
1X Technologies
Hardware sale ($20k one-time) or recurring subscription ($499/mo, both include required services) for the consumer NEO robot, with paid/permissioned remote-teleoperation 'Expert Mode' assistance; parallel B2B channel via a partnership to make up to 10,000 units available to EQT portfolio companies. Data-flywheel thesis: teleop sessions generate training data to raise autonomy over time.
The ~$10B Series C is a reported TARGET for an in-progress raise (up to $1B), not a confirmed closed valuation — the ~12x step-up over Series B rests on the NEO consumer-launch narrative and a sector-wide humanoid re-rating, not disclosed financials. An earlier Series A2 (~$23.5M, Mar 2023, incl. OpenAI / EQT Ventures / Tiger Global / Samsung NEXT) predates these points but its post-money was not disclosed, so it is omitted from the trail.
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Earnings, margins & COGS, the income-statement breakdown, SWOT, moats & dependencies, the supplier–customer ecosystem graph, top signals & trends, and the valuation range.
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