precision reduction gears60 units“Nabtesco states on its own site that it holds approximately 60% of the global market for the precision reduction gears in industrial robot joints.”@LeoKharon on X
sub-10nm logic capacity92 units“Roughly 92% of the world's sub-10nm logic capacity sits on one island.”@LeoKharon on X
global cell capacity80 units“Battery cells go back to China: over 80% of global cell capacity, about 99% of LFP.”@LeoKharon on X
Humanoid robots500,000 units“industry-wide estimates pointing toward roughly 500,000 units/year by 2027 across Optimus, Figure, 1X, Unitree, and others.”@davidcao01 on X
Drones owned by the Pentagon200,000 units“The Pentagon's Drone Dominance Program has committed $1 billion to purchasing more than 200,000 drones by 2027, scaling to 340,000 by 2028.”@davidcao01 on X
Unboxed assembly and sub-five-second cycle times work in stamping and battery pack insertion. The physical ceiling remains paint curing, sealant curing times, and dynamic end-of-line alignment checks that cannot be compressed to consumer electronics speeds without thermal penalties.
4:58 AM ET
@smsehy
4:58 AM ET@smsehy
@smsehy on X
Deeper supply chain localization in automotive cannot stop at mechanical sub-assemblies. True resilience requires regional capabilities in automotive-grade power semiconductors, microcontroller packaging, and raw battery precursor refining. https://t.co/g36efE41qQ
6:05 PM ET
LALi Auto
6:05 PM ETLALi Auto
@tphuang on X
Li Auto unveils the new generation MEGA Home @ 509.8k RMB. Has 108 kWh battery pack, 710 km range & 413 kw total power. 10 min, 500 km range. I'm not sure how well this will sell given its continued high px tag & seemingly lack of major improvement over last gen product. https://t.co/0N1TUUlZYj
10:31 PM ET
ZIZiNovaLabs
10:31 PM ETZIZiNovaLabs
LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows.
@ZiNovaLabs builds on TRON 2 to explore an innovative robotic configuration for construction, demonstrating key tasks in a scaled-down tilt-up construction workflow, includi… / X
Post Log in Sign up Post LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows. @ZiNovaLabs builds on TRON 2 to explore an innovative robotic configuration for construction, demonstrating key tasks in a scaled-down tilt-up construction workflow, including formwork assembly, multi-layer rebar placement and tying. TRON 2 serves as a modular and extensible embodied robotic platform for multi-tool, multi-step tasks across large workspaces. Its dual arms handle construction tools and materials across different orientations and…
4:01 PM ET
NANabtesco
4:01 PM ETNANabtesco
@LeoKharon on X
Robotics deep dive: HUMANOID CHOKEPOINTS Almost every supply-chain post about humanoids has one country in it. Trace five critical inputs one at a time and they land in four different places. Magnets first, because that is where the argument usually stops. Every high-torque joint runs on sintered NdFeB, and on the IEA's 2024 figures China holds 91% of refined output and 94% of sintered permanent magnets, against 60% of the mining. Mining is the distributed part, and the chokepoint is the chemistry. The precision reducer is the node almost nobody names. Nabtesco states on its own site that it…
6:18 PM ET
Tesla
$TSLA
6:18 PM ETTesla
@davidcao01 on X
The Supply Chain Shortage for UxV and Robots: Who Is Filling the Gap? Top 20 Components to Watch | New suppliers from Mexico, Taiwan, Japan, Korean | The VC and Entrepreneurs Angle Two weeks apart, two separate US policy actions closed off the low-cost path into American drone and robotics hardware. July 28, the FCC added foreign-made "advanced robotic devices" — humanoids, quadrupeds — to its Covered List, blocking new authorizations. August 13, the White House used Section 232 to impose tariffs of up to 100% on Chinese-made drones and their components.📷 Neither move is really about drones…
10:49 AM ET
Hugging Face
10:49 AM ETHugging Face
Eren Chen on X: "Hugging Face’s new $399 Microduck doing back-to-back flips until it literally yeets its own battery out" / X
Post Log in Sign up Post Eren Chen on X: "Hugging Face’s new $399 Microduck doing back-to-back flips until it literally yeets its own battery out" - Eren Chen @ErenChenAI Hugging Face’s new $399 Microduck doing back-to-back flips until it literally yeets its own battery out 00:00 View media 10:49 AM · Aug 29, 202624.9KViews 15 14 236 27 - Steven Cheng @stevencheng Aug 29 Wait, is Microduck actually a real product? That battery ejection sounds like a serious mechanical failure. Curious if this is a prototype glitch or just a viral stunt. Either way, the physics of that flip are wild. Reply 1…
1:24 PM ET
Apptronik
1:24 PM ETApptronik
Humanoids are for marketing, robots are the real business
READ00% The Apollo that Apptronik showed the world at the end of June has two legs, a torso, a head and the general proportions of a five-foot-eight adult. The Apollo its paying customers keep asking for has a wheeled base instead. Apptronik, an Austin robotics company that has raised nearly a billion dollars to build a humanoid, now ships its flagship in two configurations, and the one destined for warehouses rolls. Logistics buyers, it turns out, want stability, battery life and predictability more than they want a machine that walks. The case for legs is a good one, and the company has…
9:21 PM ET
@ricci_nov
9:21 PM ET@ricci_nov
@ricci_nov on X
@cb_doge Every humanoid demo is bottlenecked on the same three things, and none of them is the AI: actuator torque density, battery energy density, and hand durability past a few thousand grasp cycles. The model can already plan the task — the wrist is what wears out first.
12:59 PM ET
TMTata Motors
12:59 PM ETTMTata Motors
TruthCapital on X: "The India EV Value Chain: A Crisp Investor's Map
India's EV story has moved from experiment to industrial buildout — the government is targeting 30% EV penetration by 2030, and global capital is watching where India fits into the post-China supply chain. Here's the essence: who… / X
Post Log in Sign up Post TruthCapital on X: "The India EV Value Chain: A Crisp Investor's Map India's EV story has moved from experiment to industrial buildout — the government is targeting 30% EV penetration by 2030, and global capital is watching where India fits into the post-China supply chain. Here's the essence: who makes the vehicles, what they're built from, who supplies each layer, where it's actually manufactured, and what's driving growth. 1\. The OEM Landscape Passenger vehicles (4W): EV sales surged 84% in FY2026 to 1.98 lakh units (4.3% of the PV market). Tata Motors leads but…
Who makes the battery?
On this layer
Amara Raja Energy & Mobility1Anduril1Apptronik1Bajaj Auto1Balaji Amines1Bharat Bijlee1Bharat Forge1Bosch Limited1Cyient DLM1Divgi TorqTransfer Systems1Drones owned by the Pentagon1Exide Industries1Fcc1global cell capacity1Google1Greaves Cotton1Gujarat Fluorochemicals1hand durability past a few thousand grasp cycles.1Harmonic Drive Systems1HBL Power Systems1HELLA India1Hero MotoCorp1Himadri Speciality Chemical1Hugging Face1Humanoid robots1Japan's postal service1JBM Auto1Kaynes Technology1Li Auto1LimX Dynamics1Mahindra & Mahindra1Mahindra CIE1Mercedes-Benz1MP Materials1Nabtesco1Neogen Chemicals1Niron Magnetics1Nvidia1Ola Electric1Olectra Greentech1Passenger vehicles (4W)1precision reduction gears1Qatar Investment Authority1Red Cat Holdings1robot-park1Sansera Engineering1Saronic1Shield AI1Skydio1Sona Comstar1sub-10nm logic capacity1Syrma SGS Technology1Tata Motors1Tesla1TRON 21TVS1VAC1valuation1ZiNovaLabs1
precision reduction gears60 units“Nabtesco states on its own site that it holds approximately 60% of the global market for the precision reduction gears in industrial robot joints.”@LeoKharon on X
sub-10nm logic capacity92 units“Roughly 92% of the world's sub-10nm logic capacity sits on one island.”@LeoKharon on X
global cell capacity80 units“Battery cells go back to China: over 80% of global cell capacity, about 99% of LFP.”@LeoKharon on X
Humanoid robots500,000 units“industry-wide estimates pointing toward roughly 500,000 units/year by 2027 across Optimus, Figure, 1X, Unitree, and others.”@davidcao01 on X
Drones owned by the Pentagon200,000 units“The Pentagon's Drone Dominance Program has committed $1 billion to purchasing more than 200,000 drones by 2027, scaling to 340,000 by 2028.”@davidcao01 on X
Unboxed assembly and sub-five-second cycle times work in stamping and battery pack insertion. The physical ceiling remains paint curing, sealant curing times, and dynamic end-of-line alignment checks that cannot be compressed to consumer electronics speeds without thermal penalties.
4:58 AM ET
@smsehy
4:58 AM ET@smsehy
@smsehy on X
Deeper supply chain localization in automotive cannot stop at mechanical sub-assemblies. True resilience requires regional capabilities in automotive-grade power semiconductors, microcontroller packaging, and raw battery precursor refining. https://t.co/g36efE41qQ
6:05 PM ET
LALi Auto
6:05 PM ETLALi Auto
@tphuang on X
Li Auto unveils the new generation MEGA Home @ 509.8k RMB. Has 108 kWh battery pack, 710 km range & 413 kw total power. 10 min, 500 km range. I'm not sure how well this will sell given its continued high px tag & seemingly lack of major improvement over last gen product. https://t.co/0N1TUUlZYj
10:31 PM ET
ZIZiNovaLabs
10:31 PM ETZIZiNovaLabs
LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows.
@ZiNovaLabs builds on TRON 2 to explore an innovative robotic configuration for construction, demonstrating key tasks in a scaled-down tilt-up construction workflow, includi… / X
Post Log in Sign up Post LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows. @ZiNovaLabs builds on TRON 2 to explore an innovative robotic configuration for construction, demonstrating key tasks in a scaled-down tilt-up construction workflow, including formwork assembly, multi-layer rebar placement and tying. TRON 2 serves as a modular and extensible embodied robotic platform for multi-tool, multi-step tasks across large workspaces. Its dual arms handle construction tools and materials across different orientations and…
4:01 PM ET
NANabtesco
4:01 PM ETNANabtesco
@LeoKharon on X
Robotics deep dive: HUMANOID CHOKEPOINTS Almost every supply-chain post about humanoids has one country in it. Trace five critical inputs one at a time and they land in four different places. Magnets first, because that is where the argument usually stops. Every high-torque joint runs on sintered NdFeB, and on the IEA's 2024 figures China holds 91% of refined output and 94% of sintered permanent magnets, against 60% of the mining. Mining is the distributed part, and the chokepoint is the chemistry. The precision reducer is the node almost nobody names. Nabtesco states on its own site that it…
6:18 PM ET
Tesla
$TSLA
6:18 PM ETTesla
@davidcao01 on X
The Supply Chain Shortage for UxV and Robots: Who Is Filling the Gap? Top 20 Components to Watch | New suppliers from Mexico, Taiwan, Japan, Korean | The VC and Entrepreneurs Angle Two weeks apart, two separate US policy actions closed off the low-cost path into American drone and robotics hardware. July 28, the FCC added foreign-made "advanced robotic devices" — humanoids, quadrupeds — to its Covered List, blocking new authorizations. August 13, the White House used Section 232 to impose tariffs of up to 100% on Chinese-made drones and their components.📷 Neither move is really about drones…
10:49 AM ET
Hugging Face
10:49 AM ETHugging Face
Eren Chen on X: "Hugging Face’s new $399 Microduck doing back-to-back flips until it literally yeets its own battery out" / X
Post Log in Sign up Post Eren Chen on X: "Hugging Face’s new $399 Microduck doing back-to-back flips until it literally yeets its own battery out" - Eren Chen @ErenChenAI Hugging Face’s new $399 Microduck doing back-to-back flips until it literally yeets its own battery out 00:00 View media 10:49 AM · Aug 29, 202624.9KViews 15 14 236 27 - Steven Cheng @stevencheng Aug 29 Wait, is Microduck actually a real product? That battery ejection sounds like a serious mechanical failure. Curious if this is a prototype glitch or just a viral stunt. Either way, the physics of that flip are wild. Reply 1…
1:24 PM ET
Apptronik
1:24 PM ETApptronik
Humanoids are for marketing, robots are the real business
READ00% The Apollo that Apptronik showed the world at the end of June has two legs, a torso, a head and the general proportions of a five-foot-eight adult. The Apollo its paying customers keep asking for has a wheeled base instead. Apptronik, an Austin robotics company that has raised nearly a billion dollars to build a humanoid, now ships its flagship in two configurations, and the one destined for warehouses rolls. Logistics buyers, it turns out, want stability, battery life and predictability more than they want a machine that walks. The case for legs is a good one, and the company has…
9:21 PM ET
@ricci_nov
9:21 PM ET@ricci_nov
@ricci_nov on X
@cb_doge Every humanoid demo is bottlenecked on the same three things, and none of them is the AI: actuator torque density, battery energy density, and hand durability past a few thousand grasp cycles. The model can already plan the task — the wrist is what wears out first.
12:59 PM ET
TMTata Motors
12:59 PM ETTMTata Motors
TruthCapital on X: "The India EV Value Chain: A Crisp Investor's Map
India's EV story has moved from experiment to industrial buildout — the government is targeting 30% EV penetration by 2030, and global capital is watching where India fits into the post-China supply chain. Here's the essence: who… / X
Post Log in Sign up Post TruthCapital on X: "The India EV Value Chain: A Crisp Investor's Map India's EV story has moved from experiment to industrial buildout — the government is targeting 30% EV penetration by 2030, and global capital is watching where India fits into the post-China supply chain. Here's the essence: who makes the vehicles, what they're built from, who supplies each layer, where it's actually manufactured, and what's driving growth. 1\. The OEM Landscape Passenger vehicles (4W): EV sales surged 84% in FY2026 to 1.98 lakh units (4.3% of the PV market). Tata Motors leads but…