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| Foundation Phantom MK1 | |
| General information | |
| Developer | Foundation |
| Type | Humanoid robot |
| Country of origin | United States |
| Unveiled | October 2025 |
| Status | Active (deployed) |
| Height | 175 cm (5 ft 9 in) |
| Weight | ~80 kg (176 lb) |
| Degrees of freedom | 19 (upper body) |
| Payload | 20 kg continuous; 36 kg max |
| Walking speed | 1.7 m/s (6.1 km/h) |
| Actuators | Proprietary cycloidal drives |
| Perception | 8 head-mounted cameras |
| AI system | LLM + proprietary action models |
| Price | ~$100,000/year (lease) |
| Website | foundation.bot |
The Foundation Phantom MK1 (also written as Phantom MK-1) is a general-purpose humanoid robot developed by Foundation, an American robotics company headquartered in San Francisco, California. Unveiled in October 2025, the Phantom MK1 is notable for being one of the first humanoid robots explicitly designed for both industrial automation and defense applications, including battlefield deployment. Standing 175 cm tall and weighing approximately 80 kg, the robot features proprietary cycloidal actuators, a camera-first perception system, and a hybrid artificial intelligence stack that combines large language model reasoning with physics-based action models.
In February 2026, two Phantom MK1 units were sent to Ukraine for frontline testing, marking what is believed to be the first deployment of a humanoid robot to an active combat zone. Foundation has stated production targets of 10,000 units by 2026 and 50,000 units by the end of 2027.
Foundation (formally Foundation Robotics Labs, also referred to as Foundation Future Industries) was co-founded in April 2024 by Sankaet Pathak, Arjun Sethi, and Mike LeBlanc. The company is headquartered in San Francisco with additional operations linked to its acquisition of Florida-based Boardwalk Robotics.
Sankaet Pathak serves as CEO. Pathak previously co-founded Synapse, a banking-as-a-service platform established in 2014 that went bankrupt in 2024, with reports indicating tens of millions of customer dollars remained unaccounted for at the time of its collapse. Pathak holds a background in electrical engineering and had early career experience in microprocessors and hardware development.
Arjun Sethi is the CEO of Tribe Capital, a venture capital firm. Sethi and Pathak were long-time acquaintances; when Pathak approached Sethi about fundraising for the robotics venture, Sethi expressed his own interest in humanoid robotics and joined as a co-founder.
Mike LeBlanc is a U.S. Marine Corps veteran who served for over 10 years, including multiple deployments to Iraq and Afghanistan. LeBlanc previously co-founded Cobalt Robotics (later Cobalt AI), a company that built autonomous security guard robots, which was later sold to entrepreneur Dean Drako. LeBlanc attended Harvard Business School and initially joined Foundation as an advisor before becoming a full co-founder. His military background has been instrumental in shaping the company's defense-oriented strategy.
Foundation has drawn talent from Tesla, Boston Dynamics, SpaceX, and 1X Technologies, with manufacturing expertise reportedly drawn from engineers who participated in Tesla's Model X and Model Y production ramp-ups. The company also recruited researchers from the Institute for Human and Machine Cognition (IHMC) and the Technical University of Munich. As of mid-2025, the company employed approximately 45 people.
A pivotal moment in Foundation's development was its acquisition of Boardwalk Robotics, a Florida-based robotics startup, in 2024. Boardwalk Robotics was founded in 2017 and had served as a commercial partner of IHMC, a research institute with a notable pedigree in bipedal robotics. IHMC's team placed second in the DARPA Robotics Challenge finals using a Boston Dynamics DRC Atlas, and when NASA needed help teaching its Valkyrie humanoid to walk, IHMC was selected for the task.
Boardwalk Robotics had collaborated with IHMC on the construction of Nadia, a research humanoid platform, and later developed its own commercial humanoid robot called "Alex." Alex was an upper-body-focused humanoid designed for industrial tasks such as cleaning, organizing, and factory work. When Foundation acquired Boardwalk, it inherited both the engineering team and the Alex hardware platform, which was subsequently rebranded and further developed as the "Phantom." The cycloidal actuator technology that Boardwalk had spent years perfecting became a core technical differentiator for the Phantom MK1.
Foundation raised approximately $11 million in pre-seed funding from Tribe Capital and angel investors in August 2023, even before the company formally launched. Additional funding followed in Q1 2025, bringing total raised to approximately $21 million. By mid-2025, the company was reportedly aiming to raise $100 million at a $1 billion valuation.
In January 2026, reports indicated that Foundation was seeking as much as $500 million in a new funding round, with a target valuation of up to $3 billion. The company was also reportedly in discussions with UAE sovereign wealth funds for a portion of a separate $150 million raise, with plans to establish manufacturing facilities across multiple U.S. states, including Ohio. As of 2026, Foundation has raised approximately $198 million in total funding.
Foundation also holds U.S. government defense research contracts totaling approximately $24 million with the U.S. Army, Navy, and Air Force, and is an approved vendor for the U.S. military.
| Round | Date | Amount | Notes |
|---|---|---|---|
| Pre-seed | August 2023 | ~$11 million | Tribe Capital, angel investors |
| Additional raise | Q1 2025 | ~$10 million | Brought total to ~$21 million |
| Reported target (2025) | Mid-2025 | $100 million | At ~$1 billion valuation |
| Reported target (2026) | January 2026 | Up to $500 million | At up to $3 billion valuation |
| Government contracts | Various | ~$24 million | U.S. Army, Navy, Air Force |
The Phantom MK1 stands 175 cm (5 feet 9 inches) tall and weighs approximately 80 kg (176 pounds), dimensions chosen to approximate the human form factor so the robot can operate in environments designed for people without requiring infrastructure modifications. The frame is constructed from steel and composite materials, designed for durability in rugged environments including industrial facilities and, potentially, combat zones. The robot features a blacked-out frame with broad shoulders and a featureless face embedded with cameras, giving it a distinctive and deliberately imposing appearance.
The upper torso serves as the primary operational hub, housing processors, cameras, batteries, and sensors. The lower body contains the actuators and balance systems engineered for traversing rough terrain and navigating confined spaces. The robot has 10 fingers (five per hand) designed for precise manipulation tasks such as tool handling, package securing, and equipment operation.
| Category | Parameter | Value |
|---|---|---|
| Physical | Height | 175 cm (5 ft 9 in) |
| Physical | Weight | ~80 kg (176 lb) |
| Physical | Frame materials | Steel + composite |
| Mobility | Upper body DOF | 19 |
| Mobility | DOF per arm | 7 |
| Mobility | Max walking speed | 1.7 m/s (6.1 km/h) |
| Mobility | Locomotion capabilities | Bipedal walking, stair climbing, obstacle avoidance, stand-up-from-fall recovery |
| Manipulation | Continuous payload | 20 kg (44 lb) |
| Manipulation | Maximum payload | 36 kg (80 lb) |
| Manipulation | Fingers per hand | 5 (10 total) |
| Actuators | Type | Proprietary cycloidal drives |
| Actuators | Peak torque | 160 Nm |
| Actuators | Backdrivability friction | <1 Nm |
| Perception | Primary sensors | 8 head-mounted high-resolution cameras |
| Perception | Approach | Camera-first (no LiDAR) |
| Power | Battery life | 2 to 3 hours per charge (estimated) |
| AI | High-level reasoning | LLM-based task interpretation |
| AI | Low-level control | Proprietary physics-action models |
| AI | Fleet coordination | Shared world graph |
| Connectivity | Interfaces | WiFi, Ethernet, 5G |
| Control | Teleoperation | VR headset with hand-tracking |
The most significant hardware innovation in the Phantom MK1 is its proprietary cycloidal actuator system, inherited and further developed from Boardwalk Robotics' technology. Unlike the harmonic drives (strain wave gears) commonly used in competing humanoid platforms, Foundation employs rolling contact gearboxes based on cycloidal drive principles. The company claims these actuators deliver several key advantages over alternatives.
The cycloidal drives produce a peak torque of 160 Newton-meters while maintaining backdrivability with friction below 1 Newton-meter. This combination of high torque output and low-friction compliance is critical for safe human-robot interaction: the robot can exert significant force when performing tasks, but if a person or unexpected obstacle makes contact, the joints yield rather than rigidly resisting. Foundation claims an energy efficiency of 90 to 95 percent for its actuators, compared to 50 to 60 percent for harmonic and conventional cycloidal drives used by competitors.
The rolling contact elements in the gearbox provide superior shock resistance compared to strain wave gears, which can be fragile under impact loads. This durability is particularly relevant for defense applications where the robot may encounter rough handling, falls, or explosive concussions. The actuators also generate less heat and exhibit reduced mechanical wear over time, contributing to longer operational lifespans and reduced maintenance requirements.
Foundation positions these actuators as offering "hydraulic-level strength with electric precision," providing the torque density and impact resistance traditionally associated with hydraulic systems while maintaining the efficiency, quietness, and cleanliness of electric motors.
The Phantom MK1 employs a "camera-first" perception strategy, relying on eight high-resolution cameras mounted on the robot's head for environmental awareness. This approach deliberately excludes LiDAR and other complex sensor arrays, following a philosophy similar to Tesla's vision-only approach for its autonomous driving systems. Foundation argues that cameras provide simplified data integration, lower cost, and greater reliability in harsh environments compared to multi-sensor fusion approaches.
The camera system provides real-time environment mapping and obstacle detection, feeding visual data into the robot's AI stack for scene understanding and navigation planning.
Foundation uses a hybrid machine learning architecture that operates across two tiers.
The high-level reasoning tier is powered by large language models that interpret the environment, understand task instructions, and generate what the company calls "action recipes." These are structured plans that break complex tasks into sequences of motion primitives. This tier handles the "what to do" question, translating spoken or written commands into actionable task descriptions.
The low-level control tier uses proprietary physics-action models that translate the action recipes into specific motor commands for the robot's joints. Rather than relying solely on imitation learning (learning by copying human demonstrations), Foundation combines imitation learning with state-based models that explicitly incorporate knowledge of physics, kinematics, and task dynamics. The company claims this hybrid approach requires significantly less training data than pure imitation learning: simple tasks reportedly require approximately 30 minutes of training data, compared to hours or days for competitors relying on behavior cloning alone.
For bipedal locomotion, the robot uses reinforcement learning with basic parameters: maintaining an upright position, reaching waypoints, and avoiding obstacles. Foundation believes bipedal locomotion technology is approaching maturity across the industry.
The system also features a "shared world graph" that enables multi-robot fleet coordination, allowing multiple Phantom units to share environmental information and coordinate tasks.
Foundation's primary commercial target for the Phantom MK1 is industrial automation, particularly in manufacturing, logistics, and warehousing. The robot's human form factor allows it to operate in existing factory environments without the 12 to 18 months of facility retrofitting typically required for traditional industrial robots. The company's approach is to gradually deploy humanoids into high-attrition positions, where worker turnover is already frequent, collecting real-world operational data to iteratively improve the robot's autonomous capabilities.
Foundation reported that its first deployment achieved 87 percent overall equipment effectiveness (OEE) across consumer goods, beverage, and glass manufacturing applications. Initial customer deployments began in mid-2025, with an automotive manufacturing OEM reported as the first customer.
Pathak has articulated Foundation's broader economic thesis: with high attrition rates in factory positions, humanoids can be inserted with minimal disruption. Unlike fixed automation that requires complete factory redesign, a humanoid can walk into an existing human workstation and begin performing tasks with teleoperation support, gradually transitioning to greater autonomy as the AI models improve.
The Phantom MK1 is distinctive among humanoid robots for Foundation's explicit pursuit of military applications. While most major humanoid robotics companies, including Boston Dynamics, Agility Robotics, ANYbotics, Clearpath, and Unitree Robotics, signed a joint "No Weaponization" pledge in 2023 committing to keep their platforms out of armed conflict, Foundation has taken the opposite position. CEO Sankaet Pathak has stated that "Defense is crucial for building and safeguarding the infrastructure necessary for making life self-sustaining."
Military roles envisioned for the Phantom MK1 include reconnaissance and surveillance, bomb disposal and explosive ordnance handling, logistics and supply runs in contested areas, hazardous maintenance under fire, remote refueling in contested territories, and eventually direct battlefield operations. Co-founder Mike LeBlanc has stated: "We think there's a moral imperative to put these robots into war instead of soldiers."
The robot has demonstrated the ability to handle various weapons systems including revolvers, semi-automatic pistols, shotguns, and a dummy M-16 rifle. Foundation's goal is for the Phantom to eventually operate "any kind of weapon that a human can," while maintaining human-in-the-loop control over lethal decisions: the robot manages its own movement and environmental awareness, but a human operator retains authority over any use of lethal force.
Foundation has been in discussions with the U.S. Department of Homeland Security regarding potential deployment of Phantom robots for patrol and monitoring operations along the U.S. southern border. These conversations remain at an early stage, and Foundation has stated it is not currently testing a weaponized version for this application. The company has also discussed potential applications with the Trump Administration, including border patrol and diplomatic security roles.
In February 2026, Foundation sent two Phantom MK1 units to Ukraine, making it what is believed to be the first deployment of a humanoid robot to an active combat zone in history. The robots were deployed for frontline reconnaissance to evaluate platform performance under real combat conditions.
According to Foundation co-founder Mike LeBlanc, who is a combat veteran himself, the robots carried out logistics runs and reconnaissance sweeps on the front lines, reducing human exposure to hazards. The deployment took place during the ongoing Russia-Ukraine conflict, at a time when Ukraine had already conducted approximately 7,495 robotics operations in January 2026 alone using various non-humanoid robotic platforms, some equipped with machine guns and explosives.
The Ukraine deployment served multiple purposes for Foundation: it provided real-world testing data in the most demanding possible environment, demonstrated the robot's capability to military decision-makers and potential investors, and generated significant media attention for the company. The deployment was widely covered by international media outlets and drew both interest and criticism from robotics ethicists and military analysts.
The robots in Ukraine were operated under human-in-the-loop control, meaning human operators retained decision-making authority while the robots handled movement and basic environmental navigation. Foundation envisions the robots serving as the "first body in" during dangerous missions, performing tasks that would otherwise put human soldiers at risk.
In a deliberate marketing move, Foundation debuted the Phantom MK1 at Temple Nightclub in San Francisco during the "Quarter of the Century Tech GigaParty," organized by Founders Bay, a networking group with approximately 45,000 members. The event, which took place in early 2025, featured the Phantom performing a DJ set: the robot played a pre-programmed 30-minute set with music selected by humans, while Foundation's team had spent weeks training the robot's movements to synchronize with the performance.
The nightclub appearance was not incidental. Foundation deliberately engineered the public demonstration to normalize the presence of humanoid robots in everyday social settings while showcasing the robot's physical dexterity and drawing viral attention to the company. The event generated significant social media engagement and press coverage, helping establish the Phantom's brand identity as a versatile platform capable of operating in diverse environments beyond the factory floor.
Foundation has adopted a lease-based business model rather than outright sales, with an estimated annual cost of approximately $100,000 per robot (initial deployments potentially $150,000 per unit for small volumes). The company argues that a single robot operating across multiple shifts can replace the labor costs of several human workers, particularly in high-attrition positions where annual worker turnover and retraining costs are substantial.
CEO Pathak has described the company's mission as "to automate GDP through AI and robotics to free people from labor jobs, allowing them to pursue their passions." The company's revenue model combines commercial leases with government defense contracts.
Foundation has outlined aggressive production scaling targets.
| Year | Target | Status |
|---|---|---|
| 2025 | 40 to 50 units deployed | Deliveries began mid-2025 |
| 2026 | 10,000 units | In progress |
| 2027 | 50,000 units | Target |
Pathak has acknowledged that these targets are "aggressive" but maintains there is a "non-zero chance" of achieving them. The company plans to establish manufacturing facilities across multiple U.S. states, with Ohio among the locations under consideration. Achieving these production numbers would require a rapid scale-up of manufacturing capacity far beyond the company's current output.
To put these numbers in context, the entire global humanoid robot market was estimated to include only a few hundred operational units across all manufacturers as of early 2026, making Foundation's 50,000-unit target by 2027 extremely ambitious.
Foundation is developing the Phantom MK2 as the successor to the MK1, with an expected debut in April 2026. The MK2 incorporates lessons learned from the MK1's deployments, including the Ukraine frontline testing, and addresses several limitations identified during real-world operations.
Key improvements planned for the Phantom MK2 include waterproofing (to expand operational capability in rain, mud, and other wet conditions), consolidated electronics to reduce the risk of short circuits, larger battery packs for extended runtime, redesigned actuators, a 30 percent payload boost with the ability to carry loads up to 80 kg, and overall improvements to durability for sustained field operations.
The Phantom MK1 enters a rapidly growing and well-funded humanoid robot market, but occupies a distinctive niche due to its explicit dual-use industrial and defense positioning.
| Company | Robot | Focus | Defense stance | Price (est.) |
|---|---|---|---|---|
| Foundation | Phantom MK1 | Industrial + defense | Actively pursuing weaponization | ~$100,000/year (lease) |
| Figure AI | Figure 02 / Figure 03 | Industrial (manufacturing) | Signed no-weaponization pledge | ~$12,000/year (lease) |
| Tesla | Optimus | Consumer + industrial | No military focus | ~$20,000-$30,000 (target sale price) |
| Boston Dynamics | Atlas (electric) | Industrial + research | Signed no-weaponization pledge | Not disclosed |
| Agility Robotics | Digit | Logistics | Signed no-weaponization pledge | ~$16,000/year (lease) |
| 1X Technologies | NEO | Home + industrial | Signed no-weaponization pledge | Not disclosed |
| Unitree Robotics | H1 / G1 | General purpose | Signed no-weaponization pledge | ~$16,000-$116,000 (sale) |
Foundation positions itself against Figure AI and Tesla as the primary competitors in the industrial humanoid space. Pathak has emphasized capital efficiency as a competitive advantage, noting that raising excessive funding before achieving product-market fit has historically been detrimental to deep-tech companies. He has pointed to Figure AI's reported monthly burn rate of approximately $22 million as potentially unsustainable.
The company's defense focus also differentiates it from nearly all Western humanoid competitors. While Tesla's Optimus represents a consumer-and-industrial approach and Figure AI pursues pure industrial deployment, Foundation is the only prominent American humanoid company actively pursuing battlefield applications. Pathak has noted that approximately 75 percent of humanoid robotics companies are based in Asia, and he argues that geopolitical factors will prevent U.S. adoption of Chinese-manufactured humanoid robots in sensitive applications, creating a market opportunity for American-made alternatives.
Sankaet Pathak's involvement as CEO has drawn scrutiny due to the circumstances surrounding his previous company, Synapse. The banking-as-a-service platform went bankrupt in 2024 with reports that tens of millions of dollars in customer funds remained unaccounted for. A June 2024 CNBC investigation reported that Foundation was raising funds with exaggerated claims about ties to General Motors, though Foundation disputed the characterization.
Foundation's explicit pursuit of weaponized humanoid robots has generated significant debate within the robotics community and among military ethicists. The company's position stands in direct contrast to the 2023 joint pledge by major robotics companies to refrain from weaponizing their platforms. Critics have raised concerns about the implications of deploying humanoid robots capable of carrying and potentially using lethal weapons, even with human-in-the-loop control. Proponents, including Foundation's leadership, argue that deploying robots in place of human soldiers could save lives and that the technology will inevitably be developed regardless.