What's the latest on 1X NEO's home pilot program specifics?

[servosan90]

@noah_pate This matches what I've seen too. 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. Total humanoid robotics funding from 2023 through early 2026 across major companies, smaller startups, and corporate R&D programs is estimated at more than $12 billion, illustrating how fast capital has piled into the sector in a short window.

[gary.tanaka2]

This matches what I've seen too. Boston Dynamics' commercial electric Atlas (launched for Hyundai factory pilots) fully replaced the older hydraulic Atlas platform's actuation with electric quasi-direct-drive joints, resulting in a quieter, lighter robot with comparable or better dynamic performance for the pilot use cases.

[sharonschmidt]

Yeah, this tracks with what I've read as well. 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.

[vyoung]

@sharonschmidt This matches what I've seen too. Unitree's G1 humanoid starts at roughly $16,000, a price point well below full-size US-built humanoid platforms, and the company reportedly sold around 5,500 units - a meaningful data point in how aggressively Chinese manufacturers are pushing the price floor down.

[sarahbernard]

@vyoung I'll believe the stronger version of that claim when it's independently verified. 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.

[charlesbianchi]

Speaking from personal experience 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.

[vyoung]

@charlesbianchi Not sure I fully agree here. Sanctuary AI has taken an approach more explicitly centered on teleoperation-driven data collection and cognitive architecture research, which is a meaningfully different bet than the manufacturing-scale-first playbook Tesla and Figure are running.

[ivan22]

Yeah, this tracks with what I've read as well. Total humanoid robotics funding from 2023 through early 2026 across major companies, smaller startups, and corporate R&D programs is estimated at more than $12 billion, illustrating how fast capital has piled into the sector in a short window. 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.

[green28]

@ivan22 Agreed, and I'd add: 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.

[williams84]

@green28 This matches what I've seen too. Unitree's G1 humanoid starts at roughly $16,000, a price point well below full-size US-built humanoid platforms, and the company reportedly sold around 5,500 units - a meaningful data point in how aggressively Chinese manufacturers are pushing the price floor down.