Robotics & Physical AI
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AGIBOT rolls out four new robots at WAIC, betting the industry's next test is deployment, not demos
AGIBOT's own framing is the tell: after two years of viral demo videos, the industry's yardstick is shifting to whether a robot ships and holds up on a real factory floor — a bar most humanoid programs haven't been tested against yet.
- Market & Business
Weave Robotics launches Isaac, a mobile humanoid for the home and office
Consumer-facing humanoids are the demand-side test of physical AI — a two-armed home robot needs exactly the manipulation and safety reliability that foundation-model control is only now approaching.
- Market & Business
Walden Robotics emerges from stealth at a $1.1B valuation for general-purpose robots
Billion-dollar day-one valuations for 'full-stack physical AI' signal that capital now treats general-purpose robots the way it treated frontier language-model labs a few years ago.