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Hyundai ownership of Boston Dynamics expected to drive cost reduction and manufacturing scale; CEO cites Hyundai automotive expertise as competitive advantage for cheaper, more reliable robots
Marc Raibert· Boston Dynamics· Robotics· 2026-07-06· about Boston Dynamics; Hyundai (HYMTF)
“Boston Dynamics is owned primarily by Hyundai now and I think that the skills of Hyundai in making cars can be brought to bear in making robots that are less expensive and more reliable and those kinds of things.”
Why it matters
Raibert explicitly signals that Hyundai's automotive manufacturing expertise will enable cost reduction and scaling of Spot and Atlas. This suggests Boston Dynamics' current $150k+ Spot price points are not sustainable and will decline significantly as production ramps.
Investment implication
Expect humanoid and quadruped robot costs to decline 30-50% over 3-5 years as manufacturing moves from artisanal (MIT-style) to automotive-grade production. This will accelerate market adoption but compress margins for pure-play robotics firms without manufacturing scale.