Robohouse ’26 Library
Contents

Appendix C

Verification Log

about 2 minutes

A separate fact-checking pass re-examined thirty load-bearing claims. The following are the ones that did not cleanly verify, and how this book handled them.

ClaimStatusTreatment here
Physical Intelligence at ~$11B (2026)Unconfirmed. Last verified valuation is $5.6B (Nov 2025, CapitalG).Book states $5.6B as verified; $11B marked as reported.
K-Scale Labs shut down late 2025Refuted. GitHub activity continues into mid-2026.Book states the closure claim is unverified.
Goldman Sachs $38B / 1.4M units by 2035Verified figure, but from a February 2024 report.Book flags the date explicitly.
Morgan Stanley / BofA humanoid forecastsUnverifiable.Book declines to cite specific numbers.
Unitree IPO monthPartly. Financials consistent; sources differ on March vs July 2026 listing.Book cites financials, hedges the date.
Sangbae Kim at MetaPartly. MIT confirms "on leave"; Meta role is trade-press reported only.Book says "reportedly."
XPeng IRON specs (82 DoF, VLA 2.0, end-2026 production)Unverifiable. XPeng pages unreachable.Book marks all figures as company-stated.
AgiBot 2026 Hong Kong IPOUnverifiable. Dataset figures verified.Book flags the IPO claim.
NVIDIA GR00T N2Partly. N1.7 in early access April 2026; no N2 in public repo.Book states N1.7 as current, N2 as previewed.
Stanford Robotics Center opening date and directorUnverifiable from the Center's own site; confirmed by Stanford News and HAI announcements.Book cites Stanford News with a note.
Shuran Song's Stanford start yearPartly. Move from Columbia confirmed; year not stated on Stanford profile.Book gives 2023 with a hedge.
Covariant current statusUnverifiable.Book notes the rump company operates with no significant releases.
Sunday Robotics funding ($35M, $165M)Unconfirmed.Book marks as reported.
Field AI funding (~$405M, ~$2B)Unconfirmed.Book marks as unverified.
Ambi Robotics 2025–26 fundingNo verified round found.Book states last verified round is 2022.
Cobot Series CUnverified.Book states Series B as last verified.
Kepler / Astribot fundingUndisclosed.Book states undisclosed.
Negative cross-embodiment transfer studyNot found.Book explicitly flags this as a gap in the literature.
Per-hour dollar costs for data collectionNot published by anyone.Book uses ordinal rankings only.

Claims that verified cleanly and can be relied on: Walden Robotics (Tedrake CEO, July 2026, $300M at $1.1B); Figure Series C ($1B+ at $39B, Sept 2025, Parkway-led); Skild ($1.4B at $14B+, Jan 2026, SoftBank-led); Generalist GEN-0/GEN-1 hours and dates; Agility SPAC ($2.5B, June 2026, Churchill XI); Sanctuary pivot (17 June 2026); Gemini Robotics 2 (<200 examples, whole-body); Amazon/Fauna and Meta/ARI acquisitions with Lerrel Pinto in both; Intrinsic into Google (Feb 2026); Serve/Diligent (Jan 2026); FCC Covered List addition (28 July 2026); Goldberg's Science Robotics piece; Brooks' essay; BEHAVIOR Challenge 2026 specifics; Tesla Optimus statements (Jan and Apr 2026); Neura Series C (June 2026); Apptronik >$935M (Feb 2026); Galbot $300M+ at $3B; Dexterity Foresight (Mar 2026); MCube closure; AgiBot World dataset scale.