损失软银150亿，被宇树碾压，抢跑30年“机器人灯塔”陨落

Core Insights - Boston Dynamics, once a leader in robotics, is experiencing a decline in popularity and engagement, with recent video views dropping significantly compared to past successes [1][22] - The company has struggled to commercialize its technology effectively, leading to a series of ownership changes and financial losses [17][28] Company History - Founded in 1992 by Marc Raibert after leaving MIT, Boston Dynamics initially focused on military applications and received significant funding from DARPA [4][5] - The company gained attention with its BigDog robot, which was designed for military use, but faced challenges with its hydraulic systems, leading to the termination of military contracts [7][10] - Google acquired Boston Dynamics for $3 billion in 2013, but the company continued to struggle with commercialization, leading to its sale to SoftBank in 2017 [8][11] Commercialization Efforts - Under SoftBank, Boston Dynamics attempted to commercialize its Spot robot, offering rental services and selling units at high prices, but sales were disappointing, with fewer than 400 units sold [13][15] - The company faced significant financial losses, leading to its sale to Hyundai for $9.21 billion, a substantial decrease in valuation from its previous acquisition by Google [17][18] Competitive Landscape - The rise of competitors like Tesla's Optimus and Figure AI has accelerated the evolution of humanoid robots, with these companies focusing on cost control and AI capabilities [20][21] - Figure AI has quickly gained traction in the market, achieving a valuation of $39.5 billion within a year, showcasing the rapid advancement in the humanoid robotics sector [21] - Chinese companies are emerging as strong competitors, leveraging robust supply chains and practical applications, further challenging Boston Dynamics' market position [24][25][27] Current Status - Boston Dynamics is now seen as a "has-been" in the robotics space, struggling to find a clear direction for commercialization while competitors advance rapidly [22][28] - The company has recently updated its Atlas robot, but its pricing and capabilities do not compare favorably with emerging competitors [30][31]