1X

1X is building a vertically integrated platform for humanoid robotics, combining proprietary hardware, embodied AI, and in-house manufacturing. While many competitors are focused on industrial deployments, 1X is prioritizing home environments, which it views as the best setting to train general-purpose embodied intelligence. The company has made significant progress with its Neo platform, is scaling manufacturing, and has started initial consumer deployments. Key challenges ahead include scaling production from thousands to millions of units, improving AI reasoning and reliability, achieving sustainable unit economics, and navigating safety and consumer trust. If the strategy succeeds, 1X could build a strong position in the emerging market for consumer humanoids.