Show notes
How will we scale humanoid robot product to hundreds of thousands and millions of units? In this TechFirst we do a deep dive with Apptronik CEO Jeff Cardenas. We chat about Apptronik's Apollo, his recent $400M+ funding round, the partnership with manufacturing giant Jabil, and much more.We also talk about innovations in AI that have accelerated robot learning and dexterous manipulation, the challenge of scaling manufacturing, and Apptronik's future vision.šļø Podcast Summary:Topic: The future of humanoid robotics, funding, manufacturing, and the global AI arms raceGuest: Jeff Cardenas, CEO of Apptronikš¦¾ Apollo Robot Updates ā¢ Apollo 1 debuted in 2023; new versions are coming in 2025 with major upgrades. ā¢ Focus areas: larger batteries, swappable parts, improved actuators, and system robustness. ā¢ Push toward dexterous manipulation, not just lifting boxesāreal industrial work.š° $403 Million Funding Round ā¢ Grew from $350M with new investments from Mercedes, Google (DeepMind), B Capital, Capital Factory, and others. ā¢ Mercedesā legacy of precision and design deeply inspires Cardenas. ā¢ Funding will fuel scaling, robustness, and manufacturing partnerships.š Manufacturing Strategy ā¢ New partnership with global manufacturing giant Jabil. ā¢ Learning from Jabil to avoid premature scaling pitfalls. ā¢ Long-term plan includes building out their own capability in Texas and Mexico. ā¢ Manufacturing flexibility is key amid tariff and geopolitical uncertainty.š The Global Race: US vs. China ā¢ Over 100 humanoid robotics companies worldwide; US and China dominate. ā¢ China has invested $138B+ into domestic robotics, outpacing the rest of the world in deployment. ā¢ Cardenas calls it the āSpace Race of Our Timeā, emphasizing urgency and national strategy.š
Roadmap for Humanoids ā¢ 2025: Proving commercial viability in industrial/logistics environments. ā¢ 2026+: Volume manufacturing begins for industrial use. ā¢ Phase 2: Retail, healthcare, hospitality. ā¢ Phase 3 (5+ years): Elder care and home robots ā Cardenasā personal North Star.š§ Vision & Ethics ā¢ āRobots for Humansā isnāt just brandingāitās a human-centered design philosophy. ā¢ Deep partnership with Google DeepMind ensures AI is developed responsibly. ā¢ Apptronikās mission: build robots that people want around, not fear.š” Soundbites ā¢ āYou donāt just build the robot. You build the machine that builds the machine.ā ā¢ āWe want to be the Apple of robotsādesigned for people.ā ā¢ āThis is the 1980s of humanoid robotsābut innovation is 10x faster.ā00:00 Introduction to Humanoid Robot Innovation00:31 Apron's Recent Achievements and Funding01:23 Interview with Apptronik CEO, Jeff Cardenas01:46 Advancements in Apollo Humanoid Robot03:47 Challenges in Scaling Robotics07:56 Future Plans and Human-Centered Robotics10:35 Global Race and Investment in Robotics20:03 Meeting Howard Morgan and B Capital20:41 Inspiration from Mercedes-Benz and Steve Jobs22:02 Global Investors and Supporters23:37 Manufacturing Challenges and Strategies29:36 The Global Race in Humanoid Robotics35:39 Timetable for Humanoid Robots39:57 The Future of Humanoid Robots in Elder Care42:22 Closing Remarks and Final Thoughts