The sprint number came from a company video of a three-month-old prototype. The listing is the durable fact: the first general-purpose robotics company on mainland China's market.
Perspective Coverage
3 publishers
- Builder
- Builder 43%
- Operator
- Operator 27%
- Investor
- Investor 30%
Reality
- Evidence45
- Adoption30
- Hype gap+55
- Incentives75
- Confidence60
China's locomotion stack closed a human gap in about a year. It closed it in events that take out perception, grasping and anything unrehearsed, which is most of a deployment.
Perspective Coverage
5 publishers
- Builder
- Builder 47%
- Operator
- Operator 29%
- Investor
- Investor 24%
Reality
- Evidence60
- Adoption
- Insufficient
- Hype gap+40
- Incentives65
- Confidence60
Tiangong Ultra beat four men's world records in robot-only categories at the Beijing games, but the only mark with a clean comparator is a standing high jump three times higher than last year's robot best.
Reality
- Evidence50
- Adoption20
- Hype gap+40
- Incentives55
- Confidence50
The Verge's tally from five days in the National Speed Skating Oval is worth more to anyone buying a humanoid than an edited demo reel, because it shows the spread of outcomes instead of the best take.
Reality
- Evidence46
- Adoption30
- Hype gap+32
- Incentives72
- Confidence55
The second World Humanoid Robot Games cut the machines' 100-metre time from 21.5 seconds to 8.64 in a year, while the dexterity events failed even with human operators in control gloves. That puts the bottleneck in the hands.
Reality
- Evidence72
- Adoption30
- Hype gap+42
- Incentives66
- Confidence74
A 45% slide from a 460% debut reads like a verdict on humanoid robots. The arithmetic says the market has not yet finished disagreeing with the offer price.
Reality
- Evidence62
- Adoption22
- Hype gap+58
- Incentives78
- Confidence58
The World Humanoid Robot Games reads as a volume-manufacture demonstration. The FCC import ban and Unitree's Pentagon listing leave Western buyers cut off from the supplier doing the demonstrating.
Reality
- Evidence32
- Adoption24
- Hype gap+46
- Incentives74
- Confidence41
The second World Humanoid Robot Games publishes which events allow a human at the controls. That list, not the sprint record, is the calibration for anyone buying a deployment timeline.
Reality
- Evidence66
- Adoption26
- Hype gap+42
- Incentives74
- Confidence62