Humanoids shipped in H1 2026: 25,000
All of 2025: 18,500
Same week, IDC says the FCC's rule on
foreign-made robots could cut US humanoid revenue
58% below baseline by 2030.
Whatever you think of the policy, the builder lesson is simple: where your parts come from is now a design input.
Swap a motor driver, a camera, a compute board
and it's never just one line in a spreadsheet.
It's wiring, mounts, firmware, cost.
Roba Tech keeps all of it in one synced project.
Change the part. The BOM, wiring, CAD and firmware follow.
Re-validate on Roba Compute. Then order.
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Humanoids get the headlines.
Packing robots get the invoices.
Ultra Robotics just raised $62M
to lease warehouse packing bots as a monthly service.
Half a million orders packed, they say.
Not every robot needs legs.
Most just need to do one job well.
That's the robot most teams actually need,
and it shouldn't take a $62M round to design one.
Describe the job.
Roba Tech returns the priced BOM, wiring, CAD and firmware.
Validate it on Roba Compute before you buy a single part.
We’re making vibe manufacturing a new reality.
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It was fantastic to be back on the ground at Token2049 this year
Exciting connections were made through the conversations we had at this years event
We expect to announce the rollout of some new partnerships in the near future
Vibe manufacturing + robotics is set to explode in 2027 and we couldn’t be more ready for what’s coming
Thanks Singapore, we’re already looking forward to next years event!
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Roba Tech V2 is coming.
Roba Tech already turns prompts into manufacturable projects, but we’re only getting started.
The next version pushes the whole flow further across design, validation, editing, and execution.
Hardware should feel less like a fragmented toolchain and more like building with intent.
Free to use for a limited time only - gated access for base:0xe88419a3fc78364cfe3de88080ee4853fab754c6 token holders rolls out soon.
Vibe manufacturing is here
This is the beginning of a future industry.
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Roba Tech is live.
Describe what you want to build.
Budget. Skill. Bench tools.
You get a real project back:
Priced BOM, Wiring, CAD, Firmware, Build steps.
All linked. Versioned. Editable by chat.
Change one part - everything else updates.
Validate on Roba Compute before you spend a dollar.
Publish it. Someone else builds it next.
That's not a CAD tool.
That's vibe manufacturing.
Prompt → manufacturable thing.
Same shift Cursor brought to code - now for hardware.
Robotics first.
Then anything you can design, wire, and assemble.
The People's Robotics Platform just opened the factory floor.
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Roba Tech is live.
Describe what you want to build.
Budget. Skill. Bench tools.
You get a real project back:
Priced BOM, Wiring, CAD, Firmware, Build steps.
All linked. Versioned. Editable by chat.
Change one part - everything else updates.
Validate on Roba Compute before you spend a dollar.
Publish it. Someone else builds it next.
That's not a CAD tool.
That's vibe manufacturing.
Prompt → manufacturable thing.
Same shift Cursor brought to code - now for hardware.
Robotics first.
Then anything you can design, wire, and assemble.
The People's Robotics Platform just opened the factory floor.
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Roba Tech is live.
Describe what you want to build.
Budget. Skill. Bench tools.
You get a real project back:
Priced BOM, Wiring, CAD, Firmware, Build steps.
All linked. Versioned. Editable by chat.
Change one part - everything else updates.
Validate on Roba Compute before you spend a dollar.
Publish it. Someone else builds it next.
That's not a CAD tool.
That's vibe manufacturing.
Prompt → manufacturable thing.
Same shift Cursor brought to code - now for hardware.
Robotics first.
Then anything you can design, wire, and assemble.
The People's Robotics Platform just opened the factory floor.
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Introducing Roba Tech.
Building a robot shouldn't take 10 tools and 10 tabs.
So we built one workflow.
Tell it what you want to build.
It hands back a real project:
→ Priced BOM
→ Wiring
→ CAD
→ Firmware
→ Build steps
Versioned. Synced. Editable by chat.
"Swap the sensor." "Cut the budget." "Add a display."
Every view regenerates.
Simulate powered by Roba Compute.
Ship it as a template on Creator Hub.
From prompt to parts on your bench.
This Wednesday ROBA Tech is coming.
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ROBA Tech is ready
More details dropping tomorrow
Stay tuned
Something new is cooking in Creator Hub.
Not another template drop.
Not another dashboard.
An agentic path from idea → buildable robot
parts, wiring, CAD, instructions, all
linked and versioned before you touch hardware.
Sneak peek video this week.
Launch soon after.
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Hundreds of Optimus units a week.
Tesla's Fremont line is ramping hard.
Hands still hand-assembled.
Touch sensors still failing.
Days to learn a basic task, and unpredictable outside the training set.
Scale the metal.
Starve the brain.
That's the pattern across the industry right now.
Factories can stamp bodies.
Intelligence needs real-world signal that compounds -
not just another closed fleet learning only inside one company's walls.
$ROBA is bringing that intelligence network online
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Something new is cooking in Creator Hub.
Not another template drop.
Not another dashboard.
An agentic path from idea → buildable robot
parts, wiring, CAD, instructions, all
linked and versioned before you touch hardware.
Sneak peek video this week.
Launch soon after.
Show more
Every builder platform stops at the blueprint. base:0xe88419a3fc78364cfe3de88080ee4853fab754c6 doesn't.
Roba Tech takes you from idea to a real, buildable robot - parts, wiring, CAD, instructions, all linked and simulated before you touch hardware.
Roba RL turns your builds (and everyone else's) into training data that makes the next one smarter.
This isn't a tool. It's a compounding loop for builders.
We're dropping a sneak peak soon.
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Roba is launching two new products that turn the platform into a full loop - from idea to physical robot to smarter AI 🧵
1/ Roba Tech: an agentic hardware workflow inside CreatorHub. Describe what you want to build, get a synced BOM, wiring, CAD, and instructions - validated in Roba Compute before you build. Every finished project becomes a reusable template for the next builder.
2/ Roba RL: a mobile app where anyone can earn by capturing the real-world and robotics footage that trains embodied AI - quality-scored, consent-tracked, and paid based on value, not volume.
The connection: Roba Tech projects can spin up targeted Roba RL missions (e.g. “collect teleop footage for this robot”) and that data flows back through Roba Compute to make every future build smarter.
Both products come from the same minds that built Roba Compute. Following a private acquisition of Roba, we’re thrilled to now welcome that same team’s leadership into Roba: @LukasOnBase joins as CEO, and Max as CTO - bringing the same expertise that shipped Compute to lead our entire product roadmap forward.
This is how Roba scales - creators build the hardware, contributors build the intelligence, both compound the network.
The open robotics economy has arrived.
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Roba is launching two new products that turn the platform into a full loop - from idea to physical robot to smarter AI 🧵
1/ Roba Tech: an agentic hardware workflow inside CreatorHub. Describe what you want to build, get a synced BOM, wiring, CAD, and instructions - validated in Roba Compute before you build. Every finished project becomes a reusable template for the next builder.
2/ Roba RL: a mobile app where anyone can earn by capturing the real-world and robotics footage that trains embodied AI - quality-scored, consent-tracked, and paid based on value, not volume.
The connection: Roba Tech projects can spin up targeted Roba RL missions (e.g. “collect teleop footage for this robot”) and that data flows back through Roba Compute to make every future build smarter.
Both products come from the same minds that built Roba Compute. Following a private acquisition of Roba, we’re thrilled to now welcome that same team’s leadership into Roba: @LukasOnBase joins as CEO, and Max as CTO - bringing the same expertise that shipped Compute to lead our entire product roadmap forward.
This is how Roba scales - creators build the hardware, contributors build the intelligence, both compound the network.
The open robotics economy has arrived.
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Tomorrow, Roba changes how robots get built - and how AI gets trained to run them.
Two new products. One loop. Zero patchwork.
This is the unlock we’ve been building toward.
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We have been working on something very special
More details to be announced this week
2,056 robots. 666 teams. 16 countries.
That’s the 2nd World Humanoid Robot Games happening in Beijing right now.
Meanwhile only 14 humanoid robots on Earth are actually commercially available today.
The spectacle is here. The deployable, ownable, monetizable layer isn’t, yet.
That’s the gap $ROBA is built to close: no-code Studio to build, Compute to power, Creator Hub to monetize.
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The World Humanoid Robot Games Just Started and Things Are Already Unhinged 😭😭
(🎥: Getty)
Our team was in attendance at the first ever BRAIN Berlin robotics conference last week
Great discussions were had with the huggingface team and the largest European robotics fund
The robotics ecosystem in Europe is catching up to the rest - ROBA is ready to plant our flag in the centre of that ecosystem
We spoke to several projects interested in follow up talks around $ROBA Compute
We are also currently exploring the setup of our first office in Germany
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$ROBA will be applying to Base Batches 004
We’ve long been one of the earliest robotics projects building on Base
This year has been a monumental growth period for us with the launch of:
- No code V2
- Compute
- Creator Hub
In addition to very exciting new products in development that will be announced soon
We are ready to plant our flag as the default home of robotics on Base
The future of robotics has never been brighter
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Our team was in attendance at the first ever BRAIN Berlin robotics conference last week
Great discussions were had with the huggingface team and the largest European robotics fund
The robotics ecosystem in Europe is catching up to the rest - ROBA is ready to plant our flag in the centre of that ecosystem
We spoke to several projects interested in follow up talks around $ROBA Compute
We are also currently exploring the setup of our first office in Germany
Show more
Unitree’s Shanghai IPO was oversubscribed 8,288x
9.8M retail accounts chased a $900M offering.
Final odds of getting shares: 0.018%.
Retail wants exposure to robotics. This is just the start.
ROBA built the ecosystem for people to build it, not just bet on it:
- no-code development
- compute to power it
- creator Hub to monetize it.
This is just the beginning of a sector set to takeover, we’re here for every step of the way.
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🚨 BREAKING:
@UnitreeRobotics is going public on Shanghai stock exchange at a $9 billion valuation.
Their IPO was oversubscribed by retail investors by 8,288 TIMES. The final lot-winning rate for retail investors: 0.018%.
Meaning for every 10,000 people who tried to buy shares, fewer than 2 got any.
And the offline institutional tranche? Oversubscribed 2,760 times.
The numbers in its prospectus are extraordinary for a robotics company:
→ Revenue up more than 4x to 1.7 billion yuan in 2025
→ Humanoid robots now the LARGEST business line, overtaking robot dogs
→ Profitable, adjusted net profit of ~600 million yuan
→ 40%+ of revenue from overseas markets
→ DeepSeek among the strategic IPO investors
Founded in 2016 by Wang Xingxing with cheap robot dogs. Now one of the world's first publicly listed humanoid robot manufacturer.
The US has imposed new restrictions on foreign-made humanoid and four-legged robots. Washington is tightening Chinese access to US technology and markets.
US sales represented 13.3% of Unitree's revenue last year, and future models could be barred from sale there entirely.
Unitree is raising $900 million to build manufacturing capacity and develop new products, while the window to sell in the world's biggest market may be closing.
The humanoid robot race and the US-China tech war are now the same story.
And more Chinese humanoid makers are already preparing their own IPOs right behind Unitree.
China is taking humanoids public. 🇨🇳
Read more here:
~~
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Behind the scenes: new compute customers are actively in talks to run on $ROBA
The ecosystem isn't just building - it's compounding.
Every week, more builders, more workloads, more demand hitting the GPU layer.
Robotics infra shouldn't be locked behind corporate walls. We're proving it doesn't have to be.
This is the future of robotics development beginning before our very eyes.
We can't wait to share what's coming next.
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