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Grocery stores are becoming robot test sites.

Three in one week:

✸ AGIBOT | six G2s ran a Shanghai store for 24 h
✸ Theseus Robotics | Theo restocks a Zurich supermarket overnight
✸ Simplexity x Hangcha | a humanoid sorts supermarket orders

Stores suit robots: light items, fixed shelves, empty aisles at night.

Throughput claims sit at 400-450 items an hour, by the companies' own count.

What do you think?

Conventional submarines, by length:

🇰🇷 Hanwha Ocean | KSS-III Batch-II | 89 m
🇯🇵 MHI | Taigei | 84 m
🇩🇪 TKMS | Type 212CD | ~73 m

Canada shortlisted the KSS-III and the 212CD.
It picked the shorter boat.

In export deals, partners may matter more than hull size.

Investors pay for robots already at work.

Two valuations from Nov 5:

🇺🇸 Zipline | $21.5B
🇺🇸 Agility Robotics | $2.5B*

Zipline's drones made 1M+ deliveries in Dallas-Fort Worth this year. Walmart is adding 300 sites.

Agility reports $300M+ in multi-year Digit orders, not yet revenue. AGLT closed its first day at $11.51, after dipping to $8.40.

The premium seems to go to robots already working at scale.

*Pre-money deal value. Zipline: post-money.
Source: company releases

The new defence startups, by valuation:

🇺🇸 Anduril | $61B
🇩🇪 Helsing | $18B
🇺🇸 Shield AI | $12.7B

All three were founded in 2015 or later.
Together they are worth ~$92B.

How will robots scale?

On AGIBOT's OmniHand line, one robot hand assembles the next.

A robot arm fitted with an OmniHand picks up a screwdriver and screws a new hand together.

AGIBOT robots built:
✸ First 1,000 | ~2 years
✸ 1,000 to 5,000 | ~1 year
✸ 5,000 to 10,000 | ~3 months

OmniHand output has reportedly passed 15,000 units.

When robots build robot parts, output can grow faster than the workforce.

Robots building robots may be how they scale.