Embodied AI Enters Deployment Year One, and @AGIBOT_US put A3, X2, and G2 in front of the North American automation crowd 🤖 A3 and X2 showed the service side: performance, reception, guided tours, and real work already moving into restaurants and exhibition halls. G2 showed the industrial side: teleoperated wire-harness routing, connector mating, precise grasping, visual perception, dual-arm coordination, and Jenga stacking. That was more than a booth interaction. Teleoperation is one of the ways robots learn. The factory follow-up was the stronger signal: G2 completed a 6-day tablet-inspection livestream on LONGCHEER’s real production line. 99.99% task success rate. 2 mm precision fluctuation. 17,625 units produced. 64,828 robot operations completed. Cycle time stayed at 22 seconds per operation. The livestream ran for 64 hours from June 23 to June 28, 2026. By the end of it, the robots had already been running on that line for 105 days, from March 16 to June 28. This is the shift we actually want to see: humanoid robots moving from demos into real factory work. #AGIBOT# #Automate2026# #EmbodiedAI#

Mitsubishi Motors joins robotics race to deploy humanoid workers by 2027. Pairing with Highlanders, a Japanese robotics company. - Agility $CCXI x Foxconn, Toyota - Apptronik x $JBL, Mercedes - Highlanders x Mitsubishi - Figure × BMW - Boston Dynamics x Hyundai (subsidiaries) - Optimus x Tesla (Internal) - Rainbow Robotics x Samsung (subsidiaries) Idk if it's just me of there's a lot of patterns with humanoid companies playing buddy-buddy up with a major auto player/manufacturer. If they're not already vertically integrated by one already. Then the Chinese players like UBTech/AgiBot/Unitree don't seem to care and work with a wide variety of auto players in China. Curious how this trend plays out...

So there's a IBK Research report on Boston Dynamics value chains from last month. Just a summary: IBK maps these companies to Atlas as suppliers: - Hwashin (010690) / body, arms, legs - LG Energy (373220) / battery - Hyundai Autoever (307950) / integration - Hyundai Mobis (012330) / actuators As for humanoid volume ramps: They're modeling for, 11.29K in 2028, 20k 2029, 30k in 2030... 40k in 2031, and 50k in 2032. Not quite sure why IBK and other institutions are a fan of linearly modeling S-curve volume ramps... Like adding +10K per year, don't quite think it's volume ramp is going to work like that... if I had to guess it would look more like: - 15-20k 2028 - 40k-70k 2029 - 90k-140k for 2030 Since Boston Dynamics is projecting 30k capacity by 2028 (I'm sure they'd aim to get more online by 2029-2030), as China collectively is already doing 100k EOY in 2026. In terms of competitive landscape they name: - $TSLA, Figure, Apptronik, $CCXI (Agility), as US players. Then Boston Dynamics (Korea parent owned now) - Unitree, Fourier, AGibot, UBtech, $XPEV as the Chinese leaders. - Neura, Pal Robotics, Wandercraft, Oversonic, as the EU leaders. They also did quite a lot of valuation modeling around Hyundai Mobis/Hyundai Autoever/Glovis. Regarding the BD economic ownership from 27.9% from Hyundai Motor, 11.3% from Mobis, and 11.3% from Glovis. So at least institution are valuing humanoid segments inside companies lot more now. Then from report assumptions: - 31 actuators per Atlas - $1K per actuator in 2028 - $134K Atlas ASP, Which implies actuator cost of final selling price is roughly 23–28%. Probably the more interesting statement was IBK stated that actuator capacity is biggest signal for volume ramp. eg. every 310,000 units of actuator capacity supports 10,000 more robots. So tracking actuator outputs, yields, ASP is a cleaner read on 2028-2030 ramp. I didn't have much personal takeaways, but hopefully others find it interesting, maybe around Hwashin as a core supplier or around actuator capacity as an indicator.

Came across an interesting report from SVRC Research called "State of Robotics 2026", published in April. Which listed: 1. Figure AI 2. Agility Robotics $CCXI 3. Apptronik 4. $TSLA 5. Boston Dynamics 6. Physical Intelligence 7. 1X Technologies 8. $AMZN Robotics 9. Covariant 10. Skild AI As the National Champions of the United States robotics program. "The United States leads the world in where robotics is heading: Fundation models, OpenAI-style scaling laws applied to action, autonomous vehicles. While losing the race on where robotics is shipping today." Then it frames: 1. Rare Earths Exposure: from Neodymium for motors to samarium-cobalt for high-temp applications as a critical vulnerability. 2. Actuator dependency. Series elastic actuators, quasi-direct-drive motors, and precision reducers overwhelmingly sourced from Japan, Germany, and China As one of the main vulnerabilities alongside Manufacturing velocity/data collection cost/regulations. Then their take was: "With at least six well-funded US humanoid companies competing for a market still in early formation, we expect at least two significant consolidation events (acquisition or merger) in 2027". With Logistics / E-commerce (like $AMZN / $FDX) and Automotive from $GM to $FORD as being the immediate top use cases for deployment. I think it's just interesting to see a lot of my points I've been talking about reiterated by research firms. Regardless, I do think it's going to be a major frontier race between the US and China. Agility Robotics (which I own), Tesla, Figure, and Apptronik as leaders representing the USA. Competing against Unitree, AGIbot, Ubtech, and others in China.