Humanoid robots: AI gets a body.

The “feet” from the body analogy — and this is not a concept. Updated September 2026: they are already on the payroll.

Tesla Optimus

United States

Tesla discontinued Model S & X in early 2026 and converted the Fremont lines to build humanoids. 1,000+ Optimus units already work inside Gigafactories. Gen 3 = first mass-production design, targeted before end of 2026.

Target price ~$20–30k (not yet orderable)

Source: Tesla Q4-2025 earnings call

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Figure 03

United States

No longer a trial. Since Jan 2026, a 40-robot fleet works commercially at BMW Spartanburg — billed at ~$25 per robot-hour. 'Helix' AI learns new tasks by watching. BotQ factory: 12,000 units/yr.

Paid work at BMW: ~$25 / hour

Source: Figure AI / BMW Group

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Unitree G1

China

A humanoid you can order on Amazon today — priced like a car, not a house. Made in Hangzhou. Smaller sibling R1 Air starts at $4,900.

On sale: $17,990 (± Rp 290 M) · base $13,500

Source: Unitree

1X NEO

Norway (OpenAI-backed)

The first consumer home robot — folding laundry, tidying up. 10,000+ household pre-orders; deliveries expected by end of 2026.

$20,000 or $499 / month

Source: 1X Technologies

How big is this? Morgan Stanley projects a $5 trillion humanoid robot market by 2050 — 13 million humanoids by 2035, 1 billion by 2050. Prices will fall the way smartphone prices did.

The body is complete: brain (LLM), eyes, ears, mouth, hands — and now feet. Scared? Fair. But history is clear: the ones who last are not the most afraid — they are the fastest to learn.

Sources: Tesla Q4-2025 earnings call · Figure AI / BMW Group · Unitree · 1X Technologies · Morgan Stanley Humanoid 100 · verified Sept 2026

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