{
  "schemaVersion": 1,
  "title": "As Above Robotics Intelligence Desk",
  "asOf": "2026-08-30",
  "scope": "Robotics, physical AI, industrial deployment, bottlenecks and capital formation. Watchlist is not an investment recommendation.",
  "priorities": {
    "P1": "Daily change scan",
    "P2": "Weekly rotating review"
  },
  "sourcePolicy": "Organization-level affiliation is not independent corroboration. Source links verify identity, published role or topic, not every future claim. Null social handles are deliberate; ask Grok to return verified first-party profile links.",
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      "title": "RoboStrategy team",
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      "title": "RoboStrategy SEC prospectus",
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      "title": "Sequoia: Physical Intelligence",
      "url": "https://sequoiacap.com/companies/physical-intelligence",
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      "title": "Physical Intelligence: pi0.7, April 16, 2026",
      "url": "https://www.pi.website/blog/pi07",
      "accessedAt": "2026-08-30"
    },
    "google": {
      "title": "Google DeepMind: Gemini Robotics 2, July 30, 2026",
      "url": "https://deepmind.google/blog/gemini-robotics-2-brings-whole-body-intelligence-to-robots/",
      "accessedAt": "2026-08-30"
    },
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      "title": "NVIDIA: end-to-end GR00T workflow",
      "url": "https://developer.nvidia.com/blog/develop-humanoid-robot-policies-end-to-end-with-nvidia-isaac-gr00t/",
      "accessedAt": "2026-08-30"
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      "title": "NVIDIA Research: Jim Fan",
      "url": "https://research.nvidia.com/person/linxi-jim-fan",
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    },
    "dyna": {
      "title": "DYNA: commercial deployment report, August 2026",
      "url": "https://www.dyna.co/research/scaling-customer-deployments",
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      "title": "DYNA-2 research",
      "url": "https://www.dyna.co/dyna-2",
      "accessedAt": "2026-08-30"
    },
    "hii": {
      "title": "HII: performance-based production agreements, August 6, 2026",
      "url": "https://www.hii.com/news/hii-signs-performance-based-production-agreements-with-path-robotics-and-graymatter-robotics",
      "accessedAt": "2026-08-30"
    },
    "bmw": {
      "title": "BMW: Figure 03 project, June 25, 2026",
      "url": "https://www.press.bmwgroup.com/canada/article/detail/T0458794EN/bmw-group-advances-the-use-of-physical-ai-in-production-with-figure-03-project-in-spartanburg",
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    },
    "lux": {
      "title": "Lux Capital: Josh Wolfe",
      "url": "https://www.luxcapital.com/people/josh-wolfe",
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    },
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      "title": "Lux Capital research",
      "url": "https://www.luxcapital.com/news",
      "accessedAt": "2026-08-30"
    },
    "eclipse": {
      "title": "Eclipse: Seth Winterroth",
      "url": "https://eclipse.capital/team/seth-winterroth/",
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      "title": "Eclipse Venture Equity",
      "url": "https://ventureequity.eclipse.vc/",
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      "title": "Khosla Ventures portfolio",
      "url": "https://www.khoslaventures.com/portfolio",
      "accessedAt": "2026-08-30"
    },
    "thrive": {
      "title": "Thrive Capital official site",
      "url": "https://www.thrivecap.com/",
      "accessedAt": "2026-08-30"
    },
    "gc": {
      "title": "General Catalyst: Lila Sciences investment",
      "url": "https://www.generalcatalyst.com/stories/our-investment-in-lila-sciences",
      "accessedAt": "2026-08-30"
    },
    "dcvc": {
      "title": "DCVC: Agility investment, April 22, 2022",
      "url": "https://www.dcvc.com/news-insights/human-scale-robots-for-global-scale-abundance-resilience-and-dignity/",
      "accessedAt": "2026-08-30"
    },
    "playground": {
      "title": "Playground Global: Peter Barrett",
      "url": "https://www.playground.vc/people/peter-barrett",
      "accessedAt": "2026-08-30"
    },
    "a16z": {
      "title": "a16z: horizontal robotics platform thesis",
      "url": "https://a16z.com/toward-a-general-purpose-robotics-platform/",
      "accessedAt": "2026-08-30"
    },
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      "title": "Skild AI official site",
      "url": "https://www.skild.ai/",
      "accessedAt": "2026-08-30"
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      "title": "NVIDIA reference humanoid announcement, May 31, 2026",
      "url": "https://nvidianews.nvidia.com/news/nvidia-open-humanoid-robot-reference-design",
      "accessedAt": "2026-08-30"
    },
    "schaeffler": {
      "title": "Schaeffler humanoid robotics",
      "url": "https://www.schaeffler.com/en/technology-innovation/technology/humanoid-robots/",
      "accessedAt": "2026-08-30"
    },
    "nabtesco": {
      "title": "Nabtesco precision reduction gears",
      "url": "https://www.nabtesco.com/en/products/robot/",
      "accessedAt": "2026-08-30"
    },
    "harmonic": {
      "title": "Harmonic Drive motion components",
      "url": "https://www.harmonicdrive.net/",
      "accessedAt": "2026-08-30"
    },
    "teradyne": {
      "title": "Teradyne Robotics",
      "url": "https://www.teradyne.com/robotics/",
      "accessedAt": "2026-08-30"
    },
    "mit": {
      "title": "MIT CSAIL: Daniela Rus",
      "url": "https://www.csail.mit.edu/news/mit-csail-director-and-eecs-professor-daniela-rus-named-john-scott-award-co-recipient",
      "accessedAt": "2026-08-30"
    },
    "brooks": {
      "title": "Rodney Brooks research commentary",
      "url": "https://rodneybrooks.com/",
      "accessedAt": "2026-08-30"
    },
    "ifr": {
      "title": "International Federation of Robotics",
      "url": "https://ifr.org/",
      "accessedAt": "2026-08-30"
    },
    "a3": {
      "title": "Association for Advancing Automation",
      "url": "https://www.automate.org/robotics",
      "accessedAt": "2026-08-30"
    },
    "ieee": {
      "title": "IEEE Spectrum robotics desk",
      "url": "https://spectrum.ieee.org/topic/robotics/",
      "accessedAt": "2026-08-30"
    },
    "lerobot": {
      "title": "Hugging Face LeRobot documentation",
      "url": "https://huggingface.co/docs/lerobot/index",
      "accessedAt": "2026-08-30"
    },
    "aspire": {
      "title": "NVIDIA research: ASPIRE",
      "url": "https://research.nvidia.com/labs/gear/aspire/",
      "accessedAt": "2026-08-30"
    }
  },
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      "name": "Andrew Kang",
      "type": "Person",
      "affiliation": "RoboStrategy; CEO",
      "lane": "Capital",
      "priority": "P1",
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      "sourceId": "robo",
      "caveat": "Commercial / fund interest",
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      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
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    },
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      "id": "R002",
      "name": "Bill Hughes",
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      "monitor": "Interpretations of robot market-access rules; verify against agency text",
      "sourceId": "robo",
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      "independenceGroup": "RoboStrategy",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
    {
      "id": "R003",
      "name": "Scott Walter",
      "type": "Person",
      "affiliation": "RoboStrategy; Robotics Research Diligence Director",
      "lane": "Engineering",
      "priority": "P1",
      "monitor": "Mechanisms, actuator design, simulation limitations",
      "sourceId": "robo",
      "caveat": "Fund-affiliated technical diligence",
      "independenceGroup": "RoboStrategy",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
    {
      "id": "R004",
      "name": "Roland Roventa",
      "type": "Person",
      "affiliation": "RoboStrategy; Investment Principal",
      "lane": "Capital",
      "priority": "P1",
      "monitor": "Early companies, financing and technical-commercial intersections",
      "sourceId": "robo",
      "caveat": "Commercial / fund interest",
      "independenceGroup": "RoboStrategy",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
    {
      "id": "R005",
      "name": "Jack Pearson",
      "type": "Person",
      "affiliation": "RoboStrategy; Investment Principal",
      "lane": "Deployment",
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      "monitor": "Integration and commercialization questions",
      "sourceId": "robo",
      "caveat": "Commercial / fund interest",
      "independenceGroup": "RoboStrategy",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
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      "id": "R006",
      "name": "RoboStrategy",
      "type": "Fund",
      "affiliation": "Listed closed-end robotics investment company",
      "lane": "Capital",
      "priority": "P1",
      "monitor": "Holdings, dated NAV, fees, share issuance and premium/discount",
      "sourceId": "sec",
      "caveat": "Private marks; concentration; issuer disclosures",
      "independenceGroup": "RoboStrategy",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
    {
      "id": "R007",
      "name": "Alfred Lin",
      "type": "Person",
      "affiliation": "Sequoia; partner linked to Physical Intelligence",
      "lane": "Capital",
      "priority": "P1",
      "monitor": "Foundation-model investment rationale",
      "sourceId": "pi",
      "caveat": "Portfolio interest",
      "independenceGroup": "Sequoia",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
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      "id": "R008",
      "name": "Sequoia Capital",
      "type": "Fund",
      "affiliation": "VC; lists Physical Intelligence in portfolio",
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      "monitor": "Technical founder interviews and disclosed financing",
      "sourceId": "pi",
      "caveat": "Portfolio selection and promotion",
      "independenceGroup": "Sequoia",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
    {
      "id": "R009",
      "name": "Thrive Capital",
      "type": "Fund",
      "affiliation": "User-requested institutional watch",
      "lane": "Capital",
      "priority": "P1",
      "monitor": "Robotics financing announcements and actual disclosed round participation",
      "sourceId": "thrive",
      "caveat": "Official site accessible; specific robotics deal attribution pending primary confirmation",
      "independenceGroup": "Thrive",
      "verificationStatus": "identity confirmed; robotics relationships pending",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
    {
      "id": "R010",
      "name": "Josh Wolfe",
      "type": "Person",
      "affiliation": "Lux Capital; partner and co-founder",
      "lane": "Capital",
      "priority": "P2",
      "monitor": "Hard-tech commercialization and value capture",
      "sourceId": "lux",
      "caveat": "Portfolio interest",
      "independenceGroup": "Lux",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
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      "id": "R011",
      "name": "Lux Capital",
      "type": "Fund",
      "affiliation": "Deep-tech investor",
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      "monitor": "Physical intelligence, automation and supply-chain theses",
      "sourceId": "lux",
      "caveat": "Portfolio interest",
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      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
    {
      "id": "R012",
      "name": "Deena Shakir",
      "type": "Person",
      "affiliation": "Author of Lux's morphology-agnostic robotics thesis",
      "lane": "Capital",
      "priority": "P2",
      "monitor": "Alternative forms and useful applications beyond humanoids",
      "sourceId": "luxnews",
      "caveat": "Investor-authored thesis; verify current role before assigning new deals",
      "independenceGroup": "Lux",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
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      "id": "R013",
      "name": "Seth Winterroth",
      "type": "Person",
      "affiliation": "Eclipse; partner",
      "lane": "Capital",
      "priority": "P2",
      "monitor": "Industrial deployment, manufacturing and scaling",
      "sourceId": "eclipse",
      "caveat": "Portfolio interest",
      "independenceGroup": "Eclipse",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
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      "id": "R014",
      "name": "Eclipse",
      "type": "Fund",
      "affiliation": "Physical-industry investor and venture builder",
      "lane": "Capital",
      "priority": "P1",
      "monitor": "Mytra and Bright Machines; factory and logistics economics",
      "sourceId": "eclipseportfolio",
      "caveat": "Portfolio claims require customer corroboration",
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      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
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      "name": "Khosla Ventures",
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      "affiliation": "VC; portfolio lists Physical Intelligence, Reflex and Rhoda",
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      "monitor": "Models, construction and wheeled manipulation",
      "sourceId": "khosla",
      "caveat": "Portfolio list does not establish current position size",
      "independenceGroup": "Khosla",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
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    },
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      "id": "R016",
      "name": "General Catalyst",
      "type": "Fund",
      "affiliation": "Investor in Lila Sciences",
      "lane": "Capital",
      "priority": "P2",
      "monitor": "AI-agent integration with robotic science",
      "sourceId": "gc",
      "caveat": "Company investment announcement dated March 2025",
      "independenceGroup": "General Catalyst",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
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      "id": "R017",
      "name": "Paul Kwan",
      "type": "Person",
      "affiliation": "Co-author of General Catalyst's Lila investment thesis",
      "lane": "Capital",
      "priority": "P2",
      "monitor": "Scientific automation commercialization",
      "sourceId": "gc",
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      "independenceGroup": "General Catalyst",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
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      "id": "R018",
      "name": "DCVC",
      "type": "Fund",
      "affiliation": "Historical investor in Agility Robotics",
      "lane": "Capital",
      "priority": "P2",
      "monitor": "Industrial transformation; recheck current portfolio status",
      "sourceId": "dcvc",
      "caveat": "Historical disclosed investment, not current ownership size",
      "independenceGroup": "DCVC",
      "verificationStatus": "historical relationship confirmed; current holdings pending",
      "lastChecked": "2026-08-30",
      "xProfile": null,
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    },
    {
      "id": "R019",
      "name": "Playground Global",
      "type": "Fund",
      "affiliation": "Deep-tech VC",
      "lane": "Capital",
      "priority": "P2",
      "monitor": "Robotics and technical company-building",
      "sourceId": "playground",
      "caveat": "Portfolio interest",
      "independenceGroup": "Playground",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
    {
      "id": "R020",
      "name": "Peter Barrett",
      "type": "Person",
      "affiliation": "Playground Global; co-founder and general partner",
      "lane": "Capital",
      "priority": "P2",
      "monitor": "Hardware/software co-design and commercialization",
      "sourceId": "playground",
      "caveat": "Portfolio interest",
      "independenceGroup": "Playground",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
    {
      "id": "R021",
      "name": "Andreessen Horowitz",
      "type": "Fund",
      "affiliation": "Publisher of horizontal robotics platform thesis",
      "lane": "Capital",
      "priority": "P2",
      "monitor": "Model-layer economics and company formation",
      "sourceId": "a16z",
      "caveat": "Thesis not proof of a specific current holding",
      "independenceGroup": "a16z",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
    {
      "id": "R022",
      "name": "Chelsea Finn",
      "type": "Person",
      "affiliation": "Physical Intelligence founding team; robot learning",
      "lane": "Research",
      "priority": "P1",
      "monitor": "Generalization, real-robot data and evaluation",
      "sourceId": "pi",
      "caveat": "Researcher and company affiliation",
      "independenceGroup": "Physical Intelligence",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
    {
      "id": "R023",
      "name": "Sergey Levine",
      "type": "Person",
      "affiliation": "Physical Intelligence founding team; robot learning",
      "lane": "Research",
      "priority": "P1",
      "monitor": "Reinforcement learning, transfer and manipulation",
      "sourceId": "pi",
      "caveat": "Researcher and company affiliation",
      "independenceGroup": "Physical Intelligence",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
    {
      "id": "R024",
      "name": "Karol Hausman",
      "type": "Person",
      "affiliation": "Physical Intelligence founding team",
      "lane": "Research",
      "priority": "P1",
      "monitor": "Generalist policies and deployment translation",
      "sourceId": "pi",
      "caveat": "Company affiliation",
      "independenceGroup": "Physical Intelligence",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
    {
      "id": "R025",
      "name": "Lachy Groom",
      "type": "Person",
      "affiliation": "Physical Intelligence founding team",
      "lane": "Deployment",
      "priority": "P2",
      "monitor": "Commercial rollout and company-building",
      "sourceId": "pi",
      "caveat": "Company affiliation",
      "independenceGroup": "Physical Intelligence",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
    {
      "id": "R026",
      "name": "Physical Intelligence",
      "type": "Company",
      "affiliation": "Robot foundation-model developer",
      "lane": "Research",
      "priority": "P1",
      "monitor": "pi releases, evaluations, partner deployments",
      "sourceId": "pi07",
      "caveat": "Developer-reported performance",
      "independenceGroup": "Physical Intelligence",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
    {
      "id": "R027",
      "name": "Carolina Parada",
      "type": "Person",
      "affiliation": "Google DeepMind robotics announcement author",
      "lane": "Research",
      "priority": "P1",
      "monitor": "Embodied reasoning, VLA control and safety evaluation",
      "sourceId": "google",
      "caveat": "Developer affiliation",
      "independenceGroup": "Google DeepMind",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
    {
      "id": "R028",
      "name": "Google DeepMind Robotics",
      "type": "Research institution",
      "affiliation": "Embodied reasoning and robot-control models",
      "lane": "Research",
      "priority": "P1",
      "monitor": "ER-to-action architecture, access restrictions, failure distributions",
      "sourceId": "google",
      "caveat": "Developer-reported benchmarks",
      "independenceGroup": "Google DeepMind",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
    {
      "id": "R029",
      "name": "Linxi (Jim) Fan",
      "type": "Person",
      "affiliation": "NVIDIA robotics and generalist-agent researcher",
      "lane": "Research",
      "priority": "P1",
      "monitor": "Simulation, skills, generalist robot architectures",
      "sourceId": "jim",
      "caveat": "Platform vendor affiliation",
      "independenceGroup": "NVIDIA",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
    {
      "id": "R030",
      "name": "Yuke Zhu",
      "type": "Person",
      "affiliation": "Research lead/co-author in NVIDIA GEAR work",
      "lane": "Research",
      "priority": "P2",
      "monitor": "Skill discovery and robot learning",
      "sourceId": "aspire",
      "caveat": "Research/platform affiliation",
      "independenceGroup": "NVIDIA",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
    {
      "id": "R031",
      "name": "NVIDIA Robotics",
      "type": "Company",
      "affiliation": "Compute, simulation and robot learning stack",
      "lane": "Infrastructure",
      "priority": "P1",
      "monitor": "GR00T, Isaac, Jetson; released versus preview components",
      "sourceId": "nvidia",
      "caveat": "Platform sales interest; not pure robotics revenue",
      "independenceGroup": "NVIDIA",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
    {
      "id": "R032",
      "name": "Hugging Face LeRobot",
      "type": "Open-source project",
      "affiliation": "Robot-learning tooling and models",
      "lane": "Infrastructure",
      "priority": "P2",
      "monitor": "Reproducibility, dataset access and community implementation",
      "sourceId": "lerobot",
      "caveat": "Open-source activity does not prove deployment economics",
      "independenceGroup": "Hugging Face",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
    {
      "id": "R033",
      "name": "Skild AI",
      "type": "Company",
      "affiliation": "Multi-embodiment robot intelligence",
      "lane": "Research",
      "priority": "P1",
      "monitor": "Transfer across bodies and field application evidence",
      "sourceId": "skild",
      "caveat": "Developer-reported performance",
      "independenceGroup": "Skild AI",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
    {
      "id": "R034",
      "name": "Deepak Pathak",
      "type": "Person",
      "affiliation": "Skild AI co-founder and CEO, per NVIDIA announcement",
      "lane": "Research",
      "priority": "P2",
      "monitor": "Generalist robot intelligence and accessible hardware",
      "sourceId": "reference",
      "caveat": "Company affiliation; quoted by platform partner",
      "independenceGroup": "Skild AI",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
    {
      "id": "R035",
      "name": "DYNA Robotics",
      "type": "Company",
      "affiliation": "Robot models and commercial manipulation systems",
      "lane": "Deployment",
      "priority": "P1",
      "monitor": "Accepted task throughput, interventions and customer rollout",
      "sourceId": "dyna",
      "caveat": "Company claim; RoboStrategy portfolio overlap",
      "independenceGroup": "DYNA",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
    {
      "id": "R036",
      "name": "Figure AI",
      "type": "Company",
      "affiliation": "Humanoid systems and Helix control",
      "lane": "Deployment",
      "priority": "P1",
      "monitor": "Customer-confirmed use cases, uptime and factory output",
      "sourceId": "bmw",
      "caveat": "Company claims should be checked with customers",
      "independenceGroup": "Figure",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
    {
      "id": "R037",
      "name": "Brett Adcock",
      "type": "Person",
      "affiliation": "Figure founder and CEO, per BMW release",
      "lane": "Deployment",
      "priority": "P2",
      "monitor": "Production claims and commercialization timeline",
      "sourceId": "bmw",
      "caveat": "Issuer/founder claims",
      "independenceGroup": "Figure",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
    {
      "id": "R038",
      "name": "Apptronik",
      "type": "Company",
      "affiliation": "Apollo humanoid hardware",
      "lane": "Deployment",
      "priority": "P1",
      "monitor": "DeepMind integration, adaptation and deployment readiness",
      "sourceId": "google",
      "caveat": "Partner demonstrations not broad economics",
      "independenceGroup": "Apptronik",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
    {
      "id": "R039",
      "name": "BMW Manufacturing",
      "type": "Customer",
      "affiliation": "Customer-side Figure deployment source",
      "lane": "Customer evidence",
      "priority": "P1",
      "monitor": "Production tasks and progression from trials to regular operation",
      "sourceId": "bmw",
      "caveat": "Joint announcement is corroboration, not independent audit",
      "independenceGroup": "BMW",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
    {
      "id": "R040",
      "name": "HII",
      "type": "Customer",
      "affiliation": "Buyer of performance-based robotic production work",
      "lane": "Customer evidence",
      "priority": "P1",
      "monitor": "Milestone awards, acceptance and actual payments",
      "sourceId": "hii",
      "caveat": "Customer statement; contingent ceiling not revenue",
      "independenceGroup": "HII",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
    {
      "id": "R041",
      "name": "Path Robotics",
      "type": "Company",
      "affiliation": "Adaptive robotic welding",
      "lane": "Deployment",
      "priority": "P1",
      "monitor": "Weld acceptance, deployment cost and milestone delivery",
      "sourceId": "hii",
      "caveat": "Supplier and RoboStrategy portfolio interest",
      "independenceGroup": "Path Robotics",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
    {
      "id": "R042",
      "name": "GrayMatter Robotics",
      "type": "Company",
      "affiliation": "Physical-AI production automation",
      "lane": "Deployment",
      "priority": "P1",
      "monitor": "Surface work, deployment repeatability and HII milestones",
      "sourceId": "hii",
      "caveat": "Supplier interest; combined agreement not sole-company revenue",
      "independenceGroup": "GrayMatter",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
    {
      "id": "R043",
      "name": "Schaeffler",
      "type": "Company",
      "affiliation": "Actuation and motion components",
      "lane": "Components",
      "priority": "P1",
      "monitor": "Qualified actuator capacity, cost, yield and booked revenue",
      "sourceId": "schaeffler",
      "caveat": "Product capability is not evidence of scarcity or pricing power",
      "independenceGroup": "Schaeffler",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
    {
      "id": "R044",
      "name": "Nabtesco",
      "type": "Company",
      "affiliation": "Precision reduction gears",
      "lane": "Components",
      "priority": "P1",
      "monitor": "Lead times, orders, capacity and competing mechanisms",
      "sourceId": "nabtesco",
      "caveat": "Industrial expertise does not prove humanoid market share",
      "independenceGroup": "Nabtesco",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
    {
      "id": "R045",
      "name": "Harmonic Drive",
      "type": "Company",
      "affiliation": "Precision gears and actuators",
      "lane": "Components",
      "priority": "P1",
      "monitor": "Precision-motion products, supply lead times and alternative designs",
      "sourceId": "harmonic",
      "caveat": "Confirm listed issuer/entity relationship before investment use",
      "independenceGroup": "Harmonic Drive",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
    {
      "id": "R046",
      "name": "Teradyne Robotics",
      "type": "Company",
      "affiliation": "Universal Robots and Mobile Industrial Robots",
      "lane": "Deployment",
      "priority": "P1",
      "monitor": "Cobot/AMR segment demand and integration economics",
      "sourceId": "teradyne",
      "caveat": "Robotics division is not the whole listed parent",
      "independenceGroup": "Teradyne",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
    {
      "id": "R047",
      "name": "Daniela Rus",
      "type": "Person",
      "affiliation": "MIT CSAIL; robotics researcher",
      "lane": "Research",
      "priority": "P2",
      "monitor": "Morphology, soft robotics and practical capability limits",
      "sourceId": "mit",
      "caveat": "Institutional research; dated profile",
      "independenceGroup": "MIT",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
    {
      "id": "R048",
      "name": "Rodney Brooks",
      "type": "Person",
      "affiliation": "Robotics and AI commentator",
      "lane": "Counter-signal",
      "priority": "P1",
      "monitor": "Timelines, generalization limits and failure modes",
      "sourceId": "brooks",
      "caveat": "Expert commentary, not experimental proof",
      "independenceGroup": "Rodney Brooks",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
    {
      "id": "R049",
      "name": "International Federation of Robotics",
      "type": "Industry body",
      "affiliation": "Robot installations and industry definitions",
      "lane": "Data",
      "priority": "P1",
      "monitor": "Installations versus orders; industry and geographic mix",
      "sourceId": "ifr",
      "caveat": "Industry body; data vintage and categories matter",
      "independenceGroup": "IFR",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
    {
      "id": "R050",
      "name": "Susanne Bieller",
      "type": "Person",
      "affiliation": "IFR General Secretary",
      "lane": "Data",
      "priority": "P2",
      "monitor": "Industry statistics and deployment context",
      "sourceId": "ifr",
      "caveat": "Industry representation",
      "independenceGroup": "IFR",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
    {
      "id": "R051",
      "name": "Association for Advancing Automation (A3)",
      "type": "Industry body",
      "affiliation": "North American automation ecosystem",
      "lane": "Data",
      "priority": "P2",
      "monitor": "Orders, safety standards, integrators and customer evidence",
      "sourceId": "a3",
      "caveat": "Industry advocacy; separate orders from installations",
      "independenceGroup": "A3",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    },
    {
      "id": "R052",
      "name": "IEEE Spectrum Robotics",
      "type": "Publication",
      "affiliation": "Robotics editorial discovery",
      "lane": "Counter-signal",
      "priority": "P2",
      "monitor": "Technical reporting, demos and difficult deployment questions",
      "sourceId": "ieee",
      "caveat": "Discovery only; trace factual claims to primary evidence",
      "independenceGroup": "IEEE",
      "verificationStatus": "primary identity/topic source located",
      "lastChecked": "2026-08-30",
      "xProfile": null,
      "lastMaterialChange": null
    }
  ]
}