GAC's GoMate - anyone know more about this platform?

[vyoung]

Follow-up question though - 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.

[greta78]

@vyoung I dealt with almost this exact situation. 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.

[carter42]

@greta78 I dealt with almost this exact situation. 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. 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.

[byang]

@carter42 That's the official framing, at least - reality tends to lag a bit. 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.

[smartinez]

@byang That's the official framing, at least - reality tends to lag a bit. 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. Makes me wonder how this looks in another five years.

[young58]

@smartinez Just to be precise about one thing: 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. This whole thread is a good reminder how young this field still is.

[sven.smith4]

@young58 To answer this directly: 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.

[ethan_fisc]

Sorry if this is a basic question, but 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.

[joseph31]

@ethan_fisc Worth being a little skeptical of the marketing angle here. 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.

[hill23]

Thanks for laying this out, genuinely useful. 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.