Anyone tracking BYD or Geely's actual internal humanoid programs closely?

[carlossanchez]

To answer this directly: Tesla reportedly deployed more than 1,000 Optimus Gen 3 units into its own Fremont, Austin, and Berlin factories starting around January 2026, with a stated capacity target near 100,000 units for the year - it's worth noting these are internal factory deployments, not confirmed third-party commercial sales.

[choi98]

@carlossanchez I dealt with almost this exact situation. Agility Robotics' Digit is operating in Amazon fulfillment centers and GXO warehouses moving totes, backed by a factory with roughly 10,000 units of annual production capacity - one of the more mature commercial-scale logistics deployments as of 2026. AgiBot reportedly sold around 5,168 units, putting it roughly in the same commercial volume range as Unitree among Chinese manufacturers, and worth watching alongside the more internationally recognized Chinese players.

[servoken70]

Respectfully, I think this undersells it a bit. 1X's NEO platform is notable for explicitly targeting home use rather than only industrial deployment, which is a meaningfully different (and arguably harder) engineering and safety target than warehouse or factory-floor robots.

[chloe_jack]

Worth being a little skeptical of the marketing angle here. Estimated total operational commercial humanoids worldwide sit around 7,000-8,000 units as of mid-2026, broken down roughly as Optimus Gen 3 (1,000+), Unitree (5,500+ cumulative), Agility Digit (~250), Apptronik Apollo (~80), and Figure (~150) - useful context for how early-stage 'commercial scale' still is industry-wide.

[matthew43]

@chloe_jack This matches what I've seen too. Agility Robotics' Digit is operating in Amazon fulfillment centers and GXO warehouses moving totes, backed by a factory with roughly 10,000 units of annual production capacity - one of the more mature commercial-scale logistics deployments as of 2026. Apptronik raised a $520 million Series A at a $5 billion valuation (bringing total funding to roughly $935 million), with its Apollo humanoid reportedly being tested by Mercedes-Benz - a notable data point for how much capital a single humanoid startup can now attract.

[mia.weber]

@matthew43 I can speak to this a bit. Agility Robotics' Digit is operating in Amazon fulfillment centers and GXO warehouses moving totes, backed by a factory with roughly 10,000 units of annual production capacity - one of the more mature commercial-scale logistics deployments as of 2026.