// Promise Tracker · Scorekeeper, not cheerleader

Said vs. Did.

Humanoid robot companies make a lot of dated promises. This ledger tracks what each one said, when it said it, the date it set, and what actually happened. Every claim and every verdict links to a source.

Agility RoboticsKeptVerdict set Nov 4, 2026

Complete the Churchill Capital Corp XI merger and list on Nasdaq as AGLT.

Said: Jun 24, 2026 · Agility / Churchill Capital XI press release
Target: Close Nov 4; trading Nov 5
Did: The merger closed on November 4 and Agility began trading on Nasdaq as AGLT on November 5, on schedule. Gross proceeds were about $465M before expenses, below the more than $620M first projected. Agility Robotics press release, Nov 4, 2026

UBTechSlippedVerdict set Oct 26, 2026

Start shipping the U1 companion on September 16 and deliver the 13,000+ reserved units by the end of 2026.

Said: Jun 30, 2026 launch · The Standard (Hong Kong), Jul 1, 2026
Target: Ship from Sep 16; all by end of 2026
Did: Management has since guided 2026 U1 deliveries to 1,500 to 2,000 units, after an earlier pledge of 10,000, against more than 13,000 orders. First small-batch units were reported reaching buyers in mid-October. 36Kr, Sep 16, 2026

TeslaSlippedVerdict set Oct 7, 2026

Ramp Optimus production to about 1,000 units a week by September 2026 (an internal target, as reported).

Said: Reported Jul 9, 2026 · LatePost report, via Mitrade
Target: September 2026
Did: September passed with no weekly output figure published, and the 1,000-a-week goal is now reported for the end of 2026. On the Oct 21 earnings call Musk said reaching about 20,000 a week would take at least a year, and gave no 1,000-a-week figure. BGR, Oct 7, 2026

Agility RoboticsSlippedVerdict set Oct 6, 2026

Initial release of Digit 5 in late 2026.

Said: Form S-4, 2026 · SEC Form S-4/A (Churchill Capital Corp XI)
Target: Late 2026
Did: At its October 6 Investor Day, Agility put Digit 5 early access in the first half of 2027 and general availability by the end of 2027. Humanoids Daily, Oct 6, 2026

BYDMissedVerdict set Sep 1, 2026

Unveil BYD's first humanoid robot in August 2026, at its Di Space venues.

Said: Jul 28, 2026 · BYD to China Securities Journal, via CnEVPost
Target: August 2026
Did: No humanoid had been unveiled as of October 10. A design patent for an "Embodied AI Robot" was published October 9; BYD has not said it is the production model. Androids.com Milestone Watch

UnitreeKeptVerdict set Aug 19, 2026

List on Shanghai's STAR Market after regulatory approval.

Said: CSRC approval Jul 3, 2026 · The Next Web
Target: August 19, 2026
Did: Listed on August 19 as 688836, the first pure-play humanoid maker to go public. It opened up 629% and raised about $904M. Gasgoo Auto News, Aug 19, 2026

1XPending

Deliver NEO home humanoids ($20,000, or $499 a month) in 2026.

Said: Oct 29, 2025 launch · Gulf News, Oct 29, 2025
Target: 2026
Did: 1X reports 10,000+ pre-orders. No verified customer home delivery as of November 8, with about seven weeks left in 2026. Androids.com Milestone Watch

HumanoidPending

First HMND 01 systems live at Schaeffler in Germany before the end of 2026, on the way to a four-digit fleet by 2032.

Said: May 13, 2026 · Humanoid press release
Target: Before end of 2026
Did: The first phase is scheduled for December 2026 to June 2027 at Herzogenaurach and Schweinfurt. Humanoid press release

TeslaPending

Begin shipping the first commercial Optimus units by 2027.

Said: Davos, Jan 2026 · Elon Musk, as reported by IBTimes
Target: 2027
Did: Tesla's Q3 update (Oct 21) says the first production-quality Optimus units are coming off the Fremont line, with no count. On the call, Musk put deliveries to outside companies around the end of 2027. Not a Tesla App, Oct 22, 2026

Agility RoboticsPending

Digit 5 early access in the first half of 2027 and general availability by the end of 2027.

Said: Investor Day, Oct 6, 2026 · Humanoids Daily, Oct 6, 2026
Target: End of 2027
Did: This is the new date, replacing the S-4's late-2026 target. Humanoids Daily, Oct 6, 2026

Boston DynamicsPending

Cut the time to build one Atlas from about a day to about an hour.

Said: Oct 15, 2026 · Boston Dynamics film, via Interesting Engineering
Target: 2027
Did: This is the first public build-time figure. Boston Dynamics has still not disclosed production volume. Interesting Engineering, Oct 15, 2026

Agility RoboticsPending

Begin a Digit pilot at AGCO's Hesston, Kansas plant, sorting and stacking parts and placing totes.

Said: Oct 20, 2026 · AGCO / Agility Robotics press release
Target: 2027
Did: Signed. No robot count or financial terms disclosed. AGCO / Agility Robotics press release

Boston Dynamics / HyundaiPending

Begin deploying Atlas at Hyundai's Metaplant near Savannah, Georgia.

Said: CES, Jan 5, 2026 · Axios, Jan 5, 2026
Target: 2028
Did: Atlas units are training at the Robotics Metaplant Application Center near Savannah ahead of line deployment. Androids.com Milestone Watch

Boston Dynamics / HyundaiPending

Manufacture 30,000 Atlas robots a year.

Said: CES, Jan 5, 2026 · Axios, Jan 5, 2026
Target: By 2028
Did: Semafor reported about four Atlas units a month in May 2026. KED Global reported on October 27 that suppliers were asked to prepare for orders covering 10,000 Atlas robots; that is a preparation request, not an order. KED Global via Humanoids Daily, Oct 27, 2026

How verdicts work

Pending: The target date hasn't arrived, or the result can't be verified yet.
Kept: Done by the date the company set, and confirmed by a source.
Slipped: Done late, or the company moved the date.
Missed: The date passed, it wasn't done, and no new date was given.

Talk, plans and demos don't change a verdict. Dated filings, deliveries and closed deals do. Verdicts are reviewed every Monday with the Robot Rankings. Dated industry milestones are on the Milestone Watch.

Spotted a promise we should track, or a verdict that's out of date? Tell us, with a source.

See this week's Robot Rankings Open the Milestone Watch