John Koetsier
- Podcast Host, NEXT with John Koetsier
- Senior Contributor, Forbes
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Articles by John Koetsier
Forbes JAPAN 公式サイト（フォーブス ジャパン）
現在、ビジネスの現場や実証実験で使われているヒューマノイドロボット（二足歩行ロボット）の大半は、安全柵の向こう側で働いている。しかし、今後1年半のあいだに、この状況にも変化が訪れそうだ。ただし、人に近い場所で働くロボットの安全性を保つための仕組みが、この進歩に追いついているとは言い切れないのが現状だ。 Agility Robotics（アジリティ・ロボティクス）は2026年9月15日、「Digit 5」を発表した。これは身長180cm、体重129kgのヒューマノイドロボットで、人のすぐそばでも「安全柵なしで」使えるように作られている。メーカー側によると、すでに今後複数年にわたる3億ドル以上の注文を獲得しているという。使用目的は製造・物流・倉庫などだ。 Boston Dynamics（ボストン・ダイナミクス）も2026年1月、同社のヒューマノイドロボット「Atlas」の最新型を発表し、世間を驚かせた。同社は量産モデルのAtlasについて、「安全柵不要のガード機能」をサポートしているとうたっている。...
Agility's First Humanoid Robot Customer Just Came Back For More Original
Agility Robotics' Digit humanoid robot just got more jobs at the same company: GXO. Agility Robotics Agility Robotics’ first commercial customer is coming back for more. GXO Logistics is expanding its deployment of Agility’s Digit humanoid robot to two more U.S. warehouses in Statesville, North Carolina and Lebanon, Tennessee. Just like it already does in Flowery Branch, Georgia, Digit will handle repetitive material-handling work supporting e-commerce fulfillment at both sites.
Forbes JAPAN 公式サイト（フォーブス ジャパン）
アンドルー・カンは、未上場のロボット企業への投資を手掛けるナスダック上場ファンド「ロボストラテジー（RoboStrategy）」のCEOだ。カンに、「米国のヒューマノイド・ロボットのスタートアップにおいて、製品の実用化にこぎ着けられるのはどこか」と尋ねると、返ってきた答えはわずか3社だった。 「オプティマスを開発するテスラ、Figure AI、そしてApptronikだ」と、カンはポッドキャスト番組「ヒューマノイド・デイリー」で語った。「この3社について我々は確信を抱いている。身の回りの物を操作し、物理世界を理解できる実用的なヒューマノイドを市場に投入し、将来的に巨大企業へと成長していくだろう」。...
Dos empresas firman un acuerdo de US$ 17 millones que podría ser el mayor de la historia de la seguridad robótica Original
Innovación John Koetsier La alianza entre Asylon Robotics y Securitas contempla el despliegue de 26 sistemas autónomos, entre perros robot y drones, para proteger infraestructura crítica en Estados Unidos. El contrato tendrá una duración de cinco años. Asylon Robotics acaba de anunciar un acuerdo que podría convertirse en el más importante de la historia de la seguridad robótica.
FCC Robot Ban Cuts US Humanoid Robot Revenue 58%, Send Chinese Robots To Europe: IDC Original
Humanoid robots fight during the 2025 World Humanoid Robot Games Getty Images Talk about unintended consequences. The recent FCC ban on foreign-made robots was supposed to protect America’s robot industry, including its nascent humanoid robot space. However, according to new research from IDC, it’ll actually hit humanoids harder than any other kind of robot. IDC’s trade policy model now projects US humanoid robot revenue to fall 58% below where it would have been by 2030 without the FCC rule.
This $17 Million Robot Security Deal Might Be The Biggest Ever Original
An Asylon Robotics security drone dog. Asylong uses customized quadrupeds from Boston Dynamics and makes their own quadcopter drones. Asylon Asylon Robotics just announced perhaps the biggest deal in robotics security history: a $17 million deal with Securitas, one of the largest guarding companies in the world. It’s a strategic partnership that launches with a five-year contract to provide security for a major U.S. critical infrastructure organization.
There’s Not Enough Robot Training Data. This Startup Plans To Fix That Original
Making robots smarter in the real world is a data problem, says a new startup that has just raised $30 million to fix it. China News Service via Getty Images Investors put $47.4 billion into physical AI in the first half of 2026, according to Crunchbase, nearly four times what they invested in the second half of 2025. But there’s still not enough data to train humanoid robots to do everything we want them to do. A new startup, Maxinsights, has raised $30 million in seed funding to fix that. How?
There’s Not Enough Robot Training Data. This Startup Plans To Fix That
3 hours ago Musk says Optimus production will take at least a year to reach 20,000 robots a week. Tesla also aims to sell Cybercabs by year end, as driverless FSD slips to mid-2027. Tesla made $787 million in net income in the third quarter, down from $1.37 billion a year earlier, according to its third-quarter …
Nightmare Humanoid Robot Scenario: Hacked Robot Stabs ‘Human’ Hand In Test Original
Humanoid robots are vulnerable to hacking, according to recent research. There are solutions, however, that the industry can adopt. getty We all want humanoid robots that wash our clothes, make our food, do the dishes, walk the dog and clean our homes. We can’t have robots in human spaces, however, if we can’t trust them. And new findings unveiled just recently at the IROS 2026 robotics conference show that maybe we can’t do that just yet.
Forbes JAPAN 公式サイト（フォーブス ジャパン）
トップ テクノロジー AI ヒューマノイドロボットの世界出荷台数が432％急増、中国勢がシェア95％超 Google検索でForbes JAPANを見つけやすく 市場調査・コンサルティング会社であるIDCが発表した最新データによると、2026年上半期のヒューマノイドロボット（人型ロボット）の出荷台数は約2万5000台に達し、前年同期比432.1％増となった。ヒューマノイドロボットメーカー各社の売上高も、前年同期比322.7％増の7億4000万ドル超に拡大した。注目すべき点は、市場規模の拡大に伴ってロボットの低価格化も進んでいることだ。 メーカー別では、上海に本拠を置くAgibotが2位以下に大差をつけて首位に立った。IDCによると、同社は今年上半期に8600台以上のヒューマノイドロボットを出荷したが、これは世界市場の約35％を占める。2位は約5000台を出荷したUnitree。3位以下は台数が大幅に少なく、主に中国企業が数百台規模で続いている。...
Humanoid Robots Head To Kansas To Build Farm Equipment For AGCO
Digit 5 will soon be working on farm machinery for AGCO. The company behind Massey Ferguson and Fendt tractors is hiring humanoid robots to help build farm tractors. Agility Robotics announced yesterday that AGCO, one of the world's biggest farm equipment makers, has signed an agreement to pilot Agility's Digit humanoid. The pilot is expected to start in 2027 at AGCO's manufacturing plant in Hesston, Kansas, and Digit's first jobs will be sorting and stacking parts and placing totes into storage.
Humanoid Robots Head To Kansas To Build Farm Equipment For AGCO Original
Digit 5 will soon be working on farm machinery for AGCO. Agility Robotics The company behind Massey Ferguson and Fendt tractors is hiring humanoid robots to help build farm tractors. Agility Robotics announced yesterday that AGCO, one of the world’s biggest farm equipment makers, has signed an agreement to pilot Agility’s Digit humanoid.
Forbes JAPAN 公式サイト（フォーブス ジャパン）
トップ テクノロジー AI AI活用で「圧倒的成果」を上げる企業はわずか6％、その3つの共通点と「コンテキスト」活用法 InfiniteFlow/stock.adobe.com InfiniteFlow/stock.adobe.com Google検索でForbes JAPANを見つけやすく ほぼ全ての企業が人工知能（AI）を使っている。だが、そこから十分な成果を得ている企業はほとんどない。こうした事実がHubSpot（ハブスポット）による数千社に対する調査で明らかになった。同社の最高経営責任者（CEO）ヤミニ・ランガンが自社イベントUNBOUNDでこのほど行った基調講演によると、HubSpotが調査した企業の90％がAIを利用しているが、劇的な成果を上げている企業はわずか6％だという。 「これは非常に大きなギャップだ」とランガンは語った。...
Robot Brains For 75 Cents/Hour? Former Nvidia Researchers Raise $90 Million Original
Dream Labs offers a robot brain for $3/hour, or 75 cents for a lower model as the company announced a $90 million seed funding round. Dream Labs Want to make your dumb robot smart? $3 an hour is all it costs. Or 75 cents, if you’re okay with a slightly less capable physical AI model. Dream Labs, a San Francisco startup founded this year by former leaders of Nvidia’s GR00T robotics research team, announced a $90 million seed round today.
This Robot Finishes Drywall 3X Faster Than Humans. Now It Has $20 Million To Learn More Trades Original
OG-1 installs and finishes drywall. It applies joint compound, sands, and primes walls, and Origin says it does all that 3X faster than a human crew. Origin Construction is one of the toughest challenges for robots. Messy and disorganized, job sites are always changing, littered with debris and often poorly lit. Still, construction robot OG-1 finishes drywall walls by applying joint compound and sanding and priming walls.
You Can Now Vibe Code A Robot: Standard Bots Original
Robot arms from Standard Bots, which is making it easy to vibe code robotic automation. John Koetsier If you have an iPad, you can vibe code robots. And potentially save your company millions of dollars while you’re at it. Today, New York-based Standard Bots launched its AI platform with new skills for programming robots. The pitch: any frontline worker can set up a robot to do complex tasks in minutes, with no code, no fixtures and no outside integrator.
‘Infinite Demand For Robots:’ Inside Matter Venture Partners’ $450 Million Bet On Physical AI Original
Matter Venture Partners just raised a $450 million fund to invest in physical AI. We sit down with ounding partner Haomiao Huang about where all that cash will be invested. getty AI is eating the world, to paraphrase Marc Andreessen’s famous quote on software. And if so, hardware and physical AI are its teeth, says Haomiao Huang, founding partner of Matter Venture Partners, which just closed a $450 million second fund.
‘Infinite Demand For Robots:’ Inside Matter Venture Partners’ $450 Million Bet On Physical AI
Matter Venture Partners just raised a $450 million fund to invest in physical AI. We sit down with ounding partner Haomiao Huang about where all that cash will be invested. AI is eating the world, to paraphrase Marc Andreessen's famous quote on software. And if so, hardware and physical AI are its teeth, says Haomiao Huang, founding partner of Matter Venture Partners, which just closed a $450 million second fund.
Startup Releases 50-Billion-Parameter Physical General Foundation Model For Instant Robot Intelligence
Humanoid robot makers like Figure have committed billions of dollars to building robot brains that understand the world like we do. But a startup lab most people in robotics have never heard of says it has built a 50-billion-parameter model for robot hands.
Startup Releases 50-Billion-Parameter Physical General Foundation Model For Instant Robot Intelligence
Robot hands might be about to get a lot smarter thanks to a new physical general foundation model from startup AI research lab Nature Will. getty Humanoid robot makers like Figure have committed billions of dollars to building robot brains that understand the world like we do. But a startup lab most people in robotics have never heard of says it has built a 50-billion-parameter model for robot hands.
Startup Releases 50-Billion-Parameter Physical General Foundation Model For Instant Robot Intelligence
12 hours ago Why settle for just one AI perspective? TL;DR: Get lifetime access to 20+ AI models, side-by-side comparisons, AI image generation, and unlimited monthly messages (subject to fair use) for $59.97 through Oct. 15. One AI model might nail your prompt, while another offers a completely different …
Hexagon Is Putting 1,000 Humanoid Robots In Schaeffler Factories. This Is Not A Copy-Paste Process Original
Hexagon's unique-looking wheels-with-legs humanoid robot Aeon working on a car. Hexagon Putting one humanoid robot to work in a factory is a pilot. Exciting, maybe, but not life-altering. Putting 1,000 to work is a completely different animal, and that’s the challenge Hexagon Robotics signed up for in April when German motion technology company Schaeffler committed to deploying at least 1,000 of its Aeon humanoids across its global factory network by 2032.
「AIが世界を食らうなら、ハードウェアはその歯になる」 SiMa.aiが1億5000万ドル（約237億円）調達、エヌビディアに挑む | Forbes JAPAN 公式サイト（フォーブス ジャパン）
トップ テクノロジー AI 「AIが世界を食らうなら、ハードウェアはその歯になる」 SiMa.aiが1億5000万ドル（約237億円）調達、エヌビディアに挑む 「5兆ドル（約791兆円）企業のエヌビディアがあり、その次に当社がいる」。SiMa.aiの創業者でCEOのKrishna Rangasayeeは先週、筆者にそう語った。「私の世界は非常にシンプルだ」 SiMa.aiはフィジカルAI向けチップメーカーであり、今はフィジカルAIに携わるには絶好のタイミングである。この分野は現在、数千億ドル規模の投資によって急拡大している。Matter Venture Partnersの創業パートナーであるHaomiao Huangは最近の会話でその理由を説明し、「AIが世界を食らうのだとすれば、ハードウェアはその歯になる」と述べた。...
Forbes JAPAN 公式サイト（フォーブス ジャパン）
トップ テクノロジー 製品 ヒューマノイドの「カクカク動作」を人間の仕組みで解決、中国移動がオープンソース公開 ロボット全般、特にヒューマノイドロボットの動きは、大昔の映画やバッファリングが追いつかないYouTubeの動画のように、ブレたり、ぎこちなくなったりすることがある。中国の通信大手である中国移動（チャイナモバイル）は、この問題を解決する仕組みをオープンソースで公開した。これは「Open-RAIL」と呼ばれ、ロボットの「脳」であるAIモデルと「身体」の間の不一致を解消するものだ。 ロボットを制御するAIモデル、代表的には米エヌビディア（Nvidia）の「GR00T」やフィジカル・インテリジェンス（Physical Intelligence）の「π0（パイゼロ）」といった視覚・言語・行動モデル（VLA）は、動作が少し遅い場合がある。これらは周囲の状況を認識し、思考し、計画された一連の短い動作のまとまりである「アクションチャンク」を1秒間に約5〜10回出力する。しかし、ロボットのモーターは、1秒間に200〜1000回という頻度で新しい指令を必要とする。...
Forbes JAPAN 公式サイト（フォーブス ジャパン）
トップ テクノロジー 人型ロボットの購入意向が「実体験で3倍」に跳ね上がる理由 米国と英国で1000人を対象に行なった新しい調査結果によると、ヒューマノイド（人型ロボット）に非常に良い印象を持っている人は、わずか11％に過ぎないようだ。 人々にヒューマノイドを受け入れさせ、好意を持ってもらい、さらには購入してもらうために、ヒューマノイド開発企業がやるべきことはまだいくつもある。顧客ロイヤルティ（商品やサービスに対する信頼・愛着）を測る標準的な指標である「ネットプロモータースコア（NPS：親しい友人や同僚にどの程度勧めたいかを問うもの）」によると、78％もの人が否定的であるのに対し、推奨派はわずか10％にとどまっている。しかし興味深いことに、人々が実際にヒューマノイドを初めて体験すると、その状況は劇的に変化する。...
Humanoid Robots Are Leaving Safety Cages. Proving Actual Safety Is Harder Original
Are humanoid robots safe for working with people without cages? Possibly, but probably not yet. getty Most humanoid robots today with real paying jobs – or pilot projects – work behind safety fences. That’s going change over the next 18 months, but it’s not clear that the systems for proving a robot is safe around people are keeping up. Two weeks ago Agility Robotics launched Digit 5, a 5’11”, 284-pound humanoid built to work right beside people with no safety cage.
Agility Robotics Wants To Make 500 Humanoid Robots Safe, Not Just One Original
Agility Robotics is making humanoid robots safe for humans in close proximity. But what about a robot fleet? A new partnership with Fort is all about solving that. Getty Images Agility Robotics and FORT Robotics are working together enhance the safety system for Digit 5, Agility’s next-generation humanoid robot designed to work right alongside people with no safety cage. The calling card for Digit 5 is “no more safety cages:” a humanoid that can work in close proximity to humans.
Humanoid Robot Shipments Jump 432%, China Has 95% Market Share Original
Humanoid robot shipments are up around 4X. China leads with near-universal market share, but US and European companies are improving their product before shipping in volume. getty Humanoid robot makers shipped almost 25,000 humanoid robots in the first half of 2026, according to new data from IDC. That’s up 432.1% from the same period last year. As you’d expect, revenue was also up, topping $740 million, up 322.7% from last year.
This $3,555 Humanoid Robot Is Slow, Basic, Cheap. Mission Accomplished.
A San Francisco startup emerged from stealth yesterday with a home robot that costs $3,555, learns a new chore in about 30 minutes, and can lift a grand total of 3.3 pounds. It's not particularly pretty – although it has a cute hat and fresh colors – and its grippers are devastatingly basic.
This $3,555 Humanoid Robot Is Slow, Basic, Cheap. Mission Accomplished. Original
The Flourish 1 semi-humanoid robot with a hat promises to free you from tidying drudgery for under $4,000. John Koetsier A San Francisco startup emerged from stealth yesterday with a home robot that costs $3,555, learns a new chore in about 30 minutes, and can lift a grand total of 3.3 pounds. It’s not particularly pretty – although it has a cute hat and fresh colors – and its grippers are devastatingly basic.
AI Eating The World? Sima.ai Is Selling Teeth ... And Raised $150 Million To Sharpen Them
Physical AI chipmaker SiMa.ai announced today that it has raised a $150 million Series C at a $1.45 billion valuation, bringing its total funding to $500 million. Getty Images “It’s a $5 trillion Nvidia and then it’s us,” Sima.ai founder and CEO Krishna Rangasayee told me last week. “My world is very simple.” Sima.ai is a physical AI chipmaker, and now is a very good time to be in physical AI. The space is exploding right now with hundreds of billions of dollars in investment.
AI Eating The World? Sima.ai Is Selling Teeth ... And Raised $150 Million To Sharpen Them
Physical AI chipmaker SiMa.ai announced today that it has raised a $150 million Series C at a $1.45 billion valuation, bringing its total funding to $500 million. "It's a $5 trillion Nvidia and then it's us," Sima.ai founder and CEO Krishna Rangasayee told me last week. "My world is very simple." Sima.ai is a physical AI chipmaker, and now is a very good time to be in physical AI. The space is exploding right now with hundreds of billions of dollars in investment.
Forbes JAPAN 公式サイト（フォーブス ジャパン）
トップ テクノロジー グーグル、「ロボット版Android」の基盤ソフトを無償公開 prima91 - stock.adobe.com prima91 - stock.adobe.com グーグルで産業用ロボット向けのソフトウェアを手がけるIntrinsic（イントリンシック）は米国時間9月22日、自社の産業用ロボットプラットフォームの土台となる部分をオープンソース化した。対象は、ロボットの制御、動作計画（motion planning）、把持計画（grasp planning）、シミュレーション、姿勢推定（pose estimation）、カメラキャリブレーションのソフトウェアである。 動作計画は障害物を避けて動く経路を割り出す処理、把持計画は部品のつかみ方を決める処理、姿勢推定はカメラ画像から物体の位置と向きを割り出す処理、カメラキャリブレーションはカメラの位置やレンズのゆがみを補正する作業を指す。これまで同社の独自製品のなかに閉じ込められていたこれらのソフトウェアが、利用条件の緩いApache...
Feather Launches $29,990 Humanoid Robot. Small Teams Are Rewriting The Economics Of Humanoids Original
Feather is a (vaguely) humanoid robot launched by a small team in California that has raised under $10 million. John Koetsier A California-based startup officially launched yesterday with a vaguely humanoid robot on wheels that costs $29,990, $7.6 million in pre-seed funding and something most pre-seed hardware startups can only dream about: actual revenue. The company is Feather Robotics, and it already has more than $1 million in revenue, according to the founders.
This Open Source Software Fixes Herky-Jerky Humanoid Robots, Kind Of By Copying Humans Original
Open source software from China Mobile will help humanoid robots move faster and more smoothly. getty Robots in general and humanoid robots specifically can look a little like really old movies or badly buffering YouTube videos: shaky and jerky. China Mobile just open-sourced a fix. It’s called Open-RAIL, and it solves a mismatch between robot brains, or AI models, and robot bodies.
Survey: People Don’t Want Humanoid Robots Until They Meet One Original
Just 11% of people are very positive about humanoid robots, according to a new study of 1,000 people in the U.S. and UK. HumanoidMegaHub Humanoid robot companies have some work to do if they’re going to persuade people to accept, like, or even purchase a humanoid robot. A staggering 78% of people are detractors, according to standard Net Promoter Score methodology, while only 10% are promoters.
Figure acelera con IA: sus robots multiplicaron por seis su tasa de éxito en tareas domésticas Original
Innovación John Koetsier La clave estuvo en incorporar grabaciones de personas realizando actividades cotidianas al entrenamiento del sistema. Luego, la compañía verificó el resultado en 30 viviendas distintas. Figure AI consiguió que su robot humanoide, Figure 03, pasara del 9% al 56% de éxito en una serie de tareas domésticas tras incorporar datos recopilados con Index, la plataforma con la que paga a personas para que se graben realizando actividades cotidianas.
Una empresa lanzó modelos de robots humanoides por menos de US$ 10.000 Original
Innovación John Koetsier Faraday Future amplió su catálogo con equipos orientados a la investigación, el entretenimiento y tareas industriales, con precios que llegan hasta los US$ 137.900. Además, planea fabricar en Estados Unidos e invertir al menos US$ 5.000 millones durante la próxima década. Faraday Future presentó cinco nuevos robots, disponibles en nueve configuraciones, con precios y usos que cubren necesidades muy distintas.
Google Is Giving Away ‘The Android Of Robotics’ Original
Google is open sourcing what CEO Sundar Pichai has called the "Android of robots." Getty Images Google’s Intrinsic is open sourcing the foundation of its industrial robotics platform today. The company is releasing control, motion planning, grasp planning, simulation, pose estimation and camera calibration software that was previously locked inside a proprietary product and making it open source under a permissive Apache 2.0 license. It’s called Intrinsic Core.
Figure’s Billion-Dollar Physical AI Bet Delivered A 6X Jump In Robot Chore Success Original
Screenshot of Figure 03 doing household chores in a Figure livestream. John Koetsier Four weeks ago Figure told the world it would spend a billion dollars over 12 months paying strangers to film themselves folding laundry, making beds and picking things up off the floor. Just one month later, here’s what that money has already bought: a 6X performance increase in humanoid robot performance: nine percent to 56%.
Faraday Future Launches 5 New Robots: $9,990 To $137,900 For An Industrial Humanoid Original
Faraday Future global CEO YT Jia with the company's new robots. Faraday Future Faraday Future launched five new robots in nine configurations over the weekend. They range from a $9,990 hip-high humanoid built for classrooms and robot soccer to a $137,900 wheeled-legged industrial machine designed to walk into the places you’d rather not send a person.
Agility Robotics presentó su nuevo robot humanoide y proyecta su llegada al mercado en 2027 Original
La gran barrera que todavía separa a los robots humanoides de una adopción masiva en trabajos reales no pasa por su inteligencia, la precisión de sus manos ni la autonomía de sus baterías. El desafío central está en la seguridad, un factor clave para que estas máquinas puedan compartir el espacio de trabajo con personas.
3 American Humanoid Robot Companies To Invest In: RoboStrategy CEO
Figure 03 humanoid robot. Screenshot from a Brett Adcock tweet. Andrew Kang runs a Nasdaq-listed fund whose entire reason for existing is owning robot companies before they go public. Ask him which American humanoid robot startups are actually going to deliver, and the list is short. "That is Tesla Optimus, that is Figure AI, that's Apptronik," Kang, CEO of RoboStrategy, told me on the Humanoid Daily podcast.
3 American Humanoid Robot Companies To Invest In: RoboStrategy CEO Original
Figure 03 humanoid robot. Screenshot from a Brett Adcock tweet. John Koetsier Andrew Kang runs a Nasdaq-listed fund whose entire reason for existing is owning robot companies before they go public. Ask him which American humanoid robot startups are actually going to deliver, and the list is short. “That is Tesla Optimus, that is Figure AI, that’s Apptronik,” Kang, CEO of RoboStrategy, told me on the Humanoid Daily podcast.
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