Content types
Patterns and trends
Observations and analysis of sustained change across companies, groups, or the industry, including usage, technical capability, market structure, and social effects. Personal arguments belong under Opinions; one-off business actions belong under Industry news.
44 selected · 11 in the last 30 days
Agile Robots/思灵机器人 ·
Agile Robots and Idealworks detail edge AI inference stack, running VLMs on Jetson AGX Xavier with custom TensorRT plugins
Agile Robots and its subsidiary Idealworks describe their edge AI deployment stack since 2018, covering five layers: hardware, BSP, inference pipeline, inference framework, and quantization.
云启资本 ·
Yunqi Capital roundtable transcript: Manycore, Shengshu, and Galbot discuss the next paradigm after Agentic AI
Yunqi Capital released a transcript of a roundtable at Tencent WAIC Night, hosted by Managing Partner Chen Yu, in which Huang Xiaohuang of Manycore, Luo Yihang of Shengshu Technology, and Zhang Zhizheng of Galbot discussed the next paradigm after Agentic AI.
LimX Dynamics ·
LimX Dynamics Completes Nearly $200 Million Pre-IPO Funding Round
LimX Dynamics announced the completion of a Pre-IPO funding round of nearly $200 million, bringing its total funding over the past six months to $400 million. Investors include IDG Capital, Lens Technology, GGG Group, Redstone VC, ChinaVision Capital, and Hefei Binhu Industrial Development Group, among others. UAE-based Leishi Capital followed on across multiple consecutive rounds, and several existing shareholders increased their investments beyond their pro-rata shares.
Zeroth/元点智能 ·
Zeroth completes nearly 500 million yuan Pre-A round, total funding reaches 1 billion yuan
Zeroth (Yuandian Intelligence) announced the completion of nearly 500 million yuan in Pre-A financing, bringing its cumulative funding to 1 billion yuan. The round was led by Ant Group, with Gili Capital, 37 Interactive Entertainment, and China Growth Capital participating, while existing shareholder Monolith increased its stake. Founded a year and a half ago, the company has received orders for more than 30,000 robots, and its revenue in the first half of 2026 grew 600% year on year. It also launched the full-size humanoid robot Jupiter and the collaborative robot N1, while the M1 small humanoid robot and the W1 tracked robot have entered scenarios such as early childhood education and smart homes.
X Square Robot/自变量机器人 ·
X Square Robot completes four financing rounds, valuation exceeds 20 billion yuan
Shenzhen embodied intelligence company X Square Robot has completed four consecutive financing rounds from Series B through Series C, all fully closed, with a valuation exceeding 20 billion yuan, making it the first embodied intelligence company in the Guangdong-Hong Kong-Macao Greater Bay Area to surpass a 20 billion yuan valuation with the rounds closed. There are more than 30 investors, including the National Artificial Intelligence Industry Investment Fund, Sequoia China, and Xiaomi Strategic Investment. The company released its embodied large model WALL-B in April 2026, partnered with 58 Daojia to provide robot home housekeeping services to nearly 1,000 households in Shenzhen, and partnered with SF Express on flexible intelligent sorting and parcel feeding.
OFweek Robotics ·
Galbot releases AstraBrain-WBC 0.5, validating Scaling Law with humanoid motion data
Galbot released AstraBrain-WBC 0.5 (paper titled Humanoid-GPT, accepted to CVPR 2026), training a Transformer whole-body controller on about 2 billion frames of retargeted motion data, achieving a 92.58% zero-shot motion tracking success rate with 0.39 ms inference latency; code and data are open-sourced.
线性资本 ·
Simple AI completes Pre-A round of hundreds of millions of yuan led by Didi and lands hotel-scenario POC validation
General-purpose embodied AI robotics company Simple AI announced it has completed a Pre-A funding round of hundreds of millions of yuan, led by Didi, with participation from Plum Ventures and Keli Sensing, and continued backing from existing shareholders Genesis Partners, Linear Capital, and Puhua Capital; the company has completed four consecutive funding rounds within one year.
Holiday Robotics ·
South Korea's Ministry of Science and ICT Launches Physical AI Leading Technology R&D Project, Investing 34 Billion Won Over Two Years to Advance World Model Localization
South Korea's Ministry of Science and ICT held a launch briefing for the Physical AI Leading Technology R&D Project in Seoul on June 9, planning to invest 34 billion won over two years to jointly develop a Korean-style world model and domestic simulator with 10 industry-academia-research institutions including LG Electronics, aiming to raise robots' final action success rate by more than 20 percentage points compared with not using a world model, and planning to achieve an MVP within one year and eight months and conduct validation at manufacturing and logistics sites.
Dyna Robotics ·
Dyna Robotics reviews 10 months of production deployment, discusses robotics bubble and three paths
Based on a review of nearly 10 months of real customer deployments, Dyna Robotics believes the timeline for converting robotics capabilities into commercial value is longer than current funding assumptions suggest, and that much of the market is a bubble. The article presents three judgments: hardware is not the same as a channel, pretraining data scale is not the same as downstream capability, and building deployment systems is underestimated. It says Dyna-1, released in April 2025, ran autonomously for more than 24 hours on tasks such as napkin folding with a success rate above 99%, but deployments did not self-accelerate, and no one in the industry has yet validated at scale that a second deployment is faster than the first.
线性资本 ·
Bot Auto's Hou Xiaodi on the First Fully Driverless Truck Order and Commercialization Standards for Autonomous Driving
Linear Capital shared an interview with Bot Auto founder Hou Xiaodi on Zhijian autoweek, in which he said that on April 30, the day before Musk announced the production version of the SemiTruck had rolled off the line, Bot Auto completed the first fully driverless autonomous truck commercial order in the United States, with no safety driver and no real-time remote human backup.
Skild AI ·
Skild AI Acquires Zebra Technologies' Robotics Division to Advance Warehouse Deployments
Skild AI announced the acquisition of Zebra Technologies' robotics division (formerly Fetch Robotics), and plans to deploy Skild Brain in warehouse settings to automate end-to-end fulfillment processes. Zebra's Symmetry Fulfillment scheduling platform has been validated in logistics environments, where it can coordinate tasks among robots and frontline workers; the company says the acquisition will accelerate its data flywheel and expand into more verticals and robot form factors.
Zerith Robotics/零次方 ·
Zero Power Robot completes over 100 million yuan funding round led by Runze Group
Zero Power Robot announced the completion of a new funding round of over 100 million yuan, led by Runze Group, with Ningbo Dongli, Jieli Angel, and Pinghu Zexin participating. The company said its order count has exceeded 100 million yuan and revenue is in the tens of millions, with stable monthly mass production of 100 units, and validation completed in more than 20 landmark scenarios nationwide; the article also introduced its technological progress including the 4D augmented model ZERITH-SDA and the brain-inspired dual-stream asynchronous execution architecture ZERITH-V2.
线性资本 ·
Manycore Tech Passes HKEX Listing Hearing; Linear Capital Was Earliest Angel Investor
Manycore Tech Inc. has passed the Hong Kong Stock Exchange listing hearing, disclosing its post-hearing information package on March 29. JPMorgan and CCB International are joint sponsors. It will become the first tech company among the "Hangzhou Six Little Dragons" to complete an IPO.
线性资本 ·
Agile Robots and Google DeepMind announce strategic partnership to advance Gemini Robotics in industrial settings
Agile Robots and Google DeepMind jointly announced a strategic partnership that combines the Gemini Robotics foundation model with Agile Robots' scalable industrial robotics platform, with an initial focus on high-value industrial scenarios such as 3C manufacturing and automotive manufacturing.
线性资本 ·
Amazon acquires Swiss wheel-legged robotics company RIVR, with Linear Capital as lead investor in its first round
Amazon has completed its acquisition of Swiss robotics startup RIVR, and the RIVR team will join Amazon. RIVR was founded in April 2023 and is headquartered in Zurich; formerly known as Swiss-Mile, it completed its first funding round in November 2023, led by Linear Capital with Agile Robots participating, and in August 2024 received joint investment from Amazon, Bezos Expeditions, Sequoia China, and others.
RealMan/睿尔曼 ·
Realman provides real-world data for Ant Lingbo's open-source embodied model LingBot-VLA
Ant Lingbo has released and open-sourced LingBot-VLA, an embodied intelligence foundation model. Its pretraining used about 20,000 hours of real-world data covering 9 dual-arm robot configurations, and it outperformed Pi0.5 overall in real-robot evaluations across more than 100 tasks. Realman's wholly owned subsidiary Ruiyuan Robotics provides high-precision multimodal real-world data for the RS-01 and RS-02 robots. The technical report shows that model success rates continued to improve without saturating as pretraining data expanded from 3,000 hours to 20,000 hours.
RobCo ·
RobCo closes $100 million Series C to advance Physical AI roadmap and expand in the US market
RobCo announced the close of a $100 million Series C round, co-led by Lightspeed Venture Partners and Exor's Lingotto Innovation, with participation from Sequoia Capital and others.
线性资本 ·
Founder of Swiss wheeled-legged robot dog company RIVR discusses last-mile delivery commercialization
Entrepreneurship Weekly interviewed Marko Bjelonic, founder of Swiss wheeled-legged robotics company RIVR, and Gus Leung, head of supply chain for China, about the progress of its robot dogs in last-mile delivery. In August this year, RIVR signed Just Eat Takeaway, Europe's largest food delivery platform; in the same period, it added Swiss Post and online supermarket Migros as customers, extending its business into fresh grocery delivery. It currently operates in Zurich, Leeds, Austin, and Boston, partnering with Evri, Veho, and others for door-to-door delivery.
Intrinsic ·
Foxconn and Intrinsic Form Joint Venture to Build Smart Factories for Electronics Assembly
Foxconn and Intrinsic announced at Hon Hai Tech Day 2025 the formation of a US-headquartered joint venture aimed at moving electronics assembly from product-specific automation to more general-purpose intelligent robotics, with the goal of gradually achieving full-factory automation.
线性资本 ·
Bot Auto completes first fully driverless truck real-world road test
Linear Capital portfolio company Bot Auto announced it has completed its first real-world road test in which the truck truly performed all operations on its own, with no one in the driver's seat, the back seat, or at a remote-control terminal, and no escort vehicle. During the test, the truck on a Texas highway handled scenarios including avoidance, detouring, merging, and responding to the appearance of a fire truck. The vehicle is equipped with 15 cameras, 8 lidars, and 3 millimeter-wave radars, with redundancy in perception, computing, actuation, and power supply; after the primary server is shut down it can switch to a backup server, and if the backup is also shut down, the vehicle control unit takes over to pull over and stop.