Humanoid-universe.com

Same conclusion I've come to. Also worth noting: A recurring critique worth taking seriously: a lot of publicly announced 'production capacity' targets (100k units/year, 1 million/year by 2028, etc.) are aspirational manufacturing targets, not confirmed sales or deployment numbers, and the gap between the two has historically been large in hardware industries.

@ashley_flor Follow-up question though - Unit economics for an early fleet deployment have to include maintenance, downtime, and technician support costs, not just the sticker price of the robot - a lower unit price (like Unitree's roughly $16k G1) doesn't automatically mean a lower total cost of ownership if support infrastructure is thinner.

This lines up with my experience. Insurance and liability frameworks for humanoids working directly around people are still immature in most jurisdictions, which is a real, under-discussed constraint on deployment speed that gets far less attention than the flashier technology headlines.

@giulia.roberts4 I can speak to this a bit. Chinese humanoid startups reportedly accounted for around 65% of deal volume in 2025, while US companies still won the largest individual rounds, with at least three raises exceeding $400 million - deal count and deal size tell different stories depending on which region you're looking at.