Humanoid Robot Competitive Landscape 2026 — Beyond Optimus: The Full Field Benchmark
Eight humanoid robot programs benchmarked: Tesla Optimus, Boston Dynamics Atlas, Figure 02, Agility Digit, and more — where each stands in 2026.
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Humanoid Robot Deployment Tracker — Where Robots Are Actually Working Today
Unit counts, tasks, and productivity data on every humanoid robot doing real commercial work in mid-2026 — versus the ones still in press-release mode.
Physical AI 2030 Forecast — Three Scenarios for Tesla, Waymo, and the Humanoid Race
Bear, Base, Bull: where Tesla robotaxi, Waymo, and Optimus land by 2030 — data-driven projections from the full 22-article Physical AI Benchmark Series.
Physical AI Humanoid Race 2026 — Tesla Optimus vs Figure AI vs Agility Digit: The Commercial Humanoid Robot Benchmark
Tesla Optimus targets $20K at volume. Agility Digit is first in Amazon warehouses. Figure AI leads manipulation demos with OpenAI VLM integration.
Physical AI Humanoid Robotics — Tesla Optimus vs Figure, Boston Dynamics, Agility, and the 2026 Commercial Race
Tesla Optimus targets 50K units in 2026 but shipped ~1K in 2025. Figure at BMW Munich. Agility Digit leads Amazon warehouses. Humanoid race is multi-player.
Physical AI Humanoid Robots 2026 — Tesla Optimus vs Figure AI vs Agility Digit vs Boston Dynamics Atlas: The Benchmark
Amazon Digit leads commercial deployment. Boston Dynamics Atlas leads locomotion. Tesla Optimus targets sub-$25K and has the best manufacturing scale path.
Physical AI Investor Framework — Positioning Across Tesla, Waymo, and the Robotics Race
Educational investor framework for physical AI: direct, indirect, and component plays across Tesla, Waymo, NVIDIA, and the robotics race. Not financial advice.
Physical AI Labor Economics 2026 — Waymo ROC Staffing vs Tesla Automation and Optimus: The Human Operations Cost Benchmark
Waymo ROC operators monitor fleets remotely. Tesla aims to minimize human intervention with AI and Optimus. Human labor is 33-60% of AV ride revenue today.
Physical AI Optimus Ramp — Tesla 2026 50K-100K Target, Factory Deployment, and Humanoid Capability vs Figure, Agility, Atlas
Tesla Optimus targets 50K-100K units in 2026 below $20K long-term; 20-30% human factory capability vs Figure 02 with OpenAI deployed at BMW.
Physical AI June 2026 Comprehensive Scorecard — Tesla vs. Waymo Across All 38 Dimensions
Mid-2026 Tesla vs. Waymo across 20 dimensions: rides, data flywheel, supply chain, energy, Optimus, FMVSS, and the two bets that decide who wins Physical AI.
Physical AI Supply Chain Analysis — Hardware Makers, Bottlenecks, and the Ramp Constraints
Who makes the chips, sensors, and actuators powering physical AI fleets — and which supply chain bottlenecks could stall the ramp even if the software is ready.
Physical AI Tesla Optimus 2026 — FSD-Shared AI Stack vs Industrial Robots: Humanoid Benchmark and Valuation Implications
Tesla Optimus reuses FSD's AI stack — vision chips, end-to-end training. Waymo has no humanoid bet. Optimus could be Tesla's biggest Physical AI play by 2035.
Physical AI Valuation — What Waymo's $45B and Tesla's $1.28T Market Cap Imply
Waymo at $45B and Tesla near all-time highs: a valuation framework working backward from prices to implied ramp assumptions for robotaxi and Optimus.
Physical AI Workforce Impact — Ride-Hail, Trucking, and Factory Jobs at Risk as Waymo and Tesla Optimus Scale
Waymo displaces 750 FTE driver-equivalents per week at 150K rides; Aurora targets 80K driver shortage; Optimus factory displacement by 2028.
Tesla Dojo vs. Cloud Compute — The Build-vs-Buy Decision Behind FSD and Optimus Training
How Tesla's custom Dojo cluster compares to renting H100/B200 cloud compute — architecture, economics, and strategic implications for FSD and Optimus.
Tesla Optimus Deep-Dive — Humanoid Manufacturing Ramp and the Physical AI Stack
Tesla Optimus shares FSD's neural network. Deep-dive: manufacturing ramp, factory deployment, and why Optimus may be Tesla's most valuable long-term bet.
Tesla Optimus Ramp — Factory Tasks, Production Targets, and the Humanoid Bet
Tesla Optimus factory tasks, production targets, and the economic case for humanoid robots as Teslas highest-stakes Physical AI bet.
Humanoid Robot Race Index — Tesla Optimus, Figure AI, Agility, 1X, Boston Dynamics: Mid-2026 Benchmark
Tesla Optimus, Figure 02, Agility Digit, 1X NEO, and Boston Dynamics Atlas benchmarked on funding, production status, and 2026 deployment targets.
Physical AI Ramp Index — Tesla FSD/Robotaxi/Optimus vs. Waymo: Mid-2026 Benchmark
Waymo tops 150K paid rides per week across four US cities while Tesla readies an Austin robotaxi launch and scales Optimus toward a 2026 volume target.