ND.BUILDS // NOTES
· By Frank Milz
Agility Robotics heads public as Digit keeps moving warehouse totes
Agility's June SPAC path put a $2.5B valuation on a humanoid company that already runs robots in live logistics sites.
In June, Agility Robotics moved toward a public listing via a SPAC at about a $2.5 billion valuation, with coverage stressing a rare point in humanoid robotics: Digit was already working in commercial warehouses. Reports cited tens of thousands of operating hours across multiple customer facilities, including logistics and manufacturing partners.
Foxconn-linked PIPE interest underscored the manufacturing angle. Humanoids are becoming a scale and service business, not only a research demo.
## Why it matters Public markets will now price deployed hours and RaaS contracts, not just walking videos.
## Practical takeaway If you buy warehouse automation, compare Agility-style live sites against vendors that only offer pilots. Ask for tote counts, uptime, and human supervision ratios. Robotics that pays rent on a real floor beats robotics that trends on social feeds.