Today, we’re coming out of stealth" - Figure @Figure\robot Aug 25 Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos 00:00 View media 181 345 3.6K 525K - Figure… | ||
| 1:33 PM ET | 1:33 PM ET Brett Adcock on X: "The data needed to scale a truly general purpose robots doesn't exist on the internet - it has to come from the real world
For the last 4 months, we’ve been building a Figure-exclusive pipeline to scale data collection at higher throughputs. Today, we’re coming out of stealth" / X Post Log in Sign up Post Brett Adcock on X: "The data needed to scale a truly general purpose robots doesn't exist on the internet - it has to come from the real world For the last 4 months, we’ve been building a Figure-exclusive pipeline to scale data collection at higher throughputs. Today, we’re coming out of stealth" - Brett Adcock @adcock\brett Aug 25 Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the… | ||
| 1:30 PM ET | 1:30 PM ET Brett Adcock on X: "Introducing Index
Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world
→ 30min of video uploads/sec
→ 16M video uploads
→ Paid $15M to date
→ 264k downloads
We're committed to spending $1B the next 12 months on data & com… / X Post Log in Sign up Post Brett Adcock on X: "Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the next 12 months on data & compute" - Brett Adcock @adcock\brett Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the… | ||
| 1:30 PM ET | 1:30 PM ET Brett Adcock on X: "Introducing Index
Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world
→ 30min of video uploads/sec
→ 16M video uploads
→ Paid $15M to date
→ 264k downloads
We're committed to spending $1B the next 12 months on data & com… / X Post Log in Sign up Post Brett Adcock on X: "Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the next 12 months on data & compute" - Brett Adcock @adcock\brett Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the… | ||
| 1:30 PM ET | 1:30 PM ET Brett Adcock on X: "Introducing Index
Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world
→ 30min of video uploads/sec
→ 16M video uploads
→ Paid $15M to date
→ 264k downloads
We're committed to spending $1B the next 12 months on data & com… / X Post Log in Sign up Post Brett Adcock on X: "Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the next 12 months on data & compute" - Brett Adcock @adcock\brett Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the… | ||
| 1:30 PM ET | 1:30 PM ET Figure on X: "Introducing Index
Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots
To date we've crossed 264,000 app downloads and uploaded 16 million videos" / X Post Log in Sign up Post Figure on X: "Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos" - Figure @Figure\robot Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos 00:00 View media 1:30 PM · Aug 25, 2026525.5KViews 181 345 3.6K 872 - Figure @Figure\robot Aug 25 The data needed to scale… | ||
| 1:30 PM ET | 1:30 PM ET Figure on X: "Introducing Index
Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots
To date we've crossed 264,000 app downloads and uploaded 16 million videos" / X Post Log in Sign up Post Figure on X: "Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos" - Figure @Figure\robot Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos 00:00 View media 1:30 PM · Aug 25, 2026525.5KViews 181 345 3.6K 872 - Figure @Figure\robot Aug 25 The data needed to scale… | ||
| 12:01 PM ET | 12:01 PM ET @fuzzyxbt on X Figure 03 can now climb a ladder fully autonomously. No remote operator. No scripted sequence. The robot has to see the ladder, coordinate its hands and feet, continuously shift its weight, and maintain balance as it moves upward. That makes this much harder than simply walking or climbing stairs: every rung becomes a separate contact point the robot has to perceive and reach correctly. Figure is building humanoids around a simple idea: Instead of redesigning the world for robots, teach robots to navigate a world already designed for humans. | ||
| 8:01 AM ET | 8:01 AM ET Lucian Fogoros on X: "Figure AI's Figure 02 logged 1,250+ hours at BMW Spartanburg loading sheet-metal parts into welding fixtures, achieving 90,000+ parts at over 99% placement accuracy. Agility Robotics Digit accumulated 65,000+ hours across 9 commercial facilities." / X Post Log in Sign up Post Lucian Fogoros on X: "Figure AI's Figure 02 logged 1,250+ hours at BMW Spartanburg loading sheet-metal parts into welding fixtures, achieving 90,000+ parts at over 99% placement accuracy. Agility Robotics Digit accumulated 65,000+ hours across 9 commercial facilities." - Lucian Fogoros @fogoros Figure AI's Figure 02 logged 1,250+ hours at BMW Spartanburg loading sheet-metal parts into welding fixtures, achieving 90,000+ parts at over 99% placement accuracy. Agility Robotics Digit accumulated 65,000+ hours across 9 commercial facilities. 00:00 View media 8:01 AM · Aug… | ||
| 8:00 PM ET | 8:00 PM ET Introducing Index: Building The World’s Largest and Most Diverse Physical Dataset Introducing Index: Building The World’s Largest and Most Diverse Physical Dataset August 25, 2026 Today we're coming out of stealth with the most diverse robot training dataset ever built. The data needed to scale a truly general purpose robot doesn't exist on the internet - it has to come from the real world: a global sampling of physics captured across every environment on earth. For the last 4 months, we’ve been building a Figure-exclusive pipeline to scale data collection at higher throughputs, with broad diversity and strict quality standards. - While in stealth, we've crossed 264,000… | ||
| 10:55 AM ET | 10:55 AM ET Nova on X: "This was few months ago. I wonder how capable they are now 👀🤖 @figureonsol @Figure_robot @adcock_brett" / X Post Log in Sign up Post Nova on X: "This was few months ago. I wonder how capable they are now 👀🤖 @figureonsol @Figure\robot @adcock\brett" - Nova @Nova57236068 This was few months ago. I wonder how capable they are now 👀🤖 @figureonsol @Figure\robot @adcock\brett CyberRobo @CyberRobooo Feb 1 Figure Helix's Evolution:From half-body to whole -body Figure03, powered by Helix 2, is more like a household helper. In a kitchen space, it neatly organizes cups, bowls, and plates from top to bottom, left to right, from drawers to cupboards, cabinets, and sinks. These long Show more 00:00 View… | ||
| 8:00 PM ET | RIRoboStrategy, Inc. | 8:00 PM ETRIRoboStrategy, Inc. Shareholder Letter — August 2026 | RoboStrategy Aug 20, 2026 10 MIN READ Shareholder Letter — August 2026 Andrew Kang To the shareholders of RoboStrategy, Inc. To the shareholders of RoboStrategy, Inc. It’s been a bit over 3 months since RoboStrategy went public on May 11. Between April 30 and July 31, NAV has increased 85% with NAV/Share increasing 54% ¹ The large majority of the growth has come from accretive capital raises placed to institutional investors. I also personally invested an additional $10 million into the fund at a market premium of $36.7/share. While we are seeing significantly increased investor demand and growth in our… | |
| 10:36 AM ET | 10:36 AM ET Theo Gage on X: "https://t.co/cIZx4OHoeU" / X Post Log in Sign up Post - Theo Gage @realtheogg 3 Billion Humanoid Robots Could Exist. The Question Nobody Is Asking Is Where They’ll Live. Bank of America thinks the world will have 3 billion humanoid robots by 2060 Read that again. Not 3 million. Not 30 million. Three billion — more than the roughly 1.5 billion cars currently on Earth, on a per-capita basis. The obvious reaction: why would humanity ever need that many? Here's why the forecast isn't as crazy as it sounds. BofA's analysts don't frame this as science fiction. They frame it as a demographics problem — aging populations in… | ||
| 8:00 PM ET | 8:00 PM ET Press-Information June 25th 2026 Press-Information June 25th 2026 BMW Group advances the use of Physical AI in production with Figure 03 project in Spartanburg - Figure AI demonstrates Figure 03 humanoid robots in new use case at BMW Group Plant Spartanburg. - Robot development runs in parallel at BMW Group Plant Spartanburg and at Figure AI. - Assembly Hall in Spartanburg features BMW iFACTORY applications in artificial intelligence and virtualization. Munich/Spartanburg, USA. BMW Group intensifies the usage of digitalization and the use of artificial intelligence (AI) in production. With so-called Physical AI, which… | ||
| 1:45 PM ET | 1:45 PM ET BMW Group deploys Figure 03 The Robot Report Continue to Site Facebook X LinkedIn Reddit Pinterest Share Figure 03 adds tactile-sensor hands, palm cameras, wireless charging, and speech-to-speech audio over its predecessor. \| Source: BMW Group BMW Group is doubling down on its deployment of Figure.AI’s humanoid robots. The automaker last week announced that, following its successful deployment with Figure 02 at its plant in Spartanburg, S.C., it will deploy the company’s latest Figure 03 robot. “Plant Spartanburg is the birthplace of humanoid robotics in BMW Manufacturing’s operational day-to-day activities,” said… | ||
| — | — How Figure Became the Biggest Name in Robotics | XMAQUINA DAO Genesis Auction Wave 2! Launches June 24 Get DEUS homeDAO Portal How Figure Became the Biggest Name in Robotics Color theme: Four years, three generations of humanoids, a $39 billion valuation and now one of the largest physical AI data engines ever built. .png) August 27, 2026 Category: Physical AI Read time: 9 minutes Share This: Four years ago, Figure didn’t have a robot. Today, the company is valued at $39 billion, has built more than 1,000 humanoids, has robots working inside BMW, is preparing deployments with another major US retailer, and has developed its own AI models, manufacturing… |
| Time | Entity | Sector | Event / capture |
|---|---|---|---|
| 11:12 PM ET | 11:12 PM ET @CapitalSqueez on X $CCXI So this $3.5B–$6B of locked compute deal with Nscsle is bigger than Figure’s last cash raised round. That usually means a new round at a higher print than $39B is coming soon. Figure needs to raise the cash, higher valuation. Agility is the public proxy at ~$2.5B. If Figure marks up, the whole industry gets marked up too. @agilityrobotics @HumanoidInvest @slinkyhammer @SCSQ2022 @valueInIdeas @chris_j_paxton | ||
| 5:32 PM ET | 5:32 PM ET @adcock_brett on X I’ll be honest with you; Figure is going all-in https://t.co/bBeNlaxZN7 | ||
| 12:50 PM ET | 12:50 PM ET @adcock_brett on X Humanoid robots are the ultimate deployment vector for AGI Figure will soon have unprecedented data and compute. We’re hiring so come join us https://t.co/cUP0zQCjg1 | ||
| 12:47 PM ET | 12:47 PM ET @TheHumanoidHub on X Training general-purpose humanoids will need unprecedented compute capacity, and Figure is stacking the chips. Figure, with cloud partner Nscale, is deploying up to 100,000 NVIDIA Vera Rubin GPUs. It's committing $3.5 billion initially, with plans to scale to $6+ billion. Deployment starts in the second half of 2027, at a data center in Barstow, Texas. https://t.co/e5kGL4HCxp | ||
| 11:31 AM ET | 11:31 AM ET @VaderResearch on X Robotic intelligence is following the LLM playbook. First came scaling laws. Then in-context learning. Now, massive compute. Figure just signed a $3.5B deal with Nscale. https://t.co/t3urkZULIi | ||
| 11:31 AM ET | 11:31 AM ET @humanoidsdaily on X Figure is making one of the largest infrastructure bets in physical AI to date. The company is partnering with Nscale to deploy up to 100,000 GPUs on NVIDIA's next-gen Vera Rubin platform—starting with a $3.5B compute commitment and plans to scale past $6B. Here’s why it matters 🧵👇 https://t.co/T3vkcqLwUh | ||
| 11:22 AM ET | 11:22 AM ET @CrossedOffCap on X When businesses like $CCXI / @agilityrobotics and @Figure_robot are in their early commercialization phase, looking at their strategic backers are is a helpful way to gauge their chances of long term success. While both of these businesses are backed by $NVDA, the question becomes who does NVIDIA like more? I talk about this in my new Deep Dive into Agility's investors: https://t.co/v0fNtjaUoO While its easy to see that Nvidia has invested more money into Figure and come to the conclusion that they have a higher conviction level in Figure over Agility. That may be the case. Another reason… | ||
| 9:11 AM ET | 9:11 AM ET @HumanoidInvest on X Figure is partnering with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform 🤖 https://t.co/olf90xgNKb | ||
| 9:09 AM ET | 9:09 AM ET @adcock_brett on X Today, Figure is partnering with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform We're committing $3.5 billion initially, with plans to scale beyond $6 billion To ship a robot into every home, we need a massive amount of compute https://t.co/lQghyQ4fZN | ||
| 5:13 AM ET | 5:13 AM ET @Biti8888 on X Figure and Hark are run by him simultaneously - meaning one person is literally steering two multi-billion-dollar companies in parallel, not even counting his role at Cover. That’s three companies, three billion-dollar valuations, one person at the helm of all of them at once. What’s especially striking is Index’s progress: the platform spent four months in stealth mode and has already racked up 16 million uploaded videos from 108 countries, paying out $15M to users for their content. The logic is simple: language models trained on internet text, but robots have nowhere to pull the physical… | ||
| 4:28 PM ET | OPOpenAI | 4:28 PM ETOPOpenAI @humanoidsdaily on X OpenAI isn’t just building the brains for robotics anymore. It’s officially building the bodies. On the Sources podcast, Sam Altman confirmed that OpenAI “will definitely do a humanoid,” putting an end to speculation over whether its in-house hardware division would stick strictly to specialized data center machines. His rationale? "The world is very much designed for people." From opening doors and typing on keyboards to driving machinery, operating in human spaces demands human-like kinematics. The confirmation follows a dramatic few months in the robotics ecosystem: • From Sim to… | |
| 11:26 AM ET | $NVDA | 11:26 AM ET @MilkRoadAI on X Sam Altman is saying that OpenAI plans to build a humanoid robot, along with other designs because the world around us was built for humans (Save this). Doors, stairs, computers, tools, kitchens, vehicles, and factory equipment are all designed around the human body, a robot with a similar shape could therefore perform useful tasks without requiring people to redesign the entire world. His bigger vision is that one day, everyone could have a personal robot that handles the jobs they do not want to do like cleaning, carrying things, operating equipment, helping elderly people, or completing… | |
| 8:33 AM ET | 8:33 AM ET @SparXPodcast on X Will a billion humanoid robots be ready by 2030? No, and the arithmetic is not close. The world shipped about 13,000 humanoid robots in 2025, roughly 85% of them Chinese. AGIBOT and Unitree did over 5,000 each. Figure and Tesla together managed a few hundred. Morgan Stanley expects China to pass 28,000 units in 2026. Getting from 13,000 to a billion by 2030 means multiplying output roughly 9.5x every year for five straight years without a miss. For scale, the world builds about 90 million cars a year. A billion humanoids by 2030 would mean producing eleven times the entire global car… | ||
| 8:32 AM ET | 8:32 AM ET @10xthinker on X Are humanoids a business story or just hype? - The Beijing robotics conference almost looked like a comedy show — robots stumbling, misidentifying obstacles, and performing like toddlers. - Yet the buzz has helped companies like Unitree reach valuations exceeding 1,200x earnings. At the same time, most robots deployed in China today don’t require general-purpose intelligence. So why are billions being invested? Is it an obsession with the human form factor, or because humanoids can be emotionally resonant? Our world — factories, hospitals, and homes — is built for humans. That creates a… | ||
| 4:00 AM ET | 4:00 AM ET XMAQUINA on X: "Humanoid Digest: August
Another humanoid company made its public market debut this month, while the World Humanoid Robot Games in Beijing delivered another successful showcase for the industry.
Here’s what happened 🧵" / X Post Log in Sign up Post XMAQUINA on X: "Humanoid Digest: August Another humanoid company made its public market debut this month, while the World Humanoid Robot Games in Beijing delivered another successful showcase for the industry. Here’s what happened 🧵" - XMAQUINA @xmaquina Humanoid Digest: August Another humanoid company made its public market debut this month, while the World Humanoid Robot Games in Beijing delivered another successful showcase for the industry. Here’s what happened 🧵 View media 4:00 AM · Sep 2, 20262.3KViews 5 8 74 3 - XMAQUINA @xmaquina 9h 1/ Unitree reached the… | ||
| 6:58 PM ET | 6:58 PM ET @SAldwais on X الصناعة في مجال الروبوتات الشبيهة بالإنسان (Humanoid Robots) منقسمة حاليًا بين طريقتين لتصميم اليد: 1. اليد المدفوعة بالأوتار (Tendon-driven) الموتورات تكون في الساعد، والكابلات (مثل الأوتار في جسم الإنسان) تسحب الأصابع. المميزات: •الأصابع خفيفة جدًا •مرونة عالية وقريبة من حركة اليد البشرية •قدرة أكبر على التحكم الدقيق العيوب: •التصنيع والمعايرة معقدان •الصيانة صعبة (غالبًا تحتاج فك المعصم لإصلاح وتر واحد) أمثلة: Tesla Optimus V3، 1X NEO، Agibot Omnihand Pro 2. المحركات داخل الأصابع (In-finger actuators) كل محرك موضوع مباشرة في راحة اليد أو في سلاميات الأصبع نفسه. المميزات: •التجميع أبسط… | ||
| 4:34 PM ET | PVParkway Venture Capital | 4:34 PM ETPVParkway Venture Capital Brett Adcock on X: "Congrats to Parkway Venture Capital for #1 on the emerging VC ranking!
Parkway was the first to back Figure and has been a great partner" / X Post Log in Sign up Post Brett Adcock on X: "Congrats to Parkway Venture Capital for \#1 on the emerging VC ranking! Parkway was the first to back Figure and has been a great partner" - Brett Adcock @adcock\brett Congrats to Parkway Venture Capital for #1 on the emerging VC ranking! Parkway was the first to back Figure and has been a great partner View media View media 4:34 PM · Sep 1, 202628.9KViews 11 16 266 32 - Shane Neman @shaneneman 20h Congrats! Great job! Reply 4 558 - Sammy @1samdavid 20h Cheers Reply 2 439 - Srinivas Avula @SrinivasAv5s 4h Congratulations Parkway Venture Capital😊… | |
| 3:36 PM ET | 3:36 PM ET @HumanoidsHQ on X Stats time! Humanoid robot startups raised $8.6B this year. Almost none of them ship robots. The company shipping 44% of the world's humanoids is worth a fraction of the one still running pilots. Here's the humanoid money board, valuation vs what actually shipped: 1. Unitree. ~$53B market cap. $235M revenue in 2025, sells humanoids from $5,900. IPO popped roughly 460% in August. 2. Figure. $39B. A BMW pilot that has handled 90,000+ parts. 3. Skild AI. $14B+. Software only. No robot. 4. 1X Technologies. ~$10B reported. 10,000 preorders for its home robot in 5 days. 5. NEURA Robotics. ~$7B.… | ||
| 9:58 AM ET | 9:58 AM ET @FactEdgeGuy on X 🤖 China shipped 97% of the world's humanoid robots in H1 2026. 19,100 units, up 272% YoY. AgiBot alone did 8,400. Unitree 5,900. Together that's 75% of the entire global market. Tesla, Figure, and Agility combined are a rounding error. but here's the number nobody's quoting: Chinese buyers absorbed 85% of that demand. this isn't China winning an export race. it's a domestic market buying from domestic factories, propped up by subsidies and a labor shortage. the real shift: industrial use just crossed 70% of shipments, up from ~50% a year ago. demos are turning into actual jobs. meanwhile the… | ||
| 11:02 PM ET | 11:02 PM ET @investingvc on X Figure AI has never let its shares trade. Unitree just listed, and the market repriced it 460% higher on day one. The Chinese maker shipped 5,500 humanoids in 2025 and turned a profit. Figure's $39B is a private mark from September 2025. Only one of these numbers moves daily. Follow InvestingVC. #Unitree #Robotics #HumanoidRobots #StartupFunding | ||
| 10:06 PM ET | 10:06 PM ET @sreexts on X Brett Adcock bragging that Figure is "crazy vertically integrated" is the tell. Humanoid winners will not be the ones with the best demo video. They will be the ones who own their actuators, training data, and Helix weights on one campus. Robotics is eating the OpenAI playbook in reverse. | ||
| 9:41 PM ET | 9:41 PM ET 科技一分钟 on X: "马斯克质问Figure 03
Figure 03做家务的视频引发关注，马斯克公开追问是否有人远程操控。Figure创始人回应“完全自主”，但这并不等于机器人已经具备通用家庭服务能力。
#Figure03 #人形机器人 #马斯克 #具身智能 #科技一分钟 #FC200 #系留系统" / X Post Log in Sign up Post 科技一分钟 on X: "马斯克质问Figure 03 Figure 03做家务的视频引发关注，马斯克公开追问是否有人远程操控。Figure创始人回应“完全自主”，但这并不等于机器人已经具备通用家庭服务能力。 \#Figure03 \#人形机器人 \#马斯克 \#具身智能 \#科技一分钟 \#FC200 \#系留系统" - 科技一分钟 @yunlan369 马斯克质问Figure 03 Figure 03做家务的视频引发关注，马斯克公开追问是否有人远程操控。Figure创始人回应“完全自主”，但这并不等于机器人已经具备通用家庭服务能力。 #Figure03 #人形机器人 #马斯克 #具身智能 #科技一分钟 #FC200 #系留系统 00:00 View media 9:41 PM · Aug 31, 20262Views Reply Scan to get the app | ||
| 7:40 PM ET | 7:40 PM ET @HumanoidsHQ on X @elonmusk I don’t think I’ve ever been this excited to see a product launch as I am for Tesla Optimus. I truly believe its arrival could have a huge impact on $TSLA, and eventually everyone will want an Optimus of their own. | ||
| 4:42 PM ET | 4:42 PM ET @pepse02 on X Degrees of Freedom (DoF) is a key indicator which shows how many independent ways a robot can move, determining its flexibility and precision. $XPEV is leading by far here. XPeng (IRON): 82 DoF (‼️) Tesla (Optimus): 50 – 72 DoF Boston Dynamics (Electric Atlas): 50 DoF UBTECH (Walker S1): 41 – 52 DoF Figure (Figure 02): 35 DoF Unitree (G1 / H1): 23 – 43 DoF | ||
| 4:18 PM ET | 4:18 PM ET @techniahqrobot on X That’s the part we can’t compare cleanly yet. Figure has publicly said its walking policy was trained on thousands of simulated Figure 02s in parallel generating years of simulated experience in a few hours with terrain and dynamics randomization before zero-shot hardware transfer. But I haven’t seen Unitree or AgiBot publish equivalent episode counts for these specific stair policies. So ranking them by time in sim from the videos alone would be speculation. | ||
| 2:33 PM ET | 2:33 PM ET @Astra1Byte on X Four years ago, Figure didn’t have a robot. Today it’s valued at $39B and has already shipped 1,000+ humanoids. CEO Brett Adcock says the real advantage isn’t the AI it’s that hardware, models, and manufacturing all sit under one roof, one campus, no outsourcing. Robots already deployed at BMW. Production line running. The question nobody’s asking loud enough: when the entire stack brain, body, and factory belongs to one company, how fast can this actually scale once the failure rate drops? | ||
| 12:35 PM ET | UNUnitreeRobotics | 12:35 PM ETUNUnitreeRobotics @thehypedotnews on X unitree robots now build themselves – and train while doing it @UnitreeRobotics deployed its embodied ai model inside its own factory in china. the robots aren't repeating pre-programmed movements – they perceive the environment, understand the task and perform real manufacturing operations on the production line. this isn't just production, it's also a data engine – every task the robots perform on the line generates real-world motion data that trains the next generation of models. the factory is both the product and the training ground. unitree shipped 5,500 humanoid robots in 2025 – more… | |
| 8:24 AM ET | 8:24 AM ET Biti8 on X: "Four years ago, @Figure_robot didn’t even have a robot.
Today, it’s valued at $39B, has built 1,000+ humanoids, deployed robots at BMW, built its own AI models, manufacturing infrastructure and a global data collection network.
What impresses me most is the speed.
Figure isn’t build… / X Post Log in Sign up Post Biti8 on X: "Four years ago, @Figure\robot didn’t even have a robot. Today, it’s valued at $39B, has built 1,000+ humanoids, deployed robots at BMW, built its own AI models, manufacturing infrastructure and a global data collection network. What impresses me most is the speed. Figure isn’t building just a robot. It’s building the entire stack at the same time: hardware, AI, data, factories and real-world deployments. And now Figure 04 is already on the way. Four years later, much of the humanoid industry is being measured against what @adcock\brett and the Figure team… | ||
| 6:30 AM ET | CAChery Automobile | 6:30 AM ETCAChery Automobile The humanoid robot sector continues to have a breakout year (HUMN:BATS) | Seeking Alpha Chery Automobile ( CRAUY) is preparing for a potential standalone IPO of its AiMOGA Robotics subsidiary that could give investors another public market route to invest in China's fast-growing humanoid robot sector. The company is discussing several possible listing venues, but it Know What's Moving Markets—Before the Bell Get early insights, stock movers, and expert takeaways delivered daily. Subscribe to Morning Briefing. Sign Up Quick Insights - ### What investment opportunity does AiMOGA's potential IPO present for investors interested in China's humanoid robot sector? AiMOGA's standalone… | |
| 5:11 AM ET | 5:11 AM ET JD.com, Inc. Authentic Products Delivered Today \\ AI-Powered, ESG-Embedded Industrial Supply Chain Innovation Earns JINGDONG Industrials 2026 Sedex Technoical Innovation Award \\ \\ BEIJING, 27 August 2026 — JINGDONG Industrials, a leading industrial supply chain technology and service provider under JD.com, has won the Technical Innovation Award among the 2026 Sedex Supply Chain Awards, recognising its use of AI and technical solutions to embed ESG capabilities into industrial supply chain operations. The company was also nominated for the Social Impact Award. JINGDONG Industrials was the only… | ||
| 4:00 AM ET | 4:00 AM ET How Figure Became the Biggest Name in Robotics | XMAQUINA DAO Genesis Auction Wave 2! Launches June 24 Get DEUS homeDAO Portal How Figure Became the Biggest Name in Robotics Color theme: Four years, three generations of humanoids, a $39 billion valuation and now one of the largest physical AI data engines ever built. .png) August 27, 2026 Category: Physical AI Read time: 9 minutes Share This: Four years ago, Figure didn’t have a robot. Today, the company is valued at $39 billion, has built more than 1,000 humanoids, has robots working inside BMW, is preparing deployments with another major US retailer, and has developed its own AI models, manufacturing… | ||
| 3:11 AM ET | $TSLA | 3:11 AM ET Humanoid Robots News | AI Breakthroughs, Robotics Trends & Synthetic Updates Humanoid Press - Humanoid News - Humanoid Daily - News Archives - Humanoid TV - History Board - AI News - 2026 - Top 10 Artificial Intelligence - About AI - About AGI - Workshop - Operation Instructions - Humanoid & AI Safety - Quantum Robotics - Database - Supplier Directory - CubeMars - Shopping Guide - HPS Leadership - HPS Field Test Audit Checklist - Top 10 Humanoid Company 2026 - Top 10 Humanoid What Each Does Best 2026 - Partnerships - Interview - Opinion - Magazine - About - Copyright Notice - Cookie Policy - Disclaimer - AI & Automation - Licensing & Attribution Policy - Terms of Use… | |
| 2:53 AM ET | XPXPeng | 2:53 AM ETXPXPeng @Tanminhday on X 🤖 Something is changing in Physical AI. For years, humanoid robots were mostly about impressive demos. This week feels different. $900M+ raised by XPeng’s robotics business. Figure committing over $1B to data and compute. Hyundai preparing large-scale robot manufacturing in the U.S. Agility’s Digit already accumulating 65,000+ hours of real-world operation. And new data engines are emerging to feed the next generation of physical intelligence. The important part isn’t any single announcement. It’s the direction. Robots are moving from prototypes → products → infrastructure. And once… | |
| 8:00 PM ET | 8:00 PM ET BYD opens car plants to PaXini robots; announced Monday after Aug 25 deal Matilde Alves (31 Aug 2026): BYD and PaXini Tech (both Shenzhen) signed a strategic cooperation agreement Aug 25 and announced it Monday. PaXini will deploy production-focused robots inside BYD factories and use line data to train embodied AI. Financial terms and deployment timelines not disclosed. PaXini claimed Tora-One at Geely Qiantang ran eight continuous hours without a fault and 99.8% task success — figures not independently verified. March round: >1 billion yuan (~$148M) at valuation >10 billion yuan (~$1.48B). Bloomberg June: PaXini considering HK IPO. Forbes July cited: combined BYD humanoid fleet around 200 machines (UBTech Walker S1, Unitree logistics/inspection, in-house). Piece also notes late June BMW deployed Figure 03 at Spartanburg after a two-year trial. | ||
| 7:20 PM ET | 7:20 PM ET @ParadisLabs on X AI is still so early, but so bullish. We're witnessing a huge unlock of economic value with the adoption of AI models like Claude, and more recently, agents like Grok Bot. This then filters down into the most bullish of bull points for AI. Enterprise AI adoption increases productivity -> increases enterprise earnings -> increases token demand as a flywheel effect -> increases ROI for the AI labs -> increases demand for AI infra e.g. compute. I recently heard from an ex-colleague that a large consulting firm is increasing their AI spend by 100x at their London office for their back office… | ||
| 4:24 PM ET | $TSLA | 4:24 PM ET @AIEquities on X $CCXI valuation is being disrespected right now and I see asymmetry in the trade. Humanoid valuations (Aug 2026): Tesla Optimus — no standalone; Tesla ~$1.38T Figure AI — $39B Unitree — public, ~$33–37B NEURA — ~$7B Apptronik — ~$5.5B 1X — talks ~$6B (had sought ~$10B) XPeng robotics — >$6.3B Agility ( $CCXI ) — ~$2.1B Boston Dynamics — Hyundai-owned, ~$20B implied Figure leads private. Unitree is the public benchmark. Tesla is the scale wildcard. $NVDA $AMD $NBIS $MRVL $LITE $TSLA $SPCX $AAOI $CCXI $META $GOOG $AMZN | |
| 4:06 PM ET | 4:06 PM ET @Robot_AIsignals on X The robot industry's data shortage just became a gig job. On 25 August Figure launched Index, an app that pays people by the minute to film themselves doing ordinary household and workplace tasks. That footage trains Helix, the AI stack running its humanoid. Figure builds the Figure 03 humanoid and the Helix system inside it, and says its Series C exceeded $1B at a $39 billion post-money valuation (company claim). Figure says Index has taken 16 million uploads from 108 countries, ingests roughly 30 minutes of footage every second, carries 44,000+ weekly active contributors and has paid out… | ||
| 7:01 AM ET | SASanctuary AI | 7:01 AM ETSASanctuary AI Sanctuary AI puts humanoid tech on industrial robots Skip to content Sanctuary AI has deployed technology developed alongside its Phoenix humanoid on an industrial wire insertion task, reporting a success rate above 99.5% and a 2.54 second cycle time. The trial used robotic hands rather than a complete humanoid to insert flexible wired plugs into moving targets on a live conveyor at a global Tier 1 automotive supplier. The result came from 313 insertion trials conducted over 40 minutes, CEO Daniel Friedmann told Forbes. Sanctuary calculated the success rate by comparing successful and unsuccessful insertions. Friedmann said the cycle time was… | |
| 8:00 PM ET | 8:00 PM ET Figure Index + BMW hours: 1,250 factory hours; Index 16M videos / $15M paid Luke Lango / InvestorPlace (dated Aug 2026; Firecrawl news dated it ~1 day before Aug 31): Cites JPMorgan: humanoid operating cost ~$10-$12/hour vs ~$30 human factory labor; currently ~2 humanoids to match one human; capable humanoid ~$120,000. BMW Spartanburg: over a 10-month deployment Figure 02 supported production of more than 30,000 BMW X3 vehicles, moved over 90,000 components, logged roughly 1,250 hours of real factory work. BMW has brought Figure 03 into the same plant for kitting unsorted components. Figure Index: contributors in >100 countries uploaded over 16 million videos; Figure paid contributors $15 million and says it plans to spend more than $1 billion on data and computing over the next year (company-reported). Hyundai: as many as 30,000 Boston Dynamics Atlas robots annually by 2028. Names Apptronik, Agility, 1X as competing private startups. | ||
| 3:01 PM ET | 3:01 PM ET @IntEngineering on X Figure founder Brett Adcock has posted video of the company's humanoid climbing 15 feet up a ladder and 15 feet back down with no human input, three weeks after its first autonomous ladder climb. Figure credits its Helix AI system, whose System 0 layer runs balance and contact control a thousand times a second using stereo camera vision alongside the robot's own sense of body position. Figure has not released the technical details and the demonstration has not been independently verified. | ||
| 7:24 PM ET | $TSLA | 7:24 PM ET Chinese automakers are following Tesla’s bet that robots are the next big profit machine | TechCrunch Skip to content Image Credits: Zhang Haofu/Xinhua / Getty Images Robotics Share on FacebookShare on XShare on LinkedInShare on RedditShare over EmailCopy Share Link Chinese automakers are following Tesla’s bet that robots are the next big profit machine Kirsten Korosec 4:24 PM PDT · August 28, 2026 Share on FacebookShare on XShare on LinkedInShare on RedditShare over EmailCopy Share Link The hype around humanoid robots isn’t particularly new. Thank Tesla CEO Elon Musk and his Optimus robot, as well as the myriad videos of Boston Dynamics’ Atlas robot, for that. Behind that hype, though, there… | |
| 4:12 PM ET | $NVDA | 4:12 PM ET @csentropy on X In robot control ER 2 competes with NVIDIA's open Isaac GR00T family (GR00T N1.7, Cosmos Reason), Physical Intelligence's π-series, Figure's Helix, and OpenVLA. In interoperability standards, MHS enters a space already occupied by SiLA 2 (the most mature open lab-connectivity standard, built on gRPC/Protocol Buffers with mDNS discovery), OPC-UA (the dominant industrial M2M standard, IEC 62541, 150+ companion specs), ROS/ROS 2 (the de-facto robotics middleware; ROS 1 support ended May 2025), and LabOP/Autoprotocol (protocol-description standards). MHS's differentiated wedge is being the first… | |
| 9:54 AM ET | 9:54 AM ET The Humanoid Race Is Moving From Lab to Factory Categories: Premium Subscription Updates / General Market Commentary Topics: Digital Dispatch / General Market Commentary- BW The Humanoid Race Is Moving From Lab to Factory Shares Share Post Share Email While American investors remain obsessed with the next AI model, China is staging the opening ceremony for physical AI. The recent Unitree IPO was not subtle. One of the world’s leading humanoid-robot makers raised about $905 million in Shanghai, then saw its shares surge more than 500% in its market debut after retail demand oversubscribed the offering by more than 8,000 times. That is not… | ||
| 6:24 PM ET | 6:24 PM ET @Coexisteven on X 3/4 🤖 Robotics / Physical AI Layer Agility Robotics shared a video of Digit’s whole-body range of motion being stress-tested in a workout class (every joint in sync for timing, velocity, and balance - the same control stack used on warehouse floors) CEO Peggy Johnson also appeared on Bloomberg discussing real-world deployment progress: Digit is now across nine customer sites with over 65,000 hours of operation. Tesla continued pushing FSD Supervised as a “guardian angel” on the road and noted the Summer Release using Grok Think Fast 2.0. Quiet week from Figure Robotics, Boston Dynamics, and… | ||
| 10:59 AM ET | 10:59 AM ET Brett Adcock on X: "We're now over 43,000 weekly active users collecting data to train Helix, our AI model for F.03 robots
This data collection project, Index, is our answer to the data problem: the largest useful robot training dataset in the world
Extrapolate out, and this is the pretraining ne… / X Post Log in Sign up Post Brett Adcock on X: "We're now over 43,000 weekly active users collecting data to train Helix, our AI model for F.03 robots This data collection project, Index, is our answer to the data problem: the largest useful robot training dataset in the world Extrapolate out, and this is the pretraining needed for large scale robot generalization The effort started by purchasing data from vendors but this data was scarce and really poor quality - there was simply no way to make this work correctly at scale. So we did it ourselves. It was quite a massive effort that has now… | ||
| 10:59 AM ET | 10:59 AM ET @adcock_brett on X We're now over 43,000 weekly active users collecting data to train Helix, our AI model for F.03 robots This data collection project, Index, is our answer to the data problem: the largest useful robot training dataset in the world Extrapolate out, and this is the pretraining needed for large scale robot generalization The effort started by purchasing data from vendors but this data was scarce and really poor quality - there was simply no way to make this work correctly at scale. So we did it ourselves. It was quite a massive effort that has now resulted in a Figure-owned data pipeline that is… | ||
| 7:06 PM ET | 7:06 PM ET @TheHumanoidHub on X Figure takes vertical integration to another level. Figure built its own egocentric data collection pipeline. Index is a crowdsourcing platform where anyone can collect data. - 264K app downloads across 108 countries - 44K weekly active contributors - 16M videos uploaded, 30 minutes of video ingested every second - $15M already paid out to contributors Figure says data vendors couldn't hit the throughput, diversity, or quality bar, so they built the pipeline themselves. Next 12 months: $1B committed to data and compute. | ||
| 1:41 PM ET | 1:41 PM ET Markets surge, track records fall, and in-context learning hits physical AI - Home - Posts - Markets surge, track records fall, and in-context learning hits physical AI Markets surge, track records fall, and in-context learning hits physical AI Unitree’s market whiplash, an 8.86s 100m sprint, and how in-context learning is ending heavy fine-tuning. Humanoids Daily Aug 25, 2026 This week brought a stark look at the tension defining modern humanoid robotics: the gap between capital market euphoria, athletic spectacle, and the unglamorous realities of industrial utility. Unitree's blockbuster Shanghai STAR Market listing initially saw shares rocket over 600% to an… | ||
| 1:38 PM ET | 1:38 PM ET Figure on X: "We are now on a path to 100x, and are committed to spend over $1B the next 12 months on data and compute
Index is laying the groundwork for ordering robots as a service. Today, you have people coming to help clean your house; eventually, a robot will do everything for you" / X Post Log in Sign up Post Figure on X: "We are now on a path to 100x, and are committed to spend over $1B the next 12 months on data and compute Index is laying the groundwork for ordering robots as a service. Today, you have people coming to help clean your house; eventually, a robot will do everything for you" - Figure @Figure\robot Aug 25 Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos 00:00 View media 181 345 3.6K 525K - Figure… | ||
| 1:36 PM ET | 1:36 PM ET Figure on X: "By the numbers:
→ While in stealth, we crossed 264,000 app downloads
→ Uploading over 30 min of video very second
→ Over 16M video uploads
→ Paid out $15M to date
Weekly active users is now over 43,000" / X Post Log in Sign up Post Figure on X: "By the numbers: → While in stealth, we crossed 264,000 app downloads → Uploading over 30 min of video very second → Over 16M video uploads → Paid out $15M to date Weekly active users is now over 43,000" - Figure @Figure\robot Aug 25 Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos 00:00 View media 181 345 3.6K 525K - Figure @Figure\robot Aug 25 The data needed to scale a truly general purpose robots… | ||
| 1:35 PM ET | 1:35 PM ET Figure on X: "We've now collected data in 108 countries to date
Here's a global map of our collection, now updating live on our website, each point of light represents a real world contributions to our dataset" / X Post Log in Sign up Post Figure on X: "We've now collected data in 108 countries to date Here's a global map of our collection, now updating live on our website, each point of light represents a real world contributions to our dataset" - Figure @Figure\robot Aug 25 Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos 00:00 View media 181 345 3.6K 525K - Figure @Figure\robot Aug 25 The data needed to scale a truly general purpose robots… | ||
| 1:34 PM ET | 1:34 PM ET Figure on X: "The data needed to scale a truly general purpose robots doesn't exist on the internet - it has to come from the real world
For the last 4 months, we’ve been building a Figure-exclusive pipeline to scale data collection at higher throughputs. Today, we’re coming out of stealth" / X Post Log in Sign up Post Figure on X: "The data needed to scale a truly general purpose robots doesn't exist on the internet - it has to come from the real world For the last 4 months, we’ve been building a Figure-exclusive pipeline to scale data collection at higher throughputs. Today, we’re coming out of stealth" - Figure @Figure\robot Aug 25 Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos 00:00 View media 181 345 3.6K 525K - Figure… | ||
| 1:33 PM ET | 1:33 PM ET Brett Adcock on X: "The data needed to scale a truly general purpose robots doesn't exist on the internet - it has to come from the real world
For the last 4 months, we’ve been building a Figure-exclusive pipeline to scale data collection at higher throughputs. Today, we’re coming out of stealth" / X Post Log in Sign up Post Brett Adcock on X: "The data needed to scale a truly general purpose robots doesn't exist on the internet - it has to come from the real world For the last 4 months, we’ve been building a Figure-exclusive pipeline to scale data collection at higher throughputs. Today, we’re coming out of stealth" - Brett Adcock @adcock\brett Aug 25 Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the… | ||
| 1:30 PM ET | 1:30 PM ET Brett Adcock on X: "Introducing Index
Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world
→ 30min of video uploads/sec
→ 16M video uploads
→ Paid $15M to date
→ 264k downloads
We're committed to spending $1B the next 12 months on data & com… / X Post Log in Sign up Post Brett Adcock on X: "Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the next 12 months on data & compute" - Brett Adcock @adcock\brett Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the… | ||
| 1:30 PM ET | 1:30 PM ET Brett Adcock on X: "Introducing Index
Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world
→ 30min of video uploads/sec
→ 16M video uploads
→ Paid $15M to date
→ 264k downloads
We're committed to spending $1B the next 12 months on data & com… / X Post Log in Sign up Post Brett Adcock on X: "Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the next 12 months on data & compute" - Brett Adcock @adcock\brett Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the… | ||
| 1:30 PM ET | 1:30 PM ET Brett Adcock on X: "Introducing Index
Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world
→ 30min of video uploads/sec
→ 16M video uploads
→ Paid $15M to date
→ 264k downloads
We're committed to spending $1B the next 12 months on data & com… / X Post Log in Sign up Post Brett Adcock on X: "Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the next 12 months on data & compute" - Brett Adcock @adcock\brett Introducing Index Today we're coming out of stealth with Index, the largest & most diverse robot dataset in the world → 30min of video uploads/sec → 16M video uploads → Paid $15M to date → 264k downloads We're committed to spending $1B the… | ||
| 1:30 PM ET | 1:30 PM ET Figure on X: "Introducing Index
Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots
To date we've crossed 264,000 app downloads and uploaded 16 million videos" / X Post Log in Sign up Post Figure on X: "Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos" - Figure @Figure\robot Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos 00:00 View media 1:30 PM · Aug 25, 2026525.5KViews 181 345 3.6K 872 - Figure @Figure\robot Aug 25 The data needed to scale… | ||
| 1:30 PM ET | 1:30 PM ET Figure on X: "Introducing Index
Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots
To date we've crossed 264,000 app downloads and uploaded 16 million videos" / X Post Log in Sign up Post Figure on X: "Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos" - Figure @Figure\robot Introducing Index Today we're coming out of stealth with the largest and most diverse robot dataset to scale general purpose robots To date we've crossed 264,000 app downloads and uploaded 16 million videos 00:00 View media 1:30 PM · Aug 25, 2026525.5KViews 181 345 3.6K 872 - Figure @Figure\robot Aug 25 The data needed to scale… | ||
| 12:01 PM ET | 12:01 PM ET @fuzzyxbt on X Figure 03 can now climb a ladder fully autonomously. No remote operator. No scripted sequence. The robot has to see the ladder, coordinate its hands and feet, continuously shift its weight, and maintain balance as it moves upward. That makes this much harder than simply walking or climbing stairs: every rung becomes a separate contact point the robot has to perceive and reach correctly. Figure is building humanoids around a simple idea: Instead of redesigning the world for robots, teach robots to navigate a world already designed for humans. | ||
| 8:01 AM ET | 8:01 AM ET Lucian Fogoros on X: "Figure AI's Figure 02 logged 1,250+ hours at BMW Spartanburg loading sheet-metal parts into welding fixtures, achieving 90,000+ parts at over 99% placement accuracy. Agility Robotics Digit accumulated 65,000+ hours across 9 commercial facilities." / X Post Log in Sign up Post Lucian Fogoros on X: "Figure AI's Figure 02 logged 1,250+ hours at BMW Spartanburg loading sheet-metal parts into welding fixtures, achieving 90,000+ parts at over 99% placement accuracy. Agility Robotics Digit accumulated 65,000+ hours across 9 commercial facilities." - Lucian Fogoros @fogoros Figure AI's Figure 02 logged 1,250+ hours at BMW Spartanburg loading sheet-metal parts into welding fixtures, achieving 90,000+ parts at over 99% placement accuracy. Agility Robotics Digit accumulated 65,000+ hours across 9 commercial facilities. 00:00 View media 8:01 AM · Aug… | ||
| 8:00 PM ET | 8:00 PM ET Introducing Index: Building The World’s Largest and Most Diverse Physical Dataset Introducing Index: Building The World’s Largest and Most Diverse Physical Dataset August 25, 2026 Today we're coming out of stealth with the most diverse robot training dataset ever built. The data needed to scale a truly general purpose robot doesn't exist on the internet - it has to come from the real world: a global sampling of physics captured across every environment on earth. For the last 4 months, we’ve been building a Figure-exclusive pipeline to scale data collection at higher throughputs, with broad diversity and strict quality standards. - While in stealth, we've crossed 264,000… | ||
| 10:55 AM ET | 10:55 AM ET Nova on X: "This was few months ago. I wonder how capable they are now 👀🤖 @figureonsol @Figure_robot @adcock_brett" / X Post Log in Sign up Post Nova on X: "This was few months ago. I wonder how capable they are now 👀🤖 @figureonsol @Figure\robot @adcock\brett" - Nova @Nova57236068 This was few months ago. I wonder how capable they are now 👀🤖 @figureonsol @Figure\robot @adcock\brett CyberRobo @CyberRobooo Feb 1 Figure Helix's Evolution:From half-body to whole -body Figure03, powered by Helix 2, is more like a household helper. In a kitchen space, it neatly organizes cups, bowls, and plates from top to bottom, left to right, from drawers to cupboards, cabinets, and sinks. These long Show more 00:00 View… | ||
| 8:00 PM ET | RIRoboStrategy, Inc. | 8:00 PM ETRIRoboStrategy, Inc. Shareholder Letter — August 2026 | RoboStrategy Aug 20, 2026 10 MIN READ Shareholder Letter — August 2026 Andrew Kang To the shareholders of RoboStrategy, Inc. To the shareholders of RoboStrategy, Inc. It’s been a bit over 3 months since RoboStrategy went public on May 11. Between April 30 and July 31, NAV has increased 85% with NAV/Share increasing 54% ¹ The large majority of the growth has come from accretive capital raises placed to institutional investors. I also personally invested an additional $10 million into the fund at a market premium of $36.7/share. While we are seeing significantly increased investor demand and growth in our… | |
| 10:36 AM ET | 10:36 AM ET Theo Gage on X: "https://t.co/cIZx4OHoeU" / X Post Log in Sign up Post - Theo Gage @realtheogg 3 Billion Humanoid Robots Could Exist. The Question Nobody Is Asking Is Where They’ll Live. Bank of America thinks the world will have 3 billion humanoid robots by 2060 Read that again. Not 3 million. Not 30 million. Three billion — more than the roughly 1.5 billion cars currently on Earth, on a per-capita basis. The obvious reaction: why would humanity ever need that many? Here's why the forecast isn't as crazy as it sounds. BofA's analysts don't frame this as science fiction. They frame it as a demographics problem — aging populations in… | ||
| 8:00 PM ET | 8:00 PM ET Press-Information June 25th 2026 Press-Information June 25th 2026 BMW Group advances the use of Physical AI in production with Figure 03 project in Spartanburg - Figure AI demonstrates Figure 03 humanoid robots in new use case at BMW Group Plant Spartanburg. - Robot development runs in parallel at BMW Group Plant Spartanburg and at Figure AI. - Assembly Hall in Spartanburg features BMW iFACTORY applications in artificial intelligence and virtualization. Munich/Spartanburg, USA. BMW Group intensifies the usage of digitalization and the use of artificial intelligence (AI) in production. With so-called Physical AI, which… | ||
| 1:45 PM ET | 1:45 PM ET BMW Group deploys Figure 03 The Robot Report Continue to Site Facebook X LinkedIn Reddit Pinterest Share Figure 03 adds tactile-sensor hands, palm cameras, wireless charging, and speech-to-speech audio over its predecessor. \| Source: BMW Group BMW Group is doubling down on its deployment of Figure.AI’s humanoid robots. The automaker last week announced that, following its successful deployment with Figure 02 at its plant in Spartanburg, S.C., it will deploy the company’s latest Figure 03 robot. “Plant Spartanburg is the birthplace of humanoid robotics in BMW Manufacturing’s operational day-to-day activities,” said… | ||
| — | — How Figure Became the Biggest Name in Robotics | XMAQUINA DAO Genesis Auction Wave 2! Launches June 24 Get DEUS homeDAO Portal How Figure Became the Biggest Name in Robotics Color theme: Four years, three generations of humanoids, a $39 billion valuation and now one of the largest physical AI data engines ever built. .png) August 27, 2026 Category: Physical AI Read time: 9 minutes Share This: Four years ago, Figure didn’t have a robot. Today, the company is valued at $39 billion, has built more than 1,000 humanoids, has robots working inside BMW, is preparing deployments with another major US retailer, and has developed its own AI models, manufacturing… |