For 200 years, technology has automated cognition.
Spreadsheets replaced clerks. Software replaced accountants. AI is replacing analysts.
But the largest economic layer in the world has barely changed: manual labor. Warehouses, security, logistics, facilities, care work. Tens of trillions of dollars in wage spend every year, still dependent on physical human presence.
Robotics has tried to enter this space for decades. It failed because robots were:
Too rigid
Too unsafe
Too expensive
Too hard to deploy in human environments
1X is attempting something different. They are building general-purpose humanoid robots, safe enough to operate alongside humans, deployable in real commercial environments today, and now shipping into homes too. They’re building two different products:
EVEis 1X’s industrial platform, already deployed in enterprise settings like security and logistics.NEOis 1X’s home robot: lighter, softer, and built for people’s living rooms rather than warehouses. It started shipping to its first Early Access homes in 2026, priced at $20,000 or $499 a month.
But here’s the deeper shift. If physical robots can be safely deployed at scale and if teleoperation remains part of the control stack, you don’t just automate labor. You create a labor network.
This is my vision of what this could mean:
Imagine something structurally similar to Fiverr, but instead of freelance design or code, it’s embodied work.
A worker in Manila, Nairobi, or Bogotá remotely supervises or intermittently controls a humanoid deployed in Dallas, London, or Tokyo.
Instead of exporting digital services, this unlocks the exporting and importing of physical labor.
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This is the industry this opens:
Remote physical labor infrastructure.
1X isn’t pitching a flashy humanoid. They’re pitching a structural shift in how labor is produced and distributed.
Backed by:
OpenAI Startup Fund(led their $23.5M Series A2)EQT Ventures(led their $100M Series B)~$125M+ raised behind embodied AI
The deck portrays a very disciplined path from commercial wedge to labor platform.
This isn’t a robotics demo deck. It’s an industry-creation deck.
Now let’s break this beast down slide by slide 🔥
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