# What is true on Energy?

> Markdown twin of https://web-production-180a9.up.railway.app/topics/energy · https://web-production-180a9.up.railway.app/topics/energy.md

## On this layer

- org — [Unitree Robotics](https://web-production-180a9.up.railway.app/companies/unitree) (16)
- org — [Tesla](https://web-production-180a9.up.railway.app/companies/tesla) (12)
- org — [NVIDIA](https://web-production-180a9.up.railway.app/companies/nvidia) (10)
- org — [Figure AI](https://web-production-180a9.up.railway.app/companies/figure) (8)
- org — [BMW](https://web-production-180a9.up.railway.app/companies/bmw) (6)
- org — [Boston Dynamics](https://web-production-180a9.up.railway.app/companies/boston-dynamics) (6)
- org — AGIBOT (5)
- regulator — [Fcc](https://web-production-180a9.up.railway.app/companies/fcc) (5)
- org — [Apptronik](https://web-production-180a9.up.railway.app/companies/apptronik) (3)
- org — Galbot (3)
- org — [Google](https://web-production-180a9.up.railway.app/companies/google) (3)
- org — OpenAI (3)
- org — tokens processed (3)
- org — XPeng (3)
- org — Zhipu (3)
- org — [1X](https://web-production-180a9.up.railway.app/companies/1x) (2)
- org — [Agility](https://web-production-180a9.up.railway.app/companies/agility) (2)
- org — AI chip inference cluster (2)
- org — Amazon (2)
- org — dollars (2)
- org — Generalist AI (2)
- org — Harmonic Drive (2)
- org — Harmonic Drive Systems (2)
- org — [Hugging Face](https://web-production-180a9.up.railway.app/companies/hugging-face) (2)
- org — humanoid robots (2)
- org — Hyundai (2)
- org — LimX Dynamics (2)
- org — Mercedes-Benz (2)
- org — Nabtesco (2)
- plant — plant-spartanburg (2)
- org — Pollen Robotics (2)
- org — Sanctuary AI (2)
- org — Schaeffler (2)
- org — [SoftBank](https://web-production-180a9.up.railway.app/companies/softbank) (2)
- org — SpaceX (2)
- org — [Toyota](https://web-production-180a9.up.railway.app/companies/toyota) (2)
- org — UBTECH (2)
- org — 3D inkjet printing (1)
- org — actuation cost (1)
- org — adaptation time for new robot embodiments (1)
- org — AI and humanoid revenue (1)
- org — Alloy Robotics (1)
- org — Alloy Robotics funding (1)
- org — Amara Raja Energy & Mobility (1)
- org — Ambarella (1)
- org — [AMD](https://web-production-180a9.up.railway.app/companies/amd) (1)
- org — Amphenol (1)
- org — Anduril (1)
- org — Annual cost of software access. (1)
- org — Ant (1)
- org — ATOMS (1)
- org — AUKI (1)
- org — AWS (1)
- org — Bajaj Auto (1)
- org — Balaji Amines (1)
- org — Bank of America (1)
- org — Beijing Humanoid Robot Innovation Center (1)
- org — Bharat Bijlee (1)
- org — Bharat Forge (1)
- org — BlackRock (1)
- org — Bosch (1)
- org — Bosch Limited (1)
- org — bottlenecks for scaling intelligent robots. (1)
- org — BYD (1)
- plant — california-mega-factory (1)
- org — carbon reduction (1)
- org — CATL (1)
- org — Cerebras (1)
- org — Cerebras WSEs needed for reasonable concurrency of 256 requests. (1)
- org — Cerebras WSEs needed for running a large model. (1)
- org — CHERY (1)
- org — China orders (1)
- org — Clone Robotics (1)
- org — Cognex (1)
- org — crowns (1)
- org — current humanoid BOM (1)
- org — Cycle time for completing a plug insertion. (1)
- org — Cyient DLM (1)
- org — Dandy (1)
- org — Deep Robotics (1)
- org — DeepSeek (1)
- org — Delivery timeline for a data center. (1)
- org — deployments of Spot (1)
- org — dextrous hands cost (1)
- org — Direct wafer paths reduction in latency. (1)
- org — Divgi TorqTransfer Systems (1)
- org — Dobot (1)
- org — domestic AI chip inference cluster (1)
- org — Doosan Bobcat (1)
- org — Drones owned by the Pentagon (1)
- org — Dynamo Ventures (1)
- org — electric vehicle makers building humanoids (1)
- org — Equinor (1)
- regulator — europe (1)
- org — examples for adapting to new robotic embodiments. (1)
- org — Exide Industries (1)
- org — Fictiv (1)
- org — Flash (1)
- org — Forerunner K2 humanoid (1)
- org — FORT Robotics (1)
- org — [Fourier Intelligence](https://web-production-180a9.up.railway.app/companies/fourier) (1)
- org — global cell capacity (1)
- regulator — government-of-the-republic-of-serbia (1)
- org — Gravis Robotics (1)
- org — Greaves Cotton (1)
- plant — group-plant-leipzig (1)
- org — GrubMarket (1)
- org — Gujarat Fluorochemicals (1)
- org — GXO (1)
- plant — hams-hall-plant (1)
- org — hand durability past a few thousand grasp cycles. (1)
- plant — hangzhou-yushu-technology (1)
- org — HBL Power Systems (1)
- org — HELLA India (1)
- org — Hero MotoCorp (1)
- plant — herzogenaurach (1)
- org — Hexagon AB (1)
- org — Hexagon Robotics (1)
- org — Himadri Speciality Chemical (1)
- org — humanoid market (1)
- org — inference cost reduction (1)
- org — Initial price of Lumi's Founder Edition. (1)
- org — [Intel](https://web-production-180a9.up.railway.app/companies/intel) (1)
- org — iRobot (1)
- org — Japan orders (1)
- org — Japan's postal service (1)
- org — JBM Auto (1)
- org — JD.com (1)
- org — JINGDONG Industrials (1)
- org — Kaynes Technology (1)
- org — Kepler (1)
- plant — lackawanna-energy-center (1)
- org — Leaderdrive (1)
- org — Leju (1)
- org — Leju Robotics (1)
- org — LG (1)
- org — Li Auto (1)
- org — Lightberry (1)
- org — Madison Air (1)
- org — Mahindra & Mahindra (1)
- org — Mahindra CIE (1)
- org — market opportunity (1)
- org — market size for Autonomous AI (1)
- org — Matic (1)
- org — Microduck price (1)
- org — Microduck specifications (1)
- org — Milk Road Pro (1)
- org — Minth Group (1)
- plant — minth-metal-parts-majur (1)
- org — MISUMI (1)
- org — Morgan Stanley (1)
- org — MP Materials (1)
- org — nat gas turbine production (1)
- regulator — national-development-and-reform-commission (1)
- org — Neogen Chemicals (1)
- org — Nidec (1)
- org — Niron Magnetics (1)
- org — Noble Machines (1)
- org — North America orders (1)
- org — Nucleus (1)
- org — Ola Electric (1)
- org — Olectra Greentech (1)
- org — Operational time of an early prototype. (1)
- org — Optimi (1)
- org — Panasonic (1)
- org — Passenger vehicles (4W) (1)
- org — PEAQ (1)
- regulator — pennsylvania-governor-josh-shapiro (1)
- org — Performance metric for model. (1)
- org — Pink Robotics (1)
- org — power consumption comparison of Jetson Orin Nano 2 (1)
- org — precision reduction gears (1)
- org — Predicted deployment of humanoid robots in homes. (1)
- org — Projected cost drop for humanoid robots. (1)
- org — Qatar Investment Authority (1)
- org — Red Cat Holdings (1)
- org — Reflex Robotics (1)
- org — Regal Rexnord (1)
- org — RoboSense (1)
- org — robot manufacturing (1)
- plant — robot-park (1)
- org — Robotera (1)
- plant — robotics-industrial-park (1)
- org — sanctuary (1)
- org — Sansera Engineering (1)
- org — Saronic (1)
- org — SB Energy (1)
- org — Schaeffler’s agreement with Humanoid (1)
- regulator — sec (1)
- org — Seeed Studio (1)
- org — sensing cost (1)
- org — Shield AI (1)
- org — SKF (1)
- org — [Skild AI](https://web-production-180a9.up.railway.app/companies/skild) (1)
- org — Skydio (1)
- org — Sona Comstar (1)
- org — Sony (1)
- plant — star-market (1)
- org — structure cost (1)
- org — sub-10nm logic capacity (1)
- org — success rate for few-shot learning (1)
- org — success rate of the post-trained policy. (1)
- org — Syrma SGS Technology (1)
- org — tasks available in RoboLab. (1)
- org — Tata Motors (1)
- org — TE Connectivity (1)
- org — Tencent (1)
- org — Texas Instruments (1)
- org — the number of humanoid robots within the next decade (1)
- org — top five global players in humanoid robots (1)
- org — Top vendor positions in global humanoid shipments. (1)
- org — total memory demand with 1 million humanoid robots (1)
- org — total memory demand with 10 million humanoid robots (1)
- org — training duration (1)
- org — TRON 2 (1)
- org — TVS (1)
- regulator — u.s.-federal-communications-commission (1)
- org — units (1)
- org — VAC (1)
- org — validated run uses 64 nodes of 4× GB200 for 60K iterations, roughly 68 hours (17.4K GB200-hours). (1)
- org — valuation (1)
- org — Wing (1)
- org — X Square Robot (1)
- org — XPENG Robotics (1)
- org — XPENG Robotics funding (1)
- org — Zhipu's AI path (1)
- org — ZiNovaLabs (1)
- org — 宇樹科技 (1)

## Who captures

- Unitree Robotics (7)
- Tesla (6)
- @smsehy (5)
- NVIDIA (3)
- Zhipu (3)
- Boston Dynamics (2)
- @OperationsPLS (2)
- https://www.facebook.com/48576411181 (2)
- @ParadisLabs (2)
- Figure (2)
- Hugging Face (2)
- BMW Group (2)
- Google DeepMind (2)
- @kyleichan (1)
- SB Energy (1)
- Li Auto (1)
- https://x.com/derek__Watson (1)
- ZiNovaLabs (1)
- Harmonic Drive (1)
- Noble Machines (1)
- sanctuary (1)
- @tphuang (1)
- Schaeffler (1)
- Nabtesco (1)
- @frontrunvc (1)
- Milk Road Pro (1)
- Minth Group (1)
- Sanctuary AI (1)
- Agibot (1)
- SpaceX (1)
- Lightberry (1)
- @continuumlabs_ (1)
- 1X Technologies (1)
- Cerebras (1)
- @Kirkland_Ellis (1)
- Pollen Robotics (1)
- Apptronik (1)
- Dynamo Ventures (1)
- @ricci_nov (1)
- Optimi (1)
- Dandy (1)
- Generalist AI (1)
- Tata Motors (1)
- youtube.com (1)
- Clone Robotics (1)

## Sourced numbers

- **market opportunity:** $0
  - _"the companies that benefit is not only be the robot manufacturers but the real picks and shovels will be the suppliers that provide the robot’s brain, eyes, muscles, joints, sensors and nervous system."_
  - Source: [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2095171515839029289)
- **XPENG Robotics funding:** $900million
  - _"XPENG’s robotics business raised more than $900 million at a post money valuation above $6.3 billion, representing the largest single private financing recorded in China’s embodied AI sector to date."_
  - Source: [Humanoid Digest: August 2026 | XMAQUINA DAO](https://x.com/xmaquina/status/2095059269733450149)
- **Alloy Robotics funding:** $11.5million
  - _"Sydney based Alloy Robotics raised A$11.5 million in a seed round led by Square Peg, with Blackbird, Airtree and Skip Capital among the returning investors."_
  - Source: [Humanoid Digest: August 2026 | XMAQUINA DAO](https://x.com/xmaquina/status/2095059269733450149)
- **Figure Index uploads:** 16,000,000 units
  - _"Figure says Index has accumulated more than 16 million video uploads across 108 countries, with 264,000 app downloads and more than 44,000 weekly active users."_
  - Source: [Humanoid Digest: August 2026 | XMAQUINA DAO](https://x.com/xmaquina/status/2095059269733450149)
- **robot manufacturing:** 1,000,000 units
  - _"what happens if we really try to build millions of robots a year."_
  - Source: [DeReK WaTSoN on X: "Everyone is watching Optimus, Figure and Unitree.

I went looking at what actually goes inside the bloody things.

Motors. Bearings. Roller screws. Precision gears. Encoders. Force sensors. Magnets. Actuators.

Then I looked at who makes them, how difficult they are to manufactu… / X](https://x.com/Scobleizer/status/2095049793664168086)
- **TRON 2:** 1 units
  - _"TRON 2 serves as a modular and extensible embodied robotic platform for multi-tool, multi-step tasks across large workspaces."_
  - Source: [LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows.

@ZiNovaLabs builds on TRON 2 to explore an innovative robotic configuration for construction, demonstrating key tasks in a scaled-down tilt-up construction workflow, includi… / X](https://x.com/chris_j_paxton/status/2095114381818253768)
- **AI and humanoid revenue:** $1.9
  - _"AI and humanoid revenue goes from 1.9bn yen to 13.3bn by FY2030."_
  - Source: [@BitsWattsDesk on X](https://x.com/BitsWattsDesk/status/2094956930775253329)
- **North America orders:** $1.4
  - _"North America 1.4 to 8.4."_
  - Source: [@BitsWattsDesk on X](https://x.com/BitsWattsDesk/status/2094956930775253329)
- **Japan orders:** $0.2
  - _"Japan 0.2 to 4.3."_
  - Source: [@BitsWattsDesk on X](https://x.com/BitsWattsDesk/status/2094956930775253329)
- **China orders:** $0.3
  - _"China 0.3 to 0.6."_
  - Source: [@BitsWattsDesk on X](https://x.com/BitsWattsDesk/status/2094956930775253329)
- **the number of humanoid robots within the next decade:** 1,000,000,000 units
  - _"Musk also believes robots could eventually help manufacture more robots, creating a self reinforcing production cycle that accelerates after starting slowly."_
  - Source: [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2094805518791631029)
- **AI chip inference cluster:** 100,000 units
  - _"It already has 100k domestic AI chip inference cluster & plan to increase significantly over next 6 months."_
  - Source: [tphuang on X: "GLM-6 disclosed - more parameter & lower activation ratio & inference cost & improved post training expected. Model to make self training decisions

Expecting significant increased domestic compute addition in next 3 to 6 months. Using self owned, leased & purchased c… / X](https://x.com/tphuang/status/2094601178684264502)
- **tokens processed:** 62,000,000 units
  - _"It did 62T tokens in 6 days w/ Ox Alpha"_
  - Source: [tphuang on X: "GLM-6 disclosed - more parameter & lower activation ratio & inference cost & improved post training expected. Model to make self training decisions

Expecting significant increased domestic compute addition in next 3 to 6 months. Using self owned, leased & purchased c… / X](https://x.com/tphuang/status/2094601178684264502)
- **domestic AI chip inference cluster:** 100,000 units
  - _"It already has 100k domestic AI chip inference cluster & plan to increase significantly over next 6 months."_
  - Source: [@tphuang on X](https://x.com/tphuang/status/2094601174422855998)
- **tokens processed:** 62,000 units
  - _"It did 62T tokens in 6 days w/ Ox Alpha"_
  - Source: [@tphuang on X](https://x.com/tphuang/status/2094601174422855998)
- **inference cost reduction:** $80
  - _"inference cost has dropped 80% since start of yr"_
  - Source: [@tphuang on X](https://x.com/tphuang/status/2094601174422855998)
- **AI chip inference cluster:** 100,000 units
  - _"It already has 100k domestic AI chip inference cluster & plan to increase significantly over next 6 months."_
  - Source: [tphuang on X: "How it views its own models in terms of the kind of tasks them can do. GLM-5.3 in terms of long time horizon work is still short of 1 wk, need at least 1 month to be autonomous.

Flash is the 1st one to use domestic chips & have low cost + intelligence to support long tasks." / X](https://x.com/tphuang/status/2094601170102747138)
- **tokens processed:** 62,000 units
  - _"It did 62T tokens in 6 days w/ Ox Alpha"_
  - Source: [tphuang on X: "How it views its own models in terms of the kind of tasks them can do. GLM-5.3 in terms of long time horizon work is still short of 1 wk, need at least 1 month to be autonomous.

Flash is the 1st one to use domestic chips & have low cost + intelligence to support long tasks." / X](https://x.com/tphuang/status/2094601170102747138)
- **market size for Autonomous AI:** $30,000,000,000
  - _"last step having 30T mkt size according to Show more"_
  - Source: [tphuang on X: "How it views its own models in terms of the kind of tasks them can do. GLM-5.3 in terms of long time horizon work is still short of 1 wk, need at least 1 month to be autonomous.

Flash is the 1st one to use domestic chips & have low cost + intelligence to support long tasks." / X](https://x.com/tphuang/status/2094601170102747138)
- **Zhipu's AI path:** $30,000,000,000
  - _"last step having 30T mkt size according to them"_
  - Source: [@tphuang on X](https://x.com/tphuang/status/2094601165707034939)
- **Schaeffler’s agreement with Humanoid:** 1,000,000 units
  - _"covering a seven-digit number of units."_
  - Source: [The hardest problem in physical AI may be the magnet, not the model](https://thenextweb.com/news/physical-ai-hardest-problem-magnet-not-model-crma-schaeffler)
- **precision reduction gears:** 60 units
  - _"Nabtesco states on its own site that it holds approximately 60% of the global market for the precision reduction gears in industrial robot joints."_
  - Source: [@LeoKharon on X](https://x.com/LeoKharon/status/2094515863000883546)
- **sub-10nm logic capacity:** 92 units
  - _"Roughly 92% of the world's sub-10nm logic capacity sits on one island."_
  - Source: [@LeoKharon on X](https://x.com/LeoKharon/status/2094515863000883546)
- **global cell capacity:** 80 units
  - _"Battery cells go back to China: over 80% of global cell capacity, about 99% of LFP."_
  - Source: [@LeoKharon on X](https://x.com/LeoKharon/status/2094515863000883546)
- **@ycombinator fall cohort companies:** 5 units
  - _"5 @ycombinator fall cohort companies across Compute, Energy, Hardware and DevTools."_
  - Source: [@frontrunvc on X](https://x.com/frontrunvc/status/2094448223775494221)
- **Optimus cost curves:** $0
  - _"Building actuators and batteries at automotive volume means Optimus cost curves could drop faster than any pure-play robotics startup can match."_
  - Source: [@OperationsPLS on X](https://x.com/OperationsPLS/status/2094442352513614027)
- **total memory demand with 1 million humanoid robots:** $600million
  - _"that could represent approximately $600 million–$800 million in memory content, while 10 million robots could create a $6 billion–$8 billion opportunity."_
  - Source: [@MelvinInvests on X](https://x.com/MelvinInvests/status/2094409187724017974)
- **total memory demand with 10 million humanoid robots:** $6billion
  - _"while 10 million robots could create a $6 billion–$8 billion opportunity."_
  - Source: [@MelvinInvests on X](https://x.com/MelvinInvests/status/2094409187724017974)
- **humanoid market:** 5 units
  - _"Humanoid TAM forecast increased by ~5x."_
  - Source: [@ParadisLabs on X](https://x.com/ParadisLabs/status/2094377565079081352)
- **carbon reduction:** 1,780 units
  - _"Through smarter supply-demand matching and logistics optimisation, JINGDONG Industrials helps customers reduce unnecessary transportation and resource waste."_
  - Source: [JD.com, Inc.](https://x.com/SlavaOPs/status/2094352372558410095)
- **units:** 30,000 units
  - _"se humanoid factories instead covers: - High-volume shipments (e.g., claims of ~30,000 units, with Agibot and Unitree prominent; China dominating output). - A China-Serbia"_
  - Source: [Minth Group Launches Europe’s First Mass Production of Humanoid Robots](https://x.com/heetezition/status/2094311976449020342)
- **Performance metric for model.:** 99.5 units
  - _"99.5 Model Performance"_
  - Source: [Physical AI Platform | Industrial Automation Solutions | Sanctuary AI](https://x.com/heetezition/status/2094280429264420968)
- **Cycle time for completing a plug insertion.:** 2.54 units
  - _"2.54 sec Cycle Time, Per Plug"_
  - Source: [Physical AI Platform | Industrial Automation Solutions | Sanctuary AI](https://x.com/heetezition/status/2094280429264420968)
- **humanoid robots:** 22,000 units
  - _"In the first half of 2026, it produced roughly 22,000 units globally, making up almost all such shipments."_
  - Source: [US Builds Walls Around Drones and Robots While China’s Scale Keeps Growing – The Daily Tech Feed](https://x.com/dailytechonx/status/2094257970854977683)
- **top five global players in humanoid robots:** 86 units
  - _"together captured 86% of worldwide shipments during that same period."_
  - Source: [US Builds Walls Around Drones and Robots While China’s Scale Keeps Growing – The Daily Tech Feed](https://x.com/dailytechonx/status/2094257970854977683)
- **Humanoid robots:** 500,000 units
  - _"industry-wide estimates pointing toward roughly 500,000 units/year by 2027 across Optimus, Figure, 1X, Unitree, and others."_
  - Source: [@davidcao01 on X](https://x.com/davidcao01/status/2093825616478941207)
- **Drones owned by the Pentagon:** 200,000 units
  - _"The Pentagon's Drone Dominance Program has committed $1 billion to purchasing more than 200,000 drones by 2027, scaling to 340,000 by 2028."_
  - Source: [@davidcao01 on X](https://x.com/davidcao01/status/2093825616478941207)
- **nat gas turbine production:** 18 units
  - _"we can accelerate nat gas turbines coming online by up to 18 months, which is a profound game-changer."_
  - Source: [@elonmusk on X](https://x.com/elonmusk/status/2093794565274669068)
- **electric vehicle makers building humanoids:** 0 units
  - _"They already build batteries, motors & AI."_
  - Source: [mete on X: "EV makers building humanoids

🇺🇸 Tesla | Optimus
🇨🇳 XPENG | IRON
🇨🇳 BYD | Xiao Di
🇨🇳 CHERY | Mornine

They already build batteries, motors & AI.

Humanoids reuse same industrial stack.

That’s how they’re able to move so fast." / X](https://x.com/VaderResearch/status/2093776317728620621)
- **@ErenChenAI 2093712611598549435:** $2.6million
  - _"$2.6 million"_
  - Source: [Eren Chen on X: "Hugging Face’s new $399 Microduck doing back-to-back flips until it literally yeets its own battery out" / X](https://x.com/ErenChenAI/status/2093712611598549435)
- **@ErenChenAI 2093712611598549435:** 24 hrs
  - _"24 hours"_
  - Source: [Eren Chen on X: "Hugging Face’s new $399 Microduck doing back-to-back flips until it literally yeets its own battery out" / X](https://x.com/ErenChenAI/status/2093712611598549435)
- **Initial price of Lumi's Founder Edition.:** $39,990
  - _"San Francisco startup Lightberry has launched reservations for Lumi, a $39,990 bipedal robot aimed at commercial entertainment, marketing, and developer deployments."_
  - Source: [Lightberry Unveils Lumi: A $40k Interactive Humanoid Built on a Unitree Core | Humanoids Daily](https://x.com/humanoidsdaily/status/2093687404867575879)
- **Annual cost of software access.:** $20,000
  - _"Lightberry confirmed to Humanoids Daily that its software platform carries a $20,000 annual baseline cost, which will transition to usage-tiered subscriptions after the initial 100 "Founder Edition" units."_
  - Source: [Lightberry Unveils Lumi: A $40k Interactive Humanoid Built on a Unitree Core | Humanoids Daily](https://x.com/humanoidsdaily/status/2093687404867575879)
- **Operational time of an early prototype.:** 10.5 hrs
  - _"Lightberry previously deployed an early prototype –– Beach Boy Robot –– at the ElevenLabs Summit, where the robot operated for 10.5 hours as an automated event photographer, interacting with attendees and uploading images autonomously."_
  - Source: [Lightberry Unveils Lumi: A $40k Interactive Humanoid Built on a Unitree Core | Humanoids Daily](https://x.com/humanoidsdaily/status/2093687404867575879)
- **bottlenecks for scaling intelligent robots.:** 7 units
  - _"7 bottlenecks stand out:"_
  - Source: [@continuumlabs_ on X](https://x.com/continuumlabs_/status/2093271174012633446)
- **dollars:** $1,500,000
  - _"se firm Unitree filed for IPO(SSE), valued at ¥6 trillion. Humanoid G1 is from ¥1.5 million, robot dog is from ¥0.2 million. But 80% sales is for R&D use, struggling to em"_
  - Source: [【中国製人型ロボットを分解】「Unitree G1」の構造を徹底分析｜人の動きをどう再現？｜高い運動能力の秘密 - YouTube](https://x.com/Izawa_Motoyasu/status/2093200534325100769)
- **dollars:** $200,000
  - _"E), valued at ¥6 trillion. Humanoid G1 is from ¥1.5 million, robot dog is from ¥0.2 million. But 80% sales is for R&D use, struggling to embody the robot brain through hum"_
  - Source: [【中国製人型ロボットを分解】「Unitree G1」の構造を徹底分析｜人の動きをどう再現？｜高い運動能力の秘密 - YouTube](https://x.com/Izawa_Motoyasu/status/2093200534325100769)
- **Cerebras WSEs needed for running a large model.:** $20M
  - _"that’s over $20M of CAPEX and 1MW of power consumption before you can get a forward pass on a frontier model."_
  - Source: [Cerebras's Next Generation CS-4: Fast Just Got Faster](https://x.com/SemiAnalysis_/status/2093126657682907547)
- **Cerebras WSEs needed for reasonable concurrency of 256 requests.:** 40 units
  - _"its around 40 systems."_
  - Source: [Cerebras's Next Generation CS-4: Fast Just Got Faster](https://x.com/SemiAnalysis_/status/2093126657682907547)
- **Direct wafer paths reduction in latency.:** 2 hrs
  - _"This makes it easier for the CS-4 to interface with other systems for disaggregated inference setups."_
  - Source: [Cerebras's Next Generation CS-4: Fast Just Got Faster](https://x.com/SemiAnalysis_/status/2093126657682907547)
- **Microduck price:** $399
  - _"Hugging Face's Pollen Robotics just opened pre-orders for Microduck, a $399 biped."_
  - Source: [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2093015638331769030)
- **Microduck specifications:** 15 units
  - _"15 motors, a camera, a small LiDAR, two IMUs, and an articulated beak that picks things up."_
  - Source: [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2093015638331769030)
- **@Thom_Wolf 2092923071829049592:** $400.
  - _"$400."_
  - Source: [Microduck - A tiny biped robot you can teach new tricks | Pollen Robotics](https://x.com/Thom_Wolf/status/2092923071829049592)
- **valuation:** $5billion
  - _"carried the company past a $5 billion valuation."_
  - Source: [Humanoids are for marketing, robots are the real business](https://x.com/vector__news/status/2092669106319167753)
- **SoftBank's investment.:** $200M
  - _"SoftBank Puts $200M Into Gravis Robotics for Autonomous Construction"_
  - Source: [Dynamo Dispatch (2026/08/24) - by Santosh Sankar](https://x.com/ThisIsDynamo/status/2092645452168520089)
- **Delivery timeline for a data center.:** 30 hrs
  - _"Turner’s prefab arm xPL Offsite delivered a hot-aisle containment system for a 30MW rapid-deployment data center."_
  - Source: [Dynamo Dispatch (2026/08/24) - by Santosh Sankar](https://x.com/ThisIsDynamo/status/2092645452168520089)
- **Unitree's stock performance in debut.:** 629 units
  - _"Unitree Pops 629% in Its Shanghai Debut"_
  - Source: [Dynamo Dispatch (2026/08/24) - by Santosh Sankar](https://x.com/ThisIsDynamo/status/2092645452168520089)
- **hand durability past a few thousand grasp cycles.:** 3,000 units
  - _"the wrist is what wears out first."_
  - Source: [@ricci_nov on X](https://x.com/ricci_nov/status/2092422257175925195)
- **current humanoid BOM:** ~$68k
  - _"Current humanoid BOM = ~$68k based on channel checks across 3 humanoid OEMs (UK and US). "_
  - Source: [@ParadisLabs on X](https://x.com/ParadisLabs/status/2092314785798828322)
- **actuation cost:** 33,800 units
  - _"- Actuation = 33.8% of current BOM"_
  - Source: [@ParadisLabs on X](https://x.com/ParadisLabs/status/2092314785798828322)
- **dextrous hands cost:** 30,300 units
  - _"- Dextrous hands = 30.3%"_
  - Source: [@ParadisLabs on X](https://x.com/ParadisLabs/status/2092314785798828322)
- **structure cost:** 7,600 units
  - _"- Structure = 7.6%"_
  - Source: [@ParadisLabs on X](https://x.com/ParadisLabs/status/2092314785798828322)
- **sensing cost:** 7,500 units
  - _"- Sensing = 7.5%"_
  - Source: [@ParadisLabs on X](https://x.com/ParadisLabs/status/2092314785798828322)
- **Top vendor positions in global humanoid shipments.:** 9,700 units
  - _"AGIBOT secured the top vendor position with 9,700 shipments (43.1% share), followed by Unitree with over 7,000 units (31.1%)."_
  - Source: [Markets surge, track records fall, and in-context learning hits physical AI](https://x.com/humanoidsdaily/status/2092310040015253587)
- **power consumption comparison of Jetson Orin Nano 2:** $40
  - _"consumes 40% less power at the same performance."_
  - Source: [NVIDIA Announces Jetson Orin Nano 2 Robotics Computer to Redefine Entry-Level Edge AI | NVIDIA Newsroom](https://x.com/NVIDIARobotics/status/2092267694565249127)
- **Unitree Robotics:** $50billion
  - _"Unitree Robotics' Shanghai IPO saw its valuation soar to $50 billion after a 460% debut surge, fueled by retail investors oversubscribing 8,000 times."_
  - Source: [China’s Robot Boom Tests Investor Discipline](https://x.com/auditchina/status/2092223559615512825)
- **Unitree Robotics:** 5,500 units
  - _"Last year Unitree shipped more than 5,500 humanoid robots, and together with rival AgiBot accounted for more than 70% of the roughly 13,000 humanoids shipped globally."_
  - Source: [China’s Robot Boom Tests Investor Discipline](https://x.com/auditchina/status/2092223559615512825)
- **Unitree Robotics:** $250million
  - _"Revenue more than quadrupled last year to roughly $250 million, and the company is profitable — a distinction shared by almost none of its humanoid peers, foreign or domestic."_
  - Source: [China’s Robot Boom Tests Investor Discipline](https://x.com/auditchina/status/2092223559615512825)
- **Unitree Robotics:** $904million
  - _"Unitree, formally Hangzhou Yushu Technology, raised 6.1 billion yuan ($904 million) and became the first humanoid robot maker listed on a mainland Chinese exchange."_
  - Source: [China’s Robot Boom Tests Investor Discipline](https://x.com/auditchina/status/2092223559615512825)
- **crowns:** 1 units
  - _"Dandy has become a leading Physical AI business that is delivering the highest quality crowns at industry leading prices."_
  - Source: [Jason Shuman on X: "Too many Physical AI founders are obsessed with the technology.

The team at Dandy is obsessed with the outcome. 

Over the last 18 months, Dandy has become a leading Physical AI business that is delivering the highest quality crowns at industry leading prices. 

And under the h… / X](https://x.com/HarryMellsop/status/2090481638908314082)
- **3D inkjet printing:** 1 units
  - _"the first company in the world to ever 3D inkjet print at the micron level"_
  - Source: [Jason Shuman on X: "Too many Physical AI founders are obsessed with the technology.

The team at Dandy is obsessed with the outcome. 

Over the last 18 months, Dandy has become a leading Physical AI business that is delivering the highest quality crowns at industry leading prices. 

And under the h… / X](https://x.com/HarryMellsop/status/2090481638908314082)
- **training duration:** 8 units
  - _"GEN-1.5 has been training continuously for over 8 months."_
  - Source: [Generalist on X: "GEN-1.5, our latest embodied foundation model, can learn new tasks prompted with 3 - 12 seconds of a single demonstration, no gradient updates or fine-tuning. It generalizes prompts to new situations, recovers from mistakes, and improvises new strategies to reach the same goal." / X](https://x.com/chris_j_paxton/status/2090270734816092334)
- **success rate for few-shot learning:** 83 units
  - _"with few-shot learning, performance rises to 83% via 10 gradient steps on 5 minutes of data per task."_
  - Source: [Generalist on X: "GEN-1.5, our latest embodied foundation model, can learn new tasks prompted with 3 - 12 seconds of a single demonstration, no gradient updates or fine-tuning. It generalizes prompts to new situations, recovers from mistakes, and improvises new strategies to reach the same goal." / X](https://x.com/chris_j_paxton/status/2090270734816092334)
- **validated run uses 64 nodes of 4× GB200 for 60K iterations, roughly 68 hours (17.4K GB200-hours).:** 68 hrs
  - _"Plan compute accordingly."_
  - Source: [Post-Train NVIDIA Cosmos 3 Edge for On-Device Robot Control | NVIDIA Technical Blog](https://x.com/NVIDIARobotics/status/2095179993974260168)
- **tasks available in RoboLab.:** 120 units
  - _"It executes each action chunk in physics and streams rendered observations back for a true closed loop across 120 language-conditioned manipulation tasks."_
  - Source: [Post-Train NVIDIA Cosmos 3 Edge for On-Device Robot Control | NVIDIA Technical Blog](https://x.com/NVIDIARobotics/status/2095179993974260168)
- **success rate of the post-trained policy.:** 22.9 units
  - _"In closed-loop RoboLab evaluation, the post-trained Edge policy reaches 22.9% success across 120 language-conditioned manipulation tasks."_
  - Source: [Post-Train NVIDIA Cosmos 3 Edge for On-Device Robot Control | NVIDIA Technical Blog](https://x.com/NVIDIARobotics/status/2095179993974260168)
- **Predicted deployment of humanoid robots in homes.:** 2,000,000,000 units
  - _"62% of that eventual 3 billion — roughly 2 billion units — end up inside homes, not factories."_
  - Source: [Theo Gage on X: "https://t.co/cIZx4OHoeU" / X](https://x.com/realtheogg/status/2094825675433693205)
- **Projected cost drop for humanoid robots.:** $17,000
  - _"falling to around $17,000 by 2030 — converging with Unitree's G1, already priced near $16,000."_
  - Source: [Theo Gage on X: "https://t.co/cIZx4OHoeU" / X](https://x.com/realtheogg/status/2094825675433693205)
- **Deployment of robots in BMW's manufacturing line.:** 30,000 units
  - _"Figure's robots spent 11 months on BMW's Spartanburg line, contributing to 30,000+ vehicles."_
  - Source: [Theo Gage on X: "https://t.co/cIZx4OHoeU" / X](https://x.com/realtheogg/status/2094825675433693205)
- **Optimus as a product potential:** $0
  - _"Elon has repeatedly framed Optimus as potentially the biggest product of all time—far larger than cars—because it targets labor itself."_
  - Source: [Alternate Jones on X: "FWIW, I asked Grok 4.5 and Fable 5 the following: If a company first develops digital ASI and then uses it to engineer general-purpose humanoid robots, which company would be easier to disrupt: Tesla or SpaceX?

Grok 4.5 (Expert): **Tesla is easier to disrupt.**

An ASI-first… / X](https://x.com/smsehy/status/2095049471642231262)
- **BMW Group production:** 30,000 units
  - _"the Figure 02 robot supported the production of more than 30,000 BMW X3 vehicles over ten months."_
  - Source: [Press-Information June 25th 2026](https://www.press.bmwgroup.com/canada/article/attachment/T0458794EN/651051)
- **examples for adapting to new robotic embodiments.:** 200 units
  - _"we can now adapt to new bi-arm robot embodiments with just a few hours of adaptation time, typically with less than 200 examples."_
  - Source: [Gemini Robotics 2 brings whole body intelligence to robots — Google DeepMind](https://x.com/SkillupAi/status/2093896499465945235)
- **adaptation time for new robot embodiments:** 200 hrs
  - _"We can now adapt to new bi-arm robot embodiments with just a few hours of adaptation time, typically with less than 200 examples."_
  - Source: [Gemini Robotics 2 brings whole body intelligence to robots — Google DeepMind](https://x.com/TheTechFuse/status/2094178345982607455)
- **Passenger vehicles (4W):** 198,000 units
  - _"EV sales surged 84% in FY2026 to 1.98 lakh units (4.3% of the PV market). "_
  - Source: [TruthCapital on X: "The India EV Value Chain: A Crisp Investor's Map

India's EV story has moved from experiment to industrial buildout — the government is targeting 30% EV penetration by 2030, and global capital is watching where India fits into the post-China supply chain. Here's the essence: who… / X](https://x.com/smsehy/status/2095049862396162208)
- **BMW Group's production capabilities with humanoid robots.:** 30,000 units
  - _"Figure 02 supported the production of more than 30,000 BMW X3 vehicles."_
  - Source: [BMW Group deploys Figure 03](https://www.therobotreport.com/bmw-group-deploys-figure-03-humanoid-after-tests-previous-version)
- **deployments of Spot:** 1,500 units
  - _"With over 1,500 deployments, Spot is already teaching hundreds of companies how to work alongside autonomous mobile robots."_
  - Source: [An Electric New Era for Atlas | Boston Dynamics](https://x.com/BostonDynamics/status/1780603212359205323)
- **Forerunner K2 humanoid:** 1,000 units
  - _"Kepler says is now entering mass production."_
  - Source: [Hi, I'm Lexie Hart, your Robo Brief host. Today, humanoid robots are getting more lifelike, more affordable, and more u…](https://www.youtube.com/watch?v=cbVN31GUONc)

## Pulse

- [@ctorobotics on X](https://x.com/ctorobotics/status/2095738632275722644)
  Boston Dynamics Atlas just entered its electric era. 🤖 Boston Dynamics introduced the fully electric version of Atlas, replacing the hydraulic platform and marking the beginning of its commercial hum…
- [@elonmusk on X](https://x.com/elonmusk/status/2095720611695759704)
  The Cybercab motor uses no rare earth metals, but maintains the same range! This was extremely hard to achieve. https://t.co/2SrdikvrUM
- [@smsehy on X](https://x.com/smsehy/status/2095711321790566803)
  Physical constraints across high-bandwidth memory packaging and behind-the-meter power interconnects are forcing compute optimization down to the edge. When centralized megawatts take four years to co…
- [@smsehy on X](https://x.com/smsehy/status/2095711034527080781)
  Rebuilding domestic electrical infrastructure and high-voltage grid substations is the prerequisite for both gigawatt AI datacenters and heavy industrial manufacturing. The bottleneck is not software …
- [@kyleichan on X](https://x.com/kyleichan/status/2095665606850761059)
  Transformers, optical transceivers, batteries, even upstream materials like copper and electrical steel. Many key components of the American AI data center buildout are made in China. https://t.co/VEh…
- [@smsehy on X](https://x.com/smsehy/status/2095438935094939757)
  SB Energy, revealing details of how the AI financing structure is working. / Complex energy and compute financing arrangements highlight how access to dedicated gigawatt electrical baseload has become…
- [@smsehy on X](https://x.com/smsehy/status/2095437854948352279)
  Unboxed assembly and sub-five-second cycle times work in stamping and battery pack insertion. The physical ceiling remains paint curing, sealant curing times, and dynamic end-of-line alignment checks …
- [@smsehy on X](https://x.com/smsehy/status/2095436321561182714)
  Advanced factory automation and AI compute clusters both converge on dedicated gigawatt baseload power. Modular reactor manufacturing brings the repeatable assembly line economics of automotive to cle…
- [@smsehy on X](https://x.com/smsehy/status/2095436198517076051)
  Deeper supply chain localization in automotive cannot stop at mechanical sub-assemblies. True resilience requires regional capabilities in automotive-grade power semiconductors, microcontroller packag…
- [@OperationsPLS on X](https://x.com/OperationsPLS/status/2095425593626247256)
  165 Wh/mile is the fleet ops number that matters. At scale, that efficiency gap compounds — lower energy cost per mile means autonomous fleets reach profitability faster than human-driven alternatives…
- [@tphuang on X](https://x.com/tphuang/status/2095272030279291024)
  Li Auto unveils the new generation MEGA Home @ 509.8k RMB. Has 108 kWh battery pack, 710 km range & 413 kw total power. 10 min, 500 km range. I'm not sure how well this will sell given its continu…
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2095171515839029289)
  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, vehi…
- [@OperationsPLS on X](https://x.com/OperationsPLS/status/2095167420642234851)
  The capital rotation into robotics and physical AI reflects a structural shift, not just a theme cycle. Unlike clean energy, the productivity gains here compound directly into manufacturing cost curve…
- [Humanoid Digest: August 2026 | XMAQUINA DAO](https://x.com/xmaquina/status/2095059269733450149)
  Genesis Auction Wave 2! Launches June 24 Get DEUS homeDAO Portal Humanoid Digest: August 2026 Color theme: Another major robotics company reached the public markets as investment and company formation…
- [DeReK WaTSoN on X: "Everyone is watching Optimus, Figure and Unitree.

I went looking at what actually goes inside the bloody things.

Motors. Bearings. Roller screws. Precision gears. Encoders. Force sensors. Magnets. Actuators.

Then I looked at who makes them, how difficult they are to manufactu… / X](https://x.com/Scobleizer/status/2095049793664168086)
  Post Log in Sign up Post DeReK WaTSoN on X: "Everyone is watching Optimus, Figure and Unitree. I went looking at what actually goes inside the bloody things. Motors. Bearings. Roller screws. Precision…
- [LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows.

@ZiNovaLabs builds on TRON 2 to explore an innovative robotic configuration for construction, demonstrating key tasks in a scaled-down tilt-up construction workflow, includi… / X](https://x.com/chris_j_paxton/status/2095114381818253768)
  Post Log in Sign up Post LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows. @ZiNovaLabs builds on TRON 2 to explore an innovati…
- [@BitsWattsDesk on X](https://x.com/BitsWattsDesk/status/2094956930775253329)
  Two weeks ago I posted Harmonic Drive's (TSE: 6324) order book by region, after getting an earlier claim about it wrong. China was the only region where orders fell. The company has now put a five-yea…
- [From Robot Development to Deployment with Isaac GR00T & Jetson Thor - YouTube](https://x.com/NVIDIARobotics/status/2094850249802076179)
  Error 401 (Bad Request)!!1 401. That’s an error. The server cannot process the request because it is malformed. It should not be retried. That’s all we know. Back Skip navigation Search Search with yo…
- [Physical AI for Industrial Automation | Sanctuary AI](https://x.com/TheSanctuaryAI/status/2094844880057229640)
  We value your privacy We use cookies to enhance your browsing experience, serve personalised ads or content, and analyse our traffic. By clicking "Accept All", you consent to our use of cookies. Custo…
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2094805518791631029)
  Elon Musk thinks humanoid robots could become a bigger industry than almost anyone expects (Save this). @elonmusk said the usefulness of a humanoid robot depends on three factors, the quality of its a…
- [AI Companies Turn to Distributed Computing in Homes - IEEE Spectrum](https://x.com/IEEESpectrum/status/2094787890706309543)
  IEEE.org IEEE Xplore IEEE Standards IEEE Job Site More Sites Sign In Join IEEE The September issue of IEEE Spectrum is here! Download PDF ↓ Close bar Return to homepage Cash In on the AI Boom by Renti…
- [tphuang on X: "GLM-6 disclosed - more parameter & lower activation ratio & inference cost & improved post training expected. Model to make self training decisions

Expecting significant increased domestic compute addition in next 3 to 6 months. Using self owned, leased & purchased c… / X](https://x.com/tphuang/status/2094601178684264502)
  Post Log in Sign up Post tphuang on X: "GLM-6 disclosed - more parameter & lower activation ratio & inference cost & improved post training expected. Model to make self training decisions …
- [@tphuang on X](https://x.com/tphuang/status/2094601174422855998)
  It already went oversea w/ Malaysia deployment & will have more oversea CSP cooperation deal signed in next month or 2. It already has 100k domestic AI chip inference cluster & plan to increase signif…
- [tphuang on X: "How it views its own models in terms of the kind of tasks them can do. GLM-5.3 in terms of long time horizon work is still short of 1 wk, need at least 1 month to be autonomous.

Flash is the 1st one to use domestic chips & have low cost + intelligence to support long tasks." / X](https://x.com/tphuang/status/2094601170102747138)
  Post Log in Sign up Post tphuang on X: "How it views its own models in terms of the kind of tasks them can do. GLM-5.3 in terms of long time horizon work is still short of 1 wk, need at least 1 month …
- [@tphuang on X](https://x.com/tphuang/status/2094601165707034939)
  Regardless of how Zhipu employees view AGI internally, it publicly follows the OpenAI/Ant line of scaling RSI & Autonomous AI as the future. AI path according to Zhipu: Chat -> Coding -> Co-Work -> Au…
- [The hardest problem in physical AI may be the magnet, not the model](https://thenextweb.com/news/physical-ai-hardest-problem-magnet-not-model-crma-schaeffler)
  Skip to content AI Learning and Artificial Intelligence Credit: Canva Actuators account for 40% to 60% of a humanoid robot’s bill of materials and China refines roughly 90% of the rare earth magnets i…
- [@LeoKharon on X](https://x.com/LeoKharon/status/2094515863000883546)
  Robotics deep dive: HUMANOID CHOKEPOINTS Almost every supply-chain post about humanoids has one country in it. Trace five critical inputs one at a time and they land in four different places. Magnets …
- [@frontrunvc on X](https://x.com/frontrunvc/status/2094448223775494221)
  EARLY: 5 @ycombinator fall cohort companies across Compute, Energy, Hardware and DevTools. 👇 @nodussss - 1 follower - (Compute): the first intelligent execution layer for ai workloads. founders: @vis…
- [@OperationsPLS on X](https://x.com/OperationsPLS/status/2094442352513614027)
  The car-company framing undersells the real moat: Tesla's manufacturing scale. Building actuators and batteries at automotive volume means Optimus cost curves could drop faster than any pure-play robo…
- [@MelvinInvests on X](https://x.com/MelvinInvests/status/2094409187724017974)
  The next memory supercycle is hiding inside humanoid robots (Save this). This chart estimates that each humanoid robot could contain $600–$800 or more in memory related and semiconductor components, i…
- [@ParadisLabs on X](https://x.com/ParadisLabs/status/2094377565079081352)
  Bro...this GS humanoid report is mega bullish for semis. - Humanoid TAM forecast increased by ~5x. - Which is an even better commercial opportunity for semis / precision components such as power semis…
- [JD.com, Inc.](https://x.com/SlavaOPs/status/2094352372558410095)
  Authentic Products Delivered Today \\ AI-Powered, ESG-Embedded Industrial Supply Chain Innovation Earns JINGDONG Industrials 2026 Sedex Technoical Innovation Award \\ \\ BEIJING, 27 August 2026 — JING…
- [Minth Group Launches Europe’s First Mass Production of Humanoid Robots](https://x.com/heetezition/status/2094311976449020342)
  VESTI Poslednje vesti Jiangsu Reliance Energy Tech: 100,5 miliona ... Aug 31, 2026 Minth Group pokrenuo prvu serijsku ... Aug 29, 2026 RAS: Snažnija ekonomska saradnja ... Aug 26, 2026 Otvoren Javni p…
- [Physical AI Platform | Industrial Automation Solutions | Sanctuary AI](https://x.com/heetezition/status/2094280429264420968)
  We value your privacy We use cookies to enhance your browsing experience, serve personalised ads or content, and analyse our traffic. By clicking "Accept All", you consent to our use of cookies. Custo…
- [US Builds Walls Around Drones and Robots While China’s Scale Keeps Growing – The Daily Tech Feed](https://x.com/dailytechonx/status/2094257970854977683)
  Skip to content Posted on August 31, 2026 In recent months, the U.S. has introduced tighter rules on robotic systems and imposed steep tariffs on imported drones and related components, citing nationa…
- [Hack One Robot, Reach the Next: How Unitree’s G1 Left the Door Open to Root Takeover | Humanoids Daily](https://x.com/humanoidsdaily/status/2093968794053951646)
  Search articles Key Takeaways Show all - Security researcher Olivier Laflamme disclosed UniBLEed, an exploit chain yielding unauthenticated root execution on the Unitree G1 EDU humanoid robot over Blu…
- [@davidcao01 on X](https://x.com/davidcao01/status/2093825616478941207)
  The Supply Chain Shortage for UxV and Robots: Who Is Filling the Gap? Top 20 Components to Watch | New suppliers from Mexico, Taiwan, Japan, Korean | The VC and Entrepreneurs Angle Two weeks apart, tw…
- [@elonmusk on X](https://x.com/elonmusk/status/2093794565274669068)
  SpaceX and Tesla are each building 100GW/year of solar production capacity as fast as possible, but natural gas will still be needed to supplement and bootstrap solar for several years. The limiting f…
- [mete on X: "EV makers building humanoids

🇺🇸 Tesla | Optimus
🇨🇳 XPENG | IRON
🇨🇳 BYD | Xiao Di
🇨🇳 CHERY | Mornine

They already build batteries, motors & AI.

Humanoids reuse same industrial stack.

That’s how they’re able to move so fast." / X](https://x.com/VaderResearch/status/2093776317728620621)
  Post Log in Sign up Post mete on X: "EV makers building humanoids 🇺🇸 Tesla \| Optimus 🇨🇳 XPENG \| IRON 🇨🇳 BYD \| Xiao Di 🇨🇳 CHERY \| Mornine They already build batteries, motors & AI. Huma…
- [Eren Chen on X: "Hugging Face’s new $399 Microduck doing back-to-back flips until it literally yeets its own battery out" / X](https://x.com/ErenChenAI/status/2093712611598549435)
  Post Log in Sign up Post Eren Chen on X: "Hugging Face’s new $399 Microduck doing back-to-back flips until it literally yeets its own battery out" - Eren Chen @ErenChenAI Hugging Face’s new $399 Micro…
- [Lightberry Unveils Lumi: A $40k Interactive Humanoid Built on a Unitree Core | Humanoids Daily](https://x.com/humanoidsdaily/status/2093687404867575879)
  Search articles Lightberry designed Lumi with a rounded, character-driven aesthetic and animated digital eyes, aiming to make social humanoids feel approachable. Key Takeaways Show all - San Francisco…
- [The Humanoid Race Is Moving From Lab to Factory](https://x.com/resourcestock_/status/2093336315190554897)
  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 Em…
- [@continuumlabs_ on X](https://x.com/continuumlabs_/status/2093271174012633446)
  Physical AI has made huge progress, but scaling intelligent robots is still constrained by problems far beyond the model itself. 7 bottlenecks stand out: 1️⃣ Data: robots need massive amounts of diver…
- [@marketmaker_hq on X](https://x.com/marketmaker_hq/status/2093221444360736934)
  10,000 humanoid robots sold out in 5 days generating $200,000,000+ in pre-orders overnight OpenAI backed 1X Technologies just proved consumer demand for home bots is officially reaching mass hysteria …
- [IHR006 | Monthly Insight | August 2026 – Industry Humanoid Robotics](https://x.com/NewsHumanoid/status/2093221759612764529)
  Skip to content IHR006 \| Monthly Insight \| August 2026 Unitree Robotics Soars 460% in Shanghai STAR Market Debut Unitree Robotics made a striking debut on Shanghai’s STAR Market, underscoring strong…
- [【中国製人型ロボットを分解】「Unitree G1」の構造を徹底分析｜人の動きをどう再現？｜高い運動能力の秘密 - YouTube](https://x.com/Izawa_Motoyasu/status/2093200534325100769)
  Error 401 (Bad Request)!!1 401. That’s an error. The server cannot process the request because it is malformed. It should not be retried. That’s all we know. Back Skip navigation Search Search with yo…
- [Cerebras's Next Generation CS-4: Fast Just Got Faster](https://x.com/SemiAnalysis_/status/2093126657682907547)
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- [Foreign-Produced Advanced Robotic Devices and Certain Foreign-Produced Power Inverters Added to FCC Covered List | Publications | Kirkland & Ellis LLP](https://x.com/Kirkland_Ellis/status/2093100805708480791)
  Top The Federal Communications Commission (FCC) has added foreign-produced advanced robotic devices and certain foreign-produced power inverters to its list of equipment and services that have been de…
- [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2093015638331769030)
  Home robots are coming. The first ones in will be the small ones that are safe around kids and pets. Hugging Face's Pollen Robotics just opened pre-orders for Microduck, a $399 biped. 25cm, under 800g…
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  AV-1 MicroduckMade to move · Ready to learn A 25 cm open-source biped you train yourself with reinforcement learning. Playable out of the box. Pre-order for $399 Pre-orders open August 27, 2026★$399 b…
- [Humanoids are for marketing, robots are the real business](https://x.com/vector__news/status/2092669106319167753)
  READ00% The Apollo that Apptronik showed the world at the end of June has two legs, a torso, a head and the general proportions of a five-foot-eight adult. The Apollo its paying customers keep asking …
- [Dynamo Dispatch (2026/08/24) - by Santosh Sankar](https://x.com/ThisIsDynamo/status/2092645452168520089)
  Dispatch by Dynamo Ventures SubscribeSign in Discover more from Dispatch by Dynamo Ventures The signal in the noise of the industrial renaissance. Each week, we distill the headlines that matter acros…
- [@ricci_nov on X](https://x.com/ricci_nov/status/2092422257175925195)
  @cb_doge Every humanoid demo is bottlenecked on the same three things, and none of them is the AI: actuator torque density, battery energy density, and hand durability past a few thousand grasp cycles…
- [@ParadisLabs on X](https://x.com/ParadisLabs/status/2092314785798828322)
  Humanoid BOM model: Current humanoid BOM = ~$68k based on channel checks across 3 humanoid OEMs (UK and US). - Actuation = 33.8% of current BOM - Dextrous hands = 30.3% - Structure = 7.6% - Sensing = …
- [Markets surge, track records fall, and in-context learning hits physical AI](https://x.com/humanoidsdaily/status/2092310040015253587)
  - 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…
- [@elonmusk on X](https://x.com/elonmusk/status/2092300124110385579)
  Megatons to orbit & beyond is a critical piece of the K2 puzzle. The other parts are: massive amounts of solar cell production, AI chip production, millions of humanoid (general purpose) robots and a …
- [NVIDIA Announces Jetson Orin Nano 2 Robotics Computer to Redefine Entry-Level Edge AI | NVIDIA Newsroom](https://x.com/NVIDIARobotics/status/2092267694565249127)
  NVIDIA Announces Jetson Orin Nano 2 Robotics Computer to Redefine Entry-Level Edge AI August 25, 2026 News Summary: - NVIDIA Jetson Orin Nano 2, a new robotics computer for entry-level edge AI, enable…
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  Today’s Stocks Berkshire HathawayBRK.B $502.87-2.13(-0.42%) JPMorgan ChaseJPM $355.95-1.68(-0.47%) VisaV $380.67-0.94(-0.24%) Eli Lilly & CoLLY $1,155.73-18.88(-1.61%) MastercardMA $592.53-2.77(-0.47%…
- [Jason Shuman on X: "Too many Physical AI founders are obsessed with the technology.

The team at Dandy is obsessed with the outcome. 

Over the last 18 months, Dandy has become a leading Physical AI business that is delivering the highest quality crowns at industry leading prices. 

And under the h… / X](https://x.com/HarryMellsop/status/2090481638908314082)
  Post Log in Sign up Post Jason Shuman on X: "Too many Physical AI founders are obsessed with the technology. The team at Dandy is obsessed with the outcome. Over the last 18 months, Dandy has become a…
- [Generalist on X: "GEN-1.5, our latest embodied foundation model, can learn new tasks prompted with 3 - 12 seconds of a single demonstration, no gradient updates or fine-tuning. It generalizes prompts to new situations, recovers from mistakes, and improvises new strategies to reach the same goal." / X](https://x.com/chris_j_paxton/status/2090270734816092334)
  Post Log in Sign up Post Generalist on X: "GEN-1.5, our latest embodied foundation model, can learn new tasks prompted with 3 - 12 seconds of a single demonstration, no gradient updates or fine-tuning…
- [Post-Train NVIDIA Cosmos 3 Edge for On-Device Robot Control | NVIDIA Technical Blog](https://x.com/NVIDIARobotics/status/2095179993974260168)
  Technical Blog Subscribe Related Resources Robotics Post-Train NVIDIA Cosmos 3 Edge for On-Device Robot Control Aug 19, 2026 By Saeed Babamohamadi +12 Like Discuss (0) - L - T - F - R - E AI-Generated…
- [AME Agent Swarms Quietly Rewrite the Workflow - IEEE Spectrum](https://x.com/IEEESpectrum/status/2094432626295587201)
  IEEE.org IEEE Xplore IEEE Standards IEEE Job Site More Sites Sign In Join IEEE The September issue of IEEE Spectrum is here! Download PDF ↓ Close bar Return to homepage From AI Copilots to Agent Swarm…
- [Theo Gage on X: "https://t.co/cIZx4OHoeU" / X](https://x.com/realtheogg/status/2094825675433693205)
  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 humano…
- [Alternate Jones on X: "FWIW, I asked Grok 4.5 and Fable 5 the following: If a company first develops digital ASI and then uses it to engineer general-purpose humanoid robots, which company would be easier to disrupt: Tesla or SpaceX?

Grok 4.5 (Expert): **Tesla is easier to disrupt.**

An ASI-first… / X](https://x.com/smsehy/status/2095049471642231262)
  Post Log in Sign up Post Alternate Jones on X: "FWIW, I asked Grok 4.5 and Fable 5 the following: If a company first develops digital ASI and then uses it to engineer general-purpose humanoid robots, …
- [Press-Information June 25th 2026](https://www.press.bmwgroup.com/canada/article/attachment/T0458794EN/651051)
  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…
- [Gemini Robotics 2 brings whole body intelligence to robots — Google DeepMind](https://x.com/SkillupAi/status/2093896499465945235)
  Skip to main content July 30, 2026 Models Gemini Robotics 2 brings whole body intelligence to robots Carolina Parada Share Your browser does not support the video tag. From feet to fingertips — we are…
- [Gemini Robotics 2 brings whole body intelligence to robots — Google DeepMind](https://x.com/TheTechFuse/status/2094178345982607455)
  Skip to main content July 30, 2026 Models Gemini Robotics 2 brings whole body intelligence to robots Carolina Parada Share Your browser does not support the video tag. From feet to fingertips — we are…
- [TruthCapital on X: "The India EV Value Chain: A Crisp Investor's Map

India's EV story has moved from experiment to industrial buildout — the government is targeting 30% EV penetration by 2030, and global capital is watching where India fits into the post-China supply chain. Here's the essence: who… / X](https://x.com/smsehy/status/2095049862396162208)
  Post Log in Sign up Post TruthCapital on X: "The India EV Value Chain: A Crisp Investor's Map India's EV story has moved from experiment to industrial buildout — the government is targeting 30% EV pen…
- [BMW Group deploys Figure 03](https://www.therobotreport.com/bmw-group-deploys-figure-03-humanoid-after-tests-previous-version)
  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. \| S…
- [An Electric New Era for Atlas | Boston Dynamics](https://x.com/BostonDynamics/status/1780603212359205323)
  We value your privacy We use cookies to enhance your browsing experience, serve personalized ads or content, and analyze our traffic. By clicking "Accept All", you consent to our use of cookies. Custo…
- [[音楽] 中国の代表的なヒューマノイドロボット UNIT3G1 おな んだ これもすごよくできてますね。 信じられない。 その構造を探るべく日経クロステックは分解を試みました。 [音楽] 複数のベアリングを使用し、ロッドの動き に合わせて…](https://www.youtube.com/watch?v=YiHeUckng90)
  [音楽] 中国の代表的なヒューマノイドロボット UNIT3G1 おな んだ これもすごよくできてますね。 信じられない。 その構造を探るべく日経クロステックは分解を試みました。 [音楽] 複数のベアリングを使用し、ロッドの動き に合わせて足首の角度を変える仕組みと なっています。すでに中国のロボット開発 は、え、見せるだけという段階を、え、 超えてき[音楽]ているようです。部品の 1つ1つを見てい…
- [Hi, I'm Lexie Hart, your Robo Brief host. Today, humanoid robots are getting more lifelike, more affordable, and more u…](https://www.youtube.com/watch?v=cbVN31GUONc)
  Hi, I'm Lexie Hart, your Robo Brief host. Today, humanoid robots are getting more lifelike, more affordable, and more useful all at once. First, Clone Robotics shows off Proto Clone, a startling Andro…

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Source: Robotics insights · https://web-production-180a9.up.railway.app/topics/energy.md