Alex Banks Maps Every Major Humanoid Robot Maker as of September 2026
thealexbanks · x · 2026-09-21
AI commentator Alex Banks published a full landscape map of every major humanoid robot maker as of September 2026. The accompanying thread splits the market in two: valuations (Figure at $39bn, NEURA $7bn, Apptronik $5.3bn, Boston Dynamics near $20bn, 1X reportedly $10bn) versus real shipments (AgiBot's 15,000 units, Agility Digit working at Amazon/GXO/Spanx for $30/hour, Unitree's $235m revenue).
Related event: Humanoid Robot Landscape 2026: Scale, Jobs and Valuation Diverge(3 posts)→
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