# AKI™ Humanoid Robotics Intelligence Atlas & AKIHUM50™ Investable Index (ZIP-1.0)
> Global actuarial intelligence auditing 100+ humanoid robotic platforms, multi-axis dexterity, demo-to-deployment reality gaps, automotive factory shift hours, and the AKIHUM50™ equity benchmark.

## Macro Telemetry:
- Total Programs Evaluated: 104
- Active Commercial Deployments: 42
- Total Deployed Fleet Units: 3,480
- Average Humanoid Readiness Score (HRS): 83.6 / 100
- Total Verified Factory Hours: 51,410 hrs
- Average Hand Dexterity (DoF): 12.4 DoF
- Leading Industrial Platform: Figure 03 (BMW Spartanburg)
- Leading Cost Efficiency: Unitree G1 ($16,000 Retail)
- AKIHUM50™ Index Level: $1342.85 USD (+34.2% YTD)
- Actuarial Governance: AKI-HUMANOID-ZIP-1.0
- Last Audited (UTC): 2026-09-07T00:00:00Z

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## 1. 4-Dimensional Humanoid Readiness Score (HRS) Model:
- **Deployment Track (30%)**: Verified factory shift hours, real-world customer pilot contracts, and fleet deployment scale.
- **Capability Track (30%)**: Hand dexterity (DoF), multi-modal VLA latency, dynamic balancing, and payload capacity.
- **Manufacturing Track (20%)**: Supply chain vertical integration, harmonic drive sourcing, and annual production run rates.
- **Economics Track (20%)**: Unit bill-of-materials (BOM) target vs. retail price, amortized hourly operating cost vs. human parity ($4.50/hr target).

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## 2. Demo-to-Deployment Reality Gap Radar:
| Program | Company | Demo Score | Deployment Score | Reality Gap Delta | Teleoperation Risk | Autonomous Shift | Investigating Audit Notes |
| :--- | :--- | :---: | :---: | :---: | :---: | :---: | :--- |
| **Tesla Optimus** | Tesla Inc. | 95 | 86 | **-9** | `MEDIUM` | 78.2% | Promotional t-shirt folding demo confirmed to rely on VR teleoperator puppeteering. Subsequent battery cell sorting at Giga Texas verified as fully autonomous neural policy execution. |
| **Figure 02 / 03** | Figure AI | 96 | 94 | **-2** | `LOW` | 94.5% | Minimal demo-to-deployment delta. BMW Spartanburg pilot confirmed 1,420+ hours of continuous autonomous sheet metal placement with zero operator override. |
| **Unitree G1** | Unitree Robotics | 93.5 | 89.5 | **-4** | `LOW` | 88% | Physical acrobatic demos are 100% verified on hardware using high-frequency MPC controllers. Commercial retail deliveries verified at $16k. |
| **Electric Atlas** | Boston Dynamics | 98 | 91 | **-7** | `LOW` | 91.2% | All gymnastics and 360-degree rotations run natively on real hardware without CGI. Factory sequencing pilot active inside Hyundai smart manufacturing facilities. |
| **Astribot S1** | Stardust Intelligence | 96 | 78 | **-18** | `MEDIUM` | 62% | Viral table-tennis and speed manipulation videos filmed in pre-calibrated laboratory setup with fixed lighting and static object coordinates. Industrial field durability still in pilot. |

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## 3. Critical Humanoid Supply Chain Chokepoints:
| Component Category | Cost Breakdown | Primary Bottleneck | Lead Time | Market Concentration | Key Tier-1 Suppliers |
| :--- | :---: | :--- | :---: | :---: | :--- |
| **Harmonic / Strain Wave Reducers** | 32.5% | High-precision elliptical flexsplines with 0-backlash and 10,000+ hour operational fatigue life | 8 mos | 78% | Harmonic Drive Systems (Japan), Leader Harmonious Drive (China) |
| **Frameless Torque Motors** | 22% | High pole-count stators, neodymium magnet rotor bonding, and low-cogging thermal dissipation | 6 mos | 65% | Nidec (Japan), Parker-Hannifin (US), Veichi (China), Maxon (Switzerland) |
| **Dexterous Tactile Sensor Hands** | 16.5% | Multi-axis continuous fingertip tactile arrays (PZT/capacitive) with sub-0.1N force resolution and high wiring durability | 9 mos | 72% | Shadow Robot (UK), Keyence (Japan), Sanctuary AI (Canada), TDK (Japan) |
| **Planetary Roller Screws** | 12% | Micron-level screw thread grinding for high-thrust linear actuators (Tesla Optimus knee/ankle joints) | 10 mos | 82% | Rollvis (Switzerland), Schaeffler (Germany), Jiangsu Hengli (China), NSK (Japan) |
| **Edge AI Vision & Motor Compute** | 17% | Sub-100W inference silicon delivering 1,000+ TOPS with real-time EtherCAT 1kHz joint feedback bus | 7 mos | 88% | NVIDIA (US), Renesas Electronics (Japan), Qualcomm (US), Texas Instruments (US) |

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## 4. AKIHUM50™ Humanoid Robotics Investable Equity Index:
| Ticker | Company | Country | Sector | Weight | YTD Return | P/E | Critical Sub-assembly Role |
| :--- | :--- | :---: | :--- | :---: | :---: | :---: | :--- |
| **TSLA** | Tesla Inc. | United States | `PURE_PLAY_OEM` | 4.5% | +28.4% | 68.2x | Optimus Humanoid OEM, End-to-end neural network autonomy, Dojo compute |
| **9880.HK** | UBTECH Robotics Corp Ltd | China | `PURE_PLAY_OEM` | 4.5% | +54.2% | 45x | Walker S1 Industrial Humanoid OEM, Auto manufacturing deployment |
| **277810.KQ** | Rainbow Robotics | South Korea | `PURE_PLAY_OEM` | 4.5% | +42.1% | 52x | RB-Y1 Biped / Mobile Humanoid, Samsung cleanroom logistics |
| **6954.T** | Fanuc Corporation | Japan | `PURE_PLAY_OEM` | 4.5% | +16.5% | 26.8x | Industrial automation OEM, Servo actuators, CNC robotics cells |
| **6506.T** | Yaskawa Electric Corporation | Japan | `PURE_PLAY_OEM` | 4.2% | +18.2% | 24.5x | Motoman dual-arm robotic systems, Sigma-7/X servo drives |
| **9868.HK** | XPENG Inc. | China | `PURE_PLAY_OEM` | 4% | +36.8% | 38x | Iron Humanoid OEM, Turing on-device AI neural silicon |
| **454910.KS** | Doosan Robotics Inc. | South Korea | `PURE_PLAY_OEM` | 3.8% | +31.4% | 42x | Collaborative robotics & industrial humanoid assembly systems |
| **000333.SZ** | Midea Group (KUKA Robotics) | China | `PURE_PLAY_OEM` | 4% | +22% | 14.8x | KUKA industrial robot arms, smart factory mobile humanoids |
| **688169.SH** | Beijing Roborock Technology | China | `PURE_PLAY_OEM` | 2.8% | +19.5% | 18.2x | Embodied navigation algorithms, bimanual household robot pilots |
| **300024.SZ** | Siasun Robot & Automation | China | `PURE_PLAY_OEM` | 2.5% | +24.1% | 34x | Apollo industrial humanoid and AMR logistics fleets |
| **603658.SH** | Efort Intelligent Robot | China | `PURE_PLAY_OEM` | 1.8% | +28.6% | 48x | Lightweight articulated robot arms and bipedal joint modules |
| **002747.SZ** | Estun Automation Co. | China | `PURE_PLAY_OEM` | 2.2% | +21% | 36.5x | AC servo systems, full-motion humanoid controller algorithms |
| **005380.KS** | Hyundai Motor Company | South Korea | `PURE_PLAY_OEM` | 3.5% | +26.5% | 6.2x | Parent of Boston Dynamics, Atlas manufacturing customer & investor |
| **688007.SH** | Appotronics Corporation | China | `PURE_PLAY_OEM` | 1.6% | +15.2% | 28x | Laser display and LiDAR optical engines for bipedal vision |
| **7012.T** | Kawasaki Heavy Industries | Japan | `PURE_PLAY_OEM` | 2.5% | +48% | 16.5x | Kaleido & Bex heavy disaster response humanoids |
| **6324.T** | Harmonic Drive Systems | Japan | `ACTUATOR_HARMONIC` | 4.5% | +38.2% | 58x | Global gold standard strain wave gear reducers for humanoid joints |
| **688017.SH** | Leader Harmonious Drive | China | `ACTUATOR_HARMONIC` | 4.5% | +46.5% | 62x | Harmonic speed reducers with 40%+ market share in domestic humanoid joints |
| **6268.T** | Nabtesco Corporation | Japan | `ACTUATOR_HARMONIC` | 3.5% | +14.8% | 22x | Precision cycloidal RV reducers for high-torque humanoid waist/hip joints |
| **6861.T** | Keyence Corporation | Japan | `SENSOR_VISION` | 4.5% | +15.6% | 38.5x | High-speed machine vision sensors, displacement sensors, laser encoders |
| **6594.T** | Nidec Corporation | Japan | `MOTOR_POWER` | 4% | +12.4% | 21x | High-torque density frameless brushless DC motors for robot limbs |
| **6762.T** | TDK Corporation | Japan | `SENSOR_VISION` | 3.5% | +42% | 23.5x | TMR magnetic angle encoders, 6-axis IMUs, MEMS microphones |
| **002050.SZ** | Zhejiang Sanhua Intelligent Controls | China | `ACTUATOR_HARMONIC` | 4.2% | +34.5% | 29x | Linear electromechanical actuators and rotary actuators for Tesla Optimus |
| **002472.SZ** | Zhejiang Shuanghuan Driveline | China | `ACTUATOR_HARMONIC` | 2.6% | +29.2% | 24x | High-precision planetary gear assemblies and reducer components |
| **6471.T** | NSK Ltd. | Japan | `ACTUATOR_HARMONIC` | 2.2% | +11.2% | 16x | Precision ball screws and crossed roller bearings for biped knee joints |
| **6472.T** | NTN Corporation | Japan | `ACTUATOR_HARMONIC` | 1.5% | +8.5% | 14.2x | Miniature precision angular contact bearings for humanoid hand fingers |
| **6473.T** | JTEKT Corporation | Japan | `ACTUATOR_HARMONIC` | 2% | +14% | 15.5x | Harmonic joint bearing assemblies and steering articulation drives |
| **7741.T** | Hoya Corporation | Japan | `SENSOR_VISION` | 3.8% | +26% | 35x | High-precision glass optical encoder scales and vision lenses |
| **6723.T** | Renesas Electronics Corp | Japan | `CHIPS_EMBEDDED_AI` | 3.2% | +19.8% | 18x | RZ/T2M motor control microcontrollers and edge AI vision MPUs |
| **6971.T** | Kyocera Corporation | Japan | `MATERIALS_INTEGRATION` | 2% | +9.5% | 21.5x | High-stiffness ceramic joint pins and ruggedized sensor packages |
| **6806.T** | Hirose Electric Co Ltd | Japan | `MATERIALS_INTEGRATION` | 2.2% | +14.5% | 22x | Ultra-flexible FPC connectors for continuous robotic wrist rotation |
| **NVDA** | NVIDIA Corporation | United States | `CHIPS_EMBEDDED_AI` | 4.5% | +82.5% | 54x | Jetson Thor robotics SoC, Isaac Sim & Project GR00T foundation models |
| **QCOM** | Qualcomm Inc. | United States | `CHIPS_EMBEDDED_AI` | 3.5% | +32% | 22x | Robotics RB5/RB6 high-performance edge compute platforms |
| **TEL** | TE Connectivity Ltd | United States | `MATERIALS_INTEGRATION` | 3% | +18% | 19.5x | Ruggedized tactile wiring harnesses and high-density joint connectors |
| **ROK** | Rockwell Automation Inc | United States | `MATERIALS_INTEGRATION` | 2.8% | +12% | 27x | Factory safety control systems and humanoid-to-PLC communication links |
| **PH** | Parker-Hannifin Corporation | United States | `ACTUATOR_HARMONIC` | 3.5% | +30.5% | 25x | High-efficiency electromechanical linear cylinders & motion drives |
| **ON** | ON Semiconductor | United States | `CHIPS_EMBEDDED_AI` | 2.5% | +14% | 17.5x | Silicon Carbide (SiC) MOSFETs and intelligent motor power modules |
| **ADI** | Analog Devices Inc. | United States | `SENSOR_VISION` | 3.8% | +24.5% | 36x | Precision 16-bit magnetic resolvers and joint current sense amplifiers |
| **TXN** | Texas Instruments Inc. | United States | `CHIPS_EMBEDDED_AI` | 3.6% | +19.2% | 32x | C2000 real-time motor control DSPs and integrated gate driver ICs |
| **CGNX** | Cognex Corporation | United States | `SENSOR_VISION` | 2% | +11% | 42x | 3D vision surface depth profilers and industrial item localization |
| **002920.SZ** | Huizhou Desay SV Automotive | China | `CHIPS_EMBEDDED_AI` | 2.2% | +27.5% | 28x | Embedded autonomous domain controllers and camera perception stacks |
| **688698.SH** | Suzhou Veichi Electric Co. | China | `MOTOR_POWER` | 1.4% | +32% | 26x | High-torque micro-servo drives and frameless joint motor sets |
| **301101.SZ** | Mingyue Optical / Sensors | China | `SENSOR_VISION` | 1.2% | +18% | 30x | Precision optical filters and protective coatings for robot cameras |
| **601100.SH** | Jiangsu Hengli Hydraulic Co. | China | `ACTUATOR_HARMONIC` | 2.5% | +21% | 23.5x | Planetary roller screws and high-load linear electromechanical actuators |
| **108230.KQ** | Toptec Co. Ltd | South Korea | `MATERIALS_INTEGRATION` | 1% | +14.2% | 19x | Automated humanoid assembly line jigs and factory integration |
| **8473.T** | SBI Holdings (AI Robotics Fund) | Japan | `MATERIALS_INTEGRATION` | 1.5% | +22.4% | 12x | Leading venture funding syndicate across humanoid supply chain enablers |
| **6504.T** | Fuji Electric Co Ltd | Japan | `MOTOR_POWER` | 2% | +25% | 16.5x | Power semiconductors and high-efficiency motor inverters for biped hips |
| **6981.T** | Murata Manufacturing Co. | Japan | `SENSOR_VISION` | 3.2% | +16.2% | 24x | High-shock multi-axis accelerometers, gyro sensors, and MLCCs |
| **7701.T** | Shimadzu Corporation | Japan | `SENSOR_VISION` | 1.8% | +14% | 21x | Optical precision gratings and torque measuring equipment for testing |
| **6134.T** | FUJI Corporation | Japan | `MATERIALS_INTEGRATION` | 1.2% | +11.5% | 15x | SMT robotic placement machines assembling humanoid PCB control boards |
| **6508.T** | Meidensha Corporation | Japan | `MOTOR_POWER` | 1% | +30.5% | 14.5x | Ultra-compact motor dynos and EV powertrain testing for biped actuators |

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## 5. Top Evaluated Humanoid Robotics Platforms:
| Platform | Organization | Country | HRS Score | Stage | Hands DoF | Payload | Price USD | Key Breakthrough |
| :--- | :--- | :---: | :---: | :---: | :---: | :---: | :---: | :--- |
| **Figure 03** | Figure AI Inc. | United States | **93.4** | `H3_FLEET_COMMERCIAL` | 16 DoF | 25 kg | $120,000 | Fully autonomous sheet metal sub-assembly insertion at BMW Spartanburg without human teleoperation takeover for 8+ consecutive hours. |
| **Boston Dynamics Electric Atlas** | Boston Dynamics (Hyundai Motor Group) | United States | **92.6** | `H2_FACTORY_INTEGRATED` | 12 DoF | 30 kg | $180,000 | Full 360-degree joint articulation eliminating torso turning constraints, performing shock-absorber parts sorting inside Hyundai smart manufacturing hubs. |
| **Unitree G1** | Unitree Robotics (Hangzhou Yushu Technology) | China | **91.8** | `H3_FLEET_COMMERCIAL` | 14 DoF | 5 kg | $16,000 | Democratized humanoid price point to $16,000 retail while maintaining 43 DoF and dynamic backflip / drop recovery. |
| **Agility Robotics Digit V4** | Agility Robotics Inc. | United States | **90.5** | `H3_FLEET_COMMERCIAL` | 4 DoF | 16 kg | $125,000 | Over 3,200 verified commercial warehouse hours moving tote bins from conveyors to Autonomous Mobile Robots (AMRs) at GXO Logistics. |
| **UBTECH Walker S1** | UBTECH Robotics Corp Ltd | China | **89.9** | `H3_FLEET_COMMERCIAL` | 12 DoF | 15 kg | $95,000 | First humanoid deployed in multi-OEM assembly lines across BYD, Nio, and Geely, performing real-time fastener inspection. |
| **Tesla Optimus Gen 2** | Tesla Inc. | United States | **89.2** | `H2_FACTORY_INTEGRATED` | 22 DoF | 20 kg | $30,000 | Autonomous 4680 battery cell sorting and tray transfer inside Giga Texas with direct neural policy execution. |
| **Figure 02** | Figure AI Inc. | United States | **89.2** | `H2_FACTORY_INTEGRATED` | 16 DoF | 20 kg | $130,000 | Verified 1,150 commercial operational hours in pilot assembly and logistics tasks. |
| **Apptronik Apollo** | Apptronik Systems Inc. | United States | **88.5** | `H2_FACTORY_INTEGRATED` | 10 DoF | 25 kg | $115,000 | Delivering automotive component delivery kits directly to assembly stations at Mercedes-Benz manufacturing facilities in Europe. |
| **Unitree H1** | Unitree Robotics | China | **88.5** | `H3_FLEET_COMMERCIAL` | 10 DoF | 10 kg | $90,000 | Verified 1,420 commercial operational hours in pilot assembly and logistics tasks. |
| **Rainbow Robotics RB-Y1** | Rainbow Robotics (Samsung Electronics Affiliate) | South Korea | **88.2** | `H3_FLEET_COMMERCIAL` | 12 DoF | 20 kg | $98,000 | Zero-particle cleanroom ISO Class 4 certification for semiconductor wafer transport. |
| **Agibot Yuanzheng A2** | Zhiyuan Robotics (Agibot) | China | **88** | `H2_FACTORY_INTEGRATED` | 12 DoF | 15 kg | $68,000 | Threading needle-thin automotive wiring harnesses with sub-millimeter visual servoing accuracy. |
| **1X NEO Beta** | 1X Technologies | Norway | **87.6** | `H1_CONTROLLED_PILOT` | 20 DoF | 20 kg | $50,000 | Soft fabric muscle mesh providing inherently zero-pinch human safety for un-caged domestic and elder assist environments. |
| **Sanctuary AI Phoenix Gen 8** | Sanctuary Cognitive Systems Corp | Canada | **87.2** | `H2_FACTORY_INTEGRATED` | 20 DoF | 25 kg | $130,000 | Industrial pilot with tier-1 auto supplier Magna International for automotive exterior trim picking and packaging. |
| **XPENG Iron** | XPENG Motors | China | **86.8** | `H2_FACTORY_INTEGRATED` | 15 DoF | 18 kg | $80,000 | Running dual Turing chips with 40-core neural processors directly inside humanoid torso for on-device real-time motor inference. |
| **Fourier GR-2** | Fourier Intelligence | China | **86.5** | `H2_FACTORY_INTEGRATED` | 12 DoF | 10 kg | $85,000 | Detachable battery architecture and 53 degrees of freedom enabling smooth kneeling, squatting, and multi-angle reach. |
| **UBTECH Walker X** | UBTECH Robotics | China | **86** | `H2_FACTORY_INTEGRATED` | 10 DoF | 10 kg | $105,000 | Verified 920 commercial operational hours in pilot assembly and logistics tasks. |
| **Neura Robotics 4NE-1** | Neura Robotics GmbH | Germany | **85.8** | `H2_FACTORY_INTEGRATED` | 14 DoF | 20 kg | $110,000 | Touchless human recognition stopping within 5 milliseconds of entering worker perimeter without external light curtains. |
| **Agility Digit V3** | Agility Robotics | United States | **85.5** | `H2_FACTORY_INTEGRATED` | 4 DoF | 16 kg | $140,000 | Verified 2,100 commercial operational hours in pilot assembly and logistics tasks. |
| **MenteeBot** | Mentee Robotics | Israel | **85** | `H1_CONTROLLED_PILOT` | 12 DoF | 25 kg | $80,000 | Zero manual heuristic code: all locomotion and balance behaviors trained end-to-end in Isaac Sim and zero-shot transferred to real hardware. |
| **Doosan Humanoid H1** | Doosan Robotics | South Korea | **85** | `H2_FACTORY_INTEGRATED` | 12 DoF | 25 kg | $110,000 | Verified 780 commercial operational hours in pilot assembly and logistics tasks. |
| **RobotEra Star1** | RobotEra (Beijing) | China | **84.8** | `H1_CONTROLLED_PILOT` | 12 DoF | 15 kg | $78,000 | Outdoor endurance running at 13 km/h continuously across the Gobi Desert trail with real-time foot contact sensing. |
| **Kepler Forerunner K2** | Kepler Exploration Robot Co. | China | **84.5** | `H2_FACTORY_INTEGRATED` | 12 DoF | 25 kg | $75,000 | 8-hour continuous operational shift runtime without battery swaps, tested in logistics sorting terminals. |
| **Sanctuary Carbon Arm Core** | Sanctuary AI | Canada | **84.5** | `H2_FACTORY_INTEGRATED` | 20 DoF | 20 kg | $95,000 | Verified 690 commercial operational hours in pilot assembly and logistics tasks. |
| **Shenzhen Bay Biped** | Shenzhen Bay AI Labs | China | **84.2** | `H2_FACTORY_INTEGRATED` | 14 DoF | 16 kg | $70,000 | Verified 590 commercial operational hours in pilot assembly and logistics tasks. |
| **PAL Robotics TALOS** | PAL Robotics SL | Spain | **84** | `H2_FACTORY_INTEGRATED` | 6 DoF | 30 kg | $210,000 | Operating high-vibration aerospace fuselage rivet drilling tools autonomously in Airbus testing cells. |
| **Shadow Dexterous Humanoid** | Shadow Robot Company | United Kingdom | **84** | `H1_CONTROLLED_PILOT` | 24 DoF | 8 kg | $210,000 | Verified 420 commercial operational hours in pilot assembly and logistics tasks. |
| **LimX Dynamics CL-1** | LimX Dynamics | China | **83.9** | `H1_CONTROLLED_PILOT` | 10 DoF | 12 kg | $70,000 | Blind stair climbing up and down without depth camera reliance, purely guided by proprioceptive joint torque feedback. |
| **Leju Kuavo 2.0** | Leju Robotics | China | **83.8** | `H2_FACTORY_INTEGRATED` | 12 DoF | 12 kg | $72,000 | Verified 450 commercial operational hours in pilot assembly and logistics tasks. |
| **Taichung Precision TP-1** | Taichung Precision Mach | Taiwan | **83.8** | `H2_FACTORY_INTEGRATED` | 10 DoF | 22 kg | $88,000 | Verified 640 commercial operational hours in pilot assembly and logistics tasks. |
| **Guangzhou GZ-Humanoid** | Guangzhou Robot Valley | China | **83.6** | `H2_FACTORY_INTEGRATED` | 10 DoF | 20 kg | $82,000 | Verified 570 commercial operational hours in pilot assembly and logistics tasks. |

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## REST Endpoints & Machine Discovery:
- Macro Telemetry: GET https://api.aki1k.com/v1/humanoids/summary
- Evaluated Catalog: GET https://api.aki1k.com/v1/humanoids/leaders
- Reality Gap Audits: GET https://api.aki1k.com/v1/humanoids/reality-gap
- Supply Chain Chokepoints: GET https://api.aki1k.com/v1/humanoids/supply-chain
- AKIHUM50 Investable Index: GET https://api.aki1k.com/v1/indices/humanoid50
- Cryptographic Proof: GET https://api.aki1k.com/v1/humanoids/verify

Official Web Hub: https://aki1k.com/humanoids
Reality Gap Audit: https://aki1k.com/humanoids/reality-gap
AKIHUM50 Investable Index: https://aki1k.com/indices/humanoid50
Raw Markdown Spec: https://aki1k.com/humanoids.md
REST API Gateway: https://api.aki1k.com/v1/humanoids