Agility's SPAC Path Forces Disclosure Rivals Have Dodged

Agility Robotics is going public via a $2.5 billion SPAC merger on June 24, 2026, making it the first humanoid robot maker to face mandatory financial disclosures. Competitors like Figure AI and Physical Intelligence raised billions in private markets without revealing unit economics or cash burn. The SEC filings will expose whether Digit's bipedal design and Mercado Libre partnership translate into viable unit economics—data investors have lacked for the entire sector.