Interesting. I found its little hand motions as it sees the bin off rather adorable (honestly, not being sarcastic).
As with electric cars, there will be many metrics to evaluate "success" for humanoid robots. I think the most important are, in no particular order, the bot's capabilities, price, manufacturability and the actual production goals/numbers.
It doesn't matter much if Company A designs a bot with more capabilities than Company B, if A's bot is 10x the price or they only plan to make dozens or even hundreds per year. Even if Company A makes a bot that comes in at half the price of Company B, it still won't matter if A doesn't plan on producing big numbers.
We all know the Chevy Bolt beat the Model 3 to market, with roughly similar range, and a lower price...but Chevy never planned to make very many. The fact that Tesla actually planned and built the factories to make 100's of thousands per year is a big reason why the Model 3 and later the Model Y outsold the Chevy, even at a higher price.
Similarly, we know one of Tesla's stated goals with Optimus is to design every part so it can be mass manufactured cheaply. Tesla is already planning for the price, manufacturabilty, and mass production, while working on developing capabilities. Any other company also focusing on all of those at least has a chance of mass market success.