REMINDER: there's an ongoing Robotics/AI arms race with economic implications far exceeding the Industrial Revolution.

https://www.weforum.org/stories/2025/06/humanoid-robots-offer-disruption-and-promise/

https://www.uscc.gov/sites/default/files/2024-10/Humanoid_Robots.pdf

https://institute.bankofamerica.com/content/dam/transformation/next-gen-tech-robots.pdf
https://www.goldmansachs.com/pdfs/insights/pages/gs-research/global-automation-humanoid-robot-the-ai-accelerant/report.pdf
https://www.citigroup.com/global/insights/the-rise-of-ai-robots


People are asking: Who's going to take these 3rd world jobs that are being forcefully domesticated via tariffs. Picrel. Almost all of the major tech conglomerates have been spending billions of USD within the past couple of years on not only AI but also robotics R&D.

People are being psyop'd into thinking AI is a nothingburger. The reality is we don't need "superintelligence", ASI/AGI. All we need is human parity ONLY in the domains that are required for physical labor, factory jobs, low wage jobs (cashier, etc) in order for commercialized humanoid robotics to be a viable economic alternative to the existing human workforce.


NIVIDIA Digital Twin Factories/Omniverse - Optimization of industrial facilities/factories by leveraging AI systems with digital twin sims to form an "Omniverse" architecture
https://www.youtube.com/watch?v=l5M4sqaRd6w [Embed]
https://www.nvidia.com/en-us/use-cases/industrial-facility-digital-twins/

https://www.reuters.com/world/china/nvidia-foxconn-talks-deploy-humanoid-robots-houston-ai-server-making-plant-2025-06-20/

Figure AI (recently parted with OpenAI, still backed by MSFT):
Partnership with BMW for factory manufacturing
https://www.youtube.com/watch?v=WoXCHr1IaTM [Embed]
https://www.bmwgroup.com/en/news/general/2024/humanoid-robots.html

Figure AI Partnership with UPS:
https://finance.yahoo.com/news/ups-explores-humanoid-robots-figure-150435120.html
Sorting Tasks (1 hour proof of concept): https://www.youtube.com/watch?v=lkc2y0yb89U [Embed]

Amazon testing robotic humanoids for delivery:
https://www.theguardian.com/technology/2025/jun/05/amazon-testing-humanoid-robots-to-deliver-packages

Apptronik (powered by Google DeepMind with direct investments from Google amongst others)
Mercedes-Benz Partnership:
https://www.reuters.com/business/autos-transportation/mercedes-benz-takes-stake-robotics-maker-apptronik-tests-robots-factories-2025-03-18/
Boston Dynamics (Hyundai, South Korea)
https://www.hyundai.com/worldwide/en/brand-journal/mobility-solution/hyundai-boston-dynamics

"Thanks to Boston Dynamics, robots are moving from our imaginations into our homes, offices, and factory floors and becoming partners that can help us do so much more than we can do alone."

https://bostondynamics.com/news/boston-dynamics-hyundai-motor-group-expand-collaboration-drive-mobility-manufacturing-innovation/

"Atlas, the electric humanoid robot, will also be deployed at HMGMA [Hyundai Motor Group Metaplant America] in the future."

>>60545709 (OP)
Last I remember all these manufacturers and robotic companies want to build plants that will be fullly automated by 2035+ yes?

>>60545711
That's all cool, but how can I invest? It seems these are completely closed off, or giants like Microsoft, Nvidia or Hyundai that will do a 2x at best from this.

>>60545709 (OP)
A bit much fixation on the ‘humanoid’ part I think, but then that’s what interests journalists. Yes, the world is made to work with the human body plan, and there are lots of other roles where people will want to interact with more relatable robots, but for a lot of applications there’s no need to burden a machine with all of the parts we have. Factorybots, for example, have no need of legs or a head, or to be limited to a mere two arms. I suppose one interesting conundrum is whether it will be more profitable to produce a generalist robot following the humanoid approach, or to have specialists which do certain jobs more effectively but won’t be able to exploit the same economy of scale.

>>60545740
The arm + hand idea in general is not that bad. Adapting trained models or the training process for that to other hardware and tasks should be possible. You need physical simulators, but that's what they use for hand training.
I could see a multi-arm spraying facility learning to apply complex airbrush to products without blemishes.

>>60545771
Industrial robots are already a thing and have been for ages, of course. The AI dimension is really about whether we can make those robots intelligent enough to do their jobs better, or to expand their roles to a wider range of tasks currently performed by humans. Product checking on an assembly line is one example, that kind of thing is often done by a bunch of people looking for mistakes because they’re better at spotting them than a machine, but AI might change that. The rest of the line is already automated very efficiently, so there’s nothing for it to add there.

>>60545727
He posts this every once in a while, and i make the same observation as you. There is nothing to invest in if you're not a fucking accredited angel investor, go buy Nvidia or tesla goy. You're better off buying bittensor

>>60545709 (OP)
j-just like in the mooooovies. they're unironically making humanoid robots kek

>>60545727
>>60545798
There are the BOTS and ROBO etfs

>>60545709 (OP)

put a pair of doll boobs on one...
just for scientific curiosity

>>60545895
That's some anime boob physics stuff.
We have to go bigger.

>>60545951
>COOM ID
Kek is good.

>>60545833
That's betting on industry expansion. But it's likely those private VC thins will be the ones that make the big gains.

>muh robo replacement
>it's always a humanoid facsimile

The human body is inefficient. Why make crop gathering or burger flipper bots with only 2 arms?

>>60545895
>>60545951
I'm sure the Japanese men will love it. They have to, they are 120M, they must go down to a fraction of that if they want to survive.

>>60545996
>I'm sure the Japanese men will love it.