Embodied Intelligence

Both are doubling down on embodied AI, backing a growing slate of robotics startups.

Despite early traction in hardware, the startup is focused on building a full-stack robotics system that unites the “brain” and “body” of machines.

With a focus on generalization and reliability, Galbot is building robots that skip the spectacle and get the job done.

From underground mining to quality inspection, Casbot’s machines target environments where traditional automation falls short.

The CEO argues that the future of robotics depends on developing models that can adapt to dynamic, unstructured environments.

Lumos is advancing humanoid robots beyond vision and large models, integrating tactile sensing to give machines a new mode of real-world interaction.

Flashy fundings aside, doubts are mounting over whether humanoid robot ventures can deliver real returns—or are riding a speculative wave.

For Spirit AI, the real bottleneck in robotics isn’t hardware—it’s intelligence.