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Just a random thought, leading US humanoid players strangely me of the current LLM dynamics:
Agility ( $CCXI ) kinda feels like Anthropic for robotics.
With $AMZN and $NVDA heavily backing it, ingrained with $GOOGL Deepmind (like TPUs). And it starts off with enterprise commercialization.
Optimus is kinda off doing its own thing like xAI.
Supported by Tesla/Elon and his visionary roadmap as usual.
Figure is like ChatGPT
With Microsoft/OpenAI investing (kinda like Microsoft), then ended up kinda competing them by building their own VlA and setting them behind.
But ends up top 2 leaders anyway.
Boston Dynamics is Gemini
Kinda started the entire humanoids thing like transformers with backflip videos.
With R&D supported by $GOOGL but somehow let everyone else leapfrog them in commercialization.
And then there’s $NVDA just chilling, silently powering the entire humanoids ecosystem.