AI / Robotics and the Rise of the Machines (Humanoid)

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koxinga

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We don't seem to have a dedicated thread on humanoid robots or to be more precise, embodied intelligence (combination of AI, autonomous sensors with a physical presence).

Compared to the 90s / 2000s / 2010s, advancements in areas of electronics, battery technology, sensors and AI have enabled functionality that have practical implications and are moving beyond research labs into factories.

Below from left, Figure 02 (Figure AI), Optimus (Tesla), Atlas (Boston Dynamics)

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koxinga

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koxinga

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Where are the Chinese? Not very far behind. In fact, they are going through the hyper iteration cycle right now where multiple startups are rushing to roll out their platforms. I suspect a number of these will not survive but those who do..

The benchmark and leading company seems to be Unitree G1. You might recall their Unitree GO2 robot dog that even Ukraine has deployed. G1 dropped earlier this year and is notable for its clear and relatively affordable pricing (USD 16k). However, other Chinese competitors are already giving them a run for the money.

Humanoid robot G1_Humanoid Robot Functions_Humanoid Robot Price | Unitree Robotics

Unitree Robotics Humanoid Robot G1 has the flexibility beyond normal human, can imitate & reinforce the learning drive, combined with force-position hybrid control, sensitive and reliable, can simulate the human hand to achieve the precise operation of the object, welcome to consult with us to...
www.unitree.com www.unitree.com

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koxinga

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(China) Engine AI's is another very promising startup with robot that emphasises very natural walking gait. They have released two robots, the SE01 in October 2024 and the PM01 (under USD 12k) in December 2024

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PM01 (right) compared with SE01

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koxinga

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And you have companies like Kepler with their Kepler K2 Forerunner, which looks like an Optimus copy, targeting the industrial use case

newatlas.com

Forerunner K2 humanoid robot can carry 33 lb in each dexterous hand

China's Kepler took its Forerunner humanoid robot to CES 2024 back in January, taking aim at Tesla's Optimus in the process. The company has since been in talks with target customers and has now announced a follow-up that's "tailored for commercial applications."
newatlas.com newatlas.com

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koxinga

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