{"title":"Competitive Dynamics in robotics: 14 signals in the last 90 days","domain":"robotics","tag":"competitive_dynamics","name":"Competitive Dynamics","type":"Context","description":"","url":"https://www.frontiertechintelligence.com/signals/robotics/competitive-dynamics","count_90_days":14,"count_13_months":51,"latest":"2026-10-31","trend":"October 2026 had 1 signals against an average of 9 for Jul to Sept: down 89%.","per_month":[{"n":2,"month":"2026-05"},{"n":1,"month":"2026-06"},{"n":11,"month":"2026-07"},{"n":8,"month":"2026-08"},{"n":9,"month":"2026-09"},{"n":1,"month":"2026-10"},{"n":0,"month":"2026-11"}],"companies_named_most":[{"name":"Waymo","mentions":4,"url":"https://www.frontiertechintelligence.com/companies/waymo"},{"name":"Tesla","mentions":3,"url":"https://www.frontiertechintelligence.com/companies/tesla"},{"name":"Uber","mentions":3,"url":"https://www.frontiertechintelligence.com/companies/uber"},{"name":"Wayve","mentions":2,"url":"https://www.frontiertechintelligence.com/companies/wayve"},{"name":"Anduril","mentions":1,"url":"https://www.frontiertechintelligence.com/companies/anduril"},{"name":"Ant Lingbo","mentions":1,"url":"https://www.frontiertechintelligence.com/companies/ant-lingbo"},{"name":"Arm","mentions":1,"url":"https://www.frontiertechintelligence.com/companies/arm"},{"name":"Baidu","mentions":1,"url":"https://www.frontiertechintelligence.com/companies/baidu"}],"headlines":[{"date":"2026-10-31","headline":"Tesla Cybercab is at 20 cents per mile versus Waymo's newest version at 40 cents and Model Y at 68 cents","outlet":"Moonshots with Peter Diamandis","companies":[{"name":"Tesla","url":"https://www.frontiertechintelligence.com/companies/tesla"},{"name":"Waymo","url":"https://www.frontiertechintelligence.com/companies/waymo"}]},{"date":"2026-09-30","headline":"IHMC won a U.S. Army competition for military humanoid robotics.","outlet":"Humanoids Daily","companies":[{"name":"IHMC"}]},{"date":"2026-09-14","headline":"Two distinct AI brain pathways emerging in robotics industry","outlet":"Yicai","companies":[{"name":"Ant Lingbo","url":"https://www.frontiertechintelligence.com/companies/ant-lingbo"}]},{"date":"2026-09-14","headline":"Lockheed Martin is targeting a CCA-competitive unit cost for Vectis.","outlet":"Breaking Defense","companies":[{"name":"Anduril","url":"https://www.frontiertechintelligence.com/companies/anduril"},{"name":"Lockheed Martin Space","url":"https://www.frontiertechintelligence.com/companies/lockheed-martin-space"}]},{"date":"2026-09-14","headline":"United Robotics Group agreed to acquire SoftBank Robotics Europe.","outlet":"SoftBank Robotics","companies":[{"name":"SoftBank Robotics","url":"https://www.frontiertechintelligence.com/companies/softbank-robotics"},{"name":"United Robotics Group","url":"https://www.frontiertechintelligence.com/companies/united-robotics-group"}]},{"date":"2026-09-08","headline":"Xiaomi's L3 autonomous-driving lead Wang Naiyan left to launch a physical AI venture.","outlet":"CnEVPost","companies":[{"name":"Xiaomi","url":"https://www.frontiertechintelligence.com/companies/xiaomi"}]},{"date":"2026-09-05","headline":"Tesla Cyber Cab rides in Austin are priced about 50% below comparable Uber trips.","outlet":"Peter H. Diamandis","companies":[{"name":"Tesla","url":"https://www.frontiertechintelligence.com/companies/tesla"},{"name":"Uber","url":"https://www.frontiertechintelligence.com/companies/uber"}]},{"date":"2026-09-04","headline":"Waymo remains in the testing phase in London while Wayve and Uber carry paying passengers.","outlet":"The Register","companies":[{"name":"Uber","url":"https://www.frontiertechintelligence.com/companies/uber"},{"name":"Waymo","url":"https://www.frontiertechintelligence.com/companies/waymo"},{"name":"Wayve","url":"https://www.frontiertechintelligence.com/companies/wayve"}]},{"date":"2026-09-03","headline":"Geely is evaluating Shenji’s M97 chip for a dual-chip L3 autonomous-driving system.","outlet":"CnEVPost","companies":[{"name":"Geely Auto","url":"https://www.frontiertechintelligence.com/companies/geely-auto"},{"name":"Nio","url":"https://www.frontiertechintelligence.com/companies/nio"}]},{"date":"2026-09-03","headline":"SoftBank Group is aligning its operating strategy around robotics, OpenAI, infrastructure, and Arm.","outlet":"No Priors: AI, Machine Learning, Tech, & Startups","companies":[{"name":"Arm","url":"https://www.frontiertechintelligence.com/companies/arm"},{"name":"OpenAI","url":"https://www.frontiertechintelligence.com/companies/openai"},{"name":"SoftBank Corp.","url":"https://www.frontiertechintelligence.com/companies/softbank-corp"}]}]}