As far as I can tell, the number of humanoid robots doing anything productive is zero. It's all demos.
This is far harder than self-driving. As a guy from Waymo once said in a talk, "the output is only two numbers" (speed and steering angle).
Also, there are at least 18 humanoid robots good enough to have a Youtube video. Tesla is not the leader.
Remember the "cobot" boom of about five years ago? Easy to train and use industrial robots safe around humans? Anybody?
I'm not saying this is impossible, but that it's too early for volume production. This will probably take as long as it took to get to real robotaxis.
Agreed, thing is the robot hardware isn't the hard part anymore, the top ten robots are all sufficient to be transformative if they had good enough AI.
My bet is on Google/Gemini being the first to market from what I've seen so far.
Boston dynamics is a leader in getting robots to do useful niche work in well bounded environments, but that's yesterday's news.
It sounds like this would be giving ~5% of the factory space to Optimus production, which seems reasonable.
It’s inevitable, the only question is how many years until it happens: 2, 5, 10, 50?
Place your bets!
https://www.youtube.com/watch?v=MCBdcNA_FsI
china dark factory
But I toured an auto assembly plant of a major US OEM recently and there were a ton of humans on the line.
Unions will be an issue, but all the OEMs are walking dead anyway.
