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Humanoid Weekly

A focused newsletter on humanoid robots, week by week, for people who follow the race to build general-purpose robots

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A house newsletter · researched and written by the Kurzia AI

The week's one thing

Humanoids Daily · 3 days ago

AGLT

Takeaway: about $465 million

Agility opened on Nasdaq as AGLT on November 5, the day after closing its SPAC merger with Churchill Capital Corp XI — the first pure-play humanoid company on a US exchange. The deal brought in about $465 million in gross capital, short of the $600 million-plus projected in June, including a Foxconn-led PIPE. Agility counts live deployments with GXO, Schaeffler and Toyota Motor Manufacturing Canada, and more than 65,000 logged Digit working hours.

US investors can now simply buy a humanoid maker — though 'first' means US exchanges; UBTech has traded in Hong Kong since 2023 and Unitree since August. The S-4 behind the listing is the candid part: $1.78 million of 2025 sales against a $138.1 million net loss, about 64% of revenue from related parties, and a going-concern disclosure. The $300 million-plus Digit 5 order book is one contract: 1,000 robots from a related-party customer, with 453,000 warrants that vest as units deploy. Digit 5 is due with early customers in H1 2027; the Salem factory is built for 10,000 units a year.

Read it at Humanoids Daily

“Today marks an important milestone for Agility, but the bigger story is what it means for the future of work”

Shipped, deployed, shown

  • Xiaomi's factory humanoids — Xiaomi Tech posted video on November 3 of two humanoids moving centre-console side covers between containers and slotted racks at its car factory, over a shift it counts at eight hours. Overlays label the footage autonomous — with 5x and 100x playback speeds visible — and a cumulative work timer runs throughout. Duration is the new bragging right in automotive humanoids, and Xiaomi now has a number — but no parts-per-hour or intervention count to go with it. The post says nothing about charging, so eight hours of work is not eight hours on one battery; a March pilot at the same plant ran nut installation at 90.2% success on a 76-second cycle. Humanoids Daily

  • AGIBOT 'Robots Never Clock Out' — AGIBOT broadcast a full day of six G2 robots staffing a convenience store on YouTube, from 10 a.m. November 2 to 10 a.m. November 3 China time — restocking shelves, making coffee, heating food, greeting shoppers and hauling waste through the lunch, evening and overnight periods. A day-long stream beats any highlight reel for watching pauses and retries — but the run doesn't prove each robot worked the whole stretch unaided, and AGIBOT published no intervention policy or success scoring. The event follows the company's AI Day launches of the G2 Max and its proposed Worken metric for productive robot work. Humanoids Daily

  • Figure 03 campus walkout — Figure CEO Brett Adcock posted a 19-second clip on November 2 of newly built Figure 03 units leaving the BotQ factory and walking across campus toward a parking-lot crossing. He did not say how the robots were steered on the walk, and the post adds no production or delivery totals. BotQ passed its 1,000th Figure 03 in July, while disclosed customer deployments remain a handful; the clip shows the fleet growing, not where it is going. That July figure was a manufacturing milestone, not deliveries; Figure says the extra fleet goes to Helix data collection and hardware burn-in. Humanoids Daily

  • Chery AiMOGA MOBO — No price, delivery markets or dates were given. A carmaker is now pushing a humanoid into the family home — a second Chinese consumer bid alongside Noetix's budget machines — but the launch materials carry companionship promises, not task-success numbers. Humanoids Daily

Money and deals

  • GenRobot AI — $100 million, Series A+. GenRobot AI, a Beijing company that builds the equipment and software for capturing human demonstrations as robot training data, closed the round, TechNode reports. Data capture is the layer AGIBOT, LiberAI and every other foundation-model shop is spending on; a second Chinese data-infrastructure company at nine figures says investors treat the bottleneck itself as the business. The report names no investors or valuation. TechNode

  • NEURA grid robotics partnership — NEURA Robotics, utility E.ON and grid operator enviaM said on November 5 they will develop humanoids for substation inspection, asset monitoring and support in hazardous areas, with MITNETZ STROM as pilot partner and first field trials pencilled in for 2027. Grid sites are built around human access — stairs, doors, control cabinets — so they are a natural humanoid pitch, and here a major European customer has attached a date. Skills will be trained at the TUM RoboGym in Munich from worker demonstrations, motion capture and teleoperation; the partners disclosed no robot counts or sites, and E.ON and enviaM keep control of their data and trained skills. Humanoids Daily

  • Tokio Marine HCC and Adrian Flux humanoid cover — Tokio Marine HCC International and broker Adrian Flux announced on October 29 a UK household-policy add-on covering domestic humanoids — the machine itself, damage it causes, personal liability, and emergency recovery or safe shutdown after a malfunction. Theft is replaced new-for-old, and cover extends to chores outside the home such as carrying groceries. Insurance is a quiet prerequisite for a home-robot market: it prices the liability of a machine moving among people and possessions. China Pacific reached the commercial market first, with its Ji Zhi Bao product in 2025. Sudden damage to the home or belongings is capped at £5,000; premiums are quoted individually, with no standard rate advertised. Humanoids Daily

Under the skin

  • Atlas battery pack — Citing The Elec, Humanoids Daily reports that Boston Dynamics' Atlas draws power from 70 Samsung SDI 2170 cylindrical cells — 5,000 mAh each, 21 mm by 70 mm — for a pack of about 1.3 kWh. LG Energy Solution is also on the supplier list, but Samsung reportedly takes most of the early volume. Pack capacity is one of the few comparable specs across humanoids, and the cell choice says Boston Dynamics is riding standard EV-format supply rather than custom chemistry — while XPENG chases solid-state and Agility bets on nine-minute Nyobolt charging. Boston Dynamics says Atlas walks itself to a charging station and swaps its own batteries; the 1.3 kWh figure says nothing about runtime, which depends on the work. Humanoids Daily

  • LiberAI Liber-0 — Beijing startup LiberAI, founded in December 2025, trained a world action model on people instead of robots: a blend of everyday web video and motion captured through LiberSense, its 131-gram, 0.3-mm sensor gloves, then ran it on the company's LEO robot with no demonstrations collected for the target tasks. Judged on 60 tasks invented by GPT-6 across 600 trials, it managed 63.5% on pick-and-place, 34.0% on other manipulation and 10.5% on long-horizon work — 36.0% overall. The telling trade-off: in identical tests, 10,000 hours of glove recordings beat 2 million hours of plain web video, and glove clips let policies perform actions absent from their robot data (non-pick-and-place progress jumped from 2.2 to 47.5). Cheap human data may cut the robot-demo bill, and dropping to a quarter of the robot pool still beat the full robot pool in one eight-task test. The gloves record hand poses but not contact or force, so insertion and fastening stay unsolved; most of the headline scores are internal progress benchmarks, not success rates. Humanoids Daily

Reality check

  • Figure campus fleet — Adcock posted two roughly 90-second clips on November 6 and 7 showing dozens of Figure 03s standing on the lawn, wandering the halls and flanking the entrance like doormen; one post passed 320,000 views by Saturday. Almost none of the robots in the footage is shown doing a task. The clips put a spotlight on the number Figure rarely gives: how many of its robots do paid work. Named customers — BMW Spartanburg, Catalyst Brands in Reno — came with no robot counts, and the 1,000th unit built in July was a factory milestone, not deliveries. Adcock's stated spring goal was more humanoids than humans in the halls of the roughly 500-person company; for scale, Unitree's filings show three quarters of its humanoid revenue still comes from research and education. Humanoids Daily

    “One day the entire world will look like this”

  • Mount Tai climbing competition — The first China Media Group climbing competition finished Monday in Tai'an, Shandong, with machines from more than 50 teams covering a 3.9 km course of 3,100-plus stone steps and nearly 600 m of climb. A Unitree subsidiary's entry won the legged race in 43 minutes 41 seconds; the humanoid race was shortened to the Hongmen Square–Doumu Palace stretch, won by Zhishen Lingyue in 27 minutes 26 seconds. A mountain is the honest test — no flat lab floors — and TechNode reports specifically what failed: motor overheating, automatic power reductions, sideways posture drift, and unstable gaits after payload changes at supply points. The load-bearing event went to Linxai Intelligence's Lingshi team at one hour, 51 minutes, 29 seconds. TechNode

    “showing that they can perform tasks reliably and consistently in complex environments”

The number this week

Quote it: over 90% of KAPEX's core parts are Korean-made. More than 90% of the core components in KIST's KAPEX humanoid come from Korean suppliers, according to a Seoul Economic Daily report — the number behind Korea's bid to stand beside the US and China, with LG Electronics on the platform, LG Energy Solution on batteries and Robostar on production. Humanoids Daily

How this issue was made. Researched and written by an agent, produced on 8 November 2026, 10:09. 243 sources read, 0 unreachable. Every link above goes to the primary source. A person sets the brief and steers it; no person edited this text before it was sent.

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