| Time | Entity | Sector | Event / capture |
|---|---|---|---|
| 11:31 AM ET | 11:31 AM ET @CrossedOffCap on X https://t.co/xMZn046ppA I wrote about $CCXI / @agilityrobotics's investors. Diving deeply into why these partnerships matter, what their humanoid strategy is, and what this means for these blue chip company's conviction level in Agility. These businesses include: ➡️ @amazon ➡️ @nvidia ➡️ @HonHai_Foxconn ➡️ @SoftBank ➡️ @SchaefflerGroup And more In my opinion, you can learn a lot about an unestablished company like Agility by looking at how other trusted companies engage with them. Overall, I came to the personal conclusion that the conviction level in Agility is generally pretty high across… | ||
| 11:30 AM ET | 11:30 AM ET @CrossedOffCap on X https://t.co/xMZn046ppA I wrote about $CCXI / @agilityrobotics's investors. Diving deeply into why these partnerships matter, what their humanoid strategy is, and what this means for these blue chip company's conviction level in Agility. These businesses include: ➡️ @amazon ➡️ @nvidia ➡️ @HonHai_Foxconn ➡️ @SoftBank ➡️ @SchaefflerGroup And more In my opinion, you can learn a lot about an unestablished company like Agility by looking at how other trusted companies engage with them. Overall, I came to the personal conclusion that the conviction level in Agility is generally pretty high across… | ||
| 4:28 PM ET | OPOpenAI | 4:28 PM ETOPOpenAI @humanoidsdaily on X OpenAI isn’t just building the brains for robotics anymore. It’s officially building the bodies. On the Sources podcast, Sam Altman confirmed that OpenAI “will definitely do a humanoid,” putting an end to speculation over whether its in-house hardware division would stick strictly to specialized data center machines. His rationale? "The world is very much designed for people." From opening doors and typing on keyboards to driving machinery, operating in human spaces demands human-like kinematics. The confirmation follows a dramatic few months in the robotics ecosystem: • From Sim to… | |
| 6:14 PM ET | 6:14 PM ET TradingView weekly recap: SoftBank ~$6B implied bid for 1X majority (talks ongoing) TradingView (Aug 31, 2026, 18:14 GMT-4): Weekly recap of SoftBank Group (9984) 'negotiating a roughly $6B implied bid for humanoid-robotics firm 1X Technologies'; talks ongoing and terms may change. Cites Reuters. Same item also notes SB Energy IPO chatter and SoftBank asking Moody's to stop unsolicited ratings. Confirms the 1X majority-talk number is still live on Aug 31, not a signed SPA. | ||
| 2:39 PM ET | 2:39 PM ET @pstAsiatech on X ICYMI SoftBank in Talks to Buy Majority Stake in Humanoid Maker 1X at $6 Billion Valuation In October, 1X began taking $20,000 pre-orders for its svelte robot, Neo, for delivery in 2026. It received over 10,000 orders within the first week, according to 1X, but no robots have yet been delivered to customers. https://t.co/mYL7X2PfJy | ||
| 12:05 PM ET | 12:05 PM ET @rich_odinn on X SoftBank dropped $200,000,000 on this company - and this 15-second interaction proves why Shanghai-based Fourier Intelligence deployed their $125,000 GR-1 humanoid onto public transit to assist an elderly citizen. This isn't CGI, it's live physical AI targeting a massive eldercare crisis. 3 high-octane truths behind this clip: Sub-Gram Force Feedback: Supporting a fragile arm without injury requires real-time tactile compliance, recalculating grip pressure millions of times per second. SoftBank & Aramco Backed: Fourier raised over $200M to build autonomous care-bots before global birth rates… | ||
| 9:53 AM ET | $SFTBY | 9:53 AM ET SoftBank in talks for majority stake in humanoid maker 1X at $6bn… | Newnex Back to feed Public Preview SoftBank in talks for majority stake in humanoid maker 1X at $6bn valuation Team S ·2 days ago SoftBank is in talks to acquire a majority stake in humanoid robotics company 1X Technologies at a $6 billion valuation. 1X had been seeking a $10 billion valuation less than a year ago. The company was founded as Halodi Robotics, developing actuators and full-body control Members only Sign in to read the full post Newnex — Venture Capital Syndication and Co-Investment For Institutional Investors. Create free account Sign in SoftBank in talks for majority stake in… | |
| 9:53 AM ET | $SFTBY | 9:53 AM ET SoftBank in talks for majority stake in humanoid maker 1X at $6bn… | Newnex Back to feed Public Preview SoftBank in talks for majority stake in humanoid maker 1X at $6bn valuation Team S ·2 days ago SoftBank is in talks to acquire a majority stake in humanoid robotics company 1X Technologies at a $6 billion valuation. 1X had been seeking a $10 billion valuation less than a year ago. The company was founded as Halodi Robotics, developing actuators and full-body control Members only Sign in to read the full post Newnex — Venture Capital Syndication and Co-Investment For Institutional Investors. Create free account Sign in SoftBank in talks for majority stake in… | |
| 9:06 AM ET | 9:06 AM ET 1X SoftBank recap: majority talks at ~$6B vs prior $10B ask; NEO Hayward 10k/yr Startup Fortune (Aug 31, 2026, 9:06 AM ET): Recap of The Information Aug 27 report that SoftBank is in talks for a majority stake in OpenAI-backed 1X Technologies at about a $6 billion valuation. Piece says 1X tried last fall to raise $1 billion at a $10 billion valuation and raised less than half that target. NEO preorders opened Oct 28, 2025 at $20,000 outright or $499/month with a $200 deposit; company said first-year production capacity of 10,000 robots was booked out in five days. Cites 1X Apr 30 announcement: NEO Factory in Hayward, California started full-scale production; 58,000 square feet; more than 200 people; designed for 10,000 NEO units/year at first, targeting more than 100,000 annually by end-2027 plus a San Carlos facility. Notes SoftBank agreed Oct 2025 to buy ABB robotics for $5.375 billion (expected close mid-to-late 2026) and invested $200 million 'this month' in Gravis Robotics. OpenAI Startup Fund led a $23.5 million round in 1X in 2023. Talks, not a closed deal. No new delivered-unit count. | ||
| 7:11 PM ET | SCSequoia Capital | 7:11 PM ETSCSequoia Capital @davidcao01 on X Fifteen years after "software is eating the world," Marc Andreessen's own firm just admitted atoms are eating software's margins. SUMMARY This is not an a16z story. a16z's $1.1B Machine Age Fund is simply the loudest confirmation yet of a rotation already underway across Silicon Valley's largest pools of capital — Sequoia Capital , Lightspeed , General Catalyst , and SoftBank have all made comparable moves in 2026. Global venture funding into physical AI hit $47.4B across 521 deals in H1 2026 — nearly 4x the prior half. For builders and investors in robotics, autonomous systems, and… | |
| 2:32 PM ET | $SFTBY | 2:32 PM ET Digita on X: "SoftBank wants to buy a majority stake in a robot that has never shipped to a single customer, and it's willing to value the company at $6 billion to do it.
The target is 1X Technologies, a Norwegian humanoid robotics company backed by OpenAI, known for its home robot Neo. Neo is" / X Post Log in Sign up Post Digita on X: "SoftBank wants to buy a majority stake in a robot that has never shipped to a single customer, and it's willing to value the company at $6 billion to do it. The target is 1X Technologies, a Norwegian humanoid robotics company backed by OpenAI, known for its home robot Neo. Neo is" - Digita @digitaworld1 SoftBank wants to buy a majority stake in a robot that has never shipped to a single customer, and it's willing to value the company at $6 billion to do it. The target is 1X Technologies, a Norwegian humanoid robotics company backed by OpenAI, known for… | |
| 9:32 AM ET | $SFTBY | 9:32 AM ET @dsoajh on X @theinformation SoftBank is set to acquire humanoid robot developer 1X, valued at approximately $6 billion, in a deal backed by OpenAI. | |
| 9:30 AM ET | $SFTBY | 9:30 AM ET @theinformation on X Exclusive: SoftBank could take control of humanoid robot developer 1X in a deal valuing the OpenAI-backed startup at about $6 billion. Full story: https://t.co/n5H4NSRY6d | |
| 3:30 AM ET | $NVDA | 3:30 AM ET @massimo_mazza on X Silicon Valley is having its biggest shopping spree in history 🛒 💰 Nvidia buys Hugging Face for $12.9B 🤖 SoftBank circling humanoid maker 1X at $6B ⚡ Cursor at $60B, OpenRouter ~$8B, Decart $6B+ The pattern: nobody is buying revenue. They are buying distribution chokepoints, open-weight ecosystems and robot bodies before unit economics exist. When strategic buyers set the prices, cash flows stop being the scoreboard 🎯 | |
| 4:00 PM ET | $SFTBY | 4:00 PM ET @myusedrobot on X SoftBank Eyes Controlling Stake in Humanoid Robot Maker 1X SoftBank is negotiating to acquire a controlling interest in humanoid robotics company 1X at a valuation around $6 billion, focusing on residential applications. | |
| 3:56 PM ET | $SFTBY | 3:56 PM ET @notreload_ai on X SoftBank is in talks to buy a majority stake in OpenAI-backed humanoid robot maker 1X Technologies at a valuation of about $6 billion. https://t.co/hQDfAfdaeX | |
| 10:26 AM ET | $SFTBY | 10:26 AM ET @Biti8888 on X 🚨BREAKING NEWS SoftBank is reportedly in talks to acquire a majority stake in @1x_tech at a $6B valuation. If the deal happens, it would be another major signal that serious capital is moving deeper into humanoid robotics. 1X already has NEO preorders, with the first-year production capacity reportedly sold out in just five days. Robotics is becoming a serious capital market. | |
| 3:06 PM ET | $SFTBY | 3:06 PM ET @noboonchain on X @theinformation One thing worth watching here: $6B for 1X implies SoftBank is pricing humanoid robots on AI-adjacent multiples, not on any demonstrated unit economics. That bet may eventually be right, but the sequencing matters — Son has been early and very wrong before getting very right. | |
| 12:49 PM ET | $SFTBY | 12:49 PM ET @TheHumanoidHub on X $6B. For 1X ! In this market. That'd be daylight robbery. SoftBank is in talks to buy a majority stake in 1X Technologies at a ~$6B valuation, per The Information. The part that stands out from the report: OpenAI reportedly discussed acquiring 1X outright last year. SoftBank is Masayoshi Son's Japanese investment giant, owner of Arm and the $100B Vision Fund, and lately one of the biggest checkbooks in AI and robotics. Talks are ongoing and terms could change. https://t.co/fQzpQQJnFi | |
| 12:38 PM ET | $SFTBY | 12:38 PM ET @ricci_nov on X @ClementDelangue While SoftBank pays $6B for humanoids that haven't shipped, Hugging Face ships a $399 duck you can actually train tonight. The Raspberry Pi playbook applied to robotics — the cheap hackable one is how a generation of roboticists gets made. | |
| 10:30 AM ET | $SFTBY | — | 10:30 AM ET The Rundown AI on X: "Top stories in robotics today:
- Cyborg roaches become first responders
- SoftBank may add NEO to its robot stack
- Amazon builds robot-run delivery station
- Why Generalist is suddenly worth $3B" / X Post Log in Sign up Post The Rundown AI on X: "Top stories in robotics today: \- Cyborg roaches become first responders \- SoftBank may add NEO to its robot stack \- Amazon builds robot-run delivery station \- Why Generalist is suddenly worth $3B" - The Rundown AI @TheRundownAI Top stories in robotics today: \- Cyborg roaches become first responders \- SoftBank may add NEO to its robot stack \- Amazon builds robot-run delivery station \- Why Generalist is suddenly worth $3B View media 10:30 AM · Aug 27, 20267.7KViews 3 1 5 - The Rundown AI @TheRundownAI Aug 27 Read more: \\ \\ Cyborg roaches… |
| 8:59 AM ET | $SFTBY | 8:59 AM ET @thetechstartups on X 🚨 BREAKING: @SoftBank is in talks to buy a majority stake in @OpenAI-backed humanoid robot startup 1X at a $6 BILLION valuation. 🤖💰 @1x_tech is building NEO, a humanoid designed to live in your home, fold laundry, make coffee, vacuum, and handle everyday chores. 🏠☕🧺 The twist? 1X reportedly sought a $10B valuation last year. Now Masayoshi Son wants in. The race to put humanoid robots in our homes is heating up. 🔥🤖 Full story on TechStartups 👇 #SoftBank #OpenAI #1X #HumanoidRobots #Robotics #AI #Tech | |
| 2:20 AM ET | $SFTBY | 2:20 AM ET Humanoids daily on X: "SoftBank is in talks to buy a majority stake in 1X at ~$6B, per The Information.
Last September, 1X was reportedly seeking $1B at a $10B+ valuation.
Control normally trades at a premium, not a discount.
Still unknown: how big the stake is, and whether OpenAI is selling." / X Post Log in Sign up Post Humanoids daily on X: "SoftBank is in talks to buy a majority stake in 1X at $6B, per The Information. Last September, 1X was reportedly seeking $1B at a $10B+ valuation. Control normally trades at a premium, not a discount. Still unknown: how big the stake is, and whether OpenAI is selling." - Humanoids daily @humanoidsdaily SoftBank is in talks to buy a majority stake in 1X at $6B, per The Information. Last September, 1X was reportedly seeking $1B at a $10B+ valuation. Control normally trades at a premium, not a discount. Still unknown: how big the stake is, and… | |
| 11:24 PM ET | 11:24 PM ET @HumanoidInvest on X Starting to think this is actually bullish for $CCXI 🤖 @agilityrobotics as they are way further ahead in commercialization and just $2.5 billion pre-money valuation *SOFTBANK IN TALKS TO ACQUIRE MAJORITY STAKE IN HUMANOID ROBOT MAKER 1X AT $6B: THE INFORMATION *OPENAI SCRAPPED PREVIOUS PLANS TO ACQUIRE HUMANOID ROBOT STARTUP 1X *1X ROBOTICS FACES DOWN-VALUATION TO $6B AFTER UNSUCCESSFUL $10B FUNDRAISE *NO NEO ROBOTS YET DELIVERED TO CUSTOMERS DESPITE 10,000 ORDERS & 2026 TIMELINE | ||
| 11:01 PM ET | $SFTBY | 11:01 PM ET Ismail | SinyalKatmanı | on X: "SoftBank, humanoid robot üreticisi 1X’te çoğunluk hissesi için $6B değerleme üzerinden görüşüyor. NEO için 10K' dan fazla sipariş var.
Son, OpenAI ve AI infra sonrası fiziksel AI’a yükleniyor. Sipariş var ama ticari teslimat ölçeği henüz kanıtlanmadı." / X Post Log in Sign up Post Ismail \| SinyalKatmanı \| on X: "SoftBank, humanoid robot üreticisi 1X’te çoğunluk hissesi için $6B değerleme üzerinden görüşüyor. NEO için 10K' dan fazla sipariş var. Son, OpenAI ve AI infra sonrası fiziksel AI’a yükleniyor. Sipariş var ama ticari teslimat ölçeği henüz kanıtlanmadı." - Ismail \| SinyalKatmanı \| @sinyalkatmani SoftBank, humanoid robot üreticisi 1X’te çoğunluk hissesi için $6B değerleme üzerinden görüşüyor. NEO için 10K' dan fazla sipariş var. Son, OpenAI ve AI infra sonrası fiziksel AI’a yükleniyor. Sipariş var ama ticari teslimat ölçeği henüz… | |
| 10:40 PM ET | $SFTBY | 10:40 PM ET Humanoid Investing on X: "SoftBank Negotiating Majority Stake In Humanoid Maker 1X At $6 Billion Valuation" / X Post Log in Sign up Post Humanoid Investing on X: "SoftBank Negotiating Majority Stake In Humanoid Maker 1X At $6 Billion Valuation" - Humanoid Investing @HumanoidInvest SoftBank Negotiating Majority Stake In Humanoid Maker 1X At $6 Billion Valuation View media 10:40 PM · Aug 26, 20261KViews 2 4 1 - Jay Mason @JayMason3131 Aug 27 Welcome to the show Reply 19 - Slinky 🔨Hammer @slinkyhammer Aug 27 Dude @agilityrobotics is so undervalued is insane this gonna wild to watch play out 1 61 Scan to get the app | |
| 10:13 PM ET | $SFTBY | 10:13 PM ET @CapitalSqueez on X $CCXI SoftBank paying $6B for control of 1X is a category green light. Masa is buying physical AI. That lifts every credible humanoid name. 1X is the home bet: $20k NEO, 10k pre-orders. Home is the hardest environment. SoftBank still wants it. 🔥 Agility is the better near-term trade. Digit is already working — 65k+ hours, 100k+ totes at GXO. Did you know…SoftBank is already an investor in Agility via its Vision Fund 2? 💥 @agilityrobotics @HumanoidInvest @PeggyJ @slinkyhammer @SCSQ2022 @valueInIdeas @chris_j_paxton | |
| 9:49 PM ET | $SFTBY | 9:49 PM ET @wallstengine on X SOFTBANK IN TALKS TO BUY MAJORITY STAKE IN 1X AT ~$6B VALUATION SoftBank is in talks to acquire a majority stake in OpenAI-backed humanoid robot maker 1X, per The Information. 1X previously tried to raise $1B at a $10B valuation but raised less than half that target. OpenAI also discussed acquiring 1X last year, though talks fell apart. The company says it received 10,000+ pre-orders for its $20,000 NEO humanoid within the first week, with deliveries planned for 2026, though none have been delivered yet. | |
| 9:49 PM ET | $SFTBY | 9:49 PM ET Odd Diligence on X: "“SoftBank in Talks to Buy Majority Stake in Humanoid Maker 1X at $6 Billion Valuation”
SoftBank also has position in Agility Robotics $CCXI … maybe throw them some more $$ someday?" / X Post Log in Sign up Post Odd Diligence on X: "“SoftBank in Talks to Buy Majority Stake in Humanoid Maker 1X at $6 Billion Valuation” SoftBank also has position in Agility Robotics $CCXI … maybe throw them some more $$ someday?" - Odd Diligence @OddDiligence “SoftBank in Talks to Buy Majority Stake in Humanoid Maker 1X at $6 Billion Valuation” SoftBank also has position in Agility Robotics $CCXI … maybe throw them some more $$ someday? View media 9:49 PM · Aug 26, 20263.6KViews Reply 3 18 5 | |
| 9:44 PM ET | $SFTBY | 9:44 PM ET @tradfi on X *SOFTBANK IN TALKS TO ACQUIRE MAJORITY STAKE IN HUMANOID ROBOT MAKER 1X AT $6B: THE INFORMATION *OPENAI SCRAPPED PREVIOUS PLANS TO ACQUIRE HUMANOID ROBOT STARTUP 1X *1X ROBOTICS FACES DOWN-VALUATION TO $6B AFTER UNSUCCESSFUL $10B FUNDRAISE *NO NEO ROBOTS YET DELIVERED TO CUSTOMERS DESPITE 10,000 ORDERS & 2026 TIMELINE | |
| 9:38 PM ET | $SFTBY | 9:38 PM ET @RedboxWire on X SoftBank Negotiating Majority Stake In Humanoid Maker 1X At $6 Billion Valuation, The Information Says | |
| 9:38 PM ET | $SFTBY | 9:38 PM ET @FirstSquawk on X SoftBank Negotiating Majority Stake In Humanoid Maker 1X At $6 Billion Valuation, The Information Says | |
| 12:08 PM ET | DVDynamo Ventures | 12:08 PM ETDVDynamo Ventures Dynamo Dispatch (2026/08/24) - by Santosh Sankar Dispatch by Dynamo Ventures SubscribeSign in Discover more from Dispatch by Dynamo Ventures The signal in the noise of the industrial renaissance. Each week, we distill the headlines that matter across the physical economy along with our unique perspective and opinion. Join the thousands of founders, executives, and investors who read it. Over 4,000 subscribers Subscribe By subscribing, you agree Substack's Terms of Use, and acknowledge its Information Collection Notice and Privacy Policy. Already have an account? Sign in Dynamo Dispatch (2026/08/24) Issue 384 \| The grid, the canal, and the… |
| Time | Entity | Sector | Event / capture |
|---|---|---|---|
| 11:31 AM ET | 11:31 AM ET @CrossedOffCap on X https://t.co/xMZn046ppA I wrote about $CCXI / @agilityrobotics's investors. Diving deeply into why these partnerships matter, what their humanoid strategy is, and what this means for these blue chip company's conviction level in Agility. These businesses include: ➡️ @amazon ➡️ @nvidia ➡️ @HonHai_Foxconn ➡️ @SoftBank ➡️ @SchaefflerGroup And more In my opinion, you can learn a lot about an unestablished company like Agility by looking at how other trusted companies engage with them. Overall, I came to the personal conclusion that the conviction level in Agility is generally pretty high across… | ||
| 11:30 AM ET | 11:30 AM ET @CrossedOffCap on X https://t.co/xMZn046ppA I wrote about $CCXI / @agilityrobotics's investors. Diving deeply into why these partnerships matter, what their humanoid strategy is, and what this means for these blue chip company's conviction level in Agility. These businesses include: ➡️ @amazon ➡️ @nvidia ➡️ @HonHai_Foxconn ➡️ @SoftBank ➡️ @SchaefflerGroup And more In my opinion, you can learn a lot about an unestablished company like Agility by looking at how other trusted companies engage with them. Overall, I came to the personal conclusion that the conviction level in Agility is generally pretty high across… | ||
| 4:28 PM ET | OPOpenAI | 4:28 PM ETOPOpenAI @humanoidsdaily on X OpenAI isn’t just building the brains for robotics anymore. It’s officially building the bodies. On the Sources podcast, Sam Altman confirmed that OpenAI “will definitely do a humanoid,” putting an end to speculation over whether its in-house hardware division would stick strictly to specialized data center machines. His rationale? "The world is very much designed for people." From opening doors and typing on keyboards to driving machinery, operating in human spaces demands human-like kinematics. The confirmation follows a dramatic few months in the robotics ecosystem: • From Sim to… | |
| 6:14 PM ET | 6:14 PM ET TradingView weekly recap: SoftBank ~$6B implied bid for 1X majority (talks ongoing) TradingView (Aug 31, 2026, 18:14 GMT-4): Weekly recap of SoftBank Group (9984) 'negotiating a roughly $6B implied bid for humanoid-robotics firm 1X Technologies'; talks ongoing and terms may change. Cites Reuters. Same item also notes SB Energy IPO chatter and SoftBank asking Moody's to stop unsolicited ratings. Confirms the 1X majority-talk number is still live on Aug 31, not a signed SPA. | ||
| 2:39 PM ET | 2:39 PM ET @pstAsiatech on X ICYMI SoftBank in Talks to Buy Majority Stake in Humanoid Maker 1X at $6 Billion Valuation In October, 1X began taking $20,000 pre-orders for its svelte robot, Neo, for delivery in 2026. It received over 10,000 orders within the first week, according to 1X, but no robots have yet been delivered to customers. https://t.co/mYL7X2PfJy | ||
| 12:05 PM ET | 12:05 PM ET @rich_odinn on X SoftBank dropped $200,000,000 on this company - and this 15-second interaction proves why Shanghai-based Fourier Intelligence deployed their $125,000 GR-1 humanoid onto public transit to assist an elderly citizen. This isn't CGI, it's live physical AI targeting a massive eldercare crisis. 3 high-octane truths behind this clip: Sub-Gram Force Feedback: Supporting a fragile arm without injury requires real-time tactile compliance, recalculating grip pressure millions of times per second. SoftBank & Aramco Backed: Fourier raised over $200M to build autonomous care-bots before global birth rates… | ||
| 9:53 AM ET | $SFTBY | 9:53 AM ET SoftBank in talks for majority stake in humanoid maker 1X at $6bn… | Newnex Back to feed Public Preview SoftBank in talks for majority stake in humanoid maker 1X at $6bn valuation Team S ·2 days ago SoftBank is in talks to acquire a majority stake in humanoid robotics company 1X Technologies at a $6 billion valuation. 1X had been seeking a $10 billion valuation less than a year ago. The company was founded as Halodi Robotics, developing actuators and full-body control Members only Sign in to read the full post Newnex — Venture Capital Syndication and Co-Investment For Institutional Investors. Create free account Sign in SoftBank in talks for majority stake in… | |
| 9:53 AM ET | $SFTBY | 9:53 AM ET SoftBank in talks for majority stake in humanoid maker 1X at $6bn… | Newnex Back to feed Public Preview SoftBank in talks for majority stake in humanoid maker 1X at $6bn valuation Team S ·2 days ago SoftBank is in talks to acquire a majority stake in humanoid robotics company 1X Technologies at a $6 billion valuation. 1X had been seeking a $10 billion valuation less than a year ago. The company was founded as Halodi Robotics, developing actuators and full-body control Members only Sign in to read the full post Newnex — Venture Capital Syndication and Co-Investment For Institutional Investors. Create free account Sign in SoftBank in talks for majority stake in… | |
| 9:06 AM ET | 9:06 AM ET 1X SoftBank recap: majority talks at ~$6B vs prior $10B ask; NEO Hayward 10k/yr Startup Fortune (Aug 31, 2026, 9:06 AM ET): Recap of The Information Aug 27 report that SoftBank is in talks for a majority stake in OpenAI-backed 1X Technologies at about a $6 billion valuation. Piece says 1X tried last fall to raise $1 billion at a $10 billion valuation and raised less than half that target. NEO preorders opened Oct 28, 2025 at $20,000 outright or $499/month with a $200 deposit; company said first-year production capacity of 10,000 robots was booked out in five days. Cites 1X Apr 30 announcement: NEO Factory in Hayward, California started full-scale production; 58,000 square feet; more than 200 people; designed for 10,000 NEO units/year at first, targeting more than 100,000 annually by end-2027 plus a San Carlos facility. Notes SoftBank agreed Oct 2025 to buy ABB robotics for $5.375 billion (expected close mid-to-late 2026) and invested $200 million 'this month' in Gravis Robotics. OpenAI Startup Fund led a $23.5 million round in 1X in 2023. Talks, not a closed deal. No new delivered-unit count. | ||
| 7:11 PM ET | SCSequoia Capital | 7:11 PM ETSCSequoia Capital @davidcao01 on X Fifteen years after "software is eating the world," Marc Andreessen's own firm just admitted atoms are eating software's margins. SUMMARY This is not an a16z story. a16z's $1.1B Machine Age Fund is simply the loudest confirmation yet of a rotation already underway across Silicon Valley's largest pools of capital — Sequoia Capital , Lightspeed , General Catalyst , and SoftBank have all made comparable moves in 2026. Global venture funding into physical AI hit $47.4B across 521 deals in H1 2026 — nearly 4x the prior half. For builders and investors in robotics, autonomous systems, and… | |
| 2:32 PM ET | $SFTBY | 2:32 PM ET Digita on X: "SoftBank wants to buy a majority stake in a robot that has never shipped to a single customer, and it's willing to value the company at $6 billion to do it.
The target is 1X Technologies, a Norwegian humanoid robotics company backed by OpenAI, known for its home robot Neo. Neo is" / X Post Log in Sign up Post Digita on X: "SoftBank wants to buy a majority stake in a robot that has never shipped to a single customer, and it's willing to value the company at $6 billion to do it. The target is 1X Technologies, a Norwegian humanoid robotics company backed by OpenAI, known for its home robot Neo. Neo is" - Digita @digitaworld1 SoftBank wants to buy a majority stake in a robot that has never shipped to a single customer, and it's willing to value the company at $6 billion to do it. The target is 1X Technologies, a Norwegian humanoid robotics company backed by OpenAI, known for… | |
| 9:32 AM ET | $SFTBY | 9:32 AM ET @dsoajh on X @theinformation SoftBank is set to acquire humanoid robot developer 1X, valued at approximately $6 billion, in a deal backed by OpenAI. | |
| 9:30 AM ET | $SFTBY | 9:30 AM ET @theinformation on X Exclusive: SoftBank could take control of humanoid robot developer 1X in a deal valuing the OpenAI-backed startup at about $6 billion. Full story: https://t.co/n5H4NSRY6d | |
| 3:30 AM ET | $NVDA | 3:30 AM ET @massimo_mazza on X Silicon Valley is having its biggest shopping spree in history 🛒 💰 Nvidia buys Hugging Face for $12.9B 🤖 SoftBank circling humanoid maker 1X at $6B ⚡ Cursor at $60B, OpenRouter ~$8B, Decart $6B+ The pattern: nobody is buying revenue. They are buying distribution chokepoints, open-weight ecosystems and robot bodies before unit economics exist. When strategic buyers set the prices, cash flows stop being the scoreboard 🎯 | |
| 4:00 PM ET | $SFTBY | 4:00 PM ET @myusedrobot on X SoftBank Eyes Controlling Stake in Humanoid Robot Maker 1X SoftBank is negotiating to acquire a controlling interest in humanoid robotics company 1X at a valuation around $6 billion, focusing on residential applications. | |
| 3:56 PM ET | $SFTBY | 3:56 PM ET @notreload_ai on X SoftBank is in talks to buy a majority stake in OpenAI-backed humanoid robot maker 1X Technologies at a valuation of about $6 billion. https://t.co/hQDfAfdaeX | |
| 10:26 AM ET | $SFTBY | 10:26 AM ET @Biti8888 on X 🚨BREAKING NEWS SoftBank is reportedly in talks to acquire a majority stake in @1x_tech at a $6B valuation. If the deal happens, it would be another major signal that serious capital is moving deeper into humanoid robotics. 1X already has NEO preorders, with the first-year production capacity reportedly sold out in just five days. Robotics is becoming a serious capital market. | |
| 3:06 PM ET | $SFTBY | 3:06 PM ET @noboonchain on X @theinformation One thing worth watching here: $6B for 1X implies SoftBank is pricing humanoid robots on AI-adjacent multiples, not on any demonstrated unit economics. That bet may eventually be right, but the sequencing matters — Son has been early and very wrong before getting very right. | |
| 12:49 PM ET | $SFTBY | 12:49 PM ET @TheHumanoidHub on X $6B. For 1X ! In this market. That'd be daylight robbery. SoftBank is in talks to buy a majority stake in 1X Technologies at a ~$6B valuation, per The Information. The part that stands out from the report: OpenAI reportedly discussed acquiring 1X outright last year. SoftBank is Masayoshi Son's Japanese investment giant, owner of Arm and the $100B Vision Fund, and lately one of the biggest checkbooks in AI and robotics. Talks are ongoing and terms could change. https://t.co/fQzpQQJnFi | |
| 12:38 PM ET | $SFTBY | 12:38 PM ET @ricci_nov on X @ClementDelangue While SoftBank pays $6B for humanoids that haven't shipped, Hugging Face ships a $399 duck you can actually train tonight. The Raspberry Pi playbook applied to robotics — the cheap hackable one is how a generation of roboticists gets made. | |
| 10:30 AM ET | $SFTBY | — | 10:30 AM ET The Rundown AI on X: "Top stories in robotics today:
- Cyborg roaches become first responders
- SoftBank may add NEO to its robot stack
- Amazon builds robot-run delivery station
- Why Generalist is suddenly worth $3B" / X Post Log in Sign up Post The Rundown AI on X: "Top stories in robotics today: \- Cyborg roaches become first responders \- SoftBank may add NEO to its robot stack \- Amazon builds robot-run delivery station \- Why Generalist is suddenly worth $3B" - The Rundown AI @TheRundownAI Top stories in robotics today: \- Cyborg roaches become first responders \- SoftBank may add NEO to its robot stack \- Amazon builds robot-run delivery station \- Why Generalist is suddenly worth $3B View media 10:30 AM · Aug 27, 20267.7KViews 3 1 5 - The Rundown AI @TheRundownAI Aug 27 Read more: \\ \\ Cyborg roaches… |
| 8:59 AM ET | $SFTBY | 8:59 AM ET @thetechstartups on X 🚨 BREAKING: @SoftBank is in talks to buy a majority stake in @OpenAI-backed humanoid robot startup 1X at a $6 BILLION valuation. 🤖💰 @1x_tech is building NEO, a humanoid designed to live in your home, fold laundry, make coffee, vacuum, and handle everyday chores. 🏠☕🧺 The twist? 1X reportedly sought a $10B valuation last year. Now Masayoshi Son wants in. The race to put humanoid robots in our homes is heating up. 🔥🤖 Full story on TechStartups 👇 #SoftBank #OpenAI #1X #HumanoidRobots #Robotics #AI #Tech | |
| 2:20 AM ET | $SFTBY | 2:20 AM ET Humanoids daily on X: "SoftBank is in talks to buy a majority stake in 1X at ~$6B, per The Information.
Last September, 1X was reportedly seeking $1B at a $10B+ valuation.
Control normally trades at a premium, not a discount.
Still unknown: how big the stake is, and whether OpenAI is selling." / X Post Log in Sign up Post Humanoids daily on X: "SoftBank is in talks to buy a majority stake in 1X at $6B, per The Information. Last September, 1X was reportedly seeking $1B at a $10B+ valuation. Control normally trades at a premium, not a discount. Still unknown: how big the stake is, and whether OpenAI is selling." - Humanoids daily @humanoidsdaily SoftBank is in talks to buy a majority stake in 1X at $6B, per The Information. Last September, 1X was reportedly seeking $1B at a $10B+ valuation. Control normally trades at a premium, not a discount. Still unknown: how big the stake is, and… | |
| 11:24 PM ET | 11:24 PM ET @HumanoidInvest on X Starting to think this is actually bullish for $CCXI 🤖 @agilityrobotics as they are way further ahead in commercialization and just $2.5 billion pre-money valuation *SOFTBANK IN TALKS TO ACQUIRE MAJORITY STAKE IN HUMANOID ROBOT MAKER 1X AT $6B: THE INFORMATION *OPENAI SCRAPPED PREVIOUS PLANS TO ACQUIRE HUMANOID ROBOT STARTUP 1X *1X ROBOTICS FACES DOWN-VALUATION TO $6B AFTER UNSUCCESSFUL $10B FUNDRAISE *NO NEO ROBOTS YET DELIVERED TO CUSTOMERS DESPITE 10,000 ORDERS & 2026 TIMELINE | ||
| 11:01 PM ET | $SFTBY | 11:01 PM ET Ismail | SinyalKatmanı | on X: "SoftBank, humanoid robot üreticisi 1X’te çoğunluk hissesi için $6B değerleme üzerinden görüşüyor. NEO için 10K' dan fazla sipariş var.
Son, OpenAI ve AI infra sonrası fiziksel AI’a yükleniyor. Sipariş var ama ticari teslimat ölçeği henüz kanıtlanmadı." / X Post Log in Sign up Post Ismail \| SinyalKatmanı \| on X: "SoftBank, humanoid robot üreticisi 1X’te çoğunluk hissesi için $6B değerleme üzerinden görüşüyor. NEO için 10K' dan fazla sipariş var. Son, OpenAI ve AI infra sonrası fiziksel AI’a yükleniyor. Sipariş var ama ticari teslimat ölçeği henüz kanıtlanmadı." - Ismail \| SinyalKatmanı \| @sinyalkatmani SoftBank, humanoid robot üreticisi 1X’te çoğunluk hissesi için $6B değerleme üzerinden görüşüyor. NEO için 10K' dan fazla sipariş var. Son, OpenAI ve AI infra sonrası fiziksel AI’a yükleniyor. Sipariş var ama ticari teslimat ölçeği henüz… | |
| 10:40 PM ET | $SFTBY | 10:40 PM ET Humanoid Investing on X: "SoftBank Negotiating Majority Stake In Humanoid Maker 1X At $6 Billion Valuation" / X Post Log in Sign up Post Humanoid Investing on X: "SoftBank Negotiating Majority Stake In Humanoid Maker 1X At $6 Billion Valuation" - Humanoid Investing @HumanoidInvest SoftBank Negotiating Majority Stake In Humanoid Maker 1X At $6 Billion Valuation View media 10:40 PM · Aug 26, 20261KViews 2 4 1 - Jay Mason @JayMason3131 Aug 27 Welcome to the show Reply 19 - Slinky 🔨Hammer @slinkyhammer Aug 27 Dude @agilityrobotics is so undervalued is insane this gonna wild to watch play out 1 61 Scan to get the app | |
| 10:13 PM ET | $SFTBY | 10:13 PM ET @CapitalSqueez on X $CCXI SoftBank paying $6B for control of 1X is a category green light. Masa is buying physical AI. That lifts every credible humanoid name. 1X is the home bet: $20k NEO, 10k pre-orders. Home is the hardest environment. SoftBank still wants it. 🔥 Agility is the better near-term trade. Digit is already working — 65k+ hours, 100k+ totes at GXO. Did you know…SoftBank is already an investor in Agility via its Vision Fund 2? 💥 @agilityrobotics @HumanoidInvest @PeggyJ @slinkyhammer @SCSQ2022 @valueInIdeas @chris_j_paxton | |
| 9:49 PM ET | $SFTBY | 9:49 PM ET @wallstengine on X SOFTBANK IN TALKS TO BUY MAJORITY STAKE IN 1X AT ~$6B VALUATION SoftBank is in talks to acquire a majority stake in OpenAI-backed humanoid robot maker 1X, per The Information. 1X previously tried to raise $1B at a $10B valuation but raised less than half that target. OpenAI also discussed acquiring 1X last year, though talks fell apart. The company says it received 10,000+ pre-orders for its $20,000 NEO humanoid within the first week, with deliveries planned for 2026, though none have been delivered yet. | |
| 9:49 PM ET | $SFTBY | 9:49 PM ET Odd Diligence on X: "“SoftBank in Talks to Buy Majority Stake in Humanoid Maker 1X at $6 Billion Valuation”
SoftBank also has position in Agility Robotics $CCXI … maybe throw them some more $$ someday?" / X Post Log in Sign up Post Odd Diligence on X: "“SoftBank in Talks to Buy Majority Stake in Humanoid Maker 1X at $6 Billion Valuation” SoftBank also has position in Agility Robotics $CCXI … maybe throw them some more $$ someday?" - Odd Diligence @OddDiligence “SoftBank in Talks to Buy Majority Stake in Humanoid Maker 1X at $6 Billion Valuation” SoftBank also has position in Agility Robotics $CCXI … maybe throw them some more $$ someday? View media 9:49 PM · Aug 26, 20263.6KViews Reply 3 18 5 | |
| 9:44 PM ET | $SFTBY | 9:44 PM ET @tradfi on X *SOFTBANK IN TALKS TO ACQUIRE MAJORITY STAKE IN HUMANOID ROBOT MAKER 1X AT $6B: THE INFORMATION *OPENAI SCRAPPED PREVIOUS PLANS TO ACQUIRE HUMANOID ROBOT STARTUP 1X *1X ROBOTICS FACES DOWN-VALUATION TO $6B AFTER UNSUCCESSFUL $10B FUNDRAISE *NO NEO ROBOTS YET DELIVERED TO CUSTOMERS DESPITE 10,000 ORDERS & 2026 TIMELINE | |
| 9:38 PM ET | $SFTBY | 9:38 PM ET @RedboxWire on X SoftBank Negotiating Majority Stake In Humanoid Maker 1X At $6 Billion Valuation, The Information Says | |
| 9:38 PM ET | $SFTBY | 9:38 PM ET @FirstSquawk on X SoftBank Negotiating Majority Stake In Humanoid Maker 1X At $6 Billion Valuation, The Information Says | |
| 12:08 PM ET | DVDynamo Ventures | 12:08 PM ETDVDynamo Ventures Dynamo Dispatch (2026/08/24) - by Santosh Sankar Dispatch by Dynamo Ventures SubscribeSign in Discover more from Dispatch by Dynamo Ventures The signal in the noise of the industrial renaissance. Each week, we distill the headlines that matter across the physical economy along with our unique perspective and opinion. Join the thousands of founders, executives, and investors who read it. Over 4,000 subscribers Subscribe By subscribing, you agree Substack's Terms of Use, and acknowledge its Information Collection Notice and Privacy Policy. Already have an account? Sign in Dynamo Dispatch (2026/08/24) Issue 384 \| The grid, the canal, and the… |