buildConfirmed3 publishers Agility showed Digit 5's specifications on September 15 and expects general availability by the end of 2027. That leaves the barrier-free safety architecture two years to produce field data for buyers weighing a 284-pound biped.
Perspective Coverage
3 publishers
- Builder
- Builder 40%
- Operator
- Operator 40%
- Investor
- Investor 20%
Reality
- Evidence40
- Adoption20
- Hype gap+25
- Incentives80
- Confidence55
Agility Robotics carries a going-concern warning into its $2.5 billion SPAC
The company says its Digit 5 humanoid can work safely beside people, holds more than $300 million of multiyear orders, and does not expect general availability until the end of 2027. It plans to list at $2.5 billion.
Reality
- Evidence58
- Adoption38
- Hype gap+38
- Incentives84
- Confidence56
Figure's robot averaged three parts per vehicle over 1,250 hours on a BMW line
The one humanoid deployment with published duty numbers did a single station's worth of work, while Chinese makers supplied more than four in five installations worldwide in 2025. Both facts shape a pilot decision.
Reality
- Evidence30
- Adoption38
- Hype gap+45
- Incentives
- Not scored
- Confidence42
buildOne report1 publisher Agility wants public money for the jump from nine sites to volume, and Unitree just set the price
Peggy Johnson says the SPAC still closes this fall. The order book is $300M of potential contract value, not revenue, and the trust money depends on redemptions.
Reality
- Evidence62
- Adoption30
- Hype gap+32
- Incentives84
- Confidence58
Unitree closed its Shanghai debut worth about $53 billion on $252 million of revenue. That number is now the comp in every robotics board deck, and it is not a demand signal.
Reality
- Evidence72
- Adoption42
- Hype gap+64
- Incentives71
- Confidence74
The installed robot base, not the humanoid, will remodel the factory first
542,000 industrial arms went in during 2024 and 4.66 million are already running. The near-term case for flexible factories runs through smarter conventional robots.
Reality
- Evidence55
- Adoption74
- Hype gap−12
- Incentives42
- Confidence52