Vertical integration is a brilliant logistical strategy, but shipping humanoid prototypes to homes feels like a premature experiment in public liability. The gap between a theoretical "world model" and safe, real-world reliability is much wider than the current hype suggests.
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"Not Sure This Is a Good Idea..." NEO's AI Robot Will be Shipping This Year, Anton Orders PrototypeHinzugefügt:
This is the Neoactory just unveiled by 1X Technologies. It's the first true vertically integrated humanoid robot factory in the United States. We're talking about every single component, motors, wiring, software, and hardware, all done completely inhouse. This is American manufacturing and innovation at its best. But it's here where the first 100% Americanmade humanoid robots are being built to ship to customers homes later this year. And when my friends at 1X called me up and said, "We want to show you our next generation of robots before the rest of the world." I booked the first flight to Palo Alto to check it out. And for something this insane, you don't want to experience it alone.
So I called up my friends Kit and David and told them to meet me of Neo's launch.
But before we got to meet Neil, Bert needed to tell us the backstory first.
One that's been 30 years in the making.
I remember meeting you a year and a half ago. The office 100 the size of this. I think I saw the version one of Neo. And so the progress has been incredible, man. So I first just want to congratulate you on all of the growth this last year and a half. Tell me about it.
>> It's been a long journey. 2026 is finally the year where we're going to finally get to experience this and like see where it's going. And I think 2027 for most people this will have an impact in their life. You were looking at a construction site and you found I think an excavator and you were inspired to to build a humanoid robot and now so many years later we're here. I mean it must feel surreal. I I still can't quite find the logic between like excavator and humanoid but as an 11year-old it was there. I think over the next decade the entire substrate of society will change.
The demography of people who are able to work is shrinking and as we all age we also have more work taking care of each other. Everyone will move from I have to do this to I want to do this. If we want to really keep increasing our standard of living and improving our lives then we need >> this is literally I robot >> change the substrate of society. We can hopefully build the world of a button.
Always just wanted to be a part of that.
And there's this magic when you can take code. You can type some code and you can have something move in the festival world.
>> Neo, I met I met your former self about a year and a half ago.
>> How are you? I'm Roberto.
>> Oh.
>> Oh.
>> Oh. Huh.
>> He's showing you his dominant.
>> Like when my Neo arrives at my home, what can I expect it to do straight out of the box?
>> I'm going to make a big claim and then well, let's see if we can back it up.
When you get your Neo, it'll be able to attempt almost anything. So, what we have with the world model now, which is so magical to me, is what I would call actual true general intelligence. What the world model is is a model that is truly trained on how the world works in a dynamical sense. It's trained on video and also the sensors of the robot. This was also the big unlock in language models. That's why you see the models now being so good at code and being so good at math because they're easily verifiable problems. Robotics kind of unlocks that for everything. Sometimes it will succeed, sometimes it will fail, but that of course is how you learn. Now we don't have enough data yet and enough experiences that it'll always succeed, but actually quite often it does succeed. Neo comes in here. So essentially what you look at from AI, right? And let me let me break this down from y'all from a C students perspective. What you're experiencing from AI is you're seeing the manifestation of all of this training and all of this data and all of these search engines. I'll give I'll give you an example.
One of the things that has allowed for Tesla to be able to develop full self-driving, and if you've ever experienced it, I use it when I when I take my my Tesla, my Cyber Truck. It's the most incredible thing that you will ever experience inside of a vehicle. I will always own an electric car and I will probably try to always own a internal gas combustion vehicle, right?
I like them both. I love technology. I'm an engineer at heart. But what when I experienced full self-driving, it was different than lane departure, than making sure that you keep a certain distance from the car in front of you, cruise control, all of that is different. Like I got blue cruise, I got all of that type of stuff. But when you get into a cyber truck and you put in a location and it backs out the car, the driveway, and it goes to the location, parks itself, and all you doing is sitting there kicking it with the person that's next to you. It's crazy.
It's insane. But the way that it's able to do that is that it's a learning model. Meaning that all of the different miles, the trillions of miles that are driven from Tesla vehicles on the road has trained it how to identify and move throughout the world. And so it's the same thing that's happening with AI, right? Physical AI is being trained AI on these devices. Every time we ask a question, every time we correct it, we correct it, every time we talk, every time we do something, every time we hit a search engine, it's refining itself and it's making itself much more efficient at whatever the tasks are that we're doing. So, what he's saying is this is the inception of it. This is the deployment of it. This is the beginning stages of what it's supposed to look like and it's going to continue to refine itself and learn over a period of time to be more effective in the presence of humans for whatever it is that we're going to use it for. Right?
Everything is is is learning. These things are humans but much more faster in our in their development and learning and being able to do whatever it is that they going to do. Right?
That's all they are.
home. You open up the package and you hit the button in the back and it stands up and says, "Hi, I'm Neo. What can I do for you?"
>> So, real world example of this, the robot gets delivered. I could say out of the box, "Ano, can you go upstairs and make me a coffee?" And you're confident and be able to do it.
>> I would maybe pay attention to what the robot is doing.
>> Sure. Sure. The first few times as it learns how to do it, >> but it learns on itself. The more attempts at it, the better it will be.
Yes, there are what I call easy tasks to reattempt. If you say like, "Hey, Neo, fold this basket of clothing and put it in my closet." And if like it faults a couple of your clothes on, you can throw them back in the basket and say like bad Neo like do this one again, right? Um conversation, you can just let her know this.
>> It's like a child.
>> This is how it's done. Cuz what happens with the world model is that everything actually collapses into one big omni model that does everything. And when you have a good enough base model, then you can start running reinforcement learning on top of that. It is basically one big intelligent model that captures all of it. Meeting Neo was great, but seeing the scale of the factory itself was something else altogether.
>> 57,000t factory. He got permits to build this factory sometime in October. The headline here, we want to >> Who's funding this?
>> Build a facility that does everything from scratch. From the first atom that goes on a robot all the way to the final product. This is a reality. If you go to any factory and if you don't see this, they're not probably making everything in house. One thing I do like about this company is that everything is made right here inside of the United States of America versus outsourcing parts from other parts of the world, including China. I don't want my um This is so funny because as I'm looking at this, right, they're trying to make them look more human. That's why you can see the little eyes and all of this stuff and the prototype and stuff. I don't. You want You want to know what's gonna really take off? You want to know what's going to really pop off?
I bet you somebody in the chat can guess it.
I bet you somebody in the chat can guess it. What part of a robot? Because I see everybody sitting there saying, "Oh man, iRoot and all of this other type of stuff, whatever, blah blah blah." Right?
How? What part? What part of this robotics AI future? Oh man, you caught it right away. Y'all caught it right away. That is what is going to pop off and this is what's going to drive the sales of it thousand times over.
Thousand times over.
When people go to CE CES, When people go to CES in January in Las Vegas, do you know why they going? Do you know which booths are the ones that are the most visited? It's to see the progress and what a what the sex robots are going to be doing.
Everybody trying to figure out how they how they improving the skin, if her mouth open up more, all of that type of stuff. I'm Listen, I'm telling you that people are trying to figure out when the box robots is going to come out.
You gonna get the Megan Fox robot.
I'm I'm telling you, people ain't tripping about no folding the clothes. This is all novelty right here. Folding clothes, getting coffee or whatever. This is right now. What you're experiencing right now is the stunt robots.
What you're experiencing right now are the stunt robots. These are the ones the these the joints that you gonna have and and you gonna show up and be like, "Yeah, bro. You what?" And then your robot gonna come in the room and she go, "Oh my god, what is that?" Oh, I'm sorry. I'm just a little ahead of the curve. You ain't never seen a robot before.
Boy, you crazy.
Hey, can you go and get her something to drink, bro? Real quick. Yeah. This is This is This is the You got to figure out how to stunt the robot right now.
This is This is early prototype. I'm the first to get it. Ain't no, you don't know nobody who got the stunt robot like me. You know what I'm saying? This is what that is.
They trying to when they figure out how to tell the robot, "Hey, bend over real quick for a second. It's over.
It's over. It's over.
100%.
Then it ain't going to be no differentiation between, you know what I'm saying, the guys like myself that's got the girth versus the guys, the regular people. You know what I'm saying? It ain't gonna be no different now. It ain't gonna be no more shaming and you gonna be seeing women online on TikTok. He only got a sex robot because he got a little D and all of this other type of stuff. You know, you going you going to see that it's coming. Trust me.
We going to revisit this conversation in about three years.
We gonna remember revisit this conversation in about three years and you gonna see the same thing. But here's the other caveat. Here's the other caveat.
The women is going to be in the same space.
Oh, you thought the Rose was going to mess up the the the everything. It ain't going to be the Rose. It's gonna be Neo Neo Rose that's gonna tear tear them hoes out the frame.
It's going to be Neil Rose. Nah, you ain't listen. I don't believe this is for me personally. Um, I believe that we have to preserve a level of our humanity. Part of my humanity is is human interaction. As much as we have social media, what people what people will tell you in the streets every day, whether we here in Detroit or whatever, is that I'm a people person. I I I need to feed off the energy of interacting with people in real life. So, I want to I want to touch you. I want to feel you.
I want to smell you. I want you on top of me, hanging out, all of that type of stuff. So, I I don't believe in in masturbation and all of that type of stuff. I don't believe in that, right? I think that that desensitizes you from real life experiences of messing with real people. I don't believe personally that there will ever be a replacement for the touch and the smell of a woman.
So for me, I can't I can't you know what I'm saying? It's not up my wheelhouse. I don't I can't do it, bro. You know what I'm saying? I'm not about to lose my sense of humanity and touch with a woman.
Fold clothes. Cool. Doing dishes.
Awesome. Stunting Cob. I need I need a woman, bro. But I also believe that I also believe that this real life human interactions are going to be the real luxury.
The same way that people want physical buttons now, remember when we remember when it when TVs in the car first became a thing or you got the big screen in the car and it was like, "Yo, look at me."
And you was the man. Like you got TVs in the headrest, TVs in the back or something like that. More screens the better. Like technology in its infancy was looked at as a luxury. Now that it's so cheap to do and everybody can get one, the real luxury is to remove yourself from the technological advances and get more into the physical. Real life experiences are now being considered as the true luxury.
throwback, vinyl, guitars, physical things are becoming more valuable because more people are being immersed in this metaverse type of world where we can't separate the difference between social media and real life. So now real life human interactions, rich people don't give their kids iPads. rich people that send their kids to school, have them rewrite, write in cursive, the things that we used to take for granted, those are the things that the people that have the money are championing, right? They champion culture, artwork, real type of stuff. And so I believe the luxury experiences are going to be people that still can talk to women, people that can still interact with each other, people that master the art of communication. Those are going to be the luxury items and the things that keep people distracted, right? Is going to be the stuff that most people that don't have resources depend on in order for themselves to survive.
Telling you, I'm keeping I'm keeping it 100 with you.
CAD or robot to retooling the line to building the product and production builds. We can do that in four weeks.
And you cannot do this if you cannot go like raw materials all the way to finished product all under one roof. How quickly can you learn and iterate and make this better and better and better and better.
>> You said kids still ride their bikes outside. Interesting that you say that.
When the weather broke, I didn't see kids regularly riding their bikes. I see kids lean leaning more into the technology in order to get around. So either they got a ebike or they using the like the little hoverboard type craft things or whatever and so it's removing their ability to work.
I'm telling you, bro. I'm telling you.
I'm telling you that everything has changed and the stuff that's going to be championed is the stuff that you that everybody is not going the what's what is always going to be considered luxury is what's the least accessible or what less people do when the masses get it that's no longer luxury. Tesla used to be a luxury automaker. It used to not be as accessible as it is now. Now you can order a Tesla and get it delivered to your house. So now it's not considered as luxury because they're also serving a market of people that make it more, you know, that get the sales up.
The reason why Bugatti is Bugatti and that they can charge the type of money that they can charge is because everybody can't get one. It makes it more rare for you to have access to it.
The less people value it, the more they have access to it. That's why people That's why celebrities aren't celebrities anymore because it's like, "Oh, you just a regular dude just like everybody else." we can get in touch with you. We can DM you right now. We ain't even got to got got to go through the intermediary. That's what makes Beyonce and Jay-Z still keep their aura the way that they keep their aura because everybody ain't got access to him and you can't get to him. You can't just reach out to him and say, "Hey Jay," and get a response.
>> It's going to define next decade, right?
1X is the only one doing endtoend automation consumer humanoid robots >> as far as I know. Every section of this building was proof of that philosophy.
In walking the factory floor, you could truly see what burnt meant.
>> This is our automation team. They come up with software, tooling, and machinery to just automate it. Our entire motor manufacturing is fully automated. 10 people on the line, and we make hundreds and hundreds of motors a week. This is a core capability that we want to develop ourselves. So that when we expand to the 1 million part factory, we have a team that's just going to do it. The longer our tour went on, the more I began to understand the massive impact for the future of all humanity happening right inside this building. So this is where the magic happens. You have the hand, you have the elbow, you have the upper leg, lower leg, and foot. This is all 3D printed in house. This is where the Nvidia core goes. And then we upload the robot OS into the head over here.
>> Oh man, it's heavier than I thought.
>> Wo.
>> This is about 900 g.
>> There's no way that's only 1.2 lb.
>> Could have hit the gym.
>> Yeah, maybe. Yeah, maybe that's it. And once the limbs are put together, that's when we got into the final integration area.
>> Everything I'd seen here had been incredible. But I kept thinking about my wife and two young kids. As a consumer, I was completely sold. But as a parent and a husband, I still had some questions. What kind of mechanisms do you have to prevent against maybe it going like haywire in in somebody's own?
Those are very dangerous machines because they're big, stiff, heavy, high energy machines. And that's not what we're built. We need to build machines that are compliant, soft, safe, low energy, lightweight, just like us. Now, the second part of it is, of course, how we align our AI to make sure that robots are taking as safe a path to their behaviors as possible, just like how we do, right? If I'm in your home and you have small kids and I'm going to go over and grab my coffee cup with hot liquid in it, my brain automatically kind of simulates what can go wrong. The role model allows us to do the same. You can like search through all these potential futures of like what is the safest path that you need to take for you to fully solve this. You cannot only understand the robot and how the robot affects the world. You also have to fully understand the world including people.
>> Every time we build a new robot is then tested in this area where it's walking, squatting, running.
>> All the QA happens in house as well.
>> Yeah, exactly. And then it goes into that unit over there and makes a left and it goes out of the doors.
>> So, is it safe to assume then will Neo be like 24/7 recording everything being transmitted back to your servers?
>> Transparency in these things are quite important. Any device that uses the cloud to run a big AI model needs to send the data to the cloud. What really matters is how we manage that data, who can see the data, what's the security around the data and ensuring that we are bestin-class on privacy and ensuring that you're always in control and that's something we want to make sure we're to expand on. How do you prevent I mean I'm assuming you have like QA and these people are vetted and whatnot. How do we know that they won't be bad actors inside of our homes? If you have someone cleaning your house at home, when you invite them in, there's a vetting process. And I'm pretty confident that we can do a better vetting process than most cleaning agencies can. That being said, I'm getting increasingly confident that when people get their product towards the end of the year and get Neo, if they want a fully autonomous experience, they'll get that.
>> Once I understood the safety precautions built into Neo, I started thinking about the bigger picture and what this could all really mean for the future of humanity. 20 years from now, are we starting to enter kind of the Star Trek economy where people's value, their contribution is, you know, in the arts and exploration? The answer is clearly yes. It's very hard to predict the short-term timeline, but the long-term impact is pretty clear. If you're saying like, oh, people are gonna run out of stuff.
>> Yeah, this is where I think that Elon Musk is gonna shine because Elon Musk is spending an extraordinary amount of money um actually developing and getting into robotics.
Real talk. Let me see something really quickly. What is this called? The 1x Neo.
X Neo.
Let's see what's happening here.
Haha. This is good marketing. The first thing that you see when you go to their website is websites are so different than they used to be. Is a old man depending on his Neo.
Can't wait to see how y'all out here molesting these robots.
Only thing I don't like about this is that I don't know. There's several different things that I don't like about this.
Uh uh grows with you.
This is just like iRoot, bro.
Frequently asked questions. When do deliveries begin?
In 2026 with early access customers choosing to purchase NEO followed by subscriptions. International deliveries will commence later.
OneX expert be able to connect and enter my Neo at any time.
It's my Neo waterproof.
All right, let's see what's happening then.
Chat, should I order one or no?
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