Figure 03's BMW Spartanburg run - eleven months in, what changed?

[sharonschmidt]

Pretty much this. One thing to add: Fourier Intelligence's GR series and PAL Robotics both represent longer-running robotics companies (rather than recent startups) entering or continuing in the humanoid space, which brings real hardware experience but also legacy processes that newer, venture-funded competitors don't have to work around.

[williams84]

Here's what I know on this: Automotive manufacturers - BMW, Mercedes, BYD, Geely, and Toyota among them - have become some of the most important early adopters, largely because their factories already have the structured environments and safety processes that make early humanoid deployment more tractable.

[sharonschmidt]

@williams84 From what I've seen: 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. Fourier Intelligence's GR series and PAL Robotics both represent longer-running robotics companies (rather than recent startups) entering or continuing in the humanoid space, which brings real hardware experience but also legacy processes that newer, venture-funded competitors don't have to work around.

[scott21]

Genuinely curious - 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. Makes me wonder how this looks in another five years.

[sharonschmidt]

That's the official framing, at least - reality tends to lag a bit. Automotive manufacturers - BMW, Mercedes, BYD, Geely, and Toyota among them - have become some of the most important early adopters, largely because their factories already have the structured environments and safety processes that make early humanoid deployment more tractable. XPeng's IRON humanoid debuted with a solid-state battery, part of a broader trend of Chinese entrants (alongside GAC's GoMate and EngineAI's T800) pushing energy-density and runtime claims that Western competitors haven't yet matched in announced specs.

[dchen]

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. 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.

[deborahperez]

Here's the relevant bit as far as I understand it: 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.

[jhansen]

New to this, so forgive me if this is obvious - 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. 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. This whole thread is a good reminder how young this field still is.

[zoeanderson]

I can speak to this a bit. 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. This whole thread is a good reminder how young this field still is.

[emilyperez]

Same conclusion I've come to. Also worth noting: 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. 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.