This is probably the product i'm most excited about for the next 3-5 years
the thing that interests me most about the humanoid thesis is the idea of an exponentially compounding workforce, and one day robots building other robots
1X trading at -50% discount on Hiive btw
A film with real aesthetic taste.
1X’s NEO humanoid robot factory in Hayward, California, spanning 58,000 square feet, has officially started operations.
It’s highly vertically integrated: they manufacture their own motors (Revo2), battery packs, tendons, hands (22 degrees of freedom), structural components, and more,completely avoiding reliance on foreign supply chains.
Founder Bernt said that 1X secured over 10,000 orders in just the first five days. The factory’s initial production target is 10,000 units per year, which means these orders are now being urgently manufactured.
The goal is to reach 100,000 units in mass production by 2027.
This ramp-up is driven by real market demand. 1X has already formed a strategic partnership with EQT, planning to deploy up to 10,000 NEO robots across EQT’s portfolio of over 300 companies between 2026 and 2030.
So 1X already has at least 20,000 orders to fulfill,probably more. Honestly, if you don’t see news from them, it just means they’re heads-down busy delivering in the factory.
First Figure, now 1X… California is turning into a real-life Westworld.
Well, the pressure and expectations are back on Tesla again.