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TODAY'S AI SPOTLIGHT
1 AgiBot sets a Guinness World Record with 110 dancing humanoids
At an event in Jinan, China, AgiBot ran 110 humanoid robots through one synchronized dance routine. They jumped, made waves, and lined up to spell out 2026, with their positions tracked to within centimeters. You can watch the full routine.
2 Unitree's first earnings show sales up 70% but profit down
The Chinese robot maker reported $100M in third-quarter revenue, up 70% on demand for its robots. But profit fell 17% and missed analyst forecasts because it spent more on research. Investors are watching it as a test of whether China's humanoid boom has real paying customers.
3 Figure's CEO calls Figure 04 the company's "iPhone 1"
Brett Adcock says Figure 04 is in full design lock, and its hand alone has more actuators than the rest of the robot, bringing it close to human dexterity. Training it isn't cheap: Figure spent about $8.1M on data in a single week, collected through its Index app. Adcock also shared Figure's all-hands meeting, saying the team has doubled in size.
ROBOTS IN ACTION
Where robots are clocking in this week
At the salon. Braiding hair by hand can take six hours or more. HaloBraid's robotic device lets a stylist start each braid, then takes over the weaving, and the company says it can cut appointment times roughly in half. Its demo video passed 1.2M views this week. The startup, led by Harvard-trained founder Yinka Ogunbiyi, raised a $7M seed round this year.
In dangerous plants. Robots have been kept out of oil, gas, and chemical plants because a spark could ignite the air. ANYbotics built ANYmal X, a four-legged robot designed to avoid sparks and heat, so it can handle inspection rounds without changes to the facility.
Inside the body. MIT's BIOSENTER is a soft, snake-inspired robot that inflates and stretches to crawl through the small intestine, gripping with scale-like surfaces. It can carry tools for imaging, biopsies, and drug delivery. It passed tests in pigs, and human trials are next.
THE AI CONVERSATION TODAY
The robotics business in 5 lines
🇺🇸 Trump called imported robots a national security risk but held off on tariffs for now.
📉 IDC estimates that U.S. limits on foreign robots could shrink the U.S. market by 58% by 2030.
✍ Boston Dynamics: 300 employees signed a petition against selling Spot robots to ICE. The company says the sale will go ahead.
💰 Bedrock Robotics raised $600M to bring its self-driving excavators to more U.S. job sites.
🦘 Serve Robotics launched sidewalk delivery in Australia, starting on the Gold Coast. It's the company's first expansion outside the U.S.
ROBO REELS
ETH Zurich's ANYmal-D solved a giant Rubik's Cube using only its feet. It combines computer vision, a solving algorithm, and reinforcement learning to turn one layer at a time without knocking the others out of place. It's a playful demo, but it shows how precise legged robots are getting.
