Company
Robot / product
NEO home humanoid (1.68 m, 30 kg); EVE (wheeled, enterprise)Public
Funding
Series B, Jan 2024: $100M (EQT Ventures led; Samsung NEXT, OpenAI Startup Fund, Tiger Global). March 2023: $23.5M round led by OpenAI Startup FundPublic
Target market
Home / consumer firstPublic
GTM
Target vertical
Consumer households (US first)Public
ICP
Early-adopter households willing to accept teleoperated assistance during the learning phaseAnalyst view
Primary buyer
The consumer, directlyPublic
Use case
Household chores; remote human experts (Expert Mode) step in for tasks NEO has not yet learnedPublic
Sales motion
Direct-to-consumer orders via website, launched with a WSJ exclusive and followed by long-form podcasts with the CEOPublic
Deployment model
Ship to home; remote operators take over tasks; owners can block rooms from the operator's view and blur facesPublic
Commercial model
$200 refundable deposit, then purchase ($20,000 Early Access with three-year warranty) or $499 / month Standard planPublic
Pricing
$20,000 purchase or $499 / month (US orders opened Oct 28, 2025); subscription contract length and cancellation terms not publishedPublic
Sales cycle
Consumer: instant $200 deposit; first private US deliveries targeted by end of 2026Public
Intelligence
6/10MARKET FIT
5/10DISTRIBUTION STRENGTH
7/10BUYER READINESS
Commercialization riskHigh: deposit-to-purchase conversion unpublished; launch autonomy still unspecified; teleoperation framing persists
Key GTM insight1X chose the opposite GTM of every other humanoid company: consumer first, published price, subscription option. The published $499 / month is the first real price anchor in the humanoid market.
What competitors should learnA public price is itself a GTM weapon. It forces every competitor to answer a question they wanted to avoid.
Provenance: Public = press, company site or filings · Analyst view = ANSIOLABS inference from public evidence · Not disclosed = we do not know and will not guess. Scores are analyst assessments, methodology v0.1