MGreg on X posted that the company behind your iPhone camera is now building eyes for humanoid robots.
CLG Innotek. They're one of the best at packing high-end optics into tiny, high-volume parts.
MKorean business reporting says they're the exclusive camera module supplier for Figure's Figure 03.
CAnd Greg's post also says they're co-developing vision modules for Boston Dynamics' Atlas.
MTwo major robot programs. Not vapor.
CIf humanoids need dozens of cameras and depth sensors, this is the factory that can scale.
MRobot eyes are brutally hard. Micro optics, heat tolerance, warranty rates.
CPhone cameras get replaced once. A robot camera has to survive a warehouse in August.
MAnd a dropped box. So whoever wins the robot body race, sensors stay essential.
CI'd still want to see how much of LG Innotek's revenue is robots versus phones. The post doesn't break it out.
MFair. It's probably tiny today. But two major programs is a real position.
CI'll take quiet bottleneck over the next robot demo.
CSpeaking of the robot race, an X account called Words Have Meaning posted about Agility Robotics.
MAgility. The Oregon outfit that makes Digit, the two-legged warehouse robot.
CThe claim: first U.S. pure-play humanoid company on a public exchange.
MThe post says trading began on Nasdaq today under ticker A G L T, after a business combination closed.
CThe account cites a November 5 Agility press release. That's not random.
MI couldn't find the release where they said it is. No official confirmation yet.
CFine, unconfirmed. But if true, it's the first pure-play humanoid name regular people can buy.
MBeing first isn't a business. What does Agility actually sell, and at what volume?
CThey sell Digit deployments. Amazon tested them years ago. They've built a factory in Salem.
MA factory and pilot projects don't support a public company. This isn't a software listing.
CWhy do you want it to be boring before it can list? The market can price risk.
MBecause I watched the EV and lidar wave. Companies went public on promises and burned retail investors.
CAgility isn't a garage SPAC. It's been around since 2015. Real customers.
MHow many robots in customer hands? Dozens? A hundred? The post doesn't say. That's the number that matters.
CThat's exactly my point! If they list, we'll see the filings. A public listing forces transparency.
MThen let's wait for the filing instead of treating a ticker as a product launch.
CYou can't have it both ways. You want them to be boring, but you also want them private forever.
MI want one confirmed fact. The Nasdaq part is still unverified.
COkay, I'll say it your way: if Agility really is trading, it's the adult version of the humanoid story.
MAnd the adult version comes with earnings calls, lawsuits, and a stock chart.
CDon't forget stock-based compensation.
MThat's where the real innovation is.
CSo we're not far apart: both of us want the same filing, just one of us less excited about the ticker.
MExactly. I'm not against a listing. I'm against treating an unconfirmed one as fact.
CFine. We'll watch for the exchange notice.
CAnd on the hands, Robotics Biz on X posted a clip of Musk explaining why robot hands are so hard.
MI couldn't trace the exact interview, but the point is right: precision and force in one motion, sensors that survive wear, replaceable skin.
CThat's why every demo shows legs walking. Hands are where useful work actually happens.
MWhich loops back to cameras. A hand needs to see what it's touching.
CRight. Sensors in the fingers, cameras in the palm.
MSo maybe the first pure play should have been a sensor company.
CDon't start.
MAnd that's the part nobody puts in the demo reel.