Humanoid Daily

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1. NVIDIA Cosmos vs Saturn ARC: better robot training data, not more?

   31 oktober 2026 · 24 min

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   Can a robotics world model run at 250 frames per second while NVIDIA's Cosmos runs at roughly 1 FPS? Saturn Dynamics CEO Elisa Seghetti says her company's ARC technology can do exactly that. Lees meer

   In this episode, we explore how world models could transform robot training, why high-quality industrial data might outperform massive datasets, and what it will actually take to get humanoid robots working reliably in factories.

   We discuss:

   - 250 FPS vs. 1 FPS: Saturn's claimed performance advantage over competing world models

   - World models vs. simulators: How ARC differs from NVIDIA Cosmos and Isaac Sim

   - Reinforcement learning: Moving robots from 70–80% success rates toward industrial reliability

   - Edge AI: Why trillion-parameter models don't make economic sense for robot deployments

   - Humanoid robots: Why wheeled humanoids and mobile manipulators may make more sense in factories

   - The robotics supply chain: Why today's vertically integrated robot companies may eventually resemble the automotive industry

   - Robot training data: Why Saturn is betting on high-quality industrial demonstrations instead of egocentric data

   Seghetti also shares her predictions for the next 12–18 months, including why the robot data provider market could shrink as better models learn from fewer demonstrations.

   00:00 Introduction: the race to train robots

   01:00 Meet Saturn Dynamics CEO Elisa Seghetti

   01:45 The different approaches to robot training

   03:45 Can frontier AI models control robots?

   05:20 How world models work

   07:30 Making robots easier to train

   09:15 Saturn ARC vs. NVIDIA Cosmos and Isaac Sim

   11:10 Where humanoid robots fit in

   13:45 Are robotics companies wasting money on training?

   15:00 Why robotics needs a supply chain

   17:20 Vertical integration and robot AI security

   19:00 Safety, guardrails, and industrial deployment

   21:20 The next 18 months for Saturn Dynamics

   22:40 Will the robot data market shrink?

   23:40 Closing thoughts

   #Robotics #HumanoidRobots #PhysicalAI…

2. You can now vibe code a robot: Standard Bots CEO Evan Beard

   15 oktober 2026 · 12 min

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   What if you could program an industrial robot just by talking to it? Lees meer

   That's what Standard Bots is making possible with a new generation of AI-powered robot training tools. In this episode of Humanoid (almost) Daily, I talk with Evan Beard, co-founder and CEO of Standard Bots, about making industrial robots as easy to use as an iPhone ... and why he believes this could help bring about the ChatGPT moment for physical AI.

   Standard Bots is announcing three new capabilities that dramatically simplify robot deployment and training:

   - Agent: Vibe code your robot using natural language. Tell it what you want to automate, and AI helps build the program.

   - Locate: Train computer vision models to recognize and locate objects in seconds, without expensive custom engineering.

   - Inspect: Working with Roboflow, train AI models to identify defects, scratches, and other quality issues.

   We also discuss Showpath, a beta capability that allows robots to learn new tasks from just a few demonstrations. Evan explains why traditional industrial automation is so expensive and brittle, why most robots still require specialized engineers to program them, and how AI could make automation accessible to smaller businesses.

   The bigger vision?

   Building the Anthropic of the physical world — and making robots intelligent enough to adapt when real-world conditions change.

   In this conversation:

   - Why deploying industrial robots traditionally costs so much

   - How natural-language programming changes robot automation

   - Training robot vision models in seconds instead of weeks

   - Teaching robots new tasks through demonstrations

   - Why flexible AI-powered automation could deliver better ROI

   - The possibility of a ChatGPT moment for robotics

   About Standard Bots:

   https://standardbots.com

   More humanoid robotics and physical AI news:

   https://humanoidmegahub.com

   Subscribe for conversations with the people building the future of robotics, AI, and automation.

   #robotics #PhysicalAI #ArtificialI…

3. The future of humanoid robots isn't JUST human: Haomiao Huang, Matter Venture Partners

   13 oktober 2026 · 32 min

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   The future of humanoid robots might not look human at all. In fact, the "humanoid robots" of the future could have wheels instead of legs, four arms instead of two, or even look more like spiders than people. Lees meer

   That's the provocative argument from Haomiao Huang, founding partner of Matter Venture Partners, which just raised a $450 million fund to invest in robotics, physical AI, semiconductors, and other deep technologies.

   His perspective: "Humanoid is a state of mind, not a specific type of robot."

   What matters isn't whether a robot walks on two legs or looks like a person. It's whether that robot can perform multiple tasks, manipulate objects, navigate human environments, and adapt to new situations without being completely reprogrammed.

   In other words, the real revolution isn't humanoid robots. It's general-purpose robots.

   In this episode of Humanoid (almost) Daily, we explore why Huang believes we're entering a golden age of robotics, what's still holding the industry back, and what the next generation of robots might look like.

   We discuss:

   - Why humanoid robots don't actually need to look human

   - How general-purpose robots could transform manufacturing, logistics, and eventually our homes

   - Why today's humanoids resemble the clunky wearable computers of the 1980s

   - Whether robot manufacturers are scaling before finding product-market fit

   - Why AI models, compute, and demand are converging to accelerate robotics

   - The hardware and training-data bottlenecks still holding robots back

   - Why robots like Dexterity's Mech and Path Robotics' welding systems might represent the near-term future

   - Where Matter Venture Partners is investing its $450 million

   - Why the most capable robots of the future might resemble spiders more than humans

   And we get Huang's predictions for what robotics will look like in five to ten years.

   00:00 – The golden age of robotics

   00:17 – Meet Haomiao Huang: The $450M physical AI fund

   00:55 – If AI eats the world, hardware is …

4. 1000 robots, 1 factory: Hexagon preps for robot fleets at Schaeffler

   6 oktober 2026 · 28 min

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   Schaeffler plans to put at least 1,000 of Hexagon's Aeon humanoids to work across its global factory network by 2032. In an industry where most deployments are still counted in single digits, that's a very big number. Lees meer

   How is that going to work?

   How does that change things from pilots with 1 or 10 or 50 robots?

   How does that change the jobs robots do?

   What does that change about the jobs humans do?

   In this long-form episode of Humanoid (almost) Daily, we do a deep dive with Hexagon Robotics president Arnaud Robert.

   Enjoy!

   00:00 What does it take to deploy 1,000 humanoids?

   01:31 Why 1,000 robots changes the problem

   03:02 Why humanoids need to do multiple jobs

   03:55 The race for physical AI training data

   04:51 Simulation, synthetic and real-world data

   06:20 Hexagon's sim-to-real-to-sim loop

   08:10 What robot-generated training data captures

   10:21 Pilot vs. production-ready humanoids

   12:14 The industrial experience advantage

   13:12 The two metrics that really matter

   15:39 What Hexagon learned from failure

   17:35 The humanoid actuator problem

   18:47 Why Aeon uses wheels instead of legs

   19:59 Yes, a wheeled humanoid can climb stairs

   21:28 What the factory of the future looks like

   23:42 Using humanoids to eliminate bottlenecks

   25:17 Automation exposes the hidden 3%

   26:07 Schaeffler's path to 1,000 humanoids

   27:18 Train, deploy, scale

5. General Robotics: AI agents for vastly faster robot training

   2 oktober 2026 · 30 min

   Afspelen
   What if deploying a new robot didn't take weeks or months ... but hours? Lees meer

   Ashish Kapoor, founder and CEO of General Robotics and former head of Microsoft's Robotics and Autonomous Systems Group, joins Humanoid Daily to explain why robotics still has a massive research-to-deployment gap.

   And he shares how AI agents could help close it.

   General Robotics is building GRID, a unified robotics platform designed to bring together robots, simulation, AI models, training, deployment and engineering tools in one place where AI agents can work across the entire stack.

   We talk about:

   • Cutting robot onboarding from a month to as little as 2 hours

   • Using AI agents to engineer and deploy robotic systems

   • Why robotics is much harder than agentic software development

   • Creating custom robot simulators in minutes

   • Why future enterprise robot fleets will include multiple OEMs and form factors

   • The three layers of robot training

   • Why foundation models could reshape the robot-data race

   • Why post-training may ultimately capture much of the value in robotics

   Kapoor's big thesis: robotics doesn't just need better AI models. It needs a new engineering architecture that can actually get those models onto real robots in the real world.

   00:00 The robotics deployment problem

   02:15 Auto Engineering: virtual robot engineers

   04:20 Why AI agents are harder in robotics

   06:35 What General Robotics built with GRID

   09:40 AI-generated robot simulations

   11:40 Onboarding almost any robot

   14:05 The future of mixed robot fleets

   16:15 Where General Robotics fits in the stack

   19:10 Why robotics needs a different startup playbook

   22:05 The three layers of robot training

   25:05 Will foundation models change the robot data race?

   28:10 Where the value in robotics will be captured

   30:00 Closing thoughts

6. New hands for Atlas: fewer fingers, more power

   1 oktober 2026 · 3 min

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   Boston Dynamics just unveiled new hands for its Atlas humanoid robot: four fingers, 13 degrees of freedom, and no pinky. Lees meer

   That's a deliberate choice. 1X, Tesla and Genesis AI are building hands with 20 or more degrees of freedom. Boston Dynamics went the other way, betting on simplicity, strength, ruggedness, and hands that can be accurately simulated for reinforcement learning. The team even taped their pinkies to their ring fingers for a day to decide whether Atlas needed one.

   In this video I break down what's new, how it compares to other humanoid robot hands, what Boston Dynamics hasn't told us yet, and why simulation might matter more than finger count.

   Get the full story on HumanoidMegaHub

   https://www.humanoidmegahub.com/news/boston-dynamics-new-atlas-hands

   Chapters

   0:00 No pinky?

   0:12 What's new in the Atlas hand

   0:30 How it compares to 1X, Tesla and Genesis AI

   0:45 The pinky experiment

   1:25 Built to survive impacts

   1:55 Why simulation matters

   2:25 Built for industrial tools

   2:35 What we still don't know

7. Humanoids + humans: Agility Robotics CEO on new Digit 5

   26 september 2026 · 26 min

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   Agility Robotics is launching Digit 5, its newest humanoid robot. Digit 5 is designed to work in close proximity with humans without the physical safety barriers that have traditionally separated robots from workers. Lees meer

   In this episode of Humanoid Daily, we chat with Agility Robotics CEO Peggy Johnson.

   She explains what has changed with Digit 5, including a 50-pound payload capacity, faster charging, improved vision and human detection, swappable end effectors, and the ability to move between multiple tasks inside logistics and manufacturing facilities.

   We also dig into one of the biggest challenges facing humanoid robotics: safety.

   Peggy explains how Agility is working with ANSI and ISO standards, how Digit detects and reacts to nearby humans, and why removing safety cages could unlock much broader deployment of humanoid robots.

   We discuss where humanoids fit alongside traditional automation and autonomous mobile robots, why Agility chose legs instead of wheels, what the company has learned from more than 65,000 hours of real-world robot operation, and how customers including major logistics and manufacturing companies are helping shape Digit’s development.

   Peggy also shares how Agility trains new robotic skills using a combination of real-world operational data, simulation tools such as NVIDIA Isaac Sim, and learning from demonstration.

   Plus, we talk about the increasingly competitive humanoid robotics market, Agility Robotics’ U.S.-based manufacturing strategy, RoboFab, and what Digit 5 could be capable of a year from now compared with day one.

   Topics include:

   • Digit 5 and human-robot collaboration
   • Humanoid robot safety
   • 50-pound payload capacity
   • Fast charging and multi-shift operation
   • Robotics standards and regulation
   • Legs versus wheels
   • Warehouse and manufacturing automation
   • Agility Robotics’ RoboFab
   • Physical AI and robot training
   • NVIDIA Isaac Sim
   • Learning from demonstration
   • The growing humanoid robotics market

   00:00 Digit 5 can now…

8. RobotStrategy CEO: humanoid robots a $10 trillion industry

   18 september 2026 · 28 min

   Afspelen
   Humanoid robots could become one of the largest technology markets in history, potentially worth tens of trillions of dollars. Lees meer

   In this episode of Humanoid Daily, I talk with Andrew Kang, CEO of Robostrategy, about the rapidly accelerating humanoid robotics industry, the companies he thinks are best positioned to win, and why the market could explode over the next few years.

   We dig into Tesla Optimus, Figure AI, Apptronik, Agility Robotics, Unitree, Agibot, 1X, Genesis AI, Neura, Humanoid AI, and other emerging robotics players in the US, Europe, and China.

   We also explore the picks-and-shovels opportunity behind humanoid robots: actuators, motors, components, AI systems, and the infrastructure required to manufacture robots at massive scale.

   Plus: why Chinese robotics companies have helped accelerate the entire industry, what new FCC restrictions could mean for US robotics companies, and why Andrew believes millions of humanoid robots could be operating in the world before 2030.

   Topics include:

   • The massive jump in humanoid robotics valuations

   • Tesla Optimus vs Figure AI vs Apptronik

   • Why not every humanoid robotics company will survive

   • The most promising robotics companies in the US

   • Europe’s emerging humanoid robotics ecosystem

   • The opportunity in actuators, motors, and robotics components

   • US vs China in humanoid robotics

   • The impact of FCC restrictions on Chinese robots

   • Low-cost humanoid robots and developer platforms

   • Why Unitree helped accelerate robotics research

   • How large the humanoid robotics market could become

   • When millions of humanoid robots could arrive

   • What the robotics adoption curve could look like

   If humanoid robotics follows anything close to the trajectory of AI, GPUs, smartphones, or autonomous vehicles, the next few years could be extraordinary.

   Subscribe for more conversations about AI, robotics, emerging technology, and the companies building the future.

   Chapters

   00:00 Humanoid robotics could be worth t…

9. The next billion-dollar home robot might not be a humanoid

   9 september 2026 · 29 min

   Afspelen
   Are humanoid robots really the future of the home, or are we looking at consumer robotics the wrong way? Lees meer

   In this episode of Humanoid Daily, John Koetsier talks with Amber Atherton, serial entrepreneur and investor at Patron, about why the next wave of home robotics may look less like a humanoid assistant and more like a collection of highly specialized, beautifully designed devices that each take ownership of a specific part of everyday life.

   That could mean robots for skincare, hairstyling, gardening, cleaning, wardrobe management, or dozens of other repetitive household rituals.

   Amber argues that consumer adoption often happens through specialization rather than generalization. Instead of one robot that does everything, she sees an opportunity for what she calls “enchanted objects”: intelligent devices that quietly automate specific routines and eventually disappear into everyday life.

   John and Amber also discuss why Roomba remains such an important example in consumer robotics, how AI foundation models are changing robot development, why falling costs for motors, sensors, batteries, and compute matter, and what price consumers might actually pay for useful household robots.

   They also debate whether humanoids will eventually dominate, how manufacturing and supply chains could shape the market, the importance of hardware ecosystems and recurring revenue, and whether the future operating system for physical AI will be controlled by companies like Google DeepMind, NVIDIA, or an entirely new generation of startups.

   Finally, they imagine what the average home could look like by 2036, and why the biggest robotics companies of the future may not look like robotics companies at all.

   Topics include:

   • Humanoid robots vs. specialized robots
   • Consumer robotics and embodied AI
   • Robots for skincare and hairstyling
   • The future of household automation
   • Why Roomba succeeded
   • AI foundation models for robotics
   • Robotics manufacturing and supply chains
   • Pricing home …

10. Made in America robots: 3X more expensive than China?

    27 augustus 2026 · 19 min

    Afspelen
    Making humanoid robots in America will cost 3X more than robots from China, according to a new report by OpenMind. Lees meer

    In this episode, John Koetsier talks with Jan Liphardt, founder and CEO of OpenMind and professor of bioengineering at Stanford, about the global race to build and deploy physical AI.

    OpenMind’s new Physical AI Readiness Index looks at which countries have the manufacturing base, supply chains, hardware expertise, AI capabilities, and industrial clusters required to scale advanced robotics.

    China currently leads the rankings, followed by Japan and the United States. One of the biggest challenges for U.S. robotics companies: building a humanoid robot without Chinese suppliers could cost nearly 3X as much.

    Another big problem: lack of concentration.

    John and Jan discuss why China’s highly concentrated manufacturing ecosystems provide such a powerful advantage, where the U.S. still leads, why Japan remains a robotics powerhouse, and how access to actuators, sensors, magnets, semiconductors, bearings, and other components could matter just as much as having the best AI models.

    They also explore lessons from Ukraine’s extraordinarily fast hardware iteration cycles, the importance of real-world robot training data, the rise of vertically integrated robotics companies such as Tesla, Figure, and 1X, and what the U.S. may need to do to compete in the emerging physical AI economy.

    Topics include:

    - The Physical AI Readiness Index

    - China’s dominance in humanoid robot shipments

    - Why U.S.-built robots could cost nearly 3X more

    - Robotics manufacturing clusters in China, Japan, Korea, Europe, and the U.S.

    - Supply chains for actuators, sensors, magnets, gears, and semiconductors

    - America’s remaining advantage in AI

    - China’s advantage in robot training data

    - Lessons from Ukraine’s rapid drone innovation

    - Vertical integration at Tesla, Figure, and 1X

    - The future economics of humanoid robots

    00:00 Why U.S.-made robots could cost 3X more

    00:08 …

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