Dexterous manipulation remains one of the biggest barriers keeping robots from successfully tackling a wide range of everyday tasks. A sense of touch could be the key, but a lack of quality data has held back progress. This is now starting to change as academic labs and startups race to build new tactile datasets and techniques to put them to use.
Over the last few years, vision-language-action (VLA) models have significantly improved the ability of robots to carry out complex tasks involving objects and environments they’ve never encountered before. Pretrained on huge amounts of images, video, and text, and then fine-tuned on a smaller number of teleoperated robot demonstrations, these VLAs can guide robots through a growing range of everyday jobs—like folding laundry, tidying living rooms, and even operating kitchen gadgets—using just a video feed and natural language instructions.
But robots still struggle with tasks that require fine-grained hand control, such as handling deformable materials or manipulating small objects—plugging in a USB cable or turning a key in a lock, for example. That’s partly because VLAs ignore one of the primary sources of information humans rely on in these situations: tactile feedback.
Manipulating Like Humans
“Most dexterous manipulation can be done by humans with their eyes closed,” says Trevor Darrell, professor of computer science at the University of California, Berkeley. “Understanding force, slip, and precise grasping is not something that can be done well with traditional vision sensors.”
However, making effective use of tactile sensors is difficult. Tactile sensor data has very different characteristics to the image data VLAs are normally trained on, and tactile datasets lag far behind the internet-scale of many vision and language datasets. To get around this, Darrell’s team devised a way to first pretrain a model on existing datasets before giving it a sense of touch by training a specialist submodel on 100 hours of specially collected, high-quality tactile data, including demonstrations of common actions like wiping, grasping, twisting, or pouring using more than 200 different household objects.
Explore an interactive visualizer of a small portion of the T-Rex dataset. T-Rex
Putting the tactile data to use was not straightforward. The goal was for a robot to be able to use the tactile signal to correct its grip in real time as it manipulated objects. But this requires reaction times faster than most vision-language models operate at. This mismatch is a significant challenge, Darrell says, so the team used separate submodels, known as “experts,” to handle high-level actions and low-level tactile control in a way that’s quick enough for the tactile feedback to be useful.
The action expert produces motion plans, while the tactile expert, which operates four times faster, uses tactile feedback to adjust the motion plan in real time based on what the robot is feeling as it goes. The model was then fine-tuned on about 100 teleoperated demonstrations of relatively complex manipulation tasks, such as screwing in a light bulb, applying toothpaste to a toothbrush, or transferring an egg between trays, where it averaged a success rate of 65 percent across 12 tasks—nearly double the best VLA model.
Data Diversity
One limitation, admits Darrell, is that his data comes from a single instance of robotic hardware. Robot hands range from fully articulated five-finger designs to simple pincer grippers, and tactile sensors can rely on fundamentally different physics, from measuring changes in resistance to recording images of a soft gel pad deforming. That makes most tactile AI research sensor-specific, says Chengbo Yuan, a master’s student at Tsinghua University in Beijing, and makes it hard to share data and transfer learnings between groups.
Yuan recently set out to tackle this problem by aggregating more than 3,000 hours of tactile robotic data from publicly available datasets, covering 21 sensor types and a variety of robot embodiments. Yuan says they were inspired by efforts like the Open X-Embodiment collaboration, which pooled data from many robots and led to models that generalize to hardware not used in training. Yuan’s team then designed a hardware-agnostic model that can train on this diverse data by converting each sensor’s output into a shared format and mapping it onto labeled positions on a template of a human hand. This model was much more successful than a baseline model, even on hardware it had never encountered before. Yuan puts that down to it acquiring “some kind of common sense of tactile knowledge,” by training on such diverse setups.
Chasing Scale
Despite the promising results, Yuan thinks more tactile data is needed, and his group is now leading an 80-institution collaboration to collate a larger set of teleoperated demonstrations using a standardized approach to tactile data collection and processing. In the meantime, Fudan University in Shanghai and its spin-out NeoteAI have already produced a tactile dataset an order of magnitude larger than previous efforts. Using a proprietary sensor attached to a variety of robotic arms and a handheld gripper operated by humans, they have collected more than 30,000 hours of demonstrations with synchronized visual and tactile data.
The researchers used this data to train a model that doesn’t just react to touch, but also proactively predicts what the robot should be feeling to help guide and assess actions, significantly improving performance. Shunlin Lu, a postdoc researcher at Fudan University and CTO of NeoteAI, says the results are clear evidence that access to large-scale and diverse tactile data leads to significant performance gains.
Robot manipulation policies with a tactile component offer improved performance on a variety of real-world tasks.NeoteAI
Another approach to scaling tactile data could be to piggyback on the vast quantities of visual robotics data already collected. Researchers at the University of Southern California, in Los Angeles, recently released a model that learned to infer tactile information from visual data, by training it on more than 2,700 demonstrations of everyday manipulation using a handheld gripper that records both tactile data and images from a camera on the device. The model learned associations between images of the gripper coming into contact with objects and the amount of pressure felt by the tactile sensors at that moment, giving even robots without tactile sensors a rudimentary sense of touch that the researchers showed to be particularly useful for contact-rich manipulation tasks. But their broader ambition is to use the generator to add tactile data to existing vision datasets.
How much tactile data will be required for breakthroughs in dexterous tasks remains unclear. So far, tactile training’s main contribution has been to make robots more efficient learners at tasks already within reach like picking and placing objects, says Yuan, and he suspects new algorithms may be required to tackle problems truly impossible without touch.
Long Cheng of the Chinese Academy of Sciences in Beijing also thinks raw data is no panacea. “Data is good,” he says. “But how to use them correctly is another issue.” The problem, he notes, is that vision provides a continuous, high-bandwidth stream of pixels, while tactile signals are sparse and intermittent, so models learn to ignore them. His solution, being presented at IROS 2026 later this month, is a model that predicts what a robot will feel from vision alone and then compares it against real tactile input. A large gap between the two means the sensor is detecting something the robot would otherwise miss, so these surprising signals are amplified while predictable ones are dampened. Across five contact-rich tasks, the approach averaged 62.8 percent success against 28.2 percent for the same model without touch.
Lu is more confident that data scaling could have similar benefits to those seen in areas like language and vision. He guesses closer to 100,000 hours, collected in varied, real-world settings rather than in the lab, could unlock new capabilities. Either way, the field now has some early signs that larger tactile datasets and smarter ways to use them can give robots a significant boost on some of the most challenging tasks. “I think tactile intelligence is actually the next step for physical AI,” Lu says.
Throughout the exhibition hall at the 2026 IEEE International Conference on Robotics (ICRA), in Vienna, one demonstration seemed to attract a disproportionate amount of attention.
Two robotic hands were making a balloon dog. Slowly and deliberately, the robot twisted a long balloon into loops, bends, and joints without popping it. Visitors stopped, watched, and often returned with colleagues to watch again.
AGILINK’s balloon dog demonstration draws a crowd at ICRA 2026.AGILINK
At first glance, the demonstration appeared almost playful. Among roboticists, however, balloon twisting is widely recognized as an unusually difficult manipulation task.
A balloon is lightweight, highly deformable, slippery, and extremely sensitive to force. Every twist changes its geometry and internal pressure, turning a seemingly simple activity into a continuously changing physical interaction problem.
Humans navigate those changes almost intuitively. While making a balloon animal, people rarely think consciously about force regulation, slip prevention, or contact stability. They simply adjust.
For robots, those adjustments remain remarkably difficult. The challenge is not merely moving fingers to the right positions. The harder part is maintaining stable interaction while the object itself is changing.
Highlights from AGILINK’s ICRA 2026 demonstrations, including visuotactile sensing, in-hand manipulation, balloon-animal shaping, and other contact-rich tasks enabled by the company’s latest OmniHand platform.AGILINK
That distinction helps explain why the balloon dog drew so much attention in Vienna. What appeared to be a dexterity demonstration was, in many ways, a demonstration about contact itself.
As robotic manipulation continues to advance, a growing number of researchers are arriving at a similar conclusion: many of the hardest problems in robotics begin only after contact occurs.
Motion and Contact Intelligence for Robot Manipulation
Balloon twisting combines two challenges that robotics has traditionally struggled to solve simultaneously: long-horizon task execution and contact-rich manipulation.
The first concerns motion.
A balloon dog is not created through a single grasp or twist. It emerges through a carefully ordered sequence of manipulations, each setting the conditions for what follows. A small rotational error introduced early may appear insignificant at first, yet several steps later it can prevent the final structure from forming altogether.
In that sense, balloon twisting is a long-horizon task. Success depends not only on performing individual actions correctly, but also on preserving the future feasibility of the entire manipulation process.
To address this challenge, AGILINK began by collecting demonstrations from professional balloon artists. Human actions were mapped onto robotic hands to establish an initial manipulation policy. But successful demonstrations alone were insufficient.
In practice, some of the most valuable learning occurred when execution began to drift toward failure. Whenever instability emerged, human operators intervened and corrected the manipulation in real time. Those interventions were recorded and incorporated into reinforcement-learning cycles, allowing the system to learn not only how successful demonstrations unfold, but also how experienced operators recover when things start to go wrong.
Through this process, the robot gradually acquired the capabilities required for long-horizon task execution—a collection of abilities that AGILINK groups under the term motion intelligence: the ability to generate actions, coordinate bimanual behaviors, and execute extended manipulation sequences under real-world uncertainty.
OmniHand 3 Ultra-M on display at ICRA 2026.AGILINK
Yet motion alone does not explain why balloon twisting remains difficult. The second challenge is contact.
The robot must continuously regulate force, adjust contact locations, and respond to subtle changes in the object’s state. These decisions are difficult to encode through explicit rules. Even skilled human operators often rely on tactile intuition developed through experience rather than consciously articulated strategies.
Analysis of those interventions revealed that many failures did not originate from incorrect action sequences, but from the breakdown of contact itself.
To better capture those interaction dynamics, AGILINK collected contact-centric intervention data and incorporated those interactions into reinforcement-learning training. Rather than learning only which motions to perform, the system also learned how humans maintain stability when contact conditions begin to deteriorate.
AGILINK describes this capability as contact intelligence: the ability to establish, maintain, and adapt physical interaction as force distribution, friction, deformation, and contact geometry continuously evolve.
The distinction between the two capabilities is subtle but important. Motion intelligence determines what the robot intends to do. Contact intelligence determines whether it can continue doing it. For balloon twisting, both are necessary. One provides the sequence of actions. The other keeps those actions physically viable.
YouTuber KhanFlicks follows OmniHand’s motions while learning to fold a balloon dog at the AGILINK booth.AGILINK
Between a balloon slipping away and a balloon bursting lies a narrow region of stability. Successful manipulation depends on finding that region—and remaining within it throughout the task.
Introducing the OmniHand 3 Ultra-M Dexterous Hand
The balloon dog demonstration showcased a manipulation capability. It also revealed a broader question. How much contact intelligence can be achieved through learning alone? A robot can only regulate what it can perceive. It can only respond as quickly as its hardware allows.
As manipulation tasks become increasingly complex, researchers are finding that progress depends not only on better policies, but also on richer sensing and faster physical response.
That realization formed the backdrop for AGILINK’s second major announcement at ICRA 2026. Alongside the balloon dog demonstration, the company introduced the OmniHand 3 Ultra-M.
OmniHand 3 Ultra-M closely matches the size of an adult human hand.AGILINK
The two exhibits represented different stages of the same technological trajectory. If the balloon dog demonstrated what contact intelligence can already accomplish today, Ultra-M was designed to explore what contact intelligence may require next.
Its most distinctive feature is a fully direct-drive architecture. By adopting direct-drive actuation throughout the system, the hand is designed to enable faster and more transparent force regulation and higher force-control bandwidth, enabling faster response as contact conditions change. For contact-rich manipulation, responsiveness can be as important as sensing itself.
By adopting direct-drive actuation throughout the system, the OmniHand 3 Ultra-M is designed to enable faster and more transparent force regulation and higher force-control bandwidth, enabling faster response as contact conditions change.
The platform also incorporates tactile sensing across nearly the entire hand. Each fingertip contains a miniature vision-based tactile sensor, while more than 300 three-dimensional tactile sensing points are distributed throughout the palm. Together, they provide information not only about where contact occurs, but how contact is evolving.
The system is designed to estimate pressure distribution, shear forces, local deformation, slip tendencies, and other interaction dynamics that often remain invisible to conventional position-based control systems.
According to AGILINK’s tests, individual sensors achieve force resolution of approximately 0.005 N—roughly equivalent to detecting the weight of a sheet of paper resting on a fingertip. Spatial resolution reaches approximately 0.04 mm, while sensing density approaches 50,000 sensing points per square centimeter.
OmniHand 3 Ultra-M recognizes feather texture through vision-based tactile sensing.AGILINK
For dexterous robots, contact has traditionally been a largely hidden process. Ultra-M is designed to make that process more observable.
Rather than simply detecting that contact has occurred, the system attempts to resolve where interaction is happening, how forces are distributed, whether instability is beginning to emerge, and how manipulation strategies should adapt in response.
The balloon dog offered a glimpse of what contact intelligence can already accomplish. Ultra-M explores a different question: what capabilities may be required to push contact intelligence further?
The Physical World Remains the Hardest Benchmark
The significance of contact intelligence extends far beyond balloon animals. Many tasks that continue to resist automation involve unstable or deformable interaction: cable insertion, garment handling, flexible packaging, delicate assembly, connector mating, tool use, and household manipulation.
These tasks are difficult not because robots cannot reach the correct location, but because maintaining stable interaction after contact begins remains extraordinarily hard.
For decades, robotics achieved many of its successes by reducing uncertainty. Factories were engineered to make robotic motion predictable, repeatable, and highly structured. The physical world behaves differently.
A growing share of robotics research is shifting toward interaction itself—understanding how robots can establish, maintain, and adapt physical contact within environments that remain fundamentally unpredictable.
Objects shift. Materials deform. Friction changes. Contact evolves. Real environments rarely follow scripts. Seen through that lens, the balloon dog was never really about the balloon dog. What attracted attention at ICRA was not simply a visually impressive demonstration, but what it revealed: intelligence in the physical world is ultimately measured through interaction.
As motion generation continues to mature, a growing share of robotics research is shifting toward interaction itself—understanding how robots can establish, maintain, and adapt physical contact within environments that remain fundamentally unpredictable.
For robots moving beyond structured environments and into less predictable real-world settings, managing contact may become as important as motion itself.
This April, Hong Kong-based DAIMON Robotics has released Daimon-Infinity, which it describes as the largest omni-modal robotic dataset for physical AI, featuring high resolution tactile sensing and spanning a wide range of tasks from folding laundry at home to manufacturing on factory assembly lines. The project is supported by collaborative efforts of partners across China and the globe, including Google DeepMind, Northwestern University, and the National University of Singapore.
The move signals a key strategic initiative for DAIMON, a two-and-a-half-year-old company known for its advanced tactile sensor hardware, most notably a monochromatic, vision-based tactile sensor that packs over 110,000 effective sensing units into a fingertip-sized module. Drawing on its high-resolution tactile sensing technology and a distributed out-of-lab collection network capable of generating millions of hours of data annually, DAIMON is building large-scale robot manipulation datasets that include vast amounts of tactile sensing data. To accelerate the real-world deployment of embodied AI, the company has also open-sourced 10,000 hours of its data.
Prof. Michael Yu Wang, co-founder and chief scientist at DAIMON Robotics, has pioneered Vision-Tactile-Language-Action (VTLA) architecture, elevating the tactile to a modality on par with vision.DAIMON Robotics
Behind the strategy is Prof. Michael Yu Wang, DAIMON’s co-founder and chief scientist. Prof. Wang earned his PhD at Carnegie Mellon — studying manipulation under Matt Mason — and went on to found the Robotics Institute at the Hong Kong University of Science and Technology. An IEEE Fellow and former Editor-in-Chief of IEEE Transactions on Automation Science and Engineering, he has spent roughly four decades in the field. His objective is to address the missing “insensitivity” of robot manipulation, which practically relies on the dominant Vision-Language-Action (VLA) model. He and his team have pioneered Vision-Tactile-Language-Action (VTLA) architecture, elevating the tactile to a modality on par with vision.
We spoke with Prof. Wang about how tactile feedback aims to change dexterous manipulation, how the dataset initiative is foreseen to improve our understanding of robotic hands in natural environments, and where — from hotels to convenience stores in China — he sees touch-enabled robots making their first real-world inroads.
Daimon-Infinity is the world’s largest omni-modal dataset for Physical AI, featuring million-hour scale multimodal data, ultra-high-res tactile feedback, data from 80+ real scenarios and 2,000+ human skills, and more.DAIMON Robotics
The Dataset Initiative
This month, DAIMON Robotics released the largest and most comprehensive robotic manipulation dataset with multiple leading academic institutions and enterprises. Why releasing the dataset now, rather than continuing to focus on product development? What impact will this have on the embodied intelligence industry?
DAIMON Robotics has been around for almost two and a half years. We have been committed to developing high-resolution, multimodal tactile sensing devices to perceive the interaction between a robot’s hand (particularly its fingertips) and objects. Our devices have become quite robust. They are now accepted and used by a large segment of users, including academic and research institutes as well as leading humanoid robotics companies.
As embodied AI continues to advance, the critical role of data has been clearer. Data scarcity remains a primary bottleneck in robot learning, particularly the lack of physical interaction data, which is essential for robots to operate effectively in the real world. Consequently, data quality, reliability, and cost have become major concerns in both research and commercial development.
This is exactly where DAIMON excels. Our vision-based tactile technology captures high-quality, multimodal tactile data. Beyond basic contact forces, it records deformation, slip and friction, material properties and surface textures — enabling a comprehensive reconstruction of physical interactions. Building on our expertise in multimodal fusion, we have developed a robust data processing pipeline that seamlessly integrates tactile feedback with vision, motion trajectories, and natural language, transforming raw inputs into training-ready dataset for machine learning models.
Recognizing the industry-wide data gap, we view large-scale data collection not only as our unique competitive advantage, but as a responsibility to the broader community.
By building and open-sourcing the dataset, we aim to provide the high-quality “fuel” needed to power embodied AI, ultimately accelerating the real-world deployment of general-purpose robotic foundation models.
The robotics industry is highly competitive, and many teams have chosen to focus on data. DAIMON is releasing a large and highly comprehensive cross-embodiment, vision-based tactile multimodal robotic manipulation dataset. How were you able to achieve this?
We have a dedicated in-house team focused on expanding our capabilities, including building hardware devices and developing our own large-scale model. Although we are a relatively small company, our core tactile sensing technology and innovative data collection paradigm enable us to build large-scale dataset.
Our approach is to broaden our offering. We have built the world’s largest distributed out-of-lab data collection network. Rather than relying on centralized data factories, this lightweight and scalable system allows data to be gathered across diverse real-world environments, enabling us to generate millions of hours of data per year.
“To drive the advancement of the entire embodied AI field, we have open-sourced 10,000 hours of the dataset for the broader community.” —Prof. Michael Yu Wang, DAIMON Robotics
This dataset is being jointly developed with several institutions worldwide. What roles did they play in its development, and how will the dataset benefit their research and products?
Besides China based teams, our partners include leading research groups from universities, such as Northwestern University and the National University of Singapore, as well as top global enterprises like Google DeepMind and China Mobile. Their decision to partner with DAIMON is a strong testament to the value of our tactile-rich dataset.
Among the companies involved there are some that have already built their own models but are now incorporating tactile information. By deploying our data collection devices across research, manufacturing and other real-world scenarios, they help us to gather highly practical, application-driven data. In turn, our partners leverage the data to train models tailored to their specific use cases. Furthermore, to drive the advancement of the entire embodied AI field, we have open-sourced 10,000 hours of the dataset for the broader community.
Equipped with Daimon’s visuotactile sensor, the gripper delicately senses contact and precisely controls force to pick up a fragile eggshell.Daimon Robotics
From VLA to VTLA: Why Tactile Sensing Changes the Equation
The mainstream paradigm in robotics is currently the Vision-Language-Action (VLA) model, but your team has proposed a Vision-Tactile-Language-Action (VTLA) model. Why is it necessary to incorporate tactile sensing? What does it enable robots to achieve, and which tasks are likely to fail without tactile feedback?
Over these years of working to make generalist robots capable of performing manipulation tasks, especially dexterous manipulation — not just power grasping or holding an object, but manipulating objects and using tools to impart forces and motion onto parts — we see these robots being used in household as well as industrial assembly settings.
It is well established that tactile information is essential for providing feedback about contact states so that robots can guide their hands and fingers to perform reliable manipulation. Without tactile sensing, robots are severely limited. They struggle to locate objects in dark environments, and without slip detection, they can easily drop fragile items like glass. Furthermore, the inability to precisely control force often leads to failed manipulation tasks or, in severe cases, physical damage. Naturally, the VLA approach needs to be enhanced to incorporate tactile information. We expanded the VLA framework to incorporate tactile data, creating the VTLA model.
An additional benefit of our tactile sensor is that it is vision-based: We capture visual images of the deformation on the fingertip surface. We capture multiple images in a time sequence that encodes contact information, from which we can infer forces and other contact states. This aligns well with the visual framework that VLA is based upon. Having tactile information in a visual image format makes it naturally suitable for integration into the VLA framework, transforming it into a VTLA system. That is the key advantage: Vision-based tactile sensors provide very high resolution at the pixel level, and this data can be incorporated into the framework, whether it is an end-to-end model or another type of architecture.
DAIMON has been known for its vision-based tactile sensors that can pack over 110,000 effective sensing units.DAIMON Robotics
The Technology: Monochromatic Vision-based Tactile Sensing
You and your team have spent many years deeply engaged in vision-based tactile sensing and have developed the world’s first monochromatic vision-based tactile sensing technology. Why did you choose this technical path?
Once we started investigating tactile sensors, we understood our needs. We wanted sensors that closely mimic what we have under our fingertip skin. Physiological studies have well documented the capabilities humans have at their fingertips — knowing what we touch, what kind of material it is, how forces are distributed, and whether it is moving into the right position as our brain controls our hands. We knew that replicating these capabilities on a robot hand’s fingertips would help considerably.
When we surveyed existing technologies, we found many types, including vision-based tactile sensors with tri-color optics and other simpler designs. We decided to integrate the best of these into an engineering-robust solution that works well without being overly complicated, keeping cost, reliability, and sensitivity within a satisfactory range, thus ultimately developing a monochromatic vision-based tactile sensing technique. This is fundamentally an engineering approach rather than a purely scientific one, since a great deal of foundational research already existed. With the growing realization of the necessity of tactile data, all of this will advance hand in hand.
Last year, DAIMON launched a multi-dimensional, high-resolution, high-frequency vision-based tactile sensor. Compared with traditional tactile sensors, where does its core advantage lie? Which industries could it potentially transform?
The key features of our sensors are the density of distributed force measurement and the deformation we can capture over the area of a fingertip. I believe we have the highest density in terms of sensing units. That is one very important metric. The other is dynamics: the frequency and bandwidth — how quickly we can detect force changes, transmit signals, and process them in real time. Other important aspects are largely engineering-related, such as reliability, drift, durability of the soft surface, and resistance to interference from magnetic, optical, or environmental factors.
A growing number of researchers and companies are recognizing the importance of tactile sensing and adopting our technology. I believe the advances in tactile sensing will elevate the entire community and industry to a higher level. One of our potential customers is deploying humanoid robots in a small convenience store, with densely packed shelves where shelf space is at a premium. The robot needs to reach into very tight spaces — tighter than books on a shelf — to pick out an object. Current two-jaw parallel grippers cannot fit into most of these spaces. Observing how humans pick up objects, you clearly need at least three slim fingers to touch and roll the object toward you and secure it. Thus, we are starting to see very specific needs where tactile sensing capabilities are essential.
From Academia to Startup
After 40 years in academia — founding the HKUST Robotics Institute, earning prestigious honors including IEEE Fellow, and serving as Editor-in-Chief of IEEE TASE — what motivated you to found DAIMON Robotics?
I have come a long way. I started learning robotics during my PhD at Carnegie Mellon, where there were truly remarkable groups working on locomotion under Marc Raibert, who founded Boston Dynamics, and on manipulation under my advisor, Matt Mason, a leader in the field. We have been working on dexterous manipulation, not only at Carnegie Mellon, but globally for many years.
However, progress has been limited for a long time, especially in building dexterous hands and making them work. Only recently have locomotion robots truly taken off, and only in the last few years have we begun to see major advancements in robot hands. There is clearly room for advancing manipulation capabilities, which would enable robots to do work like humans. While at Hong Kong University of Science and Technology, I saw increasingly greater people entering this area in the form of students and postdoctoral researchers. We wanted to jumpstart our effort by leveraging the available capital and talent resources.
Fortunately, one of my postdocs, Dr. Duan Jianghua, has a strong sense for commercial opportunities. Recognizing the rapid growth of robotics market and the unique value that our vision-based tactile sensing technology could bring, together we started DAIMON Robotics, and it has progressed well. The community has grown tremendously in China, Japan, Korea, the U.S., and Europe.
Robots equipped with DAIMON technology have been deployed in factory settings. The company aims to enable robots to achieve “embodied intelligence” and close the gap between what they can see and what they can feel.DAIMON Robotics
Business Model and Commercial Strategy
What is DAIMON’s current business model and strategic focus? What role does the dataset release play in your commercial strategy?
We started as a device company focused on making highly capable tactile sensors, especially for robot hands. But as technology and business developed, everyone realized it is not just about one component, rather the entire technology chain: devices, data of adequate quality and quantity, and finally the right framework to build, train, and deploy models on robots in real application environments.
Our business strategy is best described as “3D”: Devices, Data, and Deployment. We build devices for data collection, our own ecosystem, and for deploying them in our partners’ potential application domains. This enables the collection of real-world tactile-rich data and complete closed-loop validation. This will become an integral part of the 3D business model. Most startups in this space are following a similar path until eventually some may become more specialized or more tightly integrated with other companies. For now, it is mostly vertical integration.
Embodied Skills and the Convergence Moment
You’ve introduced the concept of “embodied skills” as essential for humanoid robots to move beyond having just an advanced AI “brain.” What prompted this insight? What new capabilities could embodied skills enable? After the rapid evolution of models and hardware over the past two years, has your definition or roadmap for embodied skills evolved?
We have come a long way now see a convergence point where electrical, electronic, and mechatronic hardware technologies have advanced tremendously in last two decades. Robots are now fully electric, do not require hydraulics, because hardware has evolved rapidly. Modern electronics provide tremendous bandwidth with high torques. If we can build intelligence into these systems, we can create truly humanoid robots with the ability to operate in unstructured environments, make decisions, and take actions autonomously.
“Our vision is for robots to achieve robust manipulation capabilities and evolve into reliable partners for humans.” —Prof. Michael Yu Wang, DAIMON Robotics
AI has arrived at exactly the right time. Enormous resources have been invested in AI development, especially large language models, which are now being generalized into world models that enable physical AI capabilities. We would like to see these manifested in real-world systems.
While both AI and core hardware technologies continue to evolve, the focus is much clearer now. For example, human-sized robots are preferred in a home environment. This is an exciting domain with a promise of great societal benefit if we can eventually achieve safe, reliable, and cost-effective robots.
The Road to Real-World Deployment
Today, many robots can deliver impressive demos, yet there remains a gap before they truly enter real-world applications. What could be a potential trigger for real-world deployment? Which scenarios are most likely to achieve large-scale deployment first?
I think the road toward large-scale deployment of generalist robots is still long, but we are starting to see signs of feasibility within specific domains. It is very similar to autonomous vehicles, where we are yet to see full deployment of robo-taxis, while we have already started to find mobile robots and smaller vehicles widely deployed in the hospitality industry. Virtually every major hotel in China now has a delivery robot — no arms, just a vehicle that picks up items from the hotel lobby (e.g., food deliveries). The delivery person just loads the food and selects the room number. It is up to the robot thereafter to navigate and reach the guest’s room, which includes using the elevator, to deliver the food. This is already nearly 100 percent deployed in major Chinese hotels.
Hotel and restaurant robots are viewed as a model for deploying humanoid robots in specific domains like overnight drugstores and convenience stores. I expect complete deployment in such settings within a short timeframe, followed by other applications. Overall, we can expect autonomous robots, including humanoids, to progressively penetrate specific sectors, delivering value in each and expanding into others.
Ultimately, our vision is for robots to achieve robust manipulation capabilities and evolve into reliable partners for humans. By seamlessly integrating into our homes and daily lives, they will genuinely benefit and serve humanity.
This interview has been edited for length and clarity.
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