Humanoid Robot Makers. June 2026.
Full details from the image table in this thread.
‣ FIGURE
➤ HQ: US
➤ Valuation: $39B private
➤ Flagship robot: Figure 03
➤ AI brain: Helix VLA in house
➤ Traction: Production near 1 robot every 90 minutes. Target 100k units. Pilots with BMW and UPS.
‣ TESLA
➤ HQ: US
➤ Funding context: Part of Tesla. Around $20B 2026 capex
➤ Flagship robot: Optimus
➤ AI brain: In house vision and FSD derived
➤ Traction: Output planned from mid 2026. Target 1M units per year. Target price under $20k. No working deployment listed yet.
‣ NEURA ROBOTICS
➤ HQ: Germany
➤ Valuation: Around $5B to $7B private
➤ Flagship robot: 4NE 1
➤ AI brain: NEURAverse and AURA in house
➤ Traction: Target of 5M robots by 2030. Around €1B in orders booked.
‣ UNITREE
➤ HQ: China
➤ Valuation: Around $6.2B. IPO expected June 2026
➤ Flagship robots: R1. G1. H1
➤ AI brain: UnifoLM in house
➤ Traction: Profitable since 2020. G1 starts around $16k.
‣ AGIBOT ZHIYUAN
➤ HQ: China
➤ Valuation: Around $5B to $6.4B. HK IPO expected 2026
➤ Flagship robots: A2. A3. Lingxi X2
➤ AI brain: GO 1 in house
➤ Traction: Number 1 humanoid shipper in 2025 with 5168 units. Target above 10k units by 2026.
‣ UBTECH
➤ HQ: China
➤ Valuation: Around $7B public. HKEX 9880
➤ Flagship robot: Walker S2
➤ AI brain: Co Agent and BrainNet in house
➤ Traction: Around $112M in orders. Target of 5k units per year by 2026. Customers include BYD and Foxconn.
‣ APPTRONIK
➤ HQ: US
➤ Valuation: Around $5B private
➤ Flagship robot: Apollo
➤ AI brain: Google DeepMind Gemini Robotics partner
➤ Traction: Pilots with Mercedes Benz and GXO. New robot expected in 2026.
‣ GALBOT
➤ HQ: China
➤ Valuation: More than $2.9B private
➤ Flagship robot: Wheeled humanoid
➤ AI brain: In house
➤ Traction: Thousands ordered. Customers include CATL. Bosch. Toyota. SAIC.
‣ AGILITY ROBOTICS
➤ HQ: US
➤ Valuation: Around $2.1B private
➤ Flagship robot: Digit
➤ AI brain: In house
➤ Traction: Around 100 deployed. Customers include Amazon. GXO. Spanx. RaaS around $30 per hour.
‣ 1X
➤ HQ: US with Norwegian roots
➤ Funding: Around $820M confirmed. $10B target unverified
➤ Flagship robot: NEO
➤ AI brain: Redwood VLA and world model in house
➤ Traction: Home robot. Price around $20k or $499 per month. EQT target up to 10k units.
‣ SUNDAY
➤ HQ: US
➤ Valuation: $1.15B private
➤ Flagship robot: Home robot
➤ AI brain: ACT 1 model in house
➤ Traction: Human demo trained. 50 home beta planned for late 2026.
‣ BOSTON DYNAMICS
➤ HQ: US. Hyundai owned
➤ Funding context: Part of Hyundai Electric
➤ Flagship robot: Atlas
➤ AI brain: In house with Toyota Research
➤ Traction: Atlas planned for Hyundai factories in 2026. Around 30k units per year planned.
Elon Musk said the loneliest moment of his life was lying in an empty house after his divorce, realizing he had nobody to call.
He had employees. Thousands of them. He had investors. Board members. Engineers waiting for his decisions. Two companies depending on him every hour.
But at 2am in an empty house with the divorce papers signed, none of that mattered. There was no one to talk to. No one who was there because they wanted to be, not because he was paying them.
He told Rolling Stone that he didn't want to be alone. That he couldn't stand the empty bed. That he would be willing to give up a lot just to have the right person next to him.
This is the richest man on earth describing the same feeling that millions of ordinary men feel every night. The specific loneliness of knowing you can buy anything except the one thing that actually fixes the quiet.
He went on to date. To marry again. To divorce again. To have children with multiple women. Searching in every direction for the thing that fills the gap.
People assume wealth solves loneliness. That at a certain net worth the human problems disappear. They don't. They just get louder in a bigger house.
today we're launching @Palmier_io, a video editor Claude can edit.
use AI to edit, organize, and generate footage directly in the timeline.
finally, a video editor built for AI.
open-source. mac native. available now.
ANDREW TATE: LIQUIDATED 8 TIMES IN 24 HOURS
Andrew Tate deposited $100K to his Hyperliquid account yesterday, and longed $3.8M of BTC. He got liquidated. Then he tried shorting $1M BTC. He got liquidated again.
Andrew Tate has been liquidated 8 times in the last 24 hours, and now has only $14K left.