HUMANOIDS

Factory only. Gen 3 inside Tesla plants in 2026. Musk has pointed at public sales by late 2027 at $20k–$30k if safety holds.

Paid hours at BMW. Helix 2.5 home trials in 30 unseen houses. Figure 04 teased as the big hardware jump. Home lease talk around $600/mo — not a checkout.

Consumer pre-order. About $20,000 or $499/mo. Late-2026 U.S. delivery target. Soft body, home-first.

Ships now. G1 from about $13.5k–$16k. Developer machine. Public on STAR 688836.

Electric Atlas in production demos. Hyundai plant path. Target tens of thousands later this decade. Spot is the one you can already lease.

Mercedes and Jabil pilots. Apollo 3 called the first real product. 2027 scale talk.

Warehouse RaaS. Amazon and GXO named. Not a home unit. SPAC path in 2026.

Line commissioned Sept 2026. Stores and campuses first. Deliveries aimed at 2027.

Europe. Household assistant in the catalog. Series C 2026. Volume shipments targeted late 2026.

Hong Kong listed. Industrial and service volume. Not a U.S. home SKU on this desk.