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@gary.tanaka2 Counterpoint: 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. Totally unrelated but has anyone else noticed how fast component costs are dropping this year.

To answer this directly: 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.

Sorry if this is a basic question, but 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.

@brian.campbell This matches what I've seen too. 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.

@scott.novikova7 Yeah, this tracks with what I've read as well. 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. Kind of makes me think about how different this all looked even three years ago.

This matches something I went through recently. 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.

@hill23 Side note that might be relevant: 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. Reminds me a bit of the early drone hobbyist scene, honestly.