The age of
androids is here

Agility closed its merger with Churchill Capital XI on November 4 and began trading on Nasdaq as AGLT on November 5. Gross proceeds were about $465M before expenses, below the more than $620M first projected. Agility holds #2 in this week’s Robot Rankings, with Funding up from 6 to 7.

Tesla’s Q3 update says the robots coming off the Fremont line are its first production-quality units. It published no count and no rate, and Musk put deliveries to outside companies around the end of 2027. Tesla holds #9 in this week’s Robot Rankings.

Opened at ¥1,100 — up 629%, briefly worth ~$66B — and closed up 460% near $50B, above Figure's $39B private mark, after raising ~$904M. Two sessions later it had given back more than a third. The prospectus explains the caution: 70%+ of revenue is research and education, only ~9% industrial.

Figure 03 is deploying at a Reno distribution centre serving more than 1,800 retail locations — JCPenney, Aéropostale and Brooks Brothers among them. It is the second named commercial site for Figure alongside BMW Spartanburg, and retail logistics is a different problem from an automotive line.

More than 100,000 totes moved at GXO, plus paying contracts with Toyota Canada and Mercado Libre. Agility’s S-4 later put numbers behind it: nine customer sites and 65,000+ operating hours logged — against $1.8M of 2025 net sales. The deployment record and the income statement tell different stories.

Jabil will help scale Apollo production and deploy Apollo units inside its own manufacturing operations — including, eventually, the lines that assemble Apollos themselves. It extends a pilot relationship into something closer to a manufacturing partnership, and it is the kind of deal that moves a company from pilots to fleets.