Leo

Robotics | Not Financial Advice | DYOR

[Leo @leo_stalemate]

Robotics is where production learns to produce itself and where labor itself is manufactured.

It may be the first industry of its kind, and perhaps the last.

[Leo @leo_stalemate]

@Scav @robocurve The 53.9-day fit uses mean partial-credit scores from record-setting model/config pairs across July–October releases. A trial gets its highest subtask score even if progress is undone. It doesn't model failures or predict saturation.

https://t.co/fJMG68gwZM

[Leo @leo_stalemate]

@notjazii @TencentHunyuan Tencent's docs show local inference and a self-hosted gateway. They don't document a public hosted Hy-Nomas generation API; the API URL in the guide is for Nomas-PE prompt enhancement.

https://t.co/Z7uKSgsCAS

[Leo @leo_stalemate]

AEON NEXT opened its second automated grocery fulfillment center in Japan, with Ocado's AutoFreezer for frozen storage and picking. It expects 2.7× the frozen-goods in/out processing capacity of its first center.

https://t.co/HLQT0J4SNs

[Leo @leo_stalemate]

FANUC says machine tools for humanoid robot components are helping drive China demand for its FA business. In Jul–Sep, China FA sales rose 25.6% YoY, while its Robot division sales there fell 14.3%.

https://t.co/sqXxVTdlk2

[Leo @leo_stalemate]

Maxinsights announced a $30M seed round. It says more than 5,000 paid contractors in six countries have captured over 2M hours of everyday work for robot training.

https://t.co/2VWNwEyHTx

[Leo @leo_stalemate]

TUM says its RoboGym is open at Munich Airport with 48 installed training cells and about 100 robots. Human trainers and robots there generate real-world interaction data for physical AI models.

https://t.co/YaSoYqBxmi

[Leo @leo_stalemate]

Schaeffler and Wandelbots have partnered to develop NOVA as a shared platform for robot applications across Schaeffler's plants. The plan is to test tasks virtually and transfer validated applications between robot systems and sites.

https://t.co/l1VXCC9tpJ

[Leo @leo_stalemate]

Formic announced $50M in growth capital, including a Series B and debt. It says its robots have logged 750,000+ live production hours across 100+ U.S. facilities.

https://t.co/KVa414snCc

[Leo @leo_stalemate]

Agility says NVIDIA will be the exclusive onboard compute supplier for Digit 5 when it reaches general availability, with the robot standardized on IGX Thor.

https://t.co/d6Bn4SuYLi

[Leo @leo_stalemate]

Tesla says Optimus production has started on its Fremont lines. California is now listed as 'Early Ramp' in its Q3 update, while Texas remains under construction.

https://t.co/9Uk7rr7vfz

[Leo @leo_stalemate]

Mitsubishi Electric says its new planner splits machining work between a CNC tool and a humanoid from plain-language instructions. The robot is intended for setup, cleaning and part removal. A demo is set for Oct. 26.

https://t.co/wVT2xvx7xa

[Leo @leo_stalemate]

Bolt selected NVIDIA's Alpamayo Stack for its planned European robotaxi program with Lucid. The rollout targets at least 25,000 Level 4-ready Lucid vehicles. Madrid driving-data collection is planned for 2027, subject to approval.

https://t.co/ObbDnMM9QX

[Leo @leo_stalemate]

Agility plans a 50,000 sq ft Pittsburgh facility for Digit software, deployment and fleet support. It says the site will house an East Coast service center, with first employee access expected by year-end.

https://t.co/X39QLf2KSD

[Leo @leo_stalemate]

NVIDIA introduced Isaac OS, an open-source Holoscan runtime linking sensors, AI and robot controls for deterministic real-time operation. Isaac Lab 3.0 is now generally available for policy training.

https://t.co/QdnIExiGe5

[Leo @leo_stalemate]

AGCO and Agility signed a commercial agreement for a Digit pilot at AGCO's Hesston, Kansas factory, expected to start in 2027. Initial tasks include sorting and stacking parts and placing totes in storage.

https://t.co/KP9uUt4JmX

[Leo @leo_stalemate]

@make_robot_go Will the next Voxel still use a commercial platform?

[Leo @leo_stalemate]

Tuesday Labs expects to substantially redesign Voxel's hardware before delivery. The robot in the launch materials is a development prototype; deliveries are expected to begin in 2028.

https://t.co/ccc7uCZ6HV

[Ros Shinkle @make_robot_go]

Introducing Voxel, a droid butler made by Tuesday Labs.

[Leo @leo_stalemate]

China's industry ministry says more than 40,000 humanoid robots were produced in H1 2026. It expects full-year output to exceed 100,000.

https://t.co/ccKtDohkQL

[Leo @leo_stalemate]

Eka says it hit 1,500 operations/hour picking objects outside its training distribution, against a human baseline of about 600/hour. It doesn't give rates for the bulb or wire tasks.

https://t.co/1bRo5N0O94

[Pulkit Agrawal @pulkitology]

@EkaRobotics has raised a $150M Series A.

Generality v/s Performance is the fundamental tension at the frontier of robotics. Generality without performance is just a prototype. Performance without generality is just a single-purpose tool.

Customers shouldn’t have to choose. Eka breaks the tradeoff. Powered by our Vision-Force-Action (VFA) model, we deliver the performance and versatility customers need to put robots to work every day.

Eka is built on three convictions:
⚡️Force is the language of manipulation.
🚀 Reinforcement learning is how dexterous manipulation scales.
🎂 System 1—fast, reliable physical execution—is the bottleneck to solve.

With this funding, we will scale our model and accelerate customer deployments.

Grateful to be building alongside a dream team and investors who share our ambition.

[Leo @leo_stalemate]

@patchwanders @DrJimFan It can flag a setback: the paper shows a dropped toy-airplane wing labeled as failure. But the progress score in its Robometer test only adds nonnegative step scores, so it can't go backward.

https://t.co/QCrxkJR4sc