As @Apptronik expands their Robot Park facility, our research partnership means real-world data collected by the latest Apollo 2 humanoid platform will help train and advance Gemini Robotics. 🤖 Find out more →

Humanoid-maker Apptronik has opened Robot Park, a factory in Austin, Texas, where its robots will practice real-world tasks across a warehouse the size of two football fields.

I INTERVIEWED THE CEO OF APPTRONIK Apptronik CEO Jeff Cardenas says he thinks Humanoid Robots are where personal computers were in the early 1980s He sees robots rolling out in 3 phases: - Back of house: factories and warehouses, where robots already work - Front of house: healthcare, retail, and hotels - The home: the biggest market, but the hardest because of safety and liability "You'll see robots in every industry over the coming five years or so."

We’re proud to announce that Apptronik has been honored with the 🏆 2025 A-LIST Award for Manufacturing Excellence! This recognition celebrates our team’s relentless drive to build world-class humanoid robots right here in Austin - advancing the future of manufacturing and redefining what’s possible through human-centered innovation. Huge thanks to Opportunity Austin and everyone who continues to champion Central Texas as a global hub for AI, robotics, and advanced manufacturing. The future is being built right here, and we’re just getting started! See the full list of A-LIST Award winners here:  #ALISTAwards# #OpportunityAustin# #apptronik# #ai# #humanoid# #humanoidrobot# #robotics#

Robotics deep dive: THE LABOUR SHORTAGE, CHECKED Apptronik's homepage says Apollo helps "address critical labor shortages in industries requiring manual, physical labor." Some version of that sentence opens nearly every humanoid pitch. It is a checkable claim. A shortage of workers leaves a signature: employers competing for scarce labour bid the price up, so real wages rise in the affected occupations, openings stay high, and quits stay high because workers with options keep leaving for better ones. US warehousing and storage, production and non-supervisory workers, in constant dollars: $23.14 an hour in 2017, $26.06 in 2026. Up 12.6% against 8.2% for the private sector as a whole. That is a real relative gain and the vendors are entitled to it. Through 2021 and 2022, the tightest labour market in fifty years, warehouse pay rose 9.1% in nominal terms and 1.1% after inflation. And the sector went from 1.23 million workers in 2019 to 1.85 million now, adding 620,000 people while describing itself as unable to find them. Manufacturing runs the other way. Real production pay was $28.45 in 2017 and $28.88 in 2023: 1.5% over six years, spent entirely inside the loudest years of the shortage story. Against the average private-sector production worker, manufacturing paid 95 cents on the dollar in 2017 and 91 cents in 2022. The second half of the signature agrees. Manufacturing job openings are running at 3.70% in 2026, against 6.22% in 2021 and 3.54% in 2018. Quits are at 1.32%, the lowest in the decade I pulled. Workers have stopped leaving, which is what a labour market looks like when nobody is bidding. The 2.1 million figure everyone quotes comes from the 2021 Deloitte and Manufacturing Institute talent study. Its actual sentence: without changes to the skills composition of the workforce, manufacturers "could leave up to 2.1 million jobs unfilled between 2020 and 2030." The Manufacturing Institute is the workforce arm of the National Association of Manufacturers, and one co-author is NAM's chief economist. A conditional upper bound about training, quoted as a vacancy count. The demographic case is the strong version and it is true. Japan's working-age population peaked in 1995 at 87.5 million and is 72.9 million today, down 16.7%. Germany's peaked in 1997 and is down 6.2%. South Korea's peaked in 2018 and has fallen 3.4% in six years. The US working-age population has never been larger: 220 million, an all-time high in 2024. The demographic argument is correct, and it is an argument about Japan, Korea and Germany on a twenty-year clock. The purchase orders it is being used to justify are being signed in the US this year, in occupations where the wage data says nobody is bidding.

Here is every holding in the KraneShares Artificial Intelligence and Technology Public and Private ETF $AGIX: Private Holdings: Anthropic 1.61% weighting Apptronik 0.96% Ayar Labs 0.74% Standard Bots 0.62% Nuro 0.50% Polymarket (Preferred Series B) 0.25% Public Holdings: Meta Platforms $META 4.16% Nvidia $NVDA 3.87% Google $GOOGL 3.72% Microsoft $MSFT 3.51% Amazon $AMZN 2.93% Apple $AAPL 2.85% Taiwan Semiconductor Manufacturing 2.79% Tesla $TSLA 2.37% Palantir Technologies $PLTR 2.26% Broadcom $AVGO 2.20% ServiceNow $NOW 2.03% Circle Internet Group $CRCL 1.98% Micron Technology $MU 1.92% SK Hynix 1.89% Advanced Micro Devices $AMD 1.88% Oracle $ORCL 1.84% Salesforce $CRM 1.74% SpaceX SPV 1.67% Samsung Electronics 1.66% Twilio $TWLO 1.64% Texas Instruments $TXN 1.60% Cloudflare $NET 1.59% Snowflake $SNOW 1.55% CoreWeave $CRWV 1.53% Tempus AI $TEM 1.51% Nebius Group $NBIS 1.50% Shopify $SHOP 1.40% Sanmina $SANM 1.36% Corning $GLW 1.36% Lumentum Holdings $LITE 1.35% MediaTek 1.35% ASML Holding $ASML 1.25% SAP 1.25% Nutanix $NTNX 1.25% Applied Digital $APLD 1.24% Applied Optoelectronics $AAOI 1.19% Datadog $DDOG 1.19% Eaton $ETN 1.19% Cadence Design Systems $CDNS 1.19% Hut 8 $HUT 1.19% TeraWulf $WULF 1.18% NextEra Energy $NEE 1.13% Astera Labs $ALAB 1.08% Coherent $COHR 1.08% GlobalFoundries $GFS 1.07% Teradyne TER 1.07% Kioxia Holdings 1.05% ARM Holdings ARM 1.04% Intel INTC 1.04% Marvell Technology MRVL 1.04% SpaceX (Class A, Pre-IPO Shares) 1.03% Arista Networks ANET 1.01% Palo Alto Networks PANW 0.94% Samsara IOT 0.93% Vertiv Holdings VRT 0.89% Nitto Boseki 0.87% Ciena CIEN 0.85% Tower Semiconductor TSEM 0.84% Renesas Electronics 0.77% Space Exploration Technologies SPCX 0.31% Disclosure: KraneShares is a WOLF Financial paid partner. This post is for informational purposes only, not investment advice. Always read a fund's prospectus.

We’re celebrating another win to close out the year! 🎉 Apptronik has been named a 2025 Top Tech Startup by @SDCExec , a recognition that highlights companies transforming the supply chain and logistics space. This win is a testament to Apollo’s recent development milestones and Apptronik’s commitment to helping humans in warehouse settings. Kudos to our innovative team! Read more here:  #SupplyChain# #Logistics# #FoodLogistics# #TechStartups# #AI#