How does Sanctuary AI's approach differ from the Tesla/Figure playbook?

[scott21]

@carlossanchez This raises a question for me - 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.

[dubois35]

@scott21 Genuinely curious - 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.

[scott21]

@dubois35 Not sure I fully agree here. 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. 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.

[rossi30]

Just to be precise about one thing: 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.

[jhansen]

@rossi30 Not sure I fully agree here. 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. 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]

Just to be precise about one thing: 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.

[karen.chen3]

This lines up with my experience. 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. 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. This whole thread is a good reminder how young this field still is.

[scott21]

@karen.chen3 Just to be precise about one thing: 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. 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.

[mia_lars]

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

[benjaminsanchez]

@mia_lars Related question - 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.