Note: I interpreted “after 2024” as the recent 2024/2025 spin-out wave; a few teams incorporated slightly earlier but surfaced product/model work after 2024.
- X Square — General-purpose robotic manipulation foundation models for industrial arms.
Why it fits: Seed-stage Shenzhen spinout from robotics/DL labs; early 2024 founding; signal from ex-DJI/Stanford team and Lenovo-linked backing.
- Galbot — Humanoid and bimanual manipulation with a native VLA foundation model (RDT).
Why it fits: 2024 Stanford/Beijing spinout; early traction in China warehouse pilots and NVIDIA Inception; publicly released model demos.
- Physical Intelligence (π) — Generalist robot foundation model (π0) for manipulation across embodiments.
Why it fits: 2024 Stanford/Berkeley spinout; raised $400M+; model runs on multiple robot platforms and has public demos.
- Skild AI — Open-ended robot foundation models trained on large-scale real and simulated data.
Why it fits: CMU spinout that emerged publicly in 2024; $300M Series A; early enterprise pilots with robotics and logistics companies.
- World Labs — Spatial intelligence foundation models for 3D world understanding, relevant to embodied agents.
Why it fits: 2024 Stanford spinout by Fei-Fei Li; $230M+; early product aimed at robotics, AR, and gaming.
- Odyssey — 3D world-generation foundation models for simulation and robot training.
Why it fits: 2024 Stanford spinout; $18M seed; early partnerships with gaming/robotics teams for synthetic data.
- AgiBot (Zhiyuan Robotics) — Humanoid robots with large-scale foundation models (AgiBot World) for general manipulation.
Why it fits: 2023/2024 Shanghai spinout; rapid data collection flywheel; shipping humanoids and releasing model weights.
- Swiss-Mile — Wheeled-legged robots with learned locomotion and manipulation policies.
Why it fits: ETH Zurich spinout; 2024 active deployments; strong RL foundation-model team and early logistics pilots.
- Field AI — Robotic foundation models for unstructured terrain and autonomous navigation.
Why it fits: NASA JPL/Caltech spinout; raised in 2024; early defense/industrial traction with off-road autonomy.
- Astribot (Stardust Intelligence) — Dexterous humanoid with end-to-end VLA policies for manipulation.
Why it fits: 2024 public demos showed strong imitation-learning foundation model; early shipping to customers; spun out of Shenzhen robotics research ecosystem.
White-space gaps I noticed:
- Cross-embodiment mobile manipulation foundation model for small, low-cost robots — most startups focus on industrial arms or humanoids, not small mobile platforms for home/office use.
- Data-flywheel infrastructure for robot foundation models — companies are building models, but there is no clear winner in low-cost fleet learning, data collection, and labeling tools specifically for small labs and startups training foundation models.