# What is true on Fleet?

> Markdown twin of https://roboterminal.app/topics/fleet · https://roboterminal.app/topics/fleet.md

## On this layer

- org — [Tesla](https://roboterminal.app/companies/tesla) (15)
- org — [Agility](https://roboterminal.app/companies/agility) (2)
- org — Din Tai Fung (2)
- org — Dyna Robotics (2)
- org — [Figure](https://roboterminal.app/companies/figure) (2)
- org — napkin production (2)
- regulator — texas-dmv (2)
- org — Waymo (2)
- org — [1X](https://roboterminal.app/companies/1x) (1)
- org — Agile Robots (1)
- org — [BMW](https://roboterminal.app/companies/bmw) (1)
- plant — BMW Spartanburg (1)
- org — BMWGroup (1)
- org — BYD (1)
- org — CERN (1)
- org — Continuum Labs (1)
- org — ESA (1)
- org — Figure_robot (1)
- org — Forbes July BYD fleet claim (1)
- org — Foundation (1)
- plant — Geely Qiantang (1)
- org — Goldman Sachs (1)
- regulator — iso (1)
- org — LimX Dynamics (1)
- org — McKinsey (1)
- org — NEURA (1)
- regulator — nhtsa (1)
- org — NIST (1)
- org — NVIDIARobotics (1)
- org — PaXini (1)
- org — PaXini claimed run, unverified (1)
- org — PaXini March round USD equivalent as cited (1)
- org — production requirement for napkins (1)
- org — Shield AI (1)
- org — total Cybercabs in Robotaxi fleet (1)
- org — TRON 2 (1)
- org — UBTech (1)
- org — [Unitree](https://roboterminal.app/companies/unitree) (1)
- org — ZiNovaLabs (1)

## Who captures

- Tesla (14)
- Agility (2)
- @smsehy (2)
- Dyna Robotics (2)
- Continuum Labs (1)
- Shield AI (1)
- @kyleichan (1)
- @OperationsPLS (1)
- ZiNovaLabs (1)
- Unitree (1)
- McKinsey (1)
- 1X (1)

## Sourced numbers

- **TRON 2:** 1 units
  - _"TRON 2 serves as a modular and extensible embodied robotic platform for multi-tool, multi-step tasks across large workspaces."_
  - Source: [LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows.

@ZiNovaLabs builds on TRON 2 to explore an innovative robotic configuration for construction, demonstrating key tasks in a scaled-down tilt-up construction workflow, includi… / X](https://x.com/chris_j_paxton/status/2095114381818253768)
- **Tesla's global fleet mileage on FSD:** 14,000,000,000 units
  - _"Tesla's global fleet has just crossed 14 billion miles driven on FSD (Supervised) after hitting 13 billion on August 3rd."_
  - Source: [Sawyer Merritt on X: "Tesla's global fleet has just crossed 14 billion miles driven on FSD (Supervised) after hitting 13 billion on August 3rd." / X](https://x.com/SawyerMerritt/status/2094523649562690042)
- **total Cybercabs in Robotaxi fleet:** 45 units
  - _"Tesla has just added another 38 Cybercabs to its Robotaxi fleet, bringing the total up to 45, according to the Texas DMV."_
  - Source: [Sawyer Merritt on X: "Here we go! Tesla has just added another 38 Cybercabs to its Robotaxi fleet, bringing the total up to 45, according to the Texas DMV.

Robots on robots on robots! This Thursday's launch event is gonna be awesome🤖🤖🤖" / X](https://x.com/SawyerMerritt/status/2094497070144979055)
- **PaXini claimed run, unverified:** 8 hrs
  - _"Tora-One at Geely Qiantang ran eight continuous hours without a fault"_
  - Source: [BYD opens car plants to PaXini robots; announced Monday after Aug 25 deal](https://eletric-vehicles.com/byd/byd-deepens-paxini-tie-up-giving-robots-access-to-its-car-plants/)
- **PaXini March round USD equivalent as cited:** ~$148M
  - _">1 billion yuan (~$148M)"_
  - Source: [BYD opens car plants to PaXini robots; announced Monday after Aug 25 deal](https://eletric-vehicles.com/byd/byd-deepens-paxini-tie-up-giving-robots-access-to-its-car-plants/)
- **Forbes July BYD fleet claim:** 200 units
  - _"combined BYD humanoid fleet around 200 machines"_
  - Source: [BYD opens car plants to PaXini robots; announced Monday after Aug 25 deal](https://eletric-vehicles.com/byd/byd-deepens-paxini-tie-up-giving-robots-access-to-its-car-plants/)
- **napkin production:** 1,500 units
  - _"To keep one Din Tai Fung dining room supplied, a robot has to produce 1,500 table-ready napkins in a day’s shift."_
  - Source: [Dyna Robotics on X: "After so many demos, models, pilots, robots are still struggling to land real deployments with real customers. Until now.

Today we’re excited to share that our robots have successfully crossed the ROI threshold, and Din Tai Fung, one of the highest revenue per location restaur… / X](https://x.com/TheHumanoidHub/status/2093387536962076683)
- **napkin production:** 480 units
  - _"A year ago, ours managed 480 with Dyna-1."_
  - Source: [Dyna Robotics on X: "After so many demos, models, pilots, robots are still struggling to land real deployments with real customers. Until now.

Today we’re excited to share that our robots have successfully crossed the ROI threshold, and Din Tai Fung, one of the highest revenue per location restaur… / X](https://x.com/TheHumanoidHub/status/2093387536962076683)
- **production requirement for napkins:** 1,500 units
  - _"To keep one Din Tai Fung dining room supplied, a robot has to produce 1,500 table-ready napkins in a day’s shift."_
  - Source: [Dyna Robotics on X: "After so many demos, models, pilots, robots are still struggling to land real deployments with real customers. Until now.

Today we’re excited to share that our robots have successfully crossed the ROI threshold, and Din Tai Fung, one of the highest revenue per location restaur… / X](https://x.com/Rewkang/status/2093048258537087479)
- **deployments:** 1 units
  - _"We deployed humanoid robots into a real factory in under 90 days!"_
  - Source: [Melvin Schwarz on X: "We deployed humanoid robots into a real factory in under 90 days!

Today, we are coming out of stealth with Nucleus.

Our team previously worked on some of robotics’ toughest challenges at 1X, Foundation, 
NEURA, Agile Robots, CERN and ESA.

We have come together because Europ… / X](https://x.com/xmaquina/status/2095059245721113016)

## Pulse

- [@SawyerMerritt on X](https://x.com/SawyerMerritt/status/2095993244945457239)
  I've now done a total of 3 hours riding around in @Tesla’s Cybercab and spent a total of $92.51. That travel time would have cost me $200 with Ubers. My longest ride has been ~40 minutes. I legitimate…
- [@TheHumanoidHub on X](https://x.com/TheHumanoidHub/status/2095976015818576359)
  Don't sleep on Tesla in humanoids just because they've gone quiet. Tesla bet on solving driving intelligence from vision alone, put a powerful inference computer in every car long before FSD was solve…
- [@SawyerMerritt on X](https://x.com/SawyerMerritt/status/2095956167734202378)
  Cybercab rides officially went live for the general public in Austin ~20 minutes ago and wait times immediately went from 5-10 minutes to 1+ hour, and prices also increased. Tons of people wanna try C…
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2095955262276567206)
  Tesla could turn a $3.50 per mile transportation market into a $0.20 per mile software business (Save this). The chart compares what riders pay today with Tesla’s long term robotaxi targets, showing t…
- [@continuumlabs_ on X](https://x.com/continuumlabs_/status/2095923406214758560)
  How do you update 10,000 robots at once? You don’t blindly push an update to all of them. Fleet-scale software updates typically follow a controlled rollout: → Build new software → Test and validate →…
- [@SawyerMerritt on X](https://x.com/SawyerMerritt/status/2095917984950661628)
  Here's my full 40 minute Cybercab ride today from downtown Austin to North Austin (at 2x speed). FSD handled everything perfectly. Cybercab is by far my favorite robotaxi experience. It's really comfo…
- [@joinautopilot on X](https://x.com/joinautopilot/status/2095915961404506126)
  Breaking: Tesla is plunging today after NHTSA opened a formal audit into its new Cybercab robotaxi, which has no steering wheel, pedals, or mirrors Goldman Sachs disclosed a Tesla stake in Q3 2010 and…
- [@spaceandtech_ on X](https://x.com/spaceandtech_/status/2095914090481017283)
  Shield AI unveiled X-BAT, an autonomous jet aircraft with vertical takeoff and landing. It can reach 50,000 feet and fly 2,000 nautical miles. Powered by Hivemind AI, it can perform complex missions a…
- [@CrossedOffCap on X](https://x.com/CrossedOffCap/status/2095901426320891985)
  “If I ask you which is harder — folding laundry or doing a backflip — most people will say folding laundry is way easier, but for humanoids, doing a task that we do in our daily lives is actually way …
- [@Newsforce on X](https://x.com/Newsforce/status/2095857661531087013)
  🇯🇵🇭🇰🇨🇳 Tesla's Cybercab, its steering-wheel-free @robotaxi, is heading to Asia this month, with display stops planned in Hong Kong, Tokyo, Beijing, and Shanghai, marking its first public appeara…
- [@Newsforce on X](https://x.com/Newsforce/status/2095659354406224040)
  🇺🇸 Tesla is now taking interest from companies and individuals who want to buy and operate Cybercab fleets. The new form asks prospective partners about purchasing vehicles, building mobility hubs a…
- [@smsehy on X](https://x.com/smsehy/status/2095633432738955264)
  65 million miles of Tesla FSD fleet data. 5% safer than human driving by their own metrics. Safety certification bodies require per-scenario validation across an ODD matrix, not fleet-aggregate statis…
- [@SawyerMerritt on X](https://x.com/SawyerMerritt/status/2095577020386169204)
  Tesla has introduced a new form that you can fill out if you are interested in purchasing a fleet of Cybercabs: Form: https://t.co/Ut0yoiEyXD https://t.co/uuaCXmksIO
- [@kyleichan on X](https://x.com/kyleichan/status/2095453676089340316)
  This is quite stunning. China’s vast electric vehicle fleet can be flexed during an oil supply shock and offset the equivalent of the UK’s entire oil consumption. https://t.co/l8sx1dyFNo
- [@smsehy on X](https://x.com/smsehy/status/2095439322292134056)
  Humanoid fleet projections must account for physical supply chain lead times. Tooling up precision strain wave gearing, high-temperature magnet fabrication, and automated joint assembly limits near-te…
- [@smsehy on X](https://x.com/smsehy/status/2095435804466426036)
  Deploying driverless fleets without steering controls validates perception models in urban corridors. The next operational test is managing remote teleoperation intervention ratios and depot turnaroun…
- [@OperationsPLS on X](https://x.com/OperationsPLS/status/2095425593626247256)
  165 Wh/mile is the fleet ops number that matters. At scale, that efficiency gap compounds — lower energy cost per mile means autonomous fleets reach profitability faster than human-driven alternatives…
- [@SawyerMerritt on X](https://x.com/SawyerMerritt/status/2095273221817811338)
  Tesla just added 106 Model Ys to its Robotaxi fleet, bringing the total number of vehicles registered to 420, according to the Texas DMV. https://t.co/P9phjxtyeU
- [LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows.

@ZiNovaLabs builds on TRON 2 to explore an innovative robotic configuration for construction, demonstrating key tasks in a scaled-down tilt-up construction workflow, includi… / X](https://x.com/chris_j_paxton/status/2095114381818253768)
  Post Log in Sign up Post LimX Dynamics on X: "Together with ZINOVA's Tool Intelligence, TRON 2 takes on increasingly complex construction workflows. @ZiNovaLabs builds on TRON 2 to explore an innovati…
- [Job Post | Agility](https://x.com/agilityrobotics/status/2094831218273734786)
  Skip to Content Job Application for Senior Systems Engineer at Agility Robotics Back to jobs Senior Systems Engineer Hybrid- Fremont, CA Apply Agility’s commercially deployed humanoids operate alongsi…
- [📐_Cyber_Owl_🦉 on X: "🚨Golden Fleet Alert🚨

Golden Tesla Cybercabs have taken over the city and are flooding Austin 🌊✨

They are constantly validating pick-ups and drop offs ahead of the Cybercab launch event on 09/03 🤖🚕
Can’t wait for the most futuristic Robotaxis ever 👏

@robotaxi @Tesla @… / X](https://x.com/SawyerMerritt/status/2094608155078504703)
  Post Log in Sign up Post 📐\Cyber\Owl\🦉 on X: "🚨Golden Fleet Alert🚨 Golden Tesla Cybercabs have taken over the city and are flooding Austin 🌊✨ They are constantly validating pick-ups and drop offs…
- [Sawyer Merritt on X: "Tesla's global fleet has just crossed 14 billion miles driven on FSD (Supervised) after hitting 13 billion on August 3rd." / X](https://x.com/SawyerMerritt/status/2094523649562690042)
  Post Log in Sign up Post Sawyer Merritt on X: "Tesla's global fleet has just crossed 14 billion miles driven on FSD (Supervised) after hitting 13 billion on August 3rd." - Sawyer Merritt @SawyerMerrit…
- [Sawyer Merritt on X: "Here we go! Tesla has just added another 38 Cybercabs to its Robotaxi fleet, bringing the total up to 45, according to the Texas DMV.

Robots on robots on robots! This Thursday's launch event is gonna be awesome🤖🤖🤖" / X](https://x.com/SawyerMerritt/status/2094497070144979055)
  Post Log in Sign up Post Sawyer Merritt on X: "Here we go! Tesla has just added another 38 Cybercabs to its Robotaxi fleet, bringing the total up to 45, according to the Texas DMV. Robots on robots on…
- [BYD opens car plants to PaXini robots; announced Monday after Aug 25 deal](https://eletric-vehicles.com/byd/byd-deepens-paxini-tie-up-giving-robots-access-to-its-car-plants/)
  Matilde Alves (31 Aug 2026): BYD and PaXini Tech (both Shenzhen) signed a strategic cooperation agreement Aug 25 and announced it Monday. PaXini will deploy production-focused robots inside BYD factor…
- [Dyna Robotics on X: "After so many demos, models, pilots, robots are still struggling to land real deployments with real customers. Until now.

Today we’re excited to share that our robots have successfully crossed the ROI threshold, and Din Tai Fung, one of the highest revenue per location restaur… / X](https://x.com/TheHumanoidHub/status/2093387536962076683)
  Post Log in Sign up Post Dyna Robotics on X: "After so many demos, models, pilots, robots are still struggling to land real deployments with real customers. Until now. Today we’re excited to share tha…
- [Dyna Robotics on X: "After so many demos, models, pilots, robots are still struggling to land real deployments with real customers. Until now.

Today we’re excited to share that our robots have successfully crossed the ROI threshold, and Din Tai Fung, one of the highest revenue per location restaur… / X](https://x.com/Rewkang/status/2093048258537087479)
  Post Log in Sign up Post Dyna Robotics on X: "After so many demos, models, pilots, robots are still struggling to land real deployments with real customers. Until now. Today we’re excited to share tha…
- [@HumanoidAn on X](https://x.com/HumanoidAn/status/2092255099905270127)
  The biggest opportunity in humanoid robotics may not be building the robot itself. It may be solving the bottlenecks every robot company faces: cheaper actuators, dexterous hands, better training data…
- [Melvin Schwarz on X: "We deployed humanoid robots into a real factory in under 90 days!

Today, we are coming out of stealth with Nucleus.

Our team previously worked on some of robotics’ toughest challenges at 1X, Foundation, 
NEURA, Agile Robots, CERN and ESA.

We have come together because Europ… / X](https://x.com/xmaquina/status/2095059245721113016)
  Post Log in Sign up Post Melvin Schwarz on X: "We deployed humanoid robots into a real factory in under 90 days! Today, we are coming out of stealth with Nucleus. Our team previously worked on some of…

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Source: Roboterminal · https://roboterminal.app/topics/fleet.md