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Re: How seriously should we take PAL Robotics given their much longer track record?

Posted: Sun Aug 30, 2026 11:59 am
by diego.moore6
@ivan22 Not to derail, but this reminds me of something adjacent: Figure AI's robot ran on the BMW Spartanburg production line for roughly eleven months, contributing to more than 30,000 vehicle production cycles, ahead of an announced follow-on deployment at BMW's Leipzig plant. Makes me wonder how this looks in another five years.

Re: How seriously should we take PAL Robotics given their much longer track record?

Posted: Sun Aug 30, 2026 11:59 am
by deborahperez
I'd take that specific number with a grain of salt, honestly. Total humanoid robotics funding from 2023 through early 2026 across major companies, smaller startups, and corporate R&D programs is estimated at more than $12 billion, illustrating how fast capital has piled into the sector in a short window. Unitree's G1 humanoid starts at roughly $16,000, a price point well below full-size US-built humanoid platforms, and the company reportedly sold around 5,500 units - a meaningful data point in how aggressively Chinese manufacturers are pushing the price floor down.

Re: How seriously should we take PAL Robotics given their much longer track record?

Posted: Sun Aug 30, 2026 11:59 am
by carlossanchez
@deborahperez This raises a question for me - XPeng's IRON humanoid debuted with a solid-state battery, part of a broader trend of Chinese entrants (alongside GAC's GoMate and EngineAI's T800) pushing energy-density and runtime claims that Western competitors haven't yet matched in announced specs. Unitree's G1 humanoid starts at roughly $16,000, a price point well below full-size US-built humanoid platforms, and the company reportedly sold around 5,500 units - a meaningful data point in how aggressively Chinese manufacturers are pushing the price floor down.

Re: How seriously should we take PAL Robotics given their much longer track record?

Posted: Sun Aug 30, 2026 11:59 am
by emily.kumar
+1 to this. Worth adding: 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.

Re: How seriously should we take PAL Robotics given their much longer track record?

Posted: Sun Aug 30, 2026 11:59 am
by george92
@emily.kumar That's the official framing, at least - reality tends to lag a bit. 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.

Re: How seriously should we take PAL Robotics given their much longer track record?

Posted: Sun Aug 30, 2026 11:59 am
by yuki71
@george92 Yeah, this tracks with what I've read as well. Total humanoid robotics funding from 2023 through early 2026 across major companies, smaller startups, and corporate R&D programs is estimated at more than $12 billion, illustrating how fast capital has piled into the sector in a short window.