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1X

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Private robotics firm designing humanoid robots for commercial and research applications worldwide.

sentiment mix
bull 71%bear 0%neu 29%

funding rounds

private markets
awaiting round data

This slot renders the company's funding history: dates, rounds, amounts, valuations and lead investors once populated in data/funding-rounds.json.

signal summary

latest high-conviction thesis
1X CEO Bernt Børnich: Neo humanoid platform targeting hard takeoff in 3-10 years via internet-scale video pretraining▾

1X is building Neo as an open humanoid platform (app/skill store) and betting on cross-embodiment pretraining: making the robot mechanically identical to humans (skin, tendons, hand dynamics) so it can learn from all internet video of humans, unlocking a data flywheel that could achieve 'hard takeoff' — robots building robots, chip fabs, mining — in 3-10 years.

bernt børnichT1All-In Podcast2026-07-29
confidence 88 / 100impact High
key themes
  • Robotics & Physical AI100%
  • AI Infrastructure83%
  • AI Economics & Business Models67%
  • AI Agents50%
  • Semiconductors50%

bull thesis · 5

92 / 100
  • •1X CEO: open platform strategy and video-data pre-training are the path to embodied AGI
  • •1X CEO Bernt Børnich: Neo humanoid platform targeting hard takeoff in 3-10 years via internet-scale video pretraining
  • •Hosts Identify Figure And 1X As Humanoid Leaders With Billions Raised Awaiting Commercial Deployment

bear thesis · 0

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company research · 3 videos

mentions · 7

The InformationInside Nvidia’s $12.9B Hugging Face Buy, Nvidia Q2 Sales Double to $96.2B, Salesforce Shares Jump1 mentions · 0▲ 0▼ 1○ · 28 days ago
0:003:007:0011:0015:00
All-In PodcastThe $1/Hour Robot Is Coming: Four Industry Leaders Explain What’s Next2 mentions · 2▲ 0▼ 0○ · 2 months ago
0:0010:0020:0030:0040:00
TBPNRobot Bans, Zuck Op-Ed, Open Letter, eBay Settles1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:005:0010:0015:0020:00
Peter H. DiamandisGrok 4.5 vs gpt-5.6, Apple Sues OpenAI, and China Catches up to Elon | #2701 mentions · 1▲ 0▼ 0○ · 2 months ago
0:0016:0032:0048:001:05:00
TBPN5.6 Sol + Superapp Release, AI 2040, Tibothy Joins, New Robot Hand Alert, Meta Releases Muse 1.11 mentions · 1▲ 0▼ 0○ · 3 months ago
0:0018:0037:0056:001:15:00
Dumb Money LiveGTA 6 Launch Trade: Boom or Bust for Take Two?1 mentions · 0▲ 0▼ 1○ · 3 months ago
0:0018:0037:0056:001:15:00