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Agility Robotics

private
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Agility Robotics is a privately held company tracked for investment-relevant business and technology developments.

sentiment mix
bull 100%bear 0%neu 0%

funding rounds

private markets
awaiting round data

This slot renders the company's funding history: dates, rounds, amounts, valuations and lead investors once populated in data/funding-rounds.json.

signal summary

latest high-conviction thesis
Agility Robotics CEO: Digit V5 achieves safety certification enabling $1/hour economics and warehouse scaling moment▾

Agility's Digit V5 is the first balancing humanoid certified to operate without safety cages (stepping out of work cells), unlocking massive warehouse deployment; with 20+ hour daily operation, 5-year lifespan, and falling BOM, the robot economics approach $1/hour vs $20-40 human labor, supporting both capex and RaaS models with inelastic pricing power tied to human wage rates.

jonathan hurstT1All-In Podcast2026-07-29
confidence 88 / 100impact High
key themes
  • Robotics & Physical AI100%
  • World Models & Simulation100%
  • AI Geopolitics & Export Controls100%
  • AI Economics & Business Models100%
  • Defense Tech100%

bull thesis · 2

92 / 100
  • •Agility Robotics co-founder: $1/hour robot labor economics enable 90% cost compression at scale
  • •Agility Robotics CEO: Digit V5 achieves safety certification enabling $1/hour economics and warehouse scaling moment

bear thesis · 0

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mentions · 2

All-In PodcastThe $1/Hour Robot Is Coming: Four Industry Leaders Explain What’s Next2 mentions · 2▲ 0▼ 0○ · 2 months ago
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