mete (@VaderResearch) header
mete (@VaderResearch) profile picture

first principles | @imperialcollege alum

Joined July 2021
China is putting robots on police duty. Hangzhou police fielded 182 unmanned units for the city marathon. What they are used for: ✸ Patrol ✸ Explosive search ✸ Crowd guidance ✸ Early warning Robots take the routine work, and humans can still take over remotely. Is this where policing is heading?
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Drone boats, compared by length: 🇺🇦 Magura V5 | 5.5 m 🇺🇸 Saronic Corsair | 7.3 m 🇫🇷 Seaquest S | 9.3 m 🇹🇷 ULAQ 11 | 11 m Twice the hull, about the same top speed: all four are rated at 35 knots or more.
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Robot dogs in military service: 🇺🇸 Ghost Robotics Vision 60 | 51 kg 🇨🇳 CSGC Robot Wolf | ~70 kg 🇺🇸 Boston Dynamics Spot | 33.8 kg Base patrols, assault drills, bomb disposal.
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Home robots promised for 2026: 🔹 1X NEO | US deliveries in 2026 🔹 Weave Isaac 1 | shipments this fall 🔹 Sunday Memo | beta in late 2026 Two months left. No customer deliveries of these models confirmed yet. 2026 brought the promises. Will it bring the robots?
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Battery life of popular humanoids 🇺🇸 Figure 03 | 2.3 kWh | ~5 h 🇨🇳 Unitree H2 | 0.97 kWh | ~3 h 🇨🇳 AGIBOT A2 | 0.70 kWh | ~2 h 🇨🇳 Unitree G1 | 0.42 kWh | ~2 h UBTECH's Walker S2 swaps its own battery in 3 minutes. XPeng says IRON's solid-state battery is now in small-batch production. Two hours is still common. Swaps and new chemistry may change that. Company-stated runtimes; conditions differ.
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A quadruped robot climbs slippery stairs with a heavy load. Imagine a rogue AI agent with this body and a traumatic memory like this. Robot alignment is just as important as LLM alignment. Better safe than sorry if Judgment Day ever comes. 🤖
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2026’s biggest defence-tech raises: 🇺🇸 Anduril: $5B 🇺🇸 Shield AI: $2B* 🇩🇪 Helsing: $1.8B 🇺🇸 Saronic: $1.75B 🇺🇸 Hadrian: $1.37B Five companies. $11.92B raised. 2026 YTD, as of October 26.
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Modern robot designs for beginners. Quadrupeds handle rough terrain. ↳ Example: Unitree AS2-W Wheeled robots use less energy. ↳ Example: UBTECH Cruzr Y1 Bipeds navigate human environments. ↳ Example: 1X NEO Bionic robots resemble humans. ↳ Example: UBTECH UWORLD U1
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This isn't AI. But that's not a human either! UBTECH's UWORLD U1 during a photoshoot. In the coming decades, telling humans and robots apart might become impossible.
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This robot can roller-skate! 🛼 AGIBOT just showed its A3 Ultra on skates. Humanoids just got a lot more interesting.
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A Unitree G1 is driving a go-kart. Tesla's Robotaxis drive themselves. Could humanoids drive regular cars instead?
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Top 50 Robotics Founders 🇨🇳 Wang Xingxing | Zhejiang Sci-Tech 🇨🇳 Deng Taihua | UESTC 🇵🇱 Karol Hausman | Warsaw Tech 🇺🇸 Elon Musk | UPenn 🇩🇪 David Reger | No university Tsinghua leads with 9 founders China leads with 30 Companies ranked by valuation. Nationalities approximate.
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Are humanoid robots joining workforce? China’s 2025 humanoid robot shipments: 🔬 Research & education | 42% 🎭 Entertainment & interaction | 35% 🗄️ Data collection | 19% 🏭 Industry & logistics | 4% Only 4% were shipped for industrial and logistics work. This highlights two major challenges: 1. Robot intelligence is still too unreliable for many workplace tasks. 2. Deploying robots at scale remains difficult. Source: New Strategy Research & HRAA, 2025–2026 industry report.
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Robotics is entering the API era. ★ Dream Labs | Dream-1 | From $3/hr ★ Google DeepMind | ER 2 | $1 in/$5 out ★ Generalist | Waitlists ★Physical Intelligence | Waitlists Robot manufacturers can focus on hardware instead of building their own AI models. Specialized companies can provide robot intelligence through APIs. The challenge is making these models reliable across different robots and tasks.
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Anthropic to IPO at $2tn market cap 2x more valuable than all SaaS companies combined P/s multiple is way higher too as the market is pricing its rapid growth 2024 Rev: $400m 2025 Rev: $4.6bn 2026 Rev (annualized): $44bn
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Automakers are entering robotics. 🇨🇳 XPENG | IRON | $900M+ raised 🇨🇳 Chery | AiMOGA 🇯🇵 Mitsubishi × Highlanders 🇯🇵 Toyota × Walden | $300M raised Car manufacturers are becoming robot manufacturers.
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End effector types for robots: 🇨🇳 Unitree Dex1-1 | 1 DoF 🇺🇸 Sunday Robotics Memo | 4 DoF 🇰🇷 Tesollo DELTO | 12 DoF 🇸🇬 Sharpa Wave | 22 DoF Grippers, 3 fingers or 5 fingers... The best choice depends on the task. Sunday reports 99.1% laundry-folding success with its 4-DoF hands.
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Three open-source humanoids: ✸ Asimov 1 🇸🇬 | 120 cm | 35 kg ✸ RoboParty RP1 🇨🇳 | 135 cm | 39 kg ✸ ROBOTIS K1 🇰🇷 | 136.6 cm | 35 kg Built for developers, researchers, and the open-source robotics community.
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Major robotics funding rounds in Oct '26 🇺🇸 ICON | $200M 🇨🇳 Astribot | ~$149M 🇺🇸 MMI | $125M 🇺🇸 Parallel Systems | $100M
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What is 🇨🇳China doing differently? China is seen as frontrunner in robotics. As DroidUp's bionic robot plays with children, take a look at the numbers: An ecosystem at scale: ✸ 243 robotics firm ✸ 161 companies focused on humanoids ✸ ~19K humanoids shipped | H1 2026 That scale is becoming part of everyday life. Starting in schools: > UBTECH | Robotics education in 3K+ schools > 90K+ students in a 2025 robotics & AI contest Then into shops, events and sports: → Galbot | 100+ robot shops across 20+ cities → Qingtian Rental | 200 rentals per day → WHRG 2026 | 2,056 robots across 666 teams A generation growing up around robots. A public getting used to living alongside them.
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