I think most American companies building humanoid robots are doomed to fail. Chinese companies with vastly bigger and better manufacturing will be able to make something 95% as good for 1/3rd the price. That leaves very little room for an American company to be successful. I'm guessing only a company like Apple with a strong culture of mass producing top quality hardware will be successful.
This is why I'm not bullish on Tesla humanoid robots. They might be successful for 1-2 years, then get pummeled by Chinese products and require saving from government tariffs.