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Competitive Intelligence
for Humanoid Robotics

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Tracking 30+ companies including

Figure AI·Tesla Optimus·Unitree·1X Technologies·Apptronik·Boston Dynamics·Agility Robotics·Sanctuary AI

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Hiring Signals

Job postings that reveal strategic direction — new roles in deployment, manufacturing, and field support tell you where a company is heading.

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The three most important developments of the week — what every robotics executive needs to know before Monday's standup.

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Here's a preview from our latest weekly report. Every report is this detailed.

O
OnPart Weekly Intel
Week of Feb 24 – Mar 2, 2026

🔥 TOP 3 HEADLINES THIS WEEK

1. Apptronik Closes $520M Extension, Valued at $5.5B+

Austin-based Apptronik raised a $520M Series A extension — bringing its total Series A to over $935M. New investors include AT&T Ventures, John Deere, and Qatar Investment Authority.

2. Toyota Canada Goes Commercial with Agility's Digit

After a year-long pilot, Toyota Motor Manufacturing Canada signed a full commercial agreement with Agility Robotics to deploy Digit humanoids. This is the strongest signal yet that automotive OEMs are moving from "pilot" to "procurement."

3. Unitree Targets 20,000 Humanoid Shipments in 2026

CEO Wang Xingxing confirmed Unitree aims to ship 10,000–20,000 humanoid robots this year. The company is preparing for a Shanghai STAR Market IPO at a reported $7B valuation.

📋 PATENT WATCH

Tesla — Underactuated Robotic Hand Design

Cable-driven finger system using 6 actuators to control 11 joints. Key innovation: "zero-power grip hold" where mechanical gear-locking maintains grip without electrical power.

⚡ IP Gap Alert: Figure AI

Despite raising over $1B and being valued at $39B — holds only 2 known patent families. The most significant IP-to-valuation disconnect in the sector.

💡 ONE INSIGHT: The "Toyota Moment" Has Arrived

When Toyota — the company that invented lean manufacturing — moves a humanoid robot from pilot to commercial procurement, the signal is unmistakable. The buyer isn't asking "should we buy a robot?" anymore. They're asking "what's the monthly cost per unit of work?"

💰 FUNDING & DEALS

Total sector capital raised in the last 90 days: ~$3B+

Figure AI Series C exceeded $1B at $39B post-money valuation...

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