$Churchill Capital XI(CCXI.US) (Agility) have a huge lead in humanoid safety thanks to $NVIDIA(NVDA.US):
1. Humanoid safety is a critical barrier to mass adoption.2. $NVIDIA(NVDA.US)'s Thor and Halos for Robotics is the industry’s only full-stack robotics safety system.3. $Churchill Capital XI(CCXI.US) (Agility) are the first humanoid maker to use Halos.Agility has a very clear first-mover advantage over the other humanoid OEMs in bringing responsible automation to factories + warehouses.Agility CEO: “Partnering with NVIDIA to implement and optimize the Halos for Robotics system extends our leadership in responsible automation, which is a nonnegotiable requirement for bringing humanoids safely into industrial workflows.”For some of Agility's current customers like $Amazon(AMZN.US), $GXO Logistics(GXO.US) and Toyota.We're just at the start of the robotics/humanoid adoption curve.Which looks set to ramp up very soon given that safety hurdles are being overcome rapidly, as well as the actual humanoid itself improving with each iteration e.g. Agility's new Digit 5 humanoid.Looks like both the safety element and the immature tech element are simultaneously improving at the same time and rate.Which is probably why we'll start to see wider mass adoption in the coming years once the likes of Amazon/Toyota can prove the payback far outstrips that of an actual human worker.
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