XMAQUINA
What changed, and what is the evidence.
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🗞️ Pulse first · 3 news posts
Coverage
- 🗓️ 2026-10-22 · ✍️ RoboterminalEka's Robot Picks 1,500 Things an Hour. Its Gripper Is Rated for About 139 Days of That.
- 🗓️ 2026-10-21 · ✍️ RoboterminalSchaeffler Will Buy Thousands of Humanoids From Its Actuator Customers. Its €400 Million Order Book Doesn't Count Those Deals.
- 🗓️ 2026-10-19 · ✍️ RoboterminalFifteen Humanoids Are Loading Car Parts at 98%. The Number That Decides Their Future Is 15 Seconds.
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Timeline
What changed, and what is the evidence.
Oct 22, 2026 · Post · posted
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Join us live today at 2PM UTC for Robotico Live 🎙️ See you there! https://t.co/k4Ae0taVPx |
Private robotics investments usually come with one big problem: getting your money out is not easy. @xmaquina RCM is exploring another approach. Instead of holding shares directly in a private robotics company, investors hold onchain… |
What if exposure to private robotics investments could be traded before an IPO? RCM Assets are designed to make that possible, while connecting private market investments to the broader onchain economy. Building RCM 04 ↓… |
A new capital allocation proposal is live 🗳️ BOT-15: Strategic Allocation in @SkildAI 72 hours to vote → https://t.co/FHI2aIxc0e https://t.co/DftKuVj5tc |
Skild AI is building the foundation model for the world's robots. $1.4B raised since 2025. $100M+ in annual recurring revenue. Major industrial partnerships signed. Ahead of the DAO’s upcoming capital allocation proposal, we take a closer… |
The DAO is preparing a new governance proposal to consider an investment in Skild AI. The company is developing a universal AI brain designed to work across different robotic platforms, from humanoids to industrial robots. We first covered… |
Hyundai is preparing to deploy 25,000 Atlas humanoids. Commitments like this show where robotics is heading faster than any market report. https://t.co/gEibvZNbYh |
New technology has to earn its place on the factory floor. Rahul Garg, VP of Industrial Machinery at @Siemens, says humanoids face the same test. Reliable. Consistent. Economically viable. Prove that, and adoption moves faster.… |
One AI model. Five robot embodiments. @NEURARobotics just introduced Neuron AI, combining vision, touch, sound and memory to turn physical experience into action. Progress keeps stacking across the DAO portfolio. https://t.co/T3Juxqx6uC |
🎙️ LIVE THIS WEEK @ipashkov, Founder of @sinthive joins us on Robotico Live. He's building infrastructure to govern what autonomous AI agents and physical robots are allowed to do, with a focus on human oversight, safety and… |
More than 1,000 companies potentially developing humanoids. Now Morgan Stanley is talking about a $40 trillion labor market. We’ve been building our position in humanoid robotics for years. Still early. https://t.co/l6J0FnHTIS |
Robotico Live https://t.co/TsayEygXmc |
From $150K at launch to a $30K target at scale. @agilityrobotics is designing Digit 5 around a major reduction in production cost as annual volume grows toward 10,000 units. Progress keeps stacking across the DAO portfolio.… |
🎙️ LIVE THIS WEEK In recognition of International Women in Robotics Day, @Jesica_ChavezS Founder and CEO of Robo Success and Vice President of @HumanoidsSummit joins us on Robotico Live. October 8 at 4PM UTC. https://t.co/DE5Xl6ssdn |
Robotics Treasury Report Vol. 2 is now available. Current exposure spans 9 robotics companies, including @Apptronik, @1x_tech, @NEURARobotics, and @Figure_robot The report covers portfolio holdings, governance activity, treasury… |
Different bets. Same outcome. Figure. Apptronik. 1X. Agility. NEURA. Sanctuary. Humanoid robotics at scale. The thesis behind each one ↓ https://t.co/PtVRLhgtXI |
Nine positions across humanoid robotics. One treasury built for the long term. Uptober begins. https://t.co/D1JvigVbGt |
Humanoid shipments increased 432% year over year in H1 2026. China produced more than 95% of them. Figure, Apptronik, Agility and 1X are still building toward volume. This market is early, and the race is far from one dimensional. 2027… |
Robotico Live is back with the latest from across robotics. This week, AMD’s $8.2 billion acquisition of World Labs, Direct Drive Tech’s IPO, Amazon’s robotics expansion and more. @RachelCreates and @jess_xmaq break it all down. 00:24… |
Humanoid Digest: September AGIBOT produced its 20,000th robot. Skild AI crossed $100M in ARR. Agility disclosed more than $300M in multi year orders. Tesla ramped to several hundred Optimus units a week. Here’s what happened 🧵… |
Robotico Live returns tomorrow. @RachelCreates and @jess_xmaq cover the latest news and developments across humanoid robotics. October 1 5 PM UTC https://t.co/J6Pm3Z3T0u |
Robotics is advancing inside private markets. Most of the companies building humanoid robots today are still private, with access largely limited to private market investors. RCM is being built to change that. Building RCM 01 ↓… |
Humanoid robotics is starting to look less like a single-company bet and more like an entire new asset class. $DEUS is taking a different approach by giving exposure to private companies building the robotics economy through a DAO… |
Imagine being early to an industry that could fundamentally reshape the global labor market. The DAO holds equity exposure in leading private companies building the humanoid robotics economy. $DEUS is the access point.… |
Use humanoids when human-like mobility and dexterity solve an automation problem better than the alternatives. Not because they look human. Rahul Garg, VP of Industrial Machinery at @Siemens, on when humanoid economics actually make sense.… |
September 2025. The DAO backed @SkildAI and its vision for a general purpose robot brain. One year later, that vision keeps becoming more tangible. https://t.co/jQdIV2zItN |
Robotico Live ft Siemens Digital Industries Software https://t.co/apStvUMZMe |
🎙️ LIVE TODAY Rahul Garg, Vice President of Industrial Machinery at @Siemens, joins Robotico Live for a conversation on industrial automation and robotics. Tune in at 5 PM UTC. https://t.co/dNg538kOak |
A private market without liquidity is mostly a waiting room. RCM is being designed differently. Robotics assets become markets people can enter and exit, rather than positions that remain locked until an acquisition or IPO. 24/7 markets… |
🎙️ LIVE THIS WEEK Rahul Garg, Vice President of Industrial Machinery at @Siemens, joins us on Robotico Live. September 24 at 5 PM UTC. https://t.co/N1x1VE08bF |
Humanoid robotics now has a baseline. Around 7,000 humanoids were sold globally in 2025, with deployments still concentrated in research, AI data collection and early industrial pilots. Bank of America forecasts 1.2 million annual… |
Robots should be predictable in ways humans are not. @pozelnik, CEO of @archtyp_ai, on why deterministic behavior matters when robots begin operating around people. Full conversation on Robotico Live ↓ https://t.co/NlR8MnU8uP |
$576M+ into robotics this week. The capital is already here. The market infrastructure is next. https://t.co/ftrPnTyjpn |
The missing layer in robotics may be social cognition. Amadej Pzelnik, CEO of @ARCHTYP, on why movement is only part of the problem and what it takes to deploy robots that can operate around people. Plus the latest developments across… |
Most service robots can navigate a room but struggle to hold a conversation. @pozelnik, Founder and CEO of @archtyp_ai, joins Robotico Live to discuss building the social OS that makes robots actually social. Join us today at 5pm UTC.… |
Agility Robotics is going public. XMAQUINA invested in Agility through BOT-04 in 2025. Now, a proposed SPAC transaction establishes a path toward public market liquidity for the DAO’s position. What happens next ↓ https://t.co/kHiYMHWFEZ… |
The more human a robot looks, the more human the interaction becomes. @AndrewKiguel on why expression matters in humanoid robotics. https://t.co/bbG7Ot79zF |
Some of the most important companies in robotics remain outside public markets. We are building the infrastructure to change how they can be accessed. Robotics Capital Markets by @xmaquina Coming soon. https://t.co/jYjI5mwy7A |
Goldman Sachs just revised its humanoid robotics outlook significantly higher. 6.5 million units by 2035. A market approaching $140 billion. Manufacturing and logistics leading early deployment. The important part is how quickly the… |
Base is quietly turning into a serious hub for AI and Physical AI. A few launches this week stand out to me: @Uptopia_xyz is building a GameAI market where internet games can connect and developers can build new apps on Base. @reppo is… |
Autonomy doesn't mean reaching 100%. It’s reducing how often humans need to intervene. Every handoff keeps work moving while creating the training data that makes robots more capable over time. @WaldenRobotics on why autonomy isn't binary… |
SECO joins the growing network of industrial and technology companies working with @NEURARobotics as it scales. Amazon, NVIDIA, Qualcomm, Bosch and Schaeffler. NEURA is building out Europe’s Physical AI ecosystem ↓ https://t.co/enPvC8ATsJ |
What happens when AI gets a human face? @AndrewKiguel, CEO of @RealbotixCorp, on 'Aria' and building lifelike humanoids. Plus the latest developments across humanoid robotics. ----------- 00:00 Introduction and humanoid robotics news 07:32… |
What happens when AI gets a human face? @AndrewKiguel, CEO of @RealbotixCorp, on Aria and building lifelike humanoids. Plus the latest developments across humanoid robotics. ----------- 00:00 Introduction and humanoid robotics news 07:32… |
XMAQUINA is steadily building exposure to the robotics stack, not just one type of humanoid. Nine private robotics companies are now in the portfolio, spanning humanoids and the infrastructure needed to deploy them. $DEUS at 1.1x mNAV… |
Nine private robotics companies now sit within the XMAQUINA portfolio. $DEUS is trading at 1.1x mNAV The portfolio continues to expand across humanoid robotics and the infrastructure enabling its deployment. 📊 Track the portfolio →… |
Robotico Live drops tomorrow. @AndrewKiguel, Chairman and CEO of @RealbotixCorp, on building Aria and the future of lifelike humanoids. 5pm UTC. https://t.co/MJFOgOMDQQ |
New: @agilityrobotics just filed its S-4, giving us the first look at a U.S. humanoid company's financials. → $1.8M revenue in 2025 → $140M operating loss → $2.5B SPAC valuation → 1,400x revenue multiple + 9 active customer sites and more… |
A new series is coming for everyone following humanoid robotics. @XMAQUINA is launching Robotico Live, together with @roboticomarket, bringing direct conversations with the founders, engineers and researchers building the future of… |
Introducing Robotico Live 🎬 Hosted by @RachelCreates, this new series brings you direct conversations with the founders, engineers and researchers building humanoid robotics. A collaboration with @roboticomarket First episode drops… |
OpenAI will build humanoid robots. Sam Altman confirms on the Sources podcast. Near term: data centers and infrastructure. Long term: personal robots for everyone. https://t.co/KJcpk9YRVA |
"This will be a key inflection point to putting a robot in every home." @Figure_robot just committed $3.5 billion to deploy up to 100,000 GPUs with Nscale. Scaling to $6 billion. Brett Adcock says the constraint is compute and data.… |
Global humanoid shipments hit 22,000 units in H1 2026. Up 300% year over year. @AGIBOTofficial shipped 9,700 units. 43% market share. @UnitreeRobotics shipped 7,000 units. Galbot, @UBTECHRobotics, and Leju Robotics follow. Top five account… |
August was a huge month for Physical AI. @UnitreeRobotics reached the public markets. @Figure_robot scaled its global data network with Index. @XPENG_Global Robotics raised $ 900M+. @AGIBOTofficial dominated the World Humanoid Robot Games.… |
Genesis Auction Wave 2! Launches June 24 Get DEUS homeDAO Portal Humanoid Digest: August 2026 Color theme: Another major robotics company reached the public markets as investment and company formation continued across the sector. .png)… |
Post Log in Sign up Post XMAQUINA on X: "Humanoid Digest: August Another humanoid company made its public market debut this month, while the World Humanoid Robot Games in Beijing delivered another successful showcase for the industry.… |
Genesis Auction Wave 2! Launches June 24 Get DEUS homeDAO Portal How Figure Became the Biggest Name in Robotics Color theme: Four years, three generations of humanoids, a $39 billion valuation and now one of the largest physical AI data… |
Genesis Auction Wave 2! Launches June 24 Get DEUS homeDAO Portal How Figure Became the Biggest Name in Robotics Color theme: Four years, three generations of humanoids, a $39 billion valuation and now one of the largest physical AI data… |
Post Log in Sign up Post XMAQUINA on X: "This week @FigureAI launches Index, the largest physical robot training dataset in the world. 30 minutes of video uploads per second. 16M video uploads. $15M paid to data creators. Figure says it's… |
Post Log in Sign up Post The Humanoid Hub on X: "Look at this thing go! 100-meter obstacle course final at the 2026 World Humanoid Robot Games" - The Humanoid Hub @TheHumanoidHub Look at this thing go! 100-meter obstacle course final at… |
Post Log in Sign up Post Robotico on X: "Hangzhou-based @UnitreeRobotics surged 629% on its Shanghai debut, opening at $163 against an IPO price of $22.34 before settling around $123. The listing comes two days after the company unveiled… |
Post Log in Sign up Post NVIDIA on X: "Great to welcome @LGE\Global Group Chairman Kwang-mo Koo and LG leaders to NVIDIA as we enter the next chapter of our collaboration. Together, we’re expanding our work across AI infrastructure,… |
Post Log in Sign up Post Melvin Schwarz on X: "We deployed humanoid robots into a real factory in under 90 days! Today, we are coming out of stealth with Nucleus. Our team previously worked on some of robotics’ toughest challenges at 1X,… |