From the NexaRaubotics newsletter — published Sep 30, 2026. Also on Substack.
NEXARAUBOTICS
FILM SPECIAL
Full film transcript — September 30, 2026

Faraday Went From Building Cars to Robots

An electric car company that delivered about sixteen vehicles — ever — just launched nine humanoid and quadruped robots with public prices from $9,990 to $137,900. We audited the strangest robot launch of the year, line by line.

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Listen to the full film

7:40 — the complete film audio plus the companion postscript, attached to this post.

Why now

On September 19, 2026, Faraday Future held its annual 919 launch event in Los Angeles and rolled out nine new embodied-AI robot configurations across five models — humanoids and quadrupeds priced from $9,990 to $137,900, on sale now through FF.com, Amazon, and RobotShop. Eleven days later, this film drops.

01. The strangest robot launch of the year

9 robots. Full prices, right on the page. And the company selling them has built sixteen cars — total. The strangest robot launch of the year. Let’s audit it.

The by-the-numbers check. Faraday Future claims 552 robots shipped through August — unverified. Longest published runtime: 8 hours on the Futurist — under quote, standard conditions.

Honest gap

The 552 figure comes from the company itself — Faraday Future’s own September 17, 2026 release says cumulative EAI robot sales and shipments reached 552 units by end of August, since deliveries began in February. No independent source confirms it. Claimed, not verified.

02. September 19, 2026: nine robots, five models

September 19, 2026, Los Angeles. Nine new AI devices across five models, plus four industry solutions. The company says they’re all on sale now — FF.com, Amazon, RobotShop.

The price ladder is the story. $9,990 for the Master Mini. $137,900 for the Aegis Hyper. Nobody in humanoids has published prices this aggressive. Confidence or desperation?

$9,990 – $137,900
Published price range — nine configs, five models
Per TipRanks (September 2026) and the company’s 919 investor update: “The nine new EAI Devices we are introducing today range in MSRP from $9,990 to $137,900.”

03. The flagship: the All-New Futurist

The flagship: the all-new Futurist. 51 degrees of freedom — 71 with the upgraded hand. $89,900 standard, $129,900 Ultra. The most articulated humanoid ever listed for sale — if the number holds.

Power: a 1,152 watt-hour dual battery, about 8 hours — under standard conditions. No payload figure. No task profile. Claimed autonomous charging — the robot docks itself. Claimed.

The Ultra’s brain: Nvidia Jetson Thor, 700 TOPS. Serious edge compute. At $129,900, it’s the priciest humanoid on the public market. Allegedly the most capable. We’ll see.

51 → 71
Degrees of freedom — 71 with the upgraded dexterous hand
Per The AI Insider (September 21, 2026): 1,152Wh dual battery, ~8 hours under standard conditions, Jetson Thor at 700 TOPS on the Ultra. All company figures.

Every number with its source, or the gap shown honestly. That’s the whole channel.

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04. The other end: the Master Mini

The other end: the Master Mini. 95 centimeters, 19.5 kilos, for classrooms. 48 to 200 TOPS. $9,990 — a humanoid for the price of a used car.

The AI Insider notes the three Master Mini versions run 48, 117, or 200 TOPS and range from $9,990 to $17,990 — North America’s first compact embodied-AI humanoid under $10,000, per the company.

05. The quadrupeds: the Aegis line

The quadrupeds. Aegis Mega: $74,990, 50-kilo payload, climbs 25-centimeter stairs, 5 hours unloaded. Hyper: $137,900. Classic: $12,990.

Spec detail, per The AI Insider (September 21, 2026): the Mega carries up to 50 kilograms, clears 25-centimeter stairs and 80-centimeter obstacles, and runs at least 5 hours unloaded on hot-swappable dual batteries. The Hyper is built for extreme environments and high-risk operations — thermal imaging, gas detection, 3D scanning payloads. Every figure is company-sourced.

06. The other half of the audit

The company asking you to wire a hundred and thirty thousand dollars for a robot has delivered about sixteen cars. Ever.

Impressive spec sheet. Now the other half of the audit. The company asking you to wire $130,000 for a robot has delivered about 16 cars. Ever.

The receipts. The FF 91: production March 2023, six years late. That year: 4 sold, 6 leased. Revenue: $784,000 — on a $309,000 car costing over $4 million apiece to build.

The 2023 numbers check out: production began March 2023, first deliveries August 2023 — six years after the original 2018 target — with 4 sold and 6 leased for the year, $784,000 in automotive revenue against $42.6 million in auto sales cost. And InsideEVs put total FF 91 sales at just 16 vehicles since production started.

The balance sheet: Q1 2026 revenue, $512,000. Operating loss, nearly $36 million. Update — recorded September 29. Faraday just signed a term sheet for AIxC to acquire its robotics business at a $200M valuation, all stock. AIxC becomes FF EAI Robotics Ecosystem — ticker FFR — live today. The stock jumped 53% after hours. It’s non-binding, so it may not close. But the robot business you just watched may soon trade on its own ticker. Remember this when you read “available for delivery.”

The Q1 2026 figures are confirmed: $512,000 in revenue against a $35.9 million operating loss. Days before the 919 event, the company also warned the SEC of substantial doubt about its ability to continue as a going concern.

The term sheet — sourced

The update checks out: Faraday Future’s own September 29, 2026 release confirms the non-binding term sheet with AIxC (soon FFR) for the robotics business at an approximate $200M all-stock valuation — and notes the deal may not close.

$512K vs $35.9M
Q1 2026 revenue vs operating loss
Per the company’s Q1 2026 results (May 14, 2026): revenue nearly matched full-year 2025’s $536K — and the operating loss was still $35.9 million.

07. The gap, stated plainly

The gap, stated plainly. No independent teardown of any Faraday robot exists. No third-party benchmark. Every number here is company-sourced. Independent verification: zero.

552 units? Company-reported, through August, covering the earlier lineup too. Sold and shipped is not deployed and working. This channel counts logged hours — not press releases.

Honest gap

As of September 28, 2026: no independent teardown, no third-party benchmark, no verified customer deployment of any Faraday Future robot exists in the public record. The company’s 919 update describes the ecosystem in detail — but every performance number in this film traces back to Faraday Future itself.

08. The strategy: the hardware is the razor

The strategy: Four-Core Full-Stack AI. Not just robots — skills packages, industry solutions, RoboShare rentals. The hardware is the razor. The software and services are the blade.

Credit where due: humanoids with public prices, on Amazon today — a genuine milestone. Two years ago these were lab demos. This price list drags the industry toward transparency. Sunlight is the point of this channel.

The ecosystem framing is the company’s own: a “Four-Core Full-Stack AI” ecosystem with a 6+1 direct-sales and RoboShare rental network — including a RoboShare MOU with U.S. rental platform Hifivebot, per TipRanks.

New here? NexaRaubotics is where robots, AI, and the machines that power them meet. New full episodes every Sunday, Wednesday, and Friday at 8PM ET, with companion posts here. Shorts between drops.

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09. What changes our verdict

What changes our verdict? One: an independent teardown. Two: verified deliveries — real customers unboxing robots. Three: logged hours in real workplaces. Until then, every claim stays a claim.

10. Three predictions, dated

Accountability. Three predictions, dated. One: by December 26, 2026, reported shipments stay under 2,500. Two: no independent Futurist teardown exists by then.

PREDICTION 1

By December 26, 2026, Faraday Future’s reported robot shipments stay under 2,500 units — against its own 2,000-unit full-year target and the 552 claimed through August.

PREDICTION 2

No independent teardown of the All-New Futurist exists by December 26, 2026.

Three: by December 26, another financing round is announced — $512,000 of quarterly revenue doesn’t fund a robot company. We grade all three on camera.

PREDICTION 3

By December 26, 2026, another financing round is announced — $512,000 of quarterly revenue doesn’t fund a robot company.

Three claims. Ninety days. We grade them.

11. The receipts we’re still waiting for

9 robots, priced to move, from a company still proving it can manufacture. Bold spec sheet. Brutal balance sheet.

9 robots, priced to move, from a company still proving it can manufacture. Bold spec sheet. Brutal balance sheet. And the truth is in the receipts we’re still waiting for.

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Your turn — three questions

  1. Faraday Future just put a humanoid robot on sale for $9,990 — the first sub-$10,000 embodied-AI humanoid in North America. Does a public price list from a company that delivered about 16 cars build trust, or burn it?
  2. The company claims 552 robots shipped through August on $512,000 of quarterly revenue. What would you need to see — an independent teardown, a customer unboxing, logged hours in a real workplace — before wiring $137,900 for an Aegis Hyper?
  3. If an EV maker can pivot to humanoids and quadrupeds this fast, who’s next — and in the end, does the car company or the robot company win embodied AI?

Reply to this post — the best answers get featured next week.

New here? NexaRaubotics is where robots, AI, and the machines that power them meet. Every number on this channel appears on screen with its source, its date, and its exact wording. When the data doesn’t exist, we show you the gap instead of inventing it. New full episodes every Sunday, Wednesday, and Friday at 8PM ET.

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