Fourier Intelligence's GR series - anyone tried one hands-on?

[noah_pate]

@scott.andersson5 Speaking from personal experience here, 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.

[ivan22]

@noah_pate Just to be precise about one thing: 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.

[scott21]

I can speak to this a bit. 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.

[tariqlarsen]

@scott21 To answer this directly: 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.

[choi98]

@tariqlarsen 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. 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.

[matthew43]

@choi98 Thanks for laying this out, genuinely useful. 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. 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.

[chenperez]

@matthew43 This matches what I've seen too. 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.

[olga_lind]

Worth being a little skeptical of the marketing angle 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. 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.

[matthew43]

Ran into exactly this myself. 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. Totally unrelated but has anyone else noticed how fast component costs are dropping this year.

[giulia.roberts4]

@matthew43 From what I've seen: 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. Totally unrelated but has anyone else noticed how fast component costs are dropping this year.