Lister Publishes Chaos Map of 142 US Physical AI Companies
The map treats the US physical AI industry as an ecosystem, grading each company's commercialization stage and Japan market contact rather than ranking famous names.
Reporting from 1 source: ASCII.jp.
Lister, a market research firm focused on manufacturing, published a chaos map of 142 major US physical AI companies on September 2, 2026. The map sorts companies into 12 categories from robot foundation models to AI compute, and tracks 1,742 inter-company relationships and 429 company activities. The special site features 50 notable companies, and a free detailed database covers all 142.
Lister, based in Minato-ku, Tokyo, built the map for Japanese companies that find US physical AI information scattered across company sites, press releases, and government documents. Each firm's products are graded on a six-stage commercialization scale from M0 research to M5 large-scale deployment, and on a five-stage Japan contact scale from J0 no confirmed contact to J4.
The featured 50 include Field AI, Skild AI, Physical Intelligence, Boston Dynamics, Agility Robotics, Figure AI, Apptronik, Tesla, Symbotic, Amazon Robotics, Waymo, Nuro, Skydio, Shield AI, Anduril Industries, RealSense, Cognex, and Applied Intuition. The editor's comment notes that humanoids draw attention while the industrial structure supporting their social implementation is broader.
- Robot foundation models and robot brains
- Humanoids and general-purpose robots
- Industrial, collaborative, and work robots
- AMR, logistics, and transport robots
- Quadruped and special-purpose robots
- Service and healthcare robots
- Autonomous driving and unmanned mobility
- Drones and autonomous aircraft
- Robot hands, actuators, and parts
- Sensors and machine vision
- AI compute and edge
- Simulation and development platforms
Synthesized by Yomimono from the 1 cited source below, including Japanese-language reporting where cited, then editorially reviewed before publishing.