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humanoids

also referred to as: humanoid

3 statements across 3 episodes · 0 bullish · 3 bearish · 3 people on the record · first statement Mar 5, 2025 by Packy McCormick · across every show →

Everything said about humanoids, oldest first

Mar 5, 2025 bearish
Opinion
McCormick: Humanoid Robotics Will Erode Margins Into Consumer Surplus
“Humanoids scare the hell out of me as an investor, because it's like this really impossibly hard thing to do with a lot of really, really smart people working on it, where like, if you pull off this impossible thing, then you're competing against these 10 othe…”
Packy McCormick Mar 5, 2025 ▶ 8:30 Packy McCormick Breaks Down Ramp's New $13B Valuation and Where He's Investing Right Now.
Jun 21, 2025 bearish
Opinion
Hays: Manufacturing is likely not a great use case for humanoid robots
“We've had, we've asked a bunch of robotics experts about humanoids. And so far, I haven't got a, I don't have the confidence that, that this is Actually a super great use case for them.”
Jordi Hays Jun 21, 2025 ▶ 1:40:16 Weekly Recap: Elon's Starship Explodes, OpenAI's Defense Contract, Nvidia's Robots, We Test Cluely
Jun 18, 2026 bearish
Prediction Not checkable as stated
Paul: A humanoid robot will be able to beat me in boxing
“I'm sure very soon. I mean, bro, if I'm going up against a metal robot, like I'd probably lose, so.”
Jake Paul Jun 18, 2026 ▶ 22:31 Jake Paul Thinks We'll Live Forever
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