The Ticker
Agility Robotics is going public at $2.5B, the largest capital raise in humanoid-robot history — while its rival Figure AI sits at $39 billion privately.
Robotics
The Robot that Refused to Look Human
Genesis AI’s Eno robot rolls instead of walks, run by a foundation model called GENE. Inside the bet that robotics is won by the brain, not the body.
The Rehersal
NVIDIA’s Cosmos 3 lets robots rehearse physically accurate futures inside a generated world before acting — a direct attack on robotics’ sim-to-real gap.
The Mandate
China’s MIIT and SASAC just ordered humanoid robots into real factories, hospitals, and warehouses nationwide — a state-directed bet targeting 100,000 units by 2027.
The Robot Workforce
In 2026 humanoid robots stopped being demos and started clocking shifts. Inside Figure’s year at BMW, the $16,000 price war, and what it means for human work.
The Second Earth
Humanity’s first foothold on Mars will cost a trillion dollars and may kill the first to try. A clear-eyed reckoning with the case for – and against.
The Robot Hour
Figure now builds a humanoid robot every hour, Amazon has crossed a million machines, and NVIDIA shipped open physical-AI models. Inside robotics’ tipping point.
The Rise of Humanoids
Boston Dynamics Atlas is building Hyundais. Neura raised millions backed by Amazon and Nvidia. A humanoid robot now costs $16K. In 2026, the robot revolution arrived.
Body Electric
In April 2026, a Chinese robot ran a half-marathon in 50:26 – faster than any human ever has. What the Beijing race reveals about physical AI today.
Iron Workers
From BMW’s factory floor to Japan Airlines at Haneda, 2026 is the year humanoid robots stopped being demos. Here’s who’s deploying, who’s winning, and what it means.
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