Heh. This landing page takes me to somewhere between deepmind circa 2014 and tesla's AI Day press decks.
I mean if you're actually training humanoids in under an hour with sim-to-real transfer that "just works" then congrats, you've solved half of embodied AI
the vertical integration schtick (from "metal to model") echoes early apple, but in the robotics space that usually means either 1) your burn rate is brutal and you're ngmi, or 2) you're hiding how much is really off-the-shelf
Clearly the real play here, assuming it's legit, is the RL infra. K-Sim is def interesting if it's not just another wrapper over Brax/Isaac. Until we see actual benchmarks re say, dexterous manipulation tasks trained zero-shot on physical hardware, it's hard to separate "open-source humanoid stack" from the next pitch that ends in "-scale"