We do not rank companies

Can a machine actually replace a human workplace task — safely, autonomously, repeatedly and economically?

We evaluate the job, not the robot company.

  1. More robots built does not mean more work replaced

    Shipments and factory capacity tell us how many robots exist — not how much human work customers have actually replaced.

  2. More hours running does not mean less human labor

    A demo or long runtime shows the robot was active. It does not tell us how much acceptable work it completed or how often people still had to step in.

  3. A partnership does not prove the job works

    Contracts, pilots and specifications show intent. They do not prove the robot performed the job successfully in production.

What matters instead

How much accepted work did the robot deliver, how much human help did it still need, and what did that work cost?

  1. Machine
  2. What it did
  3. Site
  4. Who already does this job
  5. Accepted output

A company announcement that names none of these

What would change the conclusion. A customer count of accepted work, how often a person stepped in, and the full cost of that work.

What has to be known

Did the robot do meaningful work?

  1. Demonstration
  2. Work on site
  3. Quantity reported
  4. Customer-counted window

Counting the work does not answer the other questions.

What is still unknown

One thing is proven. Six important questions remain open.

Established Customer-counted production work. Figure 02 at BMW Spartanburg, 2025. More than 90,000 parts.

  • UnresolvedHow often did a person step in?Human intervention.
  • UnresolvedWas it safe and accepted?Controls / safety.
  • UnresolvedWhat had to change in the workplace?Integration.
  • UnresolvedWas it cheaper than the alternative?Fully loaded economics.
  • UnresolvedDid the job need a humanoid?Embodiment.
  • UnresolvedCould it move to another job?Transfer.
The question is not whether a humanoid can perform the job. The question is whether the job needs a humanoid when simpler machines are considered on the same work.

What has happened

Each heading is the conclusion. Companies are not ranked.

  1. Figure 02 — first trialEnded · 6 Aug 2024
  2. Figure 02 — later production runEnded · 19 Nov 2025
  3. Figure 03 — new generation, new jobNo inherited evidence
Evidence belongs to a deployment. A new generation, job, site or episode does not automatically inherit an earlier result.

Other deployments

Figure 02 at BMW, 2024 — the trial ended without a part count

The 2024 BMW trial cannot support a labor-saving claim. It ended by 6 August 2024 with no part count, no Figure robots left at Spartanburg, and no timetable. Nothing from it carries into the 2025 run.

Status detail
Real production work
Not established. The job was reported. The volume was not.
Human intervention
Not publicly known.
Customer acceptance
The trial ended. No robots remained on site.
Economics
Not established. There is no volume to price.
Humanoid advantage
Not established.
Transfer to another job
Not established. This trial does not carry into 2025.

See the evidence

Figure 03 at BMW — a demonstration, not production evidence

Demonstration

Figure 03 is a plant demonstration, not production evidence and not a cost result. On 30 June 2026 Figure showed it on site in Hall 52. Picking, placing, and pulling a cart are described together, and no count was published. That a fixed machine cannot do the job is a company assertion that has not yet been supported by a same-task comparison. The Figure 02 part count does not carry over.

Status detail
Real production work
Not established. This was a demonstration.
Human intervention
Not publicly known.
Customer acceptance
Not established as ongoing production use.
Economics
Not established. There is no volume to price.
Humanoid advantage
Not established. A company assertion that a fixed machine cannot do the job has not been supported by a same-task comparison.
Transfer to another job
Not established. This is a new robot and a different job.

See the evidence

HMND at Siemens — a rate was met, in a two-week proof of concept

Proof of concept

The Siemens trial does not support a labor-saving claim. A wheeled HMND 01 destacked totes onto a conveyor at Erlangen during a two-week trial that has ended. The reported rate was 60 moves an hour, described as the target met, with uptime above eight hours and a success figure above 90 percent. The number of attempts behind that percentage is not stated, and no tote count was published. A short rate, without accepted volume and without a count of human help, cannot be turned into a wage saving. The result says nothing about a two-legged robot on a different job.

Status detail
Real production work
Not established. A rate was reported. A tote count was not. The trial ended.
Human intervention
Not measured. The success rate has no count of attempts.
Customer acceptance
Limited to the proof of concept, which ended.
Economics
Not established.
Humanoid advantage
Not tested. This body is on wheels.
Transfer to another job
Not established.

See the evidence

Other machines at GXO — already working, on a different job

Machines already in the GXO building do not show that Digit’s job required a humanoid, and they do not price that job. Wheeled carts and a cobot were moving material at Flowery Branch when Digit arrived. They were not shown doing Digit’s placement onto the conveyor.

Status detail
Real production work
Described for their own move. Not counted. Not Digit’s job.
Human intervention
Not publicly known for this move.
Customer acceptance
They were already operating. Later detail was not published.
Economics
Not comparable with Digit. The jobs differ.
Humanoid advantage
Not answered. These machines do not do Digit’s placement.
Transfer to another job
Their move is not Digit’s job.

See the evidence

Longcheer, 14 April 2026 — one shift with no intervention, not the month

One shift without a person stepping in does not show that the month at Longcheer replaced labor, and it does not create a cost. The customer said that on 14 April 2026 an eight-hour run had no person step in. That result covers the shift, not the month, and it is not a count of tablets.

Status detail
Real production work
Not established. The figure is eight hours present, not tablets accepted.
Human intervention
None reported for this shift. Not measured for the month.
Customer acceptance
Reported for the shift only.
Economics
Not established. This shift does not price the campaign.
Humanoid advantage
Not answered by this shift.
Transfer to another job
Not answered by this shift.

See the evidence

Apollo at Mercedes — data collection, not production work

Apollo at Mercedes was data collection under human control, not production work and not a cost result. On 18 March 2025, employees collected data by teleoperating the robot in a production environment in Berlin. Transport and quality checks were named as things the robot might do. They were not reported as jobs performed. A later Apollo model does not update this case. An equity stake in the company is not this job.

Status detail
Real production work
Not established. The work shown is data collection under human control.
Human intervention
The work was teleoperated. A person was in the loop.
Customer acceptance
Continued production use is not disclosed.
Economics
Not established. There is no production comparison to price.
Humanoid advantage
Not tested.
Transfer to another job
Not established. Named capabilities were not opened as jobs done here.

See the evidence

Atlas at Hyundai — training today, not line production

Training

Atlas at Hyundai is in training, which is not line production and not a saving. On 21 September 2026 Boston Dynamics described the Metaplant training center as operating. The work is training on parts sequencing. Teleoperation, simulation, and another teaching method are named. Their shares are not measured, so the labor still involved is unknown. A plan for how many robots a future factory will hold is not this result.

Status detail
Real production work
Not established. Training is not line output.
Human intervention
Not measured. Several teaching methods are described. Their shares are not.
Customer acceptance
The center was operating. That is not acceptance of line work.
Economics
Not established.
Humanoid advantage
Not tested.
Transfer to another job
Not established. The 2028 line job is separate.

See the evidence

Atlas on the line — planned for 2028, not yet performed

Planned

There is no cost conclusion on the 2028 line job, because Atlas has not done it. Parts sequencing at the Hyundai plant is a plan. Until the robot does that job, there is no accepted work to count. The training center does not carry forward.

Status detail
Real production work
Not started.
Human intervention
Not started.
Customer acceptance
Not started.
Economics
Not started. There is nothing to price.
Humanoid advantage
Not started.
Transfer to another job
Not started. Training does not count as this job.

See the evidence

AGCO sorting — contracted for 2027, not yet performed

PlannedEconomics unknown

The AGCO sorting contract is not evidence of labor saved: the work has not started and the price is not stated. The agreement is dated 20 October 2026. A pilot that would sort and stack parts at Hesston is expected in 2027. Putting totes away at the same plant is a separate job.

Status detail
Real production work
Not started.
Human intervention
Not started.
Customer acceptance
An agreement exists. Use has not.
Economics
Not established. The price is unstated, and there is no work to compare.
Humanoid advantage
Not started.
Transfer to another job
Not started. Tote placement at Hesston is a separate job.

See the evidence

AGCO tote placement — same contract, a different job, also not started

Tote placement at AGCO cannot be costed yet, and Digit’s results at GXO do not apply. The job is named in the same 20 October 2026 agreement and has not started. Until the pilot runs, there is no accepted work to compare.

Status detail
Real production work
Not started.
Human intervention
Not started.
Customer acceptance
Named in the agreement. Not yet in use.
Economics
Not established. The price is unstated.
Humanoid advantage
Not started. The GXO result does not carry over.
Transfer to another job
Not started. Sorting at Hesston is a separate job.

See the evidence

Where to find each job

A company can appear more than once. A result does not move with the logo.

Figure at BMW — production work in 2025, not in 2024, and not on Figure 03

Only the 2025 run has a customer count of accepted parts. The 2024 trial and Figure 03 do not. 2025 run. 2024 trial. Figure 03 demonstration.

Atlas at Hyundai — training now, line work planned for 2028

Training is underway. The line job is not. Training. The line job.

AGCO — a contract exists, the work does not yet

A contract without work performed is not a saving. Sort and stack. Place totes.

Why it matters economically

Labor savings are being discussed before they can be calculated.

The missing denominator is accepted work delivered.

No deployment in the current public evidence set provides enough information to calculate fully loaded labor substitution. A service agreement is not proof of savings. A robot purchase is not proof of savings. A runtime figure is not proof of savings. A work count is not proof of savings.

The record is missing, in one comparison, human intervention, the robot’s commercial cost, maintenance, downtime, integration, safety changes, and accepted output. Where an input is absent, the comparison is not made. No wage, return, or payback is estimated here.

  1. Robot cost / lease
  2. Human intervention
  3. Workplace integration
  4. Maintenance
  5. Downtime
  6. Safety changes

divided by

Accepted work delivered

=

Not yet calculable from the public record

The relevant comparison is not robot price versus wage. It is the fully loaded cost of accepted work.

No deployment here publishes those inputs together. A service contract, an agreement with no stated price, and a statement that the relationship was not a purchase show a commercial relationship. They do not show the robot is cheaper than the person or the machine it would replace.

Evidence

The notes below are the record behind the conclusions. Each one says what was shown, what that supports, what it does not support, and what would change the call. The research classification used for audit is under Research state.

Digit at GXO

What has been shown. GXO, 27 June 2024, named the job and a robots-as-a-service agreement. Agility, 15 September 2026, stated 100,000 totes and about 98 percent accuracy while on task, and still described the site as active.

What it establishes. The job was performed, a company quantity exists, and a payment form exists.

What it does not establish. That the customer counted the totes over a stated period, how often a person stepped in, whether it was cheaper, or that a human-shaped body was required. A 65,000-hour total names other customers and is not this job.

What would change the assessment. The customer counting the totes over a stated period, a count of how often a person stepped in, or a cost comparison with another machine doing this same job.

Research state

OP2 Quantified. Economics unproven. Payment without comparison. Autonomy unproven. Embodiment comparison inadmissible. Not operationally closed.

Figure 02, the trial that ended by 6 August 2024

What has been shown. BMW described a trial of several weeks and then said no Figure robots remained and there was no timetable.

What it establishes. The placement job was reported by the customer, and that trial ended.

What it does not establish. How many parts were moved, how much human help was needed, whether it was cheaper, or anything about the 2025 run.

What would change the assessment. A count from that trial. It has not been published.

Research state

OP1 Attested. Autonomy unproven. Not operationally closed.

Figure 02, the 2025 run

What has been shown. Figure, 19 November 2025: more than 90,000 parts, an eleven-month window, more than 1,250 hours, and the robots returned. BMW’s later account: ten months, the same parts count, and additional barriers and partitions. More than 30,000 X3s are line context.

What it establishes. For this robot, at this plant, during this run, the customer counted the parts over a stated period. The customer also kept the robot on the line with extra barriers.

What it does not establish. That it worked without human help, that it was cheaper than the person it stood in for, that the body had to be human-shaped, or that Figure 03 can do another job. Cycle time, accuracy, and “zero interventions” in the source are targets, not results.

What would change the assessment. An intervention study, a full cost comparison, or a second machine measured on this same placement.

Research state

OP2 Quantified. Operationally closed. Economics unproven. Autonomy unproven. Embodiment comparison absent. Safety and acceptance: accepted with added controls. Integration required and described. Task transfer: single task.

Figure 03 demonstration

What has been shown. Figure, 30 June 2026: an on-site demonstration in Hall 52. The company says the manipulation is structurally infeasible for fixed automation.

What it establishes. The company showed the robot at the plant. The description mixes picking, placing, and pulling a cart, and does not split them.

What it does not establish. A count of the work, continued use, how much human help was needed, a cost, or that this body was necessary. That a fixed machine cannot do the job is a company assertion that has not yet been supported by a same-task comparison.

What would change the assessment. A customer count, or a recorded trial of another body on the same actions.

Research state

OP1 Attested. Embodiment hypothesis only. Inherits nothing from Figure 02.

Siemens Erlangen

What has been shown. Humanoid, 15 January 2026, and Siemens, 16 April 2026: a two-week proof of concept, 60 tote moves an hour described as achieved, uptime above eight hours, autonomous success above 90 percent.

What it establishes. A wheeled machine did this job for a short trial, and a rate was reported.

What it does not establish. How many totes were moved, how often a person stepped in, whether it was cheaper, or anything about a two-legged robot.

What would change the assessment. A count over the stated two weeks, and the number of attempts behind the success rate.

Research state

OP2 Quantified as a target-met rate. Autonomy claimed, not measured. Not operationally closed. Episode ended.

GXO AMR and cobot

What has been shown. GXO, 27 June 2024, described those machines on their own upstream move, beside the Digit placement job.

What it establishes. Other machines were already doing different work in the building.

What it does not establish. That a humanoid is unnecessary for Digit’s placement.

What would change the assessment. One of those machines performing the cobot-to-conveyor placement, with its own count.

Research state

OP1 on their move. OP0 on Digit’s placement. Comparison inadmissible.

Longcheer campaign

What has been shown. Longcheer and AGIBOT, both 15 April 2026. Hours disagree: more than 200 and more than 140. The customer said the relationship was not a robot purchase.

What it establishes. The campaign happened, and the two hour figures must both be kept.

What it does not establish. A tablet count, campaign autonomy, or a price.

What would change the assessment. A customer count of tablets over the stated window, and a stated consideration.

Research state

OP2 Quantified on disagreeing hour measurements. Not operationally closed. Economics: contracted, consideration unstated. Autonomy unproven for the campaign.

Longcheer eight-hour run

What has been shown. Longcheer: on 14 April 2026, an eight-hour run with no human intervention.

What it establishes. For that eight hours, the customer says no person stepped in.

What it does not establish. That the whole month ran that way, or that the customer counted the tablets over a stated period.

What would change the assessment. The same intervention result across the campaign, plus a tablet count.

Research state

Autonomy measured for this episode only. The campaign remains autonomy unproven.

Apollo in Berlin

What has been shown. Mercedes-Benz, 18 March 2025: employees collected data with Apollo by teleoperation in a production environment.

What it establishes. Teleoperated data collection occurred.

What it does not establish. That the robot did production work on its own, or that it was cheaper. Owning a stake in the company is not this job.

What would change the assessment. A later document would have to name this same robot generation doing this same job. A newer generation does not update this case.

Research state

OP1 Attested. Autonomy: teleoperated.

Atlas training center

What has been shown. Boston Dynamics, 21 September 2026: the training center is operational, and the work described is training on parts sequencing.

What it establishes. Training, not line production.

What it does not establish. The 2028 line job, how much of the work was done without a person, or a claim about how many robots a future factory will hold.

What would change the assessment. Someone actually watching the line job, recorded as its own case.

Research state

OP1 Attested. Training is the work-unit. Autonomy mixed and unmeasured.

Atlas line job from 2028

What has been shown. A plan, not a performance.

What it establishes. We can name the future job.

What it does not establish. That the robot did the job, that accepted work was counted, or that intervention, cost, or the need for a humanoid is known.

What would change the assessment. This robot doing this job at this plant.

Research state

OP0 Unobserved. Not yet testable.

AGCO Hesston, two future jobs

What has been shown. Agility, 20 October 2026: an agreement covering a planned pilot, with sort-and-stack and tote placement as distinct jobs. Consideration unstated.

What it establishes. Two named jobs, and a contract with no published price.

What it does not establish. That any work has been done, how much human help it will need, whether it will be cheaper, or anything carried over from GXO.

What would change the assessment. The pilot actually doing one of those jobs, recorded only on that job.

Research state

OP0 Unobserved on both paths. Economics: contracted, consideration unstated.

Methodology

Where two sources disagree, both figures are kept. A later robot, a later job, or a later plant does not inherit an earlier result. A counted run means this generation did this job at this site, at production scale, over a period the customer or an independent source states. That count does not mean the robot worked alone, cost less, was safe in general, had to be a humanoid, or can take another job without starting over. Companies are not ranked. The internal classification sits under Research state. It is the audit record.

Physical AI Atlas sits beside the Critical Minerals Atlas and the Quantum Atlas. They do not share a research model. The shared idea is to discover the structure beneath the narrative.

Atlas at a glance Physical AI Atlas at a glance: what is measured, counted work, open questions, machine bodies, the economic fraction, and episode history.