# What is true on Spac?

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

## On this layer

- org — [Agility Robotics](https://web-production-180a9.up.railway.app/companies/agility) (5)
- org — CXMT (2)
- org — SpaceX (2)
- org — [Unitree Robotics](https://web-production-180a9.up.railway.app/companies/unitree) (2)
- org — UnitreeRobotics IPO (2)
- org — Amazon (1)
- org — [Apptronik](https://web-production-180a9.up.railway.app/companies/apptronik) (1)
- org — [Boston Dynamics](https://web-production-180a9.up.railway.app/companies/boston-dynamics) (1)
- org — Closing stock price on debut (1)
- org — company valuation (1)
- org — DeepSeek (1)
- org — early capital (1)
- regulator — [Fcc](https://web-production-180a9.up.railway.app/companies/fcc) (1)
- plant — Fremont (1)
- org — GXO (1)
- plant — hangzhou (1)
- org — Hecto (1)
- org — Highest stock price on debut (1)
- org — humanoid robots (1)
- org — Hyundai Motor Group (1)
- org — Initial stock price (1)
- org — IPO pricing (1)
- org — IPO proceeds (1)
- org — LimX Dynamics (1)
- org — Lowest stock price after debut (1)
- org — net profit (1)
- org — opening jump (1)
- org — retail demand (1)
- org — RoboFab annual capacity (1)
- plant — RoboFab Salem (1)
- org — SpaceX IPO funding (1)
- org — Starlink (1)
- org — targeted public raise (1)
- org — Tencent (1)
- org — [Tesla](https://web-production-180a9.up.railway.app/companies/tesla) (1)
- org — [Toyota](https://web-production-180a9.up.railway.app/companies/toyota) (1)
- org — TRON 2 (1)
- org — UnitreeRobotics (1)
- org — YMTC (1)
- org — ZiNovaLabs (1)
- org — 宇树科技 (1)
- org — 宇树科技（Unitree Robotics) (1)

## Who captures

- Agility Robotics (2)
- Unitree Robotics (2)
- SpaceX (1)
- ZiNovaLabs (1)
- CXMT (1)
- https://www.facebook.com/48576411181 (1)
- 宇树科技（Unitree Robotics) (1)
- Apptronik (1)
- 宇树科技 (1)
- UnitreeRobotics (1)
- Agility Robotics / CCXI (1)

## Sourced numbers

- **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)
- **Agility SPAC valuation:** $2.5billion
  - _"go public via SPAC at $2.5 billion valuation"_
  - Source: [Agility: Digit at Amazon/Toyota/GXO; SPAC path at $2.5B; RoboFab 10k/yr](https://www.chronline.com/stories/oregon-robotics-company-says-the-industry-needs-a-reality-check-i-really-want-to-pop-that,407333)
- **targeted public raise:** $600million
  - _"raising another $600 million publicly"_
  - Source: [Agility: Digit at Amazon/Toyota/GXO; SPAC path at $2.5B; RoboFab 10k/yr](https://www.chronline.com/stories/oregon-robotics-company-says-the-industry-needs-a-reality-check-i-really-want-to-pop-that,407333)
- **early capital:** ~$390million
  - _"~$390 million from early investors"_
  - Source: [Agility: Digit at Amazon/Toyota/GXO; SPAC path at $2.5B; RoboFab 10k/yr](https://www.chronline.com/stories/oregon-robotics-company-says-the-industry-needs-a-reality-check-i-really-want-to-pop-that,407333)
- **Digit lifetime cost:** $400,000
  - _"Digit costs about $400,000 to buy and operate over its lifetime"_
  - Source: [Agility: Digit at Amazon/Toyota/GXO; SPAC path at $2.5B; RoboFab 10k/yr](https://www.chronline.com/stories/oregon-robotics-company-says-the-industry-needs-a-reality-check-i-really-want-to-pop-that,407333)
- **RoboFab annual capacity:** 10,000 units
  - _"RoboFab in Salem capable of producing 10,000 robots a year"_
  - Source: [Agility: Digit at Amazon/Toyota/GXO; SPAC path at $2.5B; RoboFab 10k/yr](https://www.chronline.com/stories/oregon-robotics-company-says-the-industry-needs-a-reality-check-i-really-want-to-pop-that,407333)
- **Agility spend last year:** $100million
  - _"spent about $100 million last year"_
  - Source: [Agility: Digit at Amazon/Toyota/GXO; SPAC path at $2.5B; RoboFab 10k/yr](https://www.chronline.com/stories/oregon-robotics-company-says-the-industry-needs-a-reality-check-i-really-want-to-pop-that,407333)
- **humanoid robots:** 5,000 units
  - _"The company shipped more than 5,000 humanoid units in 2025."_
  - Source: [Unitree Robotics stock soars 460% in Shanghai IPO debut](https://x.com/Innov8_Energy/status/2094425136325697819)
- **IPO proceeds:** $905million
  - _"bringing in approximately 6.1 billion yuan ($905 million) in total proceeds."_
  - Source: [Unitree Robotics stock soars 460% in Shanghai IPO debut](https://x.com/Innov8_Energy/status/2094425136325697819)
- **company valuation:** $50billion
  - _"The closing price values Unitree at roughly $50 billion, according to Reuters."_
  - Source: [Unitree Robotics stock soars 460% in Shanghai IPO debut](https://x.com/Innov8_Energy/status/2094425136325697819)
- **net profit:** $278.21
  - _"the company posted a net profit of 278.21 million yuan in 2025, according to its prospectus."_
  - Source: [Unitree Robotics stock soars 460% in Shanghai IPO debut](https://x.com/Innov8_Energy/status/2094425136325697819)
- **IPO pricing:** $150.8
  - _"Unitree Robotics opened around 1,100 yuan after pricing its Shanghai STAR Market IPO at 150.80 yuan."_
  - Source: [@tom_dallimore on X](https://x.com/tom_dallimore/status/2094338700058730728)
- **opening jump:** 600 units
  - _"That’s a >600% jump at the open for a humanoid-robot maker known for robots that dance, run and backflip."_
  - Source: [@tom_dallimore on X](https://x.com/tom_dallimore/status/2094338700058730728)
- **retail demand:** 8,000 units
  - _"Retail demand reportedly reaching 5,500–8,000x is another."_
  - Source: [@tom_dallimore on X](https://x.com/tom_dallimore/status/2094338700058730728)
- **SpaceX IPO funding:** $0
  - _"It will be interesting to see how all that SpaceX ipo money gets recycled into the local scene"_
  - Source: [@serraotweets on X](https://x.com/serraotweets/status/2094229194729238807)
- **Initial stock price:** $150.8
  - _"发行价 150.8 元。首日盘中冲到 1100 元,收盘 845 元,涨幅 460%。"_
  - Source: [@Michaelzsguo on X](https://x.com/Michaelzsguo/status/2094083552782471203)
- **Highest stock price on debut:** $1,100
  - _"首日盘中冲到 1100 元,收盘 845 元,涨幅 460%。"_
  - Source: [@Michaelzsguo on X](https://x.com/Michaelzsguo/status/2094083552782471203)
- **Closing stock price on debut:** $845
  - _"首日盘中冲到 1100 元,收盘 845 元,涨幅 460%。"_
  - Source: [@Michaelzsguo on X](https://x.com/Michaelzsguo/status/2094083552782471203)
- **Lowest stock price after debut:** $585
  - _"8 月 28 日跌到 585 元,比首日最高点跌了近一半。"_
  - Source: [@Michaelzsguo on X](https://x.com/Michaelzsguo/status/2094083552782471203)
- **UnitreeRobotics IPO:** 8,000 units
  - _"Retail subscriptions were 8,000x oversubscribed."_
  - Source: [Hecto on X: "Last week, @UnitreeRobotics went public in Shanghai.

Retail subscriptions were 8,000x oversubscribed.

It opened 629% above its IPO price and closed the day up 460%.

That isn't enthusiasm, but a demand backlog with nowhere to go.

We're about to solve that problem." / X](https://x.com/hectoinc/status/2092907811697274940)
- **UnitreeRobotics IPO:** $460
  - _"closed the day up 460%."_
  - Source: [Hecto on X: "Last week, @UnitreeRobotics went public in Shanghai.

Retail subscriptions were 8,000x oversubscribed.

It opened 629% above its IPO price and closed the day up 460%.

That isn't enthusiasm, but a demand backlog with nowhere to go.

We're about to solve that problem." / X](https://x.com/hectoinc/status/2092907811697274940)

## Pulse

- [@Newsforce on X](https://x.com/Newsforce/status/2095455511512539279)
  🇺🇸 @SpaceX has filed with the FCC seeking permission to fly @Starlink terminals during Starship's 14th flight test, confirming plans for the program's first real attempt at reaching orbit. The FCC f…
- [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…
- [@pstAsiatech on X](https://x.com/pstAsiatech/status/2094536126589555020)
  The Unitree frenzy and the NDRC comments may mean that regulators will slow the rate of IPOs in this sector. This will not likely slow IPOs in more established industries such as semiconductors, where…
- [Agility: Digit at Amazon/Toyota/GXO; SPAC path at $2.5B; RoboFab 10k/yr](https://www.chronline.com/stories/oregon-robotics-company-says-the-industry-needs-a-reality-check-i-really-want-to-pop-that,407333)
  Mike Rogoway / oregonlive.com via Daily Chronicle (Monday Aug 31, 2026, 8:42 am): Agility Robotics co-founder Jonathan Hurst says viral robot videos are disconnected from paid work; Digit (5'9") lifts…
- [Unitree Robotics stock soars 460% in Shanghai IPO debut](https://x.com/Innov8_Energy/status/2094425136325697819)
  Oops, something went wrong Skip to navigation Skip to main content Skip to right column Unitree Robotics stock soars 460% in Shanghai IPO debut Unitree Robotics stock soars 460% in Shanghai IPO debut·…
- [Europe’s AI Drive Outpaces a Fragile Chip Supply Chain - IEEE Spectrum](https://x.com/IEEESpectrum/status/2094425198195782121)
  IEEE.org IEEE Xplore IEEE Standards IEEE Job Site More Sites Sign In Join IEEE Return to homepage The E.U.’s AI Drive Undermines Its ​Own Chip Strategy Share FOR THE TECHNOLOGY INSIDER Search: Explore…
- [@tom_dallimore on X](https://x.com/tom_dallimore/status/2094338700058730728)
  Unitree Robotics opened around 1,100 yuan after pricing its Shanghai STAR Market IPO at 150.80 yuan. That’s a >600% jump at the open for a humanoid-robot maker known for robots that dance, run and bac…
- [𝕏. ALLIN 𝕏. on X: "宇树科技（Unitree Robotics) 正式“腰斩”！

8月31日，宇树科技跌超2%开盘，盘中一度跌至555.8元/股，较上市首日（8月19日）最高价1100元/股已经“腰斩”，市值蒸发超2000亿元。‌‌" / X](https://x.com/benzhou327/status/2094310237465387294)
  Post Log in Sign up Post 𝕏. ALLIN 𝕏. on X: "宇树科技（Unitree Robotics) 正式“腰斩”！ 8月31日，宇树科技跌超2%开盘，盘中一度跌至555.8元/股，较上市首日（8月19日）最高价1100元/股已经“腰斩”，市值蒸发超2000亿元。‌‌" - 𝕏. ALLIN 𝕏. @benzhou327 宇树科技（Unitree Robot…
- [@serraotweets on X](https://x.com/serraotweets/status/2094229194729238807)
  @conorsen The startup scene here is going supernova after the latest Saronic and Apptronik rounds. It’s very different than last time - lot of deep tech, defense, hardware etc. It will be interesting …
- [@Michaelzsguo on X](https://x.com/Michaelzsguo/status/2094083552782471203)
  宇树科技上市不到两周，股价已经坐了一轮过山车。 8 月 19 日,股票在科创板挂牌,发行价 150.8 元。首日盘中冲到 1100 元,收盘 845 元,涨幅 460%。之后连续下跌,8 月 28 日跌到 585 元,比首日最高点跌了近一半。 资本市场现在盯着几个具体问题:机器人能不能进工厂、能不能进家庭、能不能规模化交付、收入和利润什么时候能追上估值。跳舞、打拳、跑步这些展示动作已经不再是关注点…
- [Hecto on X: "Last week, @UnitreeRobotics went public in Shanghai.

Retail subscriptions were 8,000x oversubscribed.

It opened 629% above its IPO price and closed the day up 460%.

That isn't enthusiasm, but a demand backlog with nowhere to go.

We're about to solve that problem." / X](https://x.com/hectoinc/status/2092907811697274940)
  Post Log in Sign up Post Hecto on X: "Last week, @UnitreeRobotics went public in Shanghai. Retail subscriptions were 8,000x oversubscribed. It opened 629% above its IPO price and closed the day up 460…
- [Agility / CCXI confidential S-4 submission](https://www.sec.gov/Archives/edgar/data/2074973/000121390026077978/ea029792301ex99-1.htm)
  July 14, 2026: confidential draft Form S-4 submitted to SEC.
- [Agility Robotics to go public via Churchill Capital Corp XI](https://www.agilityrobotics.com/content/agility-robotics-to-go-public-through-merger-with-churchill-capital-corp-xi)
  Definitive merger June 24, 2026. Pre-money equity value $2.5B; expected gross proceeds $620M+. Ticker AGLT expected.

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