Anyone tracking actual unit shipment numbers vs announced production capacity?

[richard36]

Still learning the space, so correct me if wrong - 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. 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.

[jhansen]

Still learning the space, so correct me if wrong - 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. 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.

[gary.tanaka2]

Worth being a little skeptical of the marketing angle 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. 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. Makes me wonder how this looks in another five years.

[mia_lars]

@gary.tanaka2 I see it a little differently. 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. Totally unrelated but has anyone else noticed how fast component costs are dropping this year.

[choi98]

@mia_lars Appreciate the detailed answer. 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. 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.

[dubois35]

Slightly off-topic, but related: 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.