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
Prediction Open · timeframe Feb 2030
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 …”
Rev Lebaredian Feb 5, 2025 ▶ 46:06 NVIDIA VP Rev Lebaredian Talks Plan To Build AI That Understands The Real World
Feb 5, 2025 neutral
Prediction Not checkable as stated
Lebaredian: Domestic humanoid robots will adopt in Japan before Germany
“They'll probably show up in a kitchen in somebody's home in Japan before they show up in a kitchen in somebody's home in, in Munich, Germany.”
Rev Lebaredian Feb 5, 2025 ▶ 46:57 NVIDIA VP Rev Lebaredian Talks Plan To Build AI That Understands The Real World
Apr 16, 2025 positive
Assertion Partly supported
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 …”
Grace Shao Apr 16, 2025 ▶ 49:41 Why China's AI Strategy Just Might Work — With Grace Shao
Jun 14, 2025 bearish
Opinion
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 …”
Ranjan Roy Jun 14, 2025 ▶ 14:28 Sam Altman’s Gentle Singularity, Zuck’s AI Power Play, Burning Of The Waymos
Jun 14, 2025 bullish
Opinion
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…”
Alex Kantrowitz Jun 14, 2025 ▶ 16:02 Sam Altman’s Gentle Singularity, Zuck’s AI Power Play, Burning Of The Waymos
Jun 14, 2025 bearish
Prediction Not checkable as stated
Kantrowitz: Public will continue to physically attack autonomous robots and vehicles
“There's just gonna be discomfort there, and people are going to keep attacking these things.”
Alex Kantrowitz Jun 14, 2025 ▶ 56:58 Sam Altman’s Gentle Singularity, Zuck’s AI Power Play, Burning Of The Waymos
Jun 14, 2025 bullish
Prediction Not checkable as stated
Kantrowitz: Society Will Have Humanoid Robots Around by 2035
“I do anticipate that we'll have humanoid robots around, but the question is how good can the industry get them, and how safe can the industry get them?”
Alex Kantrowitz Jun 14, 2025 ▶ 13:06 Sam Altman’s Gentle Singularity, Zuck’s AI Power Play, Burning Of The Waymos
Jun 14, 2025 neutral
Prediction Held up
Kantrowitz: Humanoid robots will be programmed not to fight back
“I mean, they're not going to be programmed to fight back. Like all this alignment work is going to be done for them not to fight back.”
Alex Kantrowitz Jun 14, 2025 ▶ 56:20 Sam Altman’s Gentle Singularity, Zuck’s AI Power Play, Burning Of The Waymos
Jul 11, 2025 bearish
Prediction Held up
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…”
Ryan Petersen Jul 11, 2025 ▶ 46:48 Is The U.S. Losing Trump's Trade War? — Flexport CEO Ryan Petersen
Nov 10, 2025 negative
Prediction Held up
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 …”
Alex Kantrowitz Nov 10, 2025 ▶ 47:54 OpenAI Bailout?, Elon’s $1 Trillion Pay Deal, Amazon Sues Perplexity
Jan 20, 2026 bearish
Prediction Not checkable as stated
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…”
Cristiano Amon Jan 20, 2026 ▶ 38:40 Qualcomm CEO Cristiano Amon: Future Of AI Devices, AI Fashion, Blending Reality and Computing
Apr 27, 2026 negative
Insight
Roy: Robots do not need humanoid form factors and should be purpose-built
“I don't understand why robots need a human form factor. I want purpose-built and whatever this tabletop robot is doing on that table, I'm sure it's something very helpful.”
Ranjan Roy Apr 27, 2026 ▶ 16:09 Apple After Tim Cook, OpenAI’s New Mojo, Meta’s Internal Tracking Escapade
Jul 15, 2026 negative
Insight
Schmidhuber: Physical robotics hardware evolves much slower than compute per dollar
“The artificial hands, the artificial bodies that we are trying to build for humanoid robots and so on, they are evolving much less rapidly than the compute per dollar. And I think that's the main problem.”
Jürgen Schmidhuber Jul 15, 2026 ▶ 15:49 AI Pioneer Jürgen Schmidhuber: AI Already Feels Pain, Loves, and Is Self-Aware
Jul 29, 2026 bearish
Prediction Open · timeframe Jul 2036
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 …”
Grace Shao Jul 29, 2026 ▶ 56:17 How China Caught U.S. AI — With Grace Shao
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