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

[tmartin]

@ananya.novak From hands-on experience, 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. 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.

[pierregreen]

Minor factual note: 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.

[cynthia.muller]

@pierregreen I'd frame this differently. 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. Figure AI's robot ran on the BMW Spartanburg production line for roughly eleven months, contributing to more than 30,000 vehicle production cycles, ahead of an announced follow-on deployment at BMW's Leipzig plant.

[williams84]

This matches something I went through recently. 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.

[emily45]

+1 to this. Worth adding: 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. Kind of makes me think about how different this all looked even three years ago.

[mia_lars]

I'd push back on this a bit. 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. Totally unrelated but has anyone else noticed how fast component costs are dropping this year.

[young56]

One nitpick - 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. 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.