The signals · Robotics · Context · Competitive Dynamics

Competitive Dynamics in robotics: 14 signals in the last 90 days

Context: Competitive Dynamics · latest 31 Oct 2026

14 signals in robotics carried the tag Competitive Dynamics in the last 90 days, out of 51 in the last thirteen months. October 2026 had 1 signals against an average of 9 for Jul to Sept: down 89%. Named most often: Waymo (4), Tesla (3), Uber (3). Below: the count per month, the companies named most, and the latest headlines with outlet and date. Frontier Tech Intelligence reads 100+ sources in eleven languages every day and tags every signal it extracts.

Signals per month

2May
1Jun
11Jul
8Aug
9Sept
1Oct
0Nov

October 2026 had 1 signals against an average of 9 for Jul to Sept: down 89%. The current month is partial.

The latest headlines

  1. Tesla Cybercab is at 20 cents per mile versus Waymo's newest version at 40 cents and Model Y at 68 centsMoonshots with Peter Diamandis · Tesla, Waymo
  2. IHMC won a U.S. Army competition for military humanoid robotics.Humanoids Daily · IHMC
  3. Two distinct AI brain pathways emerging in robotics industryYicai · Ant Lingbo
  4. Lockheed Martin is targeting a CCA-competitive unit cost for Vectis.Breaking Defense · Anduril, Lockheed Martin Space
  5. United Robotics Group agreed to acquire SoftBank Robotics Europe.SoftBank Robotics · SoftBank Robotics, United Robotics Group
  6. Xiaomi's L3 autonomous-driving lead Wang Naiyan left to launch a physical AI venture.CnEVPost · Xiaomi
  7. Tesla Cyber Cab rides in Austin are priced about 50% below comparable Uber trips.Peter H. Diamandis · Tesla, Uber
  8. Waymo remains in the testing phase in London while Wayve and Uber carry paying passengers.The Register · Uber, Waymo, Wayve
  9. Geely is evaluating Shenji’s M97 chip for a dual-chip L3 autonomous-driving system.CnEVPost · Geely Auto, Nio
  10. SoftBank Group is aligning its operating strategy around robotics, OpenAI, infrastructure, and Arm.No Priors: AI, Machine Learning, Tech, & Startups · Arm, OpenAI, SoftBank Corp.

Members see every signal with its source, the body and the company file behind each name, filtered by tag, source and date.

Questions this page answers

How much competitive dynamics activity was there in robotics in the last 90 days?

14 competitive dynamics signals in robotics in the last 90 days, 51 in the last thirteen months. October 2026 had 1 signals against an average of 9 for Jul to Sept: down 89%. Per month: May 2, Jun 1, Jul 11, Aug 8, Sept 9, Oct 1, Nov 0. Frontier Tech Intelligence, from 100+ sources.

Which robotics companies were named most in competitive dynamics signals recently?

Named most in the last 90 days: Waymo (4), Tesla (3), Uber (3), Wayve (2), Anduril (1).

What are the latest competitive dynamics signals in robotics?

Tesla Cybercab is at 20 cents per mile versus Waymo's newest version at 40 cents and Model Y at 68 cents (Moonshots with Peter Diamandis, 31 Oct 2026) IHMC won a U.S. Army competition for military humanoid robotics. (Humanoids Daily, 30 Sept 2026) Two distinct AI brain pathways emerging in robotics industry (Yicai, 14 Sept 2026)

The counts are public. The signals behind them are the product.

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