How does Boston Dynamics' Atlas roadmap look post-Hyundai integration?

[dchen]

@tariqlarsen I see it a little differently. Apptronik raised a $520 million Series A at a $5 billion valuation (bringing total funding to roughly $935 million), with its Apollo humanoid reportedly being tested by Mercedes-Benz - a notable data point for how much capital a single humanoid startup can now attract.

[noah_pate]

I can speak to this a bit. Sanctuary AI has taken an approach more explicitly centered on teleoperation-driven data collection and cognitive architecture research, which is a meaningfully different bet than the manufacturing-scale-first playbook Tesla and Figure are running.

[deborah59]

This is a great summary, thanks. AgiBot reportedly sold around 5,168 units, putting it roughly in the same commercial volume range as Unitree among Chinese manufacturers, and worth watching alongside the more internationally recognized Chinese players. Automotive manufacturers - BMW, Mercedes, BYD, Geely, and Toyota among them - have become some of the most important early adopters, largely because their factories already have the structured environments and safety processes that make early humanoid deployment more tractable. Anyway, good thread - following for more.