Just a quick summary on $Churchill Capital XI(CCXI.US) (Agility):
- Going public via $Churchill Capital XI(CCXI.US) SPAC -> $AGLT in around Q4.- Roughly $640M private funding including backers like $Amazon(AMZN.US), $NVIDIA(NVDA.US), SoftBank, DCVC.- Around 100 Digit humanoids deployed at $Amazon(AMZN.US), $GXO Logistics(GXO.US), Schaeffler, Toyota, $Mercadolibre(MELI.US) (just 9 facilities in total).- Around 98% accuracy at Schaeffler (8 deployments) and GXO (3 booked deployments).- Agility claims around 1.1 year payback period on owning a Digit humanoid.- Over $300M Digit v5 orders (release in 2026).- Pipeline includes 30+ customers.- First to adopt $NVIDIA(NVDA.US) Halos for full-stack robotics safety.- More safety means higher TAM for Agility in areas like elder care, retail, and last mile deliveries - i.e. areas where human interaction is needed.- 10,000+ units/yr capacity at RoboFab in Oregon.- Using ~75% US sourced parts.- As production ramps to 10k+ annually, BOM will drop from $125k to ~$15-20k.Imo, they're the furthest ahead out of any Western humanoid OEM when you combine tech + commercials:- Figure has some controversial deployments at BMW, no idea if their runtime data is correct or not.- $Tesla(TSLA.US) selling zero units externally rn.- Apptronik have no deployments rn (according to sources) despite $GXO Logistics(GXO.US) and Mercedes rumours.- Boston Dynamics have a genuinely great robot but v. slow to market w/ no customers yet until at least 2027.
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