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.
A factory is a commitment a preorder page isn't. NEO now has a building, a 10,000-unit annual capacity, and a sold-out first year — the most concrete consumer-humanoid supply story to date. The asterisk we keep flagging hasn't gone anywhere: 1X has been candid that early units phone home to teleoperators to handle whatever they can't do alone, which is smart bootstrapping and a live privacy question the moment one is standing in your kitchen. Shipped volume, not the ribbon-cutting, will tell us whether 2026 is the year the home robot becomes real.
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