The ledger
What changed
Every dated fact in the directory — 106 sourced entries and counting: prices as announced, ship windows as promised, deliveries as verified, headlines as they landed. Newest first. The Briefing digests this monthly.
Promises we're watching
Open, on-the-record maker commitments with a date attached. When one resolves — kept, slipped, or quietly rewritten — it moves onto the machine's paper trail, which is append-only.
Sale of the Realbotix robotics unit to Onconetix closes
Realbotix Corp. and Onconetix (announced February 12, 2026)
Missed. As of late October Onconetix still only said it intends to file the S-4 registration the shareholder vote needs, while lending Realbotix bridge money. Aria's maker is changing hands mid-flight; pricing, support and the roadmap are the open questions.
Last checked Oct 30, 2026
Agility Robotics goes public through its SPAC merger with Churchill Capital Corp XI
Agility Robotics and Churchill Capital Corp XI
The S-4 was declared effective on October 13 and shareholders vote on November 2. Until it closes, it's a deal, not a listing.
Last checked Oct 30, 2026
Figure 03 running in-home pilots
CEO Brett Adcock — in-home alpha testing was first promised for 2025
Figure says its Helix 2.5 model was tested in 30 Bay Area homes in September, without naming the robot or whose homes they were. That's a lab result, not a customer pilot.
Last checked Oct 30, 2026
First NEO units delivered to US homes in 2026
1X, at preorder launch (Oct 2025), reiterated at the Hayward factory opening (Apr 2026)
Two months left, and no independently verified home delivery yet. 1X is open that early units lean on human teleoperators, so delivery is one test and autonomy is another.
Last checked Oct 30, 2026
Optimus production line running meaningful volume in 2026
Elon Musk, across Tesla earnings calls — after the 2025 'several thousand doing useful things' target was missed
In October Tesla said early production had begun on a high-volume Fremont line, with a slow ramp and outside deliveries around the end of 2027. No volumes yet.
Last checked Oct 30, 2026
First 250 Echo units delivered
Realbotix, at the Echo launch (October 26, 2026)
Reservations take a $199 deposit. The parent company's sale is still unresolved, which is worth weighing before you put money down.
Last checked Oct 30, 2026
The bigger arc — reveals, pilots, projections — lives on the timeline.
The record, month by month
October 2026
F-Series dropped from Realbotix's site
realbotix.com/robots and /aria now return 404, and realbotix.com/pricing lists only Echo. The last archived lineup (Sept 20, 2026) showed the F-Series from $125K, M-Series from $95K, bust from $20K and a $199.99/mo plan. No discontinuation notice found.
SourceM-Series dropped from Realbotix's site
realbotix.com/robots and /melody now return 404, and realbotix.com/pricing lists only the Echo line launched Oct 26, which has no Melody persona. The last archived lineup (Sept 20, 2026) showed the M-Series from $95K plus a $199.99/mo plan. No discontinuation notice found.
SourceStill taking deposits; no confirmed home deliveries
1X's NEO page still offers a $200 deposit and gives no delivery date. We found no public confirmation that a NEO has reached a customer's home.
SourceThe pre-order page still reads 'Pre-orders available in 2025'. Its Reserve button links back to the same page, with no price, checkout or delivery date.
SourceOnconetix sale still not closed
Onconetix said it still 'intends to file' the Form S-4 needed for its shareholder vote; no S-4 had been filed on EDGAR.
SourceOnconetix has yet to file its S-4
Onconetix said it "intends to file" the Form S-4 registration statement for the deal; closing still needs its shareholders' approval.
SourceAria relaunched as an Echo persona
Realbotix's new Echo line offers Aria, Mila, Dave and Amar at $11,950 (tabletop) or $59,950 (full body), with a 250-unit first run due for delivery in the second half of 2027. The F-Series no longer appears on its price list.
SourceEcho launched; reservations open
Tabletop $11,950 and Full Body $59,950 with a $199 deposit. First run of 225 Tabletop and 25 Full Body units, for delivery in the second half of 2027.
Source- News
Realbotix Launches Echo, a Silicone Companion From $11,950
Realbotix opened $199 reservations for Echo: a silicone-faced Tabletop bust at $11,950 and a stationary Full Body at $59,950, plus AI plans from $19.99 a month. Only 250 units are planned, for delivery in the second half of 2027.
Source Onconetix bridge loan reaches $3M
While the deal is pending, Onconetix has advanced $3 million of a $5 million unsecured bridge facility to Realbotix LLC, first announced on Sept 14.
SourceEarly production starts; outside deliveries pushed to late 2027
On the Q3 call Musk said Tesla had started 'early production on a high-volume line in Fremont' with a slow initial ramp, and that deliveries to outside customers are 'likely to be towards the end of next year'. No Gen 3 reveal date was given.
Source- News
Tesla Begins Early Optimus Production in Fremont, Eyes Outside Deliveries for Late 2027
On Tesla's Q3 call, Elon Musk said the company has started 'early production on a high-volume line in Fremont' for Optimus. Deliveries to companies outside Tesla are expected around the end of 2027, with industrial buyers first and homes later.
Source Small-batch deliveries claimed; cheaper model planned
Vice president Jiao Jichao said small batches reached end customers in September and a lower-priced 'youth edition' is planned for Q4 2026. Still no unit count or independent owner reports.
SourceSPAC registration declared effective
The SEC declared the Agility and Churchill Capital Corp XI merger registration effective; Churchill shareholders vote on Nov 2, 2026, with closing expected in November under the ticker AGLT.
Source- News
XPeng Sets 2027 Deliveries for Its IRON Humanoid After Raising Over $900M
At its October 12 Paris event, XPeng said it has commissioned a dedicated IRON production line, with mass production by the end of 2026, deliveries from the first half of 2027 and a European rollout in the second half. Stores and malls come first; homes later.
Source The former Amazon Alexa and AGI head scientist took over on Oct 7. The release calls Atlas a humanoid 'currently in development'.
Source- News
Boston Dynamics Names Former Amazon AI Chief Rohit Prasad CEO
Boston Dynamics named Rohit Prasad, Amazon's former head scientist for Alexa and AGI, as CEO effective October 7. He succeeds interim CEO Amanda McMaster, in place since Robert Playter stepped down in February, as the Hyundai-owned company rolls out commercial Atlas robots.
Source Four-finger, 13-DOF hand unveiled
Three fingers plus a four-DOF thumb, with the pinky dropped to cut cost, size and failure points.
Source
September 2026
Figure 02 fleet decommissioned
Figure retired its previous-generation robots as the Figure 03 fleet grows, melting most of them down at a foundry in Finland.
Source- News
UBTech Says U1 Deliveries Have Begun, but Won't Say How Many
UBTech says U1 deliveries have started but gives no unit count, and called reports of a store listing showing first deliveries on November 30 'inaccurate'. At its August results it cut the 2026 delivery target to 1,500-2,000 units, against 13,361 orders claimed at launch.
Source UBTech says deliveries have begun
After a store listing showed first deliveries moved from Sept 16 to Nov 30, UBTech called the reports inaccurate and said 'The U1 series has already started delivery', in batches. It gave no unit count.
SourceTraining center opens at Hyundai's Georgia Metaplant
A permanent Robotics Metaplant Application Center where Atlas trains on tasks like sequencing car parts; Boston Dynamics plans to keep training Atlas through 2027.
SourceBørnich targets 50,000 shipments in 2027
In an interview, 1X's CEO set a 2027 goal of 50,000 NEOs across enterprise, home and developer customers. A goal, not current output.
SourceFigure claimed zero-shot tidying, towel folding and bed making in 30 Bay Area homes with no prior data collected. It didn't name the robot or say whether any homes were customers'.
Source- News
Figure Tests Helix 2.5 in 30 Bay Area Homes
Figure says Helix 2.5 tidied toys, folded towels and made beds in 30 Bay Area homes it had never seen, succeeding 56% of the time zero-shot, up from 9% without its Index pretraining. Figure didn't name the homes or the robot, so this is an evaluation, not a customer pilot.
Source Claimed 50 lb payload, 90-minute battery and 9-minute charge, all preliminary pre-production figures. Early access planned for H1 2027, general availability for the end of 2027.
Source- News
Agility Unveils Digit 5, Built to Work Closer to People
Digit 5 lifts 50 lb, reaches 7.2 ft and charges in 9 minutes for a 10:1 run-to-charge ratio, with person detection that can make it stop, steer around someone or sit down. Early access is planned for the first half of 2027 and general availability by the end of 2027.
Source
August 2026
2026 delivery target cut to 1,500-2,000
At UBTech's first-half results, the CFO lowered the 2026 U1 delivery target to 1,500 to 2,000 units, against 13,361 claimed orders. At launch the company had aimed to deliver all domestic orders within the year.
Source- News
Unitree Closes Up About 460% in Its Shanghai STAR Market Debut
Unitree listed on Shanghai's STAR Market at ¥150.80 a share and closed its first day up about 460%, after rising more than 620% at the peak. The IPO price valued it at about ¥61 billion ($9 billion); intraday, its market value touched ¥445 billion ($66 billion).
Source Realbotix's Q3 report said the sale was now expected to close in the fourth quarter of 2026, missing the end-of-Q3 target, and previewed a cheaper new robot line for 2026.
SourceQ3-2026 results described a line "tentatively called Echo Generation One" and said the sale was expected to close in the fourth quarter of 2026.
Source
July 2026
FCC Covered List: G1 still sellable in the US
After the FCC barred new foreign-produced humanoid models from US equipment authorization on July 28, Unitree said the G1, authorized earlier, can still be sold in the US; future models would need a Department of War conditional approval.
SourceGemini Robotics 2 demoed on Apollo 2
Google DeepMind's new models controlled Apollo 2's whole body from natural-language instructions. The performance figures are DeepMind's own.
Source- News
FCC Adds Foreign-Produced Humanoid Robots to Its Covered List
The FCC put foreign-produced 'advanced robotic devices', humanoids included, on its Covered List, so new models can't get the equipment authorization needed to sell in the US. Models authorized earlier aren't pulled, and the Department of War can grant exemptions.
Source Fremont S/X lines torn out for Optimus
Tesla's Q2 letter said it had decommissioned the Model S and X lines and was installing first-generation Optimus lines, with production expected 'soon' and early builds going to internal training.
SourceRobot Park expanded to ~90,000 sq ft
Apptronik's Austin data-collection and training site, run on Apollo 2, the current version, offered bipedal or on a wheeled base. Apptronik says Apollo 3 is the next commercial product.
SourcePromised preorder window lapses
As of July 2026 the official page still reads 'Pre-orders available in 2025' — no price, no open ordering, no reported deliveries.
Source
June 2026
Launched in Shenzhen; orders pass 13,361
Three trims priced ¥119,800–¥990,000 at the Global Launch Event; deliveries promised from mid-September, sales restricted to adults.
Source- News
UBTech Launches the U1 — The First Mass-Produced Lifelike Companion Robot
In Shenzhen, UBTech unveiled the UWORLD U1 — a silicone-skinned, full-size humanoid built for companionship, not the factory floor. Male (183 cm) and female (168 cm) bodies, 88 degrees of freedom, on-device emotion-aware AI, and encrypted local memory. It is the first lifelike companion sold at scale: three trims from ¥119,800 (~$17,650) to ¥990,000, adults only, with 13,000-plus preorders on JD.com before a price was even announced. The milestone isn't the tech — it's that you can order one.
Source Former MDA chief Daniel Friedmann took over as the company pivoted toward scaling existing technology rather than proving out the humanoid.
Source- News
BMW Puts Figure 03 on the Line at Spartanburg
BMW is moving Figure 03 into live logistics work at its Spartanburg plant — picking unsorted parts and sequencing them into delivery trolleys — after an 11-month Figure 02 pilot that fed sheet metal for more than 30,000 X3s. It's one of the more concrete humanoid deployments going — a named automaker, a named task, on a real production line. The caveat BMW itself implies is the honest one — this is just-in-sequence logistics, not yet the dexterous assembly humanoids are sold on.
Source - News
Agility Takes Digit Public via SPAC at $2.5B — The Field's First Honest Quote
Agility Robotics will go public by merging with Churchill Capital Corp XI at a $2.5B valuation, raising about $620M with a Foxconn-led PIPE and listing as "AGLT." It would be the first US-listed pure-play humanoid with real deployments — Digit already logs hours at GXO, Schaeffler, Toyota and Mercado Libre. The SPAC route, and the $2.5B tag against Figure's private $39B, is a tell — this is the grown-up, warehouse end of the field, priced on contracts rather than dreams.
Source - News
Neura Robotics Raises Up to $1.4B — Read the "Up To"
Germany's Neura Robotics closed a Series C of up to $1.4B at a roughly $7B valuation, with Nvidia, Amazon, Qualcomm, Tether and the European Investment Bank on the cap table — Europe's biggest humanoid bet yet. Read the "up to," though — much of the headline is tied to performance milestones, so it's a ceiling, not a wire transfer. Even discounted, it confirms the capital flooding humanoids is now a global, multi-pole race.
Source ¥3,000 (~$450) deposit under the new UWORLD consumer brand — more than 2,100 reservations in the first week, before a final price existed.
Source
May 2026
Closing target moved to October 31
Realbotix's Q2-2026 results said the sale was expected to close before October 31, 2026.
Source- News
Figure Says It's Now Building a Humanoid Every Hour
Figure's BotQ line now turns out one Figure 03 per hour — up from one a day in under 120 days — and has produced more than 350 units. Throughput, not choreography, is the battleground now, and a claimed 24x ramp is the sector's most credible manufacturing story if it holds. The figure to watch next is how many of those robots are doing paid work versus sitting in inventory.
Source - News
A Companion Robot Cut Elder Loneliness 95% — And That's the Worry, Too
New York's rollout of the ElliQ companion robot from Intuition Robotics reports a 95% drop in self-reported loneliness — the strongest real-world evidence yet that a talking machine can move the needle on isolation. But clinicians in the same report warn the device can become an excuse to withdraw further, and that a companion AI tuned to agree with you may reinforce exactly the thinking a vulnerable user needs challenged.
Source
April 2026
Hayward factory opens for full-scale production
A vertically integrated NEO plant with 10,000-unit annual capacity; first consumer shipments reiterated for 2026.
Source- News
1X Opens a NEO Factory After Selling Out Year One in Five Days
1X opened a Hayward, California plant it calls America's first vertically integrated humanoid factory, with capacity for 10,000 NEOs a year. The number that matters sits in the fine print — the entire first-year run sold out within five days of October's preorder launch. Demand for a $20,000 home humanoid is plainly real — even though early NEOs still lean on remote human operators for anything unscripted.
Source Ramp update: one robot per hour, 350+ delivered
Figure said output scaled 24x in under 120 days, with over 350 third-generation robots delivered.
Source- News
Tesla Slips Optimus V3 Again, and Admits it Can't Forecast Output
On its Q1 call Tesla pushed the Optimus V3 reveal to mid-2026 and confirmed it's tearing out the Fremont Model S/X line to build robots, with production not starting until late July or August. Musk's own framing — output will move "as fast as the least lucky, slowest, dumbest part" of 10,000 — is the most honest thing said about humanoid timelines all year.
Source - News
Realbotix to Ship 19 Robots This Spring — To Businesses, Not Bedrooms
Realbotix says it will deliver 19 robots across March through May, including units to a large telecom client — modest numbers for a public company chasing a Nasdaq uplisting. For the companion segment it's a useful reality check — the most expressive androids on the market still ship in the low double digits, and mostly into hospitality and reception roles, not homes.
Source
March 2026
- News
Unitree Files for a Shanghai IPO — And the Prospectus Tells the Real Story
Unitree filed for a roughly $610M listing on Shanghai's STAR Market, a landmark first for China's humanoid sector. The numbers are the headline, not the valuation. Unitree shipped 5,500 humanoids in 2025 at about $25,000 each, on $250M of revenue — more units than anyone in the West. China's price-led volume play is the mirror image of Silicon Valley's valuation-led one.
Source - News
Sunday Robotics Raises $165M for a Chore Robot That Doesn't Exist Yet
A startup not yet a year old, founded by two ex-Stanford roboticists, hit a $1.15B valuation on "Memo" — a household robot it plans to ship by Thanksgiving but hasn't yet built. Coatue led, with Benchmark and Tiger Global along for the ride. The bet is on manipulation data, not a finished product, and it's one more sign that "home robot" valuations now run years ahead of any home robot.
Source
February 2026
Robotics business sold to Onconetix
An all-stock deal hands the Realbotix unit behind Aria to Nasdaq-listed Onconetix (operating under the Realbotix name), with closing expected by end of Q3 2026.
SourceSale of Realbotix LLC to Onconetix announced
An all-stock deal for the Nevada robotics subsidiary that now sells Echo, expected to close before the end of Q3 2026.
Source- News
DroidUp's Moya Goes Viral — And the Spec Sheet Doesn't Survive Scrutiny
A female-presenting prototype with claimed body-temperature skin and a "92% human" gait lit up social media — but every figure traces to a single in-house demo.
Source Raises $520M more at ~$5B valuation
Series A passes $935M total, pointed at planned commercial-scale deployment in 2026.
Source- News
Apptronik Raises $520M for Apollo at a $5B Valuation
The Austin maker extended its Series A to nearly $1B total, funding Apollo's push from warehouse pilots toward commercial scale.
Source ~$173,000 estimate and late-2026 window reported
Coverage citing DroidUp put the starting price near ¥1.2M with market entry expected late 2026, healthcare and education first — none of it formally confirmed.
Source
January 2026
Musk concedes no Optimus does 'useful work' yet
On the Q4 2025 call, factory units were described as serving learning and data collection — the 2025 'useful things' target was missed.
Source5,500+ humanoids confirmed delivered in 2025
Unitree's official clarification: over 5,500 humanoids sold and delivered in 2025 (6,500+ produced) — the G1 genuinely shipped at scale.
SourceCES 2026: robot-to-robot conversation
Aria and new robot David held a 2+ hour autonomous, unscripted on-device conversation in four languages.
SourceHyundai: Atlas on US factory lines from 2028
Deployment on proven processes at the Georgia Metaplant from 2028, backed by a $26B US investment including a 30,000-unit-a-year robot plant.
Source- News
Boston Dynamics' Electric Atlas Enters Limited Production
The all-electric Atlas began limited commercial production in early 2026, with the first units committed to Hyundai and Google DeepMind.
Source Production Atlas unveiled at CES 2026
Shown at Hyundai's media day alongside a Google DeepMind partnership; 2026 production allocations were already fully committed.
SourceJanuary 2026 — Moya unveiled in Shanghai
DroidUp presented the warm-skinned biomimetic companion at the opening of its Zhangjiang Robotics Valley headquarters.
Source
October 2025
US preorders open: $20,000 or $499/month
$200 refundable deposit, US deliveries promised for 2026; 1X was open that early operation leans on human-in-the-loop teleoperation.
Source- News
1X Opens NEO Pre-Orders at $499 a Month
The first true home humanoid you can reserve — $20,000 outright or $499/month — with US deliveries targeted for late 2026.
Source Rebuilt around Helix and the home — soft textiles, wireless charging, tactile fingertips — and designed for BotQ mass production.
Source
September 2025
- News
Figure Raises Past $1B at a $39B Valuation, and Turns Toward the Home
The field's richest startup closed a billion-dollar round — then unveiled the home-focused Figure 03, signaling that the living room, not the warehouse, is the real prize.
Source 39 degrees of freedom and an enhanced eye-camera vision system for real-time recognition and gaze awareness.
SourceAsk Aria web platform goes live
Anyone can chat with Aria's companionship AI online, in 25 languages.
Source
June 2025
VP Milan Kovac, who led Optimus since 2022, left; delay reports followed — supplier order pauses and a dexterous-hand redesign.
Source
March 2025
March 2025 — BotQ factory announced
First-generation line rated for up to 12,000 humanoids a year, with a claimed path to 100,000 over four years.
Source
February 2025
Home alpha testing promised for 2025
CEO Brett Adcock said Helix's progress pulled in-home testing forward two years.
SourceRefined home prototype in a knitted nylon suit, slated for limited in-home testing; 1X cautioned it was far from commercial scale.
SourceProtoclone V1 video goes viral
The faceless prototype (1,000+ Myofibers) twitched to life suspended from a ceiling; preorders were again promised for later in 2025.
Source$350M Series A with Google participation
Co-led by B Capital and Capital Factory, on top of a Google DeepMind robotics partnership.
SourceListed at 99,000 yuan (~$13,700) after its Spring Festival Gala fame; the first listing quickly sold out.
Source
January 2025
'Several thousand' Optimus promised for 2025
Musk conceded Tesla probably wouldn't hit 10,000 builds in 2025 but promised several thousand 'doing useful things' at Tesla by year-end.
SourceCES coverage put the bust at $10,000, the modular body at $150,000 and the full standing version at $175,000 — pricing has since shifted to today's F-Series structure (see above).
SourcePrice reported around $150,000
Launch coverage put the modular Melody near $150,000; the M-Series has since been listed from $95,000 (see above).
SourceRealbotix's first trade show; the company logged over 2 billion global media impressions.
SourceOpen-platform, modular companion that disassembles to pack into a suitcase.
Source
December 2024
Engineered Arts raises a $10M Series A
Restructured as a US company to scale production of full-size and desktop Amecas.
SourceClone Alpha announced: 279 units, preorders 'in 2025'
A limited run of 279 home androids, price undisclosed.
Source
November 2024
Founding CEO ousted; layoffs follow
The board separated co-founder Geordie Rose from the company; roughly 30 staff were cut days later.
SourceSynthetic-muscle torso unveiled
Video of a bimanual torso with water-powered Myofiber artificial muscles — the tech base promised for Clone Alpha.
Source
October 2024
'We, Robot' event and $20k–$30k price talk
The bots that poured drinks and chatted with guests were later confirmed to be human-teleoperated.
Source
August 2024
1X's first public look at its home humanoid — safety, quiet operation and natural interaction over industrial capability.
SourceAugust 2024 — mass-production version shown
A refined, production-ready G1, still from $16,000.
Source
June 2024
Lab proof-of-concept first, then Apollo trials in a US distribution center.
Source
May 2024
Introduced at ICRA 2024 in Yokohama — a fraction of the $90,000 H1.
Source
April 2024
March 2024
Apollo's first commercial deployment: intralogistics trials in Mercedes plants.
Source
December 2023
Tesla-designed actuators, 2-DoF neck, 10 kg lighter and 30% faster walking than Gen 1; shown handling eggs.
Source
August 2023
Apptronik targeted a commercial release by end of 2024 at 'about the price of a new car' — a window that came and went.
Source
May 2023
A 170 cm general-purpose humanoid with 20-DoF haptic hands, powered by the Carbon control system.
Source
October 2022
October 2022 — joins Dubai's Museum of the Future
Hired as the museum's first robotic staff member.
Source
September 2022
First prototype walks at AI Day 2022
Development unit 'Bumble-C' walked untethered and waved on stage.
SourceAn unscripted conversation video, answering via OpenAI's GPT-3 — an early glimpse of the LLM-powered social robot.
Source
January 2022
First public showing at CES 2022
Ameca met the public at the Venetian Expo after the viral video.
Source
December 2021
The 'waking up' clip — Ameca examining its hands — topped 10 million views within days.
Source
August 2021
No hardware existed — a dancer in a spandex suit stood in for the robot, and Musk promised a prototype 'sometime next year'.
Source
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