humanoid robots
also referred to as: humanoid robot
14 statements across 9 episodes · 4 bullish · 8 bearish · 7 people on the record · first statement Feb 5, 2025 by Rev Lebaredian · across every show →
Everything said about humanoid robots, oldest first
Feb 5, 2025 bullish
Lebaredian: Humanoid robots will take off first in industrial sectors
“We believe that the first place we're going to see general purpose robots like the humanoid robots really take off is in the industrial sector because of two things.
One, the demand is great there because we have the shortage of workers.
and also because
…”
Feb 5, 2025 neutral
Apr 16, 2025 positive
Shao: Unitree controls 70% of global humanoid robot sales
“Unitree Robotics currently account for about 70% of global sales of humanoid robots, 40% of market share of quadruped robots, and that's just like a solid leader in the industry, and I think their cheapest model goes for something like 16,000 dollars, so it's …”
Jun 14, 2025 bearish
Roy: Specialized robots make more sense than humanoid form factors
“Like to me, applying the human form factor to robotics rather than actually having specialized robots that actually solve specific problems and are built, because again, right now you go to any automated warehouse, it's not humanoid robots moving around. It's …”
Jun 14, 2025 bullish
Kantrowitz: Humanoid robotics is optimal form factor for world-model AI
“When you build AI with a world model that understands physics, objects, how things work together, then you want to go humanoid robot, or maybe, you know, souped up robot that takes a humanoid form because all of a sudden you can be functional. Like the idea th…”
Jun 14, 2025 bearish
Jun 14, 2025 bullish
Jun 14, 2025 neutral
Jul 11, 2025 bearish
Petersen: Warehouse robots most likely will not be humanoid
“Humanoid actually doesn't solve a lot of problems because you don't get more density out of your warehouse. You want real estate density. You want to be able to stack the goods all the way to the ceiling, jam them in. So it's more, the form factor is not going…”
Nov 10, 2025 negative
Kantrowitz: Humans will violently attack and destroy humanoid robots
“Well, I think we will definitely have a war among people and humanoid robots. It's without a doubt. Even if the humanoid robots don't assemble into the army, people will knock these things out and they're already burning Waymos. People don't like robots. They …”
Jan 20, 2026 bearish
Amon: General-purpose domestic humanoid robots will take significant time
“A robot that is going to be with you in your house, and it's going to do everything you ask the robot to do it's going to take a time to train that. It's very difficult. It's difficult. Every house is not going to be the same. Every task is not going to be the…”
Apr 27, 2026 negative
Jul 15, 2026 negative
Jul 29, 2026 bearish
Shao: Mass-Market Humanoid Robot Deployment Is 10 Years Away, Not Five
“People love to hype about it. They're saying, look, human robots are going to be deployed in the next three to five years in the mass market. He gave me a rough number of 10 years again, and I believe him, because I've seen a lot of these robots. They frankly …”