AGIBOT co-founder Yao Maoqing said embodied AI will reach GPT-3.5 level within three to five years. He spoke at the Fortune Leaders Forum in Macau on Sept 8. AGIBOT shipped 9,700 humanoid robots in the first half of 2026. The firm is considering a Hong Kong IPO. Yao said industry players prioritize success rate, cycle time, stability and cost. AGIBOT robots hit a 99.99% success rate on 64,000 manufacturing tasks in a six-day demo. Yao believes embodied AI will follow the same scaling laws as large language models. Keenon Robotics deployed robots in a Shanghai hotel for guest services and cleaning. UBTech is focusing on industrial robots but starting with common scenarios. Yao acknowledged building stable factory robots remains difficult.
- 3-to-5-year window
- 9,700 units shipped in H1 2026
- 99.99% success rate on 64,000 tasks
Sources