# Who makes the cameras?

> Markdown twin of https://roboterminal.app/topics/cameras · https://roboterminal.app/topics/cameras.md

## On this layer

- org — [Tesla](https://roboterminal.app/companies/tesla) (6)
- org — [BMW Group](https://roboterminal.app/companies/bmw) (2)
- org — [Boston Dynamics](https://roboterminal.app/companies/boston-dynamics) (2)
- org — [NVIDIA](https://roboterminal.app/companies/nvidia) (2)
- org — Pollen Robotics (2)
- org — Red Cat Holdings (2)
- org — a16z (1)
- org — Advanced Micro Devices Inc (1)
- org — AeroVironment (1)
- org — Aeva Technologies Inc (1)
- org — Agibot (1)
- org — AgiBot World platform comprises over 1 million trajectories. (1)
- org — Ambarella Inc (1)
- org — Anduril (1)
- org — average performance improvement of policies using the dataset. (1)
- org — CATL (1)
- org — CGNX (1)
- org — Cognex Corp (1)
- org — Continuum Labs (1)
- org — Drones owned by the Pentagon (1)
- org — EngineAI (1)
- regulator — [Fcc](https://roboterminal.app/companies/fcc) (1)
- org — [Figure AI](https://roboterminal.app/companies/figure) (1)
- org — [Gemini Robotics](https://roboterminal.app/companies/google) (1)
- plant — group-plant-leipzig (1)
- plant — hams-hall-plant (1)
- org — Harmonic Drive (1)
- org — Hexagon AB (1)
- org — [Hugging Face](https://roboterminal.app/companies/hugging-face) (1)
- org — humanoid robot by EngineAI (1)
- org — Humanoid robots (1)
- org — [Intel](https://roboterminal.app/companies/intel) (1)
- org — Kratos Defense (1)
- org — LimX Dynamics (1)
- org — manipulation tasks (1)
- org — Microduck (1)
- org — Microduck price (1)
- org — Microduck specifications (1)
- org — MP Materials (1)
- org — Niron Magnetics (1)
- org — number of objects in AgiBot World. (1)
- org — Ondas Holdings (1)
- org — Ondas Inc (1)
- org — ONDS (1)
- org — OpenAI (1)
- org — OUST (1)
- org — Ouster Inc (1)
- org — Panasonic (1)
- org — perception system (1)
- org — performance improvement of the proposed policy over prior arts. (1)
- plant — plant-spartanburg (1)
- org — Regal Rexnord (1)
- org — RoboSense (1)
- org — Saronic (1)
- org — Shanghai AI Lab (1)
- org — Shanghai Innovation Institute (1)
- org — Shield AI (1)
- org — Skydio (1)
- org — Sony (1)
- org — Symbotic Inc (1)
- org — TER (1)
- org — Teradyne Inc (1)
- org — the number of humanoid robots within the next decade (1)
- org — The University of Hong Kong (1)
- org — TRON 2 (1)
- org — UMAC (1)
- org — Unusual Machines (1)
- org — VAC (1)
- org — World Labs (1)
- org — ZiNovaLabs (1)

## Who captures

- Tesla (6)
- World Labs (1)
- @smsehy (1)
- OpenAI (1)
- Continuum Labs (1)
- Unusual Machines (1)
- @tphuang (1)
- NVIDIA (1)
- ZiNovaLabs (1)
- Teradyne Inc (1)
- @drfeifei (1)
- Gemini Robotics (1)
- Hugging Face (1)
- @continuumlabs_ (1)
- pollen robotics (1)
- @lightberry (1)
- Boston Dynamics (1)
- BMW Group (1)
- The University of Hong Kong (1)

## Sourced numbers

- **manipulation tasks:** 120 units
  - _"across 120 language-conditioned manipulation tasks"_
  - Source: [@NVIDIARobotics on X](https://x.com/NVIDIARobotics/status/2095179991650644018)
- **TRON 2:** 1 units
  - _"TRON 2 serves as a modular and extensible embodied robotic platform for multi-tool, multi-step tasks across large workspaces."_
  - Source: [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](https://x.com/chris_j_paxton/status/2095114381818253768)
- **$TER:** $1.33B
  - _"Q2 2026 revenue reached $1.33B, up 104% YoY."_
  - Source: [Value Investing Edge on X: "8. $TER | Major semiconductor-test and industrial robotics play, owning Universal Robots and MiR while supplying testing equipment critical to AI chips and memory. Q2 2026 revenue reached $1.33B, up 104% YoY." / X](https://x.com/StonkValue/status/2094929035558371450)
- **$UMAC:** $16.7M
  - _"Q2 2026 revenue reached $16.7M, Show more"_
  - Source: [Value Investing Edge on X: "8. $TER | Major semiconductor-test and industrial robotics play, owning Universal Robots and MiR while supplying testing equipment critical to AI chips and memory. Q2 2026 revenue reached $1.33B, up 104% YoY." / X](https://x.com/StonkValue/status/2094929035558371450)
- **$OUST:** $55M
  - _"Q2 2026 revenue reached $55M, up 56% YoY."_
  - Source: [Value Investing Edge on X: "8. $TER | Major semiconductor-test and industrial robotics play, owning Universal Robots and MiR while supplying testing equipment critical to AI chips and memory. Q2 2026 revenue reached $1.33B, up 104% YoY." / X](https://x.com/StonkValue/status/2094929035558371450)
- **$ONDS:** $83.8M
  - _"Q2 2026 revenue reached $83.8M, up more than 1,200% YoY from $6.3M."_
  - Source: [Value Investing Edge on X: "8. $TER | Major semiconductor-test and industrial robotics play, owning Universal Robots and MiR while supplying testing equipment critical to AI chips and memory. Q2 2026 revenue reached $1.33B, up 104% YoY." / X](https://x.com/StonkValue/status/2094929035558371450)
- **$CGNX:** $291M
  - _"Q2 2026 revenue reached a record $291M."_
  - Source: [Value Investing Edge on X: "8. $TER | Major semiconductor-test and industrial robotics play, owning Universal Robots and MiR while supplying testing equipment critical to AI chips and memory. Q2 2026 revenue reached $1.33B, up 104% YoY." / X](https://x.com/StonkValue/status/2094929035558371450)
- **the number of humanoid robots within the next decade:** 1,000,000,000 units
  - _"Musk also believes robots could eventually help manufacture more robots, creating a self reinforcing production cycle that accelerates after starting slowly."_
  - Source: [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2094805518791631029)
- **Humanoid robots:** 500,000 units
  - _"industry-wide estimates pointing toward roughly 500,000 units/year by 2027 across Optimus, Figure, 1X, Unitree, and others."_
  - Source: [@davidcao01 on X](https://x.com/davidcao01/status/2093825616478941207)
- **Drones owned by the Pentagon:** 200,000 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."_
  - Source: [@davidcao01 on X](https://x.com/davidcao01/status/2093825616478941207)
- **Microduck price:** $399
  - _"Hugging Face's Pollen Robotics just opened pre-orders for Microduck, a $399 biped."_
  - Source: [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2093015638331769030)
- **Microduck specifications:** 15 units
  - _"15 motors, a camera, a small LiDAR, two IMUs, and an articulated beak that picks things up."_
  - Source: [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2093015638331769030)
- **perception system:** 0 units
  - _"For physical AI, intelligence starts with being able to accurately perceive the world."_
  - Source: [@continuumlabs_ on X](https://x.com/continuumlabs_/status/2092952284435005902)
- **Microduck:** $400.
  - _"And all for less than $400."_
  - Source: [Thomas Wolf on X: "We have a huge news to share today!

Today we are unveiling the first truly accessible RL robot - welcome Microduck

A 25 cm tiny open-source biped with 15 actuators and packed with sensors (camera, speaker, LiDAR, NFC, bluetooth, wifi, etc) that you train yourself with reinforce… / X](https://x.com/altantutar/status/2093402533226074501)
- **humanoid robot by EngineAI:** 1 units
  - _"China's EngineAI has announced their humanoid robot, and it's officially on sale."_
  - Source: [Aivetra Maxine on X: "5. USA 🇺🇸

Boston Dynamics just made Atlas a cameraman.
Perfect pans. Smooth tilts. Zero shake.
Hollywood meet your new robot DOP." / X](https://x.com/Hey_Aivetra/status/2092592491593888164)
- **BMW Group's production capabilities with humanoid robots.:** 30,000 units
  - _"Figure 02 supported the production of more than 30,000 BMW X3 vehicles."_
  - Source: [BMW Group deploys Figure 03](https://www.therobotreport.com/bmw-group-deploys-figure-03-humanoid-after-tests-previous-version)
- **AgiBot World platform comprises over 1 million trajectories.:** 1,000,000 units
  - _"we achieve an order-of-magnitude increase in data scale compared to existing datasets."_
  - Source: [AgiBot World Colosseo: A Large-scale Manipulation Platform](https://arxiv.org/pdf/2503.06669)
- **number of objects in AgiBot World.:** 3,000 units
  - _"3,000+ Objects"_
  - Source: [AgiBot World Colosseo: A Large-scale Manipulation Platform](https://arxiv.org/pdf/2503.06669)
- **performance improvement of the proposed policy over prior arts.:** 32 units
  - _"it is trained across diverse data corpus with a scalable performance of 32% gain compared to prior arts."_
  - Source: [AgiBot World Colosseo: A Large-scale Manipulation Platform](https://arxiv.org/pdf/2503.06669)
- **average performance improvement of policies using the dataset.:** 30 units
  - _"Policies pre-trained on our dataset achieve an average performance improvement of 30%"_
  - Source: [AgiBot World Colosseo: A Large-scale Manipulation Platform](https://arxiv.org/pdf/2503.06669)

## Pulse

- [@a16z on X](https://x.com/a16z/status/2095940012932215128)
  World Labs co-founder Justin Johnson says Atlas can recreate the famous "Bullet Time" shot from The Matrix with iPhones: "The way they did that shot is they had a ring of hundreds of cameras. [Neo] fe…
- [@smsehy on X](https://x.com/smsehy/status/2095754933601776017)
  Encoding factory floor craftsmanship into deterministic physical AI models requires capturing micro-slip tactile telemetry and high-frequency vibration data, not just standard RGB camera streams. http…
- [@SawyerMerritt on X](https://x.com/SawyerMerritt/status/2095725999799341169)
  Watch this Cybercab navigate through a very busy downtown Austin with hundreds of people around. You can see all the people the car sees on the screen. A lot going on and it handles it all perfectly. …
- [@SawyerMerritt on X](https://x.com/SawyerMerritt/status/2095689962616131878)
  Under the hood of the Cybercab https://t.co/RkLn2xRUpA
- [@SawyerMerritt on X](https://x.com/SawyerMerritt/status/2095610961163928013)
  More info about @Tesla's Cybercab from the rider guide and compliance guides that they publicly released earlier today: • It has 20.2-cu ft (572-L) of rear cargo capacity. • The trunk can accommodate …
- [@techniahqrobot on X](https://x.com/techniahqrobot/status/2095609621180232193)
  GPT-6 Astra is here, and it might be one of the most important AI releases yet. OpenAI says the model hits 98% on FrontierMath Tier 4, 99.9% on ARC-AGI 3 and a perfect 100% on ExploitBench. It also sh…
- [@continuumlabs_ on X](https://x.com/continuumlabs_/status/2095566605144989798)
  Does every action a robot takes need to be recorded? As robots move into homes, workplaces, and public spaces, having a reliable record of their actions will become increasingly important. When someth…
- [@Newsforce on X](https://x.com/Newsforce/status/2095541071056887934)
  The same activist network behind “No Kings” and other major protests is now mobilizing against data center construction and Flock license plate surveillance cameras, according to a Fox News Digital in…
- [@joinautopilot on X](https://x.com/joinautopilot/status/2095508532355346437)
  Breaking: President Trump's tariffs on foreign drones just took effect, hitting drones over 55 pounds or with thermal cameras with a 100% tax and smaller drones with a 25% tax 5 stocks worth watching:…
- [@tphuang on X](https://x.com/tphuang/status/2095398442411688020)
  Problem is that China is now producing so many advanced gadgets that are not available to Americans. This is not restricted to auto sector. Do Americans want to not have access to robots, AI toys, rob…
- [@NVIDIARobotics on X](https://x.com/NVIDIARobotics/status/2095179991650644018)
  🤖 A robot policy can be compact enough to run onboard and fast enough to keep the arm moving continuously. Post-trained NVIDIA Cosmos 3 Edge on NVIDIA Jetson AGX Thor T5000 generates roughly 2.13 sec…
- [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](https://x.com/chris_j_paxton/status/2095114381818253768)
  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 innovati…
- [Value Investing Edge on X: "8. $TER | Major semiconductor-test and industrial robotics play, owning Universal Robots and MiR while supplying testing equipment critical to AI chips and memory. Q2 2026 revenue reached $1.33B, up 104% YoY." / X](https://x.com/StonkValue/status/2094929035558371450)
  Post Log in Sign up Post Value Investing Edge on X: "8. $TER \| Major semiconductor-test and industrial robotics play, owning Universal Robots and MiR while supplying testing equipment critical to AI …
- [@drfeifei on X](https://x.com/drfeifei/status/2094910083444707551)
  @DrJimFan @theworldlabs Indeed Jim, a camera conditioned world model with spatial context has so much horizontal usage including real2sim for robotics!
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2094805518791631029)
  Elon Musk thinks humanoid robots could become a bigger industry than almost anyone expects (Save this). @elonmusk said the usefulness of a humanoid robot depends on three factors, the quality of its a…
- [大仏ヨヨ on X: "Gemini Robotics ER 2を試してみたけど結構いいね。リアルタイムでOpenDuckMiniを追跡させてみたけどレスポンスは想定していたより悪くはなかった。どういうロボットかまで判別できているのが良かった。これ以外の機能もあるのでもう少し深堀しようと思う。
#OpenDuckMini,#microduckと同じ作者" / X](https://x.com/U6kcXA6yRN47345/status/2094603818340434044)
  Post Log in Sign up Post 大仏ヨヨ on X: "Gemini Robotics ER 2を試してみたけど結構いいね。リアルタイムでOpenDuckMiniを追跡させてみたけどレスポンスは想定していたより悪くはなかった。どういうロボットかまで判別できているのが良かった。これ以外の機能もあるのでもう少し深堀しようと思う。 \#OpenDuckMini,\#microduckと…
- [@davidcao01 on X](https://x.com/davidcao01/status/2093825616478941207)
  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, tw…
- [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2093015638331769030)
  Home robots are coming. The first ones in will be the small ones that are safe around kids and pets. Hugging Face's Pollen Robotics just opened pre-orders for Microduck, a $399 biped. 25cm, under 800g…
- [@continuumlabs_ on X](https://x.com/continuumlabs_/status/2092952284435005902)
  How does a robot actually “see” the world? It doesn’t see in the human sense. A robot builds its understanding of the environment by combining signals from multiple sensors. 📷 Cameras capture visual …
- [Thomas Wolf on X: "We have a huge news to share today!

Today we are unveiling the first truly accessible RL robot - welcome Microduck

A 25 cm tiny open-source biped with 15 actuators and packed with sensors (camera, speaker, LiDAR, NFC, bluetooth, wifi, etc) that you train yourself with reinforce… / X](https://x.com/altantutar/status/2093402533226074501)
  Post Log in Sign up Post Thomas Wolf on X: "We have a huge news to share today! Today we are unveiling the first truly accessible RL robot - welcome Microduck A 25 cm tiny open-source biped with 15 ac…
- [@lightberry on X](https://x.com/lightberry/status/2092670047357751765)
  Lumi is also the best humanoid for builders: 🤖 Head: shake, nod, tilt 👂 I/O: stereo cams, 360º mic array, loud speakers 👕 Body: G1-compatible 🧠 Compute: NVIDIA Thor 🖐️ Hands: parallel grippers
- [Aivetra Maxine on X: "5. USA 🇺🇸

Boston Dynamics just made Atlas a cameraman.
Perfect pans. Smooth tilts. Zero shake.
Hollywood meet your new robot DOP." / X](https://x.com/Hey_Aivetra/status/2092592491593888164)
  Post Log in Sign up Post Aivetra Maxine on X: "5. USA 🇺🇸 Boston Dynamics just made Atlas a cameraman. Perfect pans. Smooth tilts. Zero shake. Hollywood meet your new robot DOP." - Aivetra Maxine @He…
- [BMW Group deploys Figure 03](https://www.therobotreport.com/bmw-group-deploys-figure-03-humanoid-after-tests-previous-version)
  The Robot Report Continue to Site Facebook X LinkedIn Reddit Pinterest Share Figure 03 adds tactile-sensor hands, palm cameras, wireless charging, and speech-to-speech audio over its predecessor. \| S…
- [AgiBot World Colosseo: A Large-scale Manipulation Platform](https://arxiv.org/pdf/2503.06669)
  AgiBot World Colosseo: A Large-scale Manipulation Platform for Scalable and Intelligent Embodied Systems Team AgiBot-World∗ Project website: https://agibot-world.com/ Code: https://github.com/OpenDriv…

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Source: Roboterminal · https://roboterminal.app/topics/cameras.md