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Agility Robotics announced plans to go public through a merger with Churchill Capital Corp XI.
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Churchill Capital Corp XI is a special purpose acquisition company.
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The deal values Agility Robotics at around $2.5 billion.
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The deal is expected to raise more than $620 million in gross proceeds.
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The merger still needs shareholder approval and SEC review.
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The merger is expected to be completed later this year.
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Agility Robotics was founded in 2015 as a spinoff from Oregon State University.
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Agility Robotics is based in Salem, Oregon.
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Agility Robotics makes bipedal humanoid robots designed to work in warehouses and factories.
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Peggy Johnson is the CEO of Agility Robotics.
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Peggy Johnson was formerly executive vice president of business development at Microsoft.
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Peggy Johnson helped engineer the $26 billion acquisition of LinkedIn while at Microsoft.
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Peggy Johnson was later CEO of Magic Leap.
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Peggy Johnson declined to offer forward-looking financial guidance.
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Peggy Johnson declined to disclose the bill of materials for Agility Robotics' flagship robot Digit.
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Peggy Johnson said the SPAC structure provides a first-mover advantage for the company.
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Proceeds from the deal will help Agility Robotics ramp up production at its 70,000-square-foot manufacturing facility in Salem, Oregon.
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Proceeds from the deal will help Agility Robotics fulfill an existing pipeline of customer orders.
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Agility Robotics has more than $300 million in booked, multi-year revenue.
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The booked revenue represents roughly 1,000 robots part of a robots-as-a-service model.
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Customers of Agility Robotics include GXO Logistics, Amazon, Toyota Motor Manufacturing Canada, Schaeffler, and Mercado Libre.
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The Digit robot stands about 5'9" and weighs around 160 pounds.
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The Digit robot is designed to move heavy objects in human-built spaces.
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The Digit robot features reverse-bend knees that allow it to reach from floor level to overhead shelving without the knees colliding with warehouse racking.
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The Digit robot's hands have two thumbs and two fingers optimized for gripping heavy plastic totes.
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Agility Robotics uses models including Claude and Gemini to handle the semantic layer of robot behavior.
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Peggy Johnson stated that Agility Robotics is LLM-agnostic.
Peggy Johnson, CEO of Agility Robotics
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Peggy Johnson stated that humanoids will not be delivering breakfast in bed for at least 10-plus years.
Peggy Johnson, CEO of Agility Robotics
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Peggy Johnson stated that warehouses and factories have fixed aisles and predictable equipment, unlike homes.
Peggy Johnson, CEO of Agility Robotics
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Peggy Johnson stated that Agility Robotics will enter the home market when it makes sense.
Peggy Johnson, CEO of Agility Robotics
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Peggy Johnson stated that Agility Robotics is currently focused on the warehouse market.
Peggy Johnson, CEO of Agility Robotics
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"If we just keep our head down, keep delivering customer by customer, robot by robot, we hopefully won't experience the same volatility."
Peggy Johnson, CEO of Agility Robotics
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"Our biggest competitor right now is just us."
Peggy Johnson, CEO of Agility Robotics
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"Everybody on our list right now is already vetted, and they have deployment plans behind their proof of concepts."
Peggy Johnson, CEO of Agility Robotics
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"You can't build your robot and then make it safe."
Peggy Johnson, CEO of Agility Robotics
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"That's a redesign."
Peggy Johnson, CEO of Agility Robotics
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"You have to have all of the safety certified — the electrical system, all of the parts, and the software to support all of that."
Peggy Johnson, CEO of Agility Robotics
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"At least roads have some discipline to them."
Peggy Johnson, CEO of Agility Robotics
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"Most of the areas that humanoids will be operating in don't."
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