Jul. 1 at 8:33 PM
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In my view, the next stage of humanoid robotics won't be decided by AI alone—it will come down to supply chains, manufacturing costs, and the ability to scale production.
If Agility Robotics can truly achieve 75% U.S.-sourced components, a BOM below
$30K, and annual production capacity of 10,000+ units, that would mark a major step toward commercialization. Backing from Amazon, NVIDIA, Foxconn, and SoftBank also strengthens its long-term scaling potential.
That said, competition is intense. Tesla Optimus, Figure, and Boston Dynamics are all advancing rapidly, and the winners will likely be those that can deliver affordable robots at scale—not just the most advanced technology.
I believe the humanoid robotics supply chain will remain one of the most exciting long-term themes, but only companies that successfully execute mass production and profitability will truly stand out.
Which humanoid robotics company are you most bullish on—Agility, Tesla Optimus, Figure, or someone else? Share your thoughts in the comments!
