# Figure vs Tesla Optimus: A Verified Humanoid Comparison (2026)

[Figure](/companies/figure-ai.md)'s humanoid and [Tesla](/companies/tesla.md)'s Optimus are two of the most-watched humanoid robot programs in the world. This is a side-by-side of what each has verifiably deployed, drawn from the DEPLOY registry, with company claims labeled as claims, because here the gap between claim and verified reality is unusually wide.

**The short version: very different evidence levels.** Figure has a documented, external factory deployment at a BMW plant. Tesla's Optimus, despite enormous attention and ambitious production targets, has no verified external deployment: as of early 2026 its robots operate inside Tesla's own facilities in a learning and data-collection phase, and Tesla's CEO stated in January 2026 that zero Optimus units were yet doing useful work. The two are at genuinely different points on the path from prototype to deployment.

**Where Tesla Optimus stands out.** Tesla's advantages are prospective and large: it began mass-production tooling for Optimus at its Fremont factory in January 2026, targets a one-million-unit annual capacity, and can draw on its vehicle-manufacturing scale and AI stack. If Optimus reaches real productive work, Tesla's manufacturing capacity could allow it to scale faster than any rival. The bet is on scale; the work itself is not yet demonstrated.

**Where Figure stands out.** Figure's advantage is evidence: an actual humanoid doing actual work at an external customer site (BMW), which Optimus does not yet have. Figure raised over $1 billion at a roughly $39 billion valuation and runs its own Helix AI and BotQ manufacturing. On the specific question of verified deployment, Figure is ahead today.

**What to watch.** Whether Tesla converts its manufacturing scale into Optimus's first verified external deployment; whether Figure scales beyond its anchor partner; and how the two compare once both have robots doing real, sourced work. The comparison below tracks the verified state and will update as the registry does.

_Figures are drawn from the DEPLOY registry. Operational and financial figures stated by the companies are labeled as company-stated. [See how we verify](/methodology.md)._

## Comparison

| Attribute | Figure | Tesla Optimus |
|---|---|---|
| Category | ✓ Verified: Humanoid | ✓ Verified: Humanoid |
| Robot | ✓ Verified: [Figure 03](/models/figure-03.md) | ✓ Verified: [Tesla Optimus](/models/tesla-optimus.md) |
| Verified external deployment | ✓ Verified: Figure 02 at BMW Spartanburg | _Claimed (company-stated, Jan 2026): None. Internal learning phase only at Tesla facilities; CEO stated zero Optimus units yet doing "useful work" (Jan 2026)._ |
| Maturity stage | ✓ Verified: Production | ✓ Verified: Prototype |
| Funding / backing | _Claimed (company-stated): ~$1.7B raised, ~$39B valuation_ | _Claimed (company-stated): Public (TSLA); $20B+ 2026 Optimus capex target_ |
| Manufacturing | ✓ Verified: BotQ facility (Figure-operated) | _Claimed (company-stated): Fremont line; 1M-unit/yr annual capacity target_ |
| In-house AI | _Claimed (company-stated): Helix (vision-language-action)_ | _Claimed (company-stated): FSD-derived stack_ |
| Verified deployments (registry) | ✓ Verified: 1 | ✓ Verified: 0 |
| Incidents (registry) | ✓ Verified: 0 | ✓ Verified: 0 |

## See also

- [All verified humanoid companies](/verified-humanoid-companies.md). The full humanoid list.
- [Figure vs Apptronik](/figure-vs-apptronik.md). Verified humanoid comparison.
- [Waymo vs Tesla Robotaxi](/waymo-vs-tesla.md). Verified robotaxi comparison.
- [Methodology](/methodology.md). What we count, how we verify.

**Accountability:** [Verified incidents](/verified-incidents.md). Sourced record of collisions, injuries, recalls, regulatory actions.

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