Some slides from $Churchill Ca-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Some slides from $Churchill Capital Corp XI(CCXI)$ Agility Robotics. The key takeaway is that the US humanoid supply chain could be less dependent on China than many think.

A "75% US-sourced parts" figure, along with a potential mass production BOM under $30K, is a significant shift from the early unit cost narrative of around $145K that people often focus on.

The RoboFab target of roughly 10,000 units with US-based sites in Salem, Pittsburgh, and Fremont also helps reduce concerns about export controls and supply chain risk.

Backers like $Amazon.com(AMZN)$ , SoftBank, Foxconn, and $NVIDIA(NVDA)$ add some credibility to their scaling execution plans.

If they can actually achieve low-cost mass production in the US/West, it would be a strong validation for the broader "Made in America robotics" theme.

Top names in humanoid commercialization include Tesla Optimus, Figure, Agility Robotics, Boston Dynamics, and Apptronik.

It's still early, but a clear separation is starting to form.

Personally, I'm watching for a potential Agility listing around September. I'm curious how others view the US versus China supply chain risk in this area.

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