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Austin-based startup that designs humanoid robots, including its Apollo model, for industrial and logistics work.
FCC's Covered List has restricted new imports of humanoid and four-legged robots since July, in a market where Chinese firms ship 80 to 97% of humanoids. The cost to US builders turns on whether the list grows to cover the Chinese actuators and magnets they still buy.
Reality
The one humanoid deployment with published duty numbers did a single station's worth of work, while Chinese makers supplied more than four in five installations worldwide in 2025. Both facts shape a pilot decision.
Reality
Humanoid locomotion is rehearsed and it films well. The manipulation figure in the published record is 85% success on five tasks with 25 objects. A household or warehouse pilot has to clear that bar on its own objects.
Reality
The floor on Figure's compute commitment is about twice all the equity it has disclosed raising, and the vendor writing that contract now owns a piece of the customer owing it. Whether the $3.5bn is take-or-pay is undisclosed.
Reality
Xpeng's robotics unit took in more than $900 million at a $6.3 billion post-money valuation, one of eight Chinese carmakers now building humanoids, while the nearest thing to a dated job on a real factory floor belongs to Hyundai.
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The July 28 Covered List addition blocks new authorizations for foreign-made robots. The cost multiplier now being quoted comes from an index that had not yet been published.
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Robo Inc. launched 13 days after covered foreign robots lost their path to equipment authorization. Long Island production is scheduled for January 2027.
Reality
542,000 industrial arms went in during 2024 and 4.66 million are already running. The near-term case for flexible factories runs through smarter conventional robots.
Reality