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- English · 原文Agility Robotics is literally the #1 humanoid player in the US in terms of commercialization today imo. Personal Rankings: 1. Agility Robotics via $CCXI 2. $TSLA Optimus ($1T+ company) 3. Figure at $39B from 2025, likely higher now. With Tesla likely taking the lead a year from now. So at $16, you have a ~$4B MC pre-money humanoid player. Which is already inside $AMZN and $MELI (ideal use cases to start out, before step-functioning to general-use), with $AMZN, $NVDA, Softbank, Foxconn, and others as investors. NFA, but at those valuations... there's direct exposure for the first ever humanoid player today, that's likely further ahead than Figure for commercialization. No hard feelings about Robostrategy, but it's over 4x+ NAV: Which would value Figure at $156B... While there's the #1 commercialized humanoid player with Agility at $4B today. So my personal preference is $CCXI.中文 · 翻译在我的看法，Agility Robotics 可以说是目前美国在商业化方面排第一的人形机器人玩家。 个人排名： 1. Agility Robotics （通过 $CCXI） 2. $TSLA Optimus （万亿美元市值以上公司） 3. Figure 2025年估值 390 亿美元，现在可能更高了。 特斯拉很可能