The humanoid robot reality check
AI-summarised brief · reviewed before publication
In November 2025, a Figure 03 humanoid completed an eleven‑month stint at BMW’s Spartanburg plant, working ten‑hour shifts, moving over 90,000 sheet‑metal parts, and helping assemble more than 30,000 X3 crossovers—data confirmed by Figure AI and unchallenged by BMW. On July 22, 2026, Tesla’s Q2 earnings call revealed no Optimus units had entered production, despite Musk’s earlier claims of thousands by 2025; the company cited supply‑chain challenges and the difficulty of scaling a wholly new product. Meanwhile, Unitree Robotics’ IPO prospectus disclosed shipments of 5,500 humanoids in 2025, surpassing all Western competitors combined, while AgiBot reached 10,000 units by March 2026, highlighting a dominant, largely unpublicized Chinese manufacturing base.
💡 Why It Matters
- · The contrast between proven production at BMW, stalled progress at Tesla, and China’s quiet dominance reshapes the competitive landscape, showing that real deployment, not hype, determines market leadership.