Anyone else think BYD and Geely entering humanoids changes the cost curve entirely?

[sarah.santos3]

Not sure if this has been discussed before, but here goes. 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. 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. 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. Open to being corrected on the specifics.

[carol38]

@sarah.santos3 From what I've seen: 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.

[deborahperez]

Genuine beginner question - 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.

[benjaminsanchez]

@deborahperez Yeah, this tracks with what I've read as well. 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.

[cynthia.muller]

@benjaminsanchez Here's what I know on this: 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.

[joseph31]

I'd push back on this a bit. 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. 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.

[arjunsanchez]

Small correction on one detail: 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]

@arjunsanchez I'd take that specific number with a grain of salt, honestly. 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. 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.

[jwang]

@choi98 Counterpoint: 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. Reminds me a bit of the early drone hobbyist scene, honestly.

[novak49]

Slight correction, though the overall point stands: 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. 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.