{
 "ledger": {
  "title": "Claim Ledger: Your Robot Coworker Is Still a Pilot",
  "url": "https://durabilitycurve.com/claims/your-robot-coworker-is-still-a-pilot/",
  "essay": {
   "title": "Your Robot Coworker Is Still a Pilot",
   "url": "https://durabilitycurve.com/blog/your-robot-coworker-is-still-a-pilot/",
   "published": "2026-08-01"
  },
  "last_checked": "2026-08-01",
  "format": "current",
  "counts": {
   "claims": 24,
   "by_status": {
    "VERIFIED": 22,
    "REPORTED": 2
   },
   "verified_at_primary": 22,
   "removed": 5
  },
  "license": "https://creativecommons.org/licenses/by/4.0/",
  "attribution": "The Durability Curve (Harry Floyd), https://durabilitycurve.com/claims/your-robot-coworker-is-still-a-pilot/"
 },
 "rows": [
  {
   "id": "1",
   "url": "https://durabilitycurve.com/claims/your-robot-coworker-is-still-a-pilot/#c-1",
   "status": "VERIFIED",
   "status_label": "Verified",
   "removed": false,
   "claim": "Unitree published a clarification because its 2025 shipment volume was being misreported",
   "quote": "\"many pieces of misinformation regarding our company's 2025 shipment volume have been circulating online\"",
   "removal_reason": "",
   "source": "Unitree Robotics, official news post",
   "source_url": "https://shop.unitree.com/blogs/news/clarification-regarding-unitrees-2025-sales-data",
   "locator": "opening paragraph",
   "date_read": "2026-08-01"
  },
  {
   "id": "2",
   "url": "https://durabilitycurve.com/claims/your-robot-coworker-is-still-a-pilot/#c-2",
   "status": "VERIFIED",
   "status_label": "Verified",
   "removed": false,
   "claim": "Unitree shipped more than 5,500 humanoid robots in 2025",
   "quote": "\"Unitree's actual shipment volume of humanoid robots exceeded 5,500 units\"",
   "removal_reason": "",
   "source": "Unitree Robotics, 2025 sales clarification, 22 Jan 2026",
   "source_url": "https://shop.unitree.com/blogs/news/clarification-regarding-unitrees-2025-sales-data",
   "locator": "shipment figure",
   "date_read": "2026-08-01"
  },
  {
   "id": "3",
   "url": "https://durabilitycurve.com/claims/your-robot-coworker-is-still-a-pilot/#c-3",
   "status": "VERIFIED",
   "status_label": "Verified",
   "removed": false,
   "claim": "Unitree produced more than 6,500 humanoid robots in 2025, a different and larger number than it shipped",
   "quote": "\"total mass-production output of 2025 exceeded 6,500 units\"",
   "removal_reason": "",
   "source": "Unitree Robotics, 2025 sales clarification, 22 Jan 2026",
   "source_url": "https://shop.unitree.com/blogs/news/clarification-regarding-unitrees-2025-sales-data",
   "locator": "production figure",
   "date_read": "2026-08-01"
  },
  {
   "id": "4",
   "url": "https://durabilitycurve.com/claims/your-robot-coworker-is-still-a-pilot/#c-4",
   "status": "VERIFIED",
   "status_label": "Verified",
   "removed": false,
   "claim": "Unitree states its shipment figure counts delivery to end customers, and that its order volume is higher still",
   "quote": "\"quantity actually sold and delivered to end customers, not order volume; the order volume is higher\"",
   "removal_reason": "",
   "source": "Unitree Robotics, 2025 sales clarification, 22 Jan 2026",
   "source_url": "https://shop.unitree.com/blogs/news/clarification-regarding-unitrees-2025-sales-data",
   "locator": "definition note",
   "date_read": "2026-08-01"
  },
  {
   "id": "5",
   "url": "https://durabilitycurve.com/claims/your-robot-coworker-is-still-a-pilot/#c-5",
   "status": "VERIFIED",
   "status_label": "Verified",
   "removed": false,
   "claim": "Unitree warns against adding different robot types together",
   "quote": "\"directly combining the numbers of different types of robots together for comparison\"",
   "removal_reason": "",
   "source": "Unitree Robotics, 2025 sales clarification, 22 Jan 2026",
   "source_url": "https://shop.unitree.com/blogs/news/clarification-regarding-unitrees-2025-sales-data",
   "locator": "closing caution",
   "date_read": "2026-08-01"
  },
  {
   "id": "6",
   "url": "https://durabilitycurve.com/claims/your-robot-coworker-is-still-a-pilot/#c-6",
   "status": "VERIFIED",
   "status_label": "Verified",
   "removed": false,
   "claim": "Agility Robotics announced a 2.5 billion dollar merger with Churchill Capital Corp XI",
   "quote": "\"Agility Robotics to Go Public Through $2.5 Billion Merger with Churchill Capital Corp XI\"",
   "removal_reason": "",
   "source": "SEC Form 425, Exhibit 99.1, joint press release, 24 June 2026",
   "source_url": "https://www.sec.gov/Archives/edgar/data/0002074973/000121390026071290/ea029548401ex99-1.htm",
   "locator": "headline",
   "date_read": "2026-08-01"
  },
  {
   "id": "7",
   "url": "https://durabilitycurve.com/claims/your-robot-coworker-is-still-a-pilot/#c-7",
   "status": "VERIFIED",
   "status_label": "Verified",
   "removed": false,
   "claim": "Agility reports 300 million dollars of contracted orders rather than a number of robots",
   "quote": "\"more than $300 million of multi-year contracted Digit v5 orders secured to date\"",
   "removal_reason": "",
   "source": "SEC Form 425, Exhibit 99.1, 24 June 2026",
   "source_url": "https://www.sec.gov/Archives/edgar/data/0002074973/000121390026071290/ea029548401ex99-1.htm",
   "locator": "highlights list",
   "date_read": "2026-08-01"
  },
  {
   "id": "8",
   "url": "https://durabilitycurve.com/claims/your-robot-coworker-is-still-a-pilot/#c-8",
   "status": "VERIFIED",
   "status_label": "Verified",
   "removed": false,
   "claim": "Agility reports 9 customer facilities and 65,000 operating hours in place of a robot count",
   "quote": "\"Through deployment commitments across nine customer facilities, Digit has accumulated more than 65,000 hours of operation\"",
   "removal_reason": "",
   "source": "SEC Form 425, Exhibit 99.1, 24 June 2026",
   "source_url": "https://www.sec.gov/Archives/edgar/data/0002074973/000121390026071290/ea029548401ex99-1.htm",
   "locator": "commercial traction paragraph",
   "date_read": "2026-08-01"
  },
  {
   "id": "9",
   "url": "https://durabilitycurve.com/claims/your-robot-coworker-is-still-a-pilot/#c-9",
   "status": "VERIFIED",
   "status_label": "Verified",
   "removed": false,
   "claim": "Agility's 10,000 unit figure describes annual factory capacity, not robots made",
   "quote": "\"RoboFab, its full-scale humanoid manufacturing facility designed to support production of up to 10,000 units annually\"",
   "removal_reason": "",
   "source": "SEC Form 425, Exhibit 99.1, 24 June 2026",
   "source_url": "https://www.sec.gov/Archives/edgar/data/0002074973/000121390026071290/ea029548401ex99-1.htm",
   "locator": "manufacturing paragraph",
   "date_read": "2026-08-01"
  },
  {
   "id": "10",
   "url": "https://durabilitycurve.com/claims/your-robot-coworker-is-still-a-pilot/#c-10",
   "status": "VERIFIED",
   "status_label": "Verified",
   "removed": false,
   "claim": "Agility's press-release exhibit carries no robot unit count; the count sits in the companion investor-presentation exhibit of the same filing",
   "quote": "\"more than $300 million of multi-year contracted Digit v5 orders secured to date\"",
   "removal_reason": "",
   "source": "SEC Form 425, Exhibit 99.1 (press release), 24 June 2026; parsed in full, no unit count present",
   "source_url": "https://www.sec.gov/Archives/edgar/data/0002074973/000121390026071290/ea029548401ex99-1.htm",
   "locator": "whole press release, six pages",
   "date_read": "2026-08-01"
  },
  {
   "id": "11",
   "url": "https://durabilitycurve.com/claims/your-robot-coworker-is-still-a-pilot/#c-11",
   "status": "VERIFIED",
   "status_label": "Verified",
   "removed": false,
   "claim": "Agility's investor presentation discloses one robot count, 1,000, and defines it as customer ORDERS not built/shipped/installed units",
   "quote": "\"Reflects customer orders for Digit v5, as of May 2026 … and relates to 1,000 Digit v5 robots with three-year term RaaS contract\"",
   "removal_reason": "",
   "source": "SEC Form 425, Exhibit 99.2 (Investor Presentation, June 2026), same 8-K accession 000121390026071290",
   "source_url": "https://www.sec.gov/Archives/edgar/data/0002074973/000121390026071290/ea029548401ex99-2.htm",
   "locator": "footnote (1) to the orders figure",
   "date_read": "2026-08-01"
  },
  {
   "id": "12",
   "url": "https://durabilitycurve.com/claims/your-robot-coworker-is-still-a-pilot/#c-12",
   "status": "VERIFIED",
   "status_label": "Verified",
   "removed": false,
   "claim": "The same RaaS contract ties buyer warrants to robots DEPLOYED, treating deployment as a separate event from the order and giving it no number",
   "quote": "\"includes warrants issued to purchaser vesting proportionately to robots deployed; figures are not a measure of current period revenue\"",
   "removal_reason": "",
   "source": "SEC Form 425, Exhibit 99.2 (Investor Presentation, June 2026)",
   "source_url": "https://www.sec.gov/Archives/edgar/data/0002074973/000121390026071290/ea029548401ex99-2.htm",
   "locator": "footnote (1) to the orders figure",
   "date_read": "2026-08-01"
  },
  {
   "id": "13",
   "url": "https://durabilitycurve.com/claims/your-robot-coworker-is-still-a-pilot/#c-13",
   "status": "VERIFIED",
   "status_label": "Verified",
   "removed": false,
   "claim": "Agility's presentation says its robots are currently deployed in customer facilities but gives no deployed count; its unit-scale numbers are production scenarios and an illustrative chart",
   "quote": "\"currently deployed in customer facilities\"",
   "removal_reason": "",
   "source": "SEC Form 425, Exhibit 99.2 (Investor Presentation, June 2026)",
   "source_url": "https://www.sec.gov/Archives/edgar/data/0002074973/000121390026071290/ea029548401ex99-2.htm",
   "locator": "metrics slide; the \"1k/5k/10k units/yr\" cost curve and the \"installed base\" revenue chart are marked \"for illustrative purposes only\"",
   "date_read": "2026-08-01"
  },
  {
   "id": "14",
   "url": "https://durabilitycurve.com/claims/your-robot-coworker-is-still-a-pilot/#c-14",
   "status": "VERIFIED",
   "status_label": "Verified",
   "removed": false,
   "claim": "BMW says the Spartanburg robot moved more than 90,000 components over about 1,250 operating hours",
   "quote": "\"In total, it moved more than 90,000 components and covered approximately 1.2 million steps in around 1,250 operating hours\"",
   "removal_reason": "",
   "source": "BMW Group press release, 27 Feb 2026",
   "source_url": "https://www.press.bmwgroup.com/global/article/detail/T0455864EN/bmw-group-to-deploy-humanoid-robots-in-production-in-germany-for-the-first-time?language=en",
   "locator": "Spartanburg results",
   "date_read": "2026-08-01"
  },
  {
   "id": "15",
   "url": "https://durabilitycurve.com/claims/your-robot-coworker-is-still-a-pilot/#c-15",
   "status": "VERIFIED",
   "status_label": "Verified",
   "removed": false,
   "claim": "BMW says that within ten months the robot supported production of more than 30,000 X3 vehicles (secondary coverage's \"eleven months\" is not BMW's own figure)",
   "quote": "\"Within ten months, the robot Figure 02 supported the production of more than 30,000 BMW X3, working ten-hour shifts daily from Monday to Friday\"",
   "removal_reason": "",
   "source": "BMW Group press release, 27 Feb 2026",
   "source_url": "https://www.press.bmwgroup.com/global/article/detail/T0455864EN/bmw-group-to-deploy-humanoid-robots-in-production-in-germany-for-the-first-time?language=en",
   "locator": "Spartanburg results",
   "date_read": "2026-08-01"
  },
  {
   "id": "16",
   "url": "https://durabilitycurve.com/claims/your-robot-coworker-is-still-a-pilot/#c-16",
   "status": "VERIFIED",
   "status_label": "Verified",
   "removed": false,
   "claim": "BMW's release refers to the robot in the singular and never states how many robots were at Spartanburg",
   "quote": "\"the robot Figure 02 supported the production of more than 30,000 BMW X3\"",
   "removal_reason": "",
   "source": "BMW Group press release, 27 Feb 2026; whole release checked for a unit count, none present",
   "source_url": "https://www.press.bmwgroup.com/global/article/detail/T0455864EN/bmw-group-to-deploy-humanoid-robots-in-production-in-germany-for-the-first-time?language=en",
   "locator": "whole release",
   "date_read": "2026-08-01"
  },
  {
   "id": "17",
   "url": "https://durabilitycurve.com/claims/your-robot-coworker-is-still-a-pilot/#c-17",
   "status": "VERIFIED",
   "status_label": "Verified",
   "removed": false,
   "claim": "Agility's revenue chart scales an installed base from 2,500 to 15,000 Digit v5 and marks itself illustrative",
   "quote": "\"$0 $250 $500 $750 $1,000 $1,250 $1,500 2,500 5,000 7,500 10,000 12,500 15,000 Illustrative annual RaaS revenue(1) … Installed base (total # of Digit v5 deployed)(2)\" with note \"(2) For illustrative purposes only.\"",
   "removal_reason": "",
   "source": "SEC Form 425, Exhibit 99.2 (Investor Presentation, June 2026)",
   "source_url": "https://www.sec.gov/Archives/edgar/data/2074973/000121390026071290/ea029548401ex99-2.htm",
   "locator": "unit-economics slide, installed-base axis",
   "date_read": "2026-08-01"
  },
  {
   "id": "18",
   "url": "https://durabilitycurve.com/claims/your-robot-coworker-is-still-a-pilot/#c-18",
   "status": "VERIFIED",
   "status_label": "Verified",
   "removed": false,
   "claim": "BMW announces a next pilot at Leipzig in high-voltage battery assembly, again describing a humanoid robot in the singular and giving no unit count",
   "quote": "\"The deployment in Leipzig is focusing on testing a multifunctional application of the robot\" in the \"assembly of high-voltage batteries and in component manufacturing\"",
   "removal_reason": "",
   "source": "BMW Group press release, 27 Feb 2026",
   "source_url": "https://www.press.bmwgroup.com/global/article/detail/T0455864EN/bmw-group-to-deploy-humanoid-robots-in-production-in-germany-for-the-first-time?language=en",
   "locator": "Leipzig section",
   "date_read": "2026-08-01"
  },
  {
   "id": "19",
   "url": "https://durabilitycurve.com/claims/your-robot-coworker-is-still-a-pilot/#c-19",
   "status": "VERIFIED",
   "status_label": "Verified",
   "removed": false,
   "claim": "AGIBOT announced its 10,000th humanoid robot as a production milestone",
   "quote": "\"announced the rollout of its 10,000th humanoid robot\"",
   "removal_reason": "",
   "source": "AGIBOT press release via PR Newswire, 30 Mar 2026",
   "source_url": "https://www.prnewswire.com/news-releases/agibot-reaches-10-000-units-as-real-world-demand-for-robots-accelerates-302728295.html",
   "locator": "opening",
   "date_read": "2026-08-01"
  },
  {
   "id": "20",
   "url": "https://durabilitycurve.com/claims/your-robot-coworker-is-still-a-pilot/#c-20",
   "status": "VERIFIED",
   "status_label": "Verified",
   "removed": false,
   "claim": "AGIBOT gives no number for how many of the 10,000 are in real-world use, only an adjective",
   "quote": "\"Of the 10,000 humanoid robots produced, a significant portion is already active in real-world environments\"",
   "removal_reason": "",
   "source": "AGIBOT press release via PR Newswire, 30 Mar 2026",
   "source_url": "https://www.prnewswire.com/news-releases/agibot-reaches-10-000-units-as-real-world-demand-for-robots-accelerates-302728295.html",
   "locator": "deployment paragraph",
   "date_read": "2026-08-01"
  },
  {
   "id": "21",
   "url": "https://durabilitycurve.com/claims/your-robot-coworker-is-still-a-pilot/#c-21",
   "status": "VERIFIED",
   "status_label": "Verified",
   "removed": false,
   "claim": "IFR counts 542,000 industrial robots installed in 2024",
   "quote": "\"542,000 robots installed in 2024\"",
   "removal_reason": "",
   "source": "International Federation of Robotics, World Robotics 2025 press release",
   "source_url": "https://ifr.org/ifr-press-releases/news/global-robot-demand-in-factories-doubles-over-10-years",
   "locator": "installations figure",
   "date_read": "2026-08-01"
  },
  {
   "id": "22",
   "url": "https://durabilitycurve.com/claims/your-robot-coworker-is-still-a-pilot/#c-22",
   "status": "VERIFIED",
   "status_label": "Verified",
   "removed": false,
   "claim": "IFR separately counts 4,664,000 industrial robots in operational stock, a different number from installations",
   "quote": "\"The total number of industrial robots in operational use worldwide was 4,664,000 units in 2024\"",
   "removal_reason": "",
   "source": "International Federation of Robotics, World Robotics 2025 press release",
   "source_url": "https://ifr.org/ifr-press-releases/news/global-robot-demand-in-factories-doubles-over-10-years",
   "locator": "operational stock figure",
   "date_read": "2026-08-01"
  },
  {
   "id": "23",
   "url": "https://durabilitycurve.com/claims/your-robot-coworker-is-still-a-pilot/#c-23",
   "status": "REPORTED",
   "status_label": "Reported",
   "removed": false,
   "claim": "Unitree's prospectus shows about 9 percent of humanoid robot revenue came from real industrial applications, with about 74 percent from research and education",
   "quote": "\"scientific research and education accounted for 73.6% of humanoid robot revenue, commercial consumption accounted for 17.39%, and real industrial applications only accounted for 9%\"",
   "removal_reason": "",
   "source": "Unitree IPO prospectus, reported by TechFlow and corroborated by a second outlet; prospectus itself not opened",
   "source_url": "https://www.techflowpost.com/en-US/article/31730",
   "locator": "prospectus revenue split, first three quarters of 2025",
   "date_read": "2026-08-01"
  },
  {
   "id": "24",
   "url": "https://durabilitycurve.com/claims/your-robot-coworker-is-still-a-pilot/#c-24",
   "status": "REPORTED",
   "status_label": "Reported",
   "removed": false,
   "claim": "Tesla has disclosed no Optimus production unit count, and says initial units are for internal data collection rather than customers",
   "quote": "\"training data collection and further functionality development\"",
   "removal_reason": "",
   "source": "Tesla Q2 2026 earnings materials, as reported; Tesla's own deck not opened directly",
   "source_url": "https://www.techtimes.com/articles/321012/20260720/tesla-optimus-production-count-remains-zero-q2-earnings-call-looms-wednesday.htm",
   "locator": "Optimus outlook",
   "date_read": "2026-08-01"
  },
  {
   "id": "25",
   "url": "https://durabilitycurve.com/claims/your-robot-coworker-is-still-a-pilot/#c-25",
   "status": "EXCLUDED",
   "status_label": "Excluded",
   "removed": true,
   "claim": "Two robots at BMW Spartanburg",
   "quote": "",
   "removal_reason": "Secondary sources only. BMW's own release uses the singular and gives no count. Writing it would commit the error the piece prosecutes.",
   "source": "",
   "source_url": "",
   "locator": "",
   "date_read": ""
  },
  {
   "id": "26",
   "url": "https://durabilitycurve.com/claims/your-robot-coworker-is-still-a-pilot/#c-26",
   "status": "EXCLUDED",
   "status_label": "Excluded",
   "removed": true,
   "claim": "Figure has ~740 robots deployed",
   "quote": "",
   "removal_reason": "The primary (Adcock, X, 20 June 2026) returned HTTP 402 and could not be opened. The wording that circulates describes Figure's own premises, not customer deployments. Excluded from the prose entirely — do not reintroduce it as \"high hundreds\" either.",
   "source": "",
   "source_url": "",
   "locator": "",
   "date_read": ""
  },
  {
   "id": "27",
   "url": "https://durabilitycurve.com/claims/your-robot-coworker-is-still-a-pilot/#c-27",
   "status": "EXCLUDED",
   "status_label": "Excluded",
   "removed": true,
   "claim": "Agility discloses zero robot counts",
   "quote": "",
   "removal_reason": "FALSE, corrected 2026-08-01 after a review. The press-release exhibit has none, but the investor-presentation exhibit of the same filing discloses 1,000 (as orders). Original draft asserted zero because only Exhibit 99.1 was read.",
   "source": "",
   "source_url": "",
   "locator": "",
   "date_read": ""
  },
  {
   "id": "28",
   "url": "https://durabilitycurve.com/claims/your-robot-coworker-is-still-a-pilot/#c-28",
   "status": "EXCLUDED",
   "status_label": "Excluded",
   "removed": true,
   "claim": "About 3 to 4 percent of humanoid shipments do operational work",
   "quote": "",
   "removal_reason": "TechFlow's own derivation from the 9 percent industrial share, not a prospectus disclosure. Excluded as a derived number presented as a disclosed one.",
   "source": "",
   "source_url": "",
   "locator": "",
   "date_read": ""
  },
  {
   "id": "29",
   "url": "https://durabilitycurve.com/claims/your-robot-coworker-is-still-a-pilot/#c-29",
   "status": "EXCLUDED",
   "status_label": "Excluded",
   "removed": true,
   "claim": "5,500 shipped implies ~495 industrial units",
   "quote": "",
   "removal_reason": "Cross-basis: 9 percent is a revenue share over three quarters, 5,500 is an annual unit count. Multiplying them is the error the piece is about.",
   "source": "",
   "source_url": "",
   "locator": "",
   "date_read": ""
  }
 ]
}