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How much of 'deployment' announcements are single-digit pilot units vs real fleets?

Last post by thomas65 « Sun Aug 30, 2026 11:59 am
Replies: 14
by emily.kumar » Thu Aug 06, 2026 11:46 am
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Last post by thomas65
Sun Aug 30, 2026 11:59 am
Anyone following how procurement teams actually evaluate a first humanoid purchase?

Last post by emily.kumar « Sun Aug 30, 2026 11:59 am
Replies: 26
by joseph31 » Mon Aug 03, 2026 8:37 pm
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345 Views

Last post by emily.kumar
Sun Aug 30, 2026 11:59 am
Anyone following how public humanoid-adjacent stocks have actually performed this year?

Last post by rebecca_lefe « Sun Aug 30, 2026 11:59 am
Replies: 32
by ashley_flor » Sun Jul 12, 2026 9:24 pm
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286 Views

Last post by rebecca_lefe
Sun Aug 30, 2026 11:59 am
What's the most convincing bear case you've read on this whole sector?

Last post by chenperez « Sun Aug 30, 2026 11:59 am
Replies: 31
by smartinez » Sun May 24, 2026 9:35 am
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Last post by chenperez
Sun Aug 30, 2026 11:59 am
Weekly news roundup - what did I miss this week in the industry?

Last post by richard36 « Sun Aug 30, 2026 11:59 am
Replies: 13
by dchen » Tue Aug 25, 2026 11:50 am
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Last post by richard36
Sun Aug 30, 2026 11:59 am
What would make you personally invest (or not) in this sector right now?

Last post by niklas29 « Sun Aug 30, 2026 11:59 am
Replies: 21
by sharonschmidt » Sat Jul 18, 2026 11:06 pm
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402 Views

Last post by niklas29
Sun Aug 30, 2026 11:59 am
Anyone else skeptical of self-reported 'production units' numbers?

Last post by mary.taylor6 « Sun Aug 30, 2026 11:59 am
Replies: 28
by kwilliams » Sat Jul 11, 2026 7:12 am
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251 Views

Last post by mary.taylor6
Sun Aug 30, 2026 11:59 am
How much of the valuation is the hardware vs the software/data moat?

Last post by mia.weber « Sun Aug 30, 2026 11:59 am
Replies: 26
by nancy_lewi » Wed Jul 01, 2026 8:59 pm
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449 Views

Last post by mia.weber
Sun Aug 30, 2026 11:59 am
Which second-tier company do you think is most likely to break out this year?

Last post by ananya.novak « Sun Aug 30, 2026 11:59 am
Replies: 26
by karentaylor » Sun Jun 28, 2026 7:52 pm
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Last post by ananya.novak
Sun Aug 30, 2026 11:59 am
Anyone tracking insurance premium trends for humanoid deployments specifically?

Last post by smuller « Mon Aug 24, 2026 7:43 pm
Replies: 32
by camila.jackson0 » Fri May 01, 2026 5:53 pm
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Last post by smuller
Mon Aug 24, 2026 7:43 pm
What's the most overpriced humanoid-adjacent valuation you've seen this year?

Last post by emily.walker2 « Fri Aug 21, 2026 7:52 pm
Replies: 12
by sven.smith4 » Wed Aug 12, 2026 2:22 am
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Last post by emily.walker2
Fri Aug 21, 2026 7:52 pm
How are insurers even underwriting humanoid robots working near people yet?

Last post by ethan_fisc « Wed Aug 19, 2026 7:36 pm
Replies: 14
by greta78 » Sun Jul 26, 2026 1:45 am
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283 Views

Last post by ethan_fisc
Wed Aug 19, 2026 7:36 pm
How do subscription/leasing models change the calculus for smaller businesses adopting these?

Last post by nancy_lewi « Fri Aug 14, 2026 4:10 am
Replies: 28
by zoeanderson » Sun Apr 26, 2026 12:03 pm
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Last post by nancy_lewi
Fri Aug 14, 2026 4:10 am
What's the realistic payback period once you include downtime and training costs?

Last post by giulia.roberts4 « Wed Aug 05, 2026 6:46 am
Replies: 26
by larrysokolov » Wed Apr 15, 2026 9:13 pm
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336 Views

Last post by giulia.roberts4
Wed Aug 05, 2026 6:46 am
What's actually different about this hype cycle vs previous robotics hype cycles?

Last post by ssantos « Sat Aug 01, 2026 1:21 am
Replies: 24
by cynthia.muller » Mon May 04, 2026 12:19 am
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323 Views

Last post by ssantos
Sat Aug 01, 2026 1:21 am
What's the real headcount at these companies vs their PR presence would suggest?

Last post by james15 « Mon Jul 20, 2026 1:09 pm
Replies: 17
by vyoung » Tue Jun 09, 2026 5:59 pm
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305 Views

Last post by james15
Mon Jul 20, 2026 1:09 pm
Anyone modeling humanoid TAM by industry vertical rather than one big number?

Last post by emily.kumar « Tue Jun 30, 2026 6:17 am
Replies: 30
by sharonschmidt » Wed Feb 04, 2026 5:20 am
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388 Views

Last post by emily.kumar
Tue Jun 30, 2026 6:17 am
How exposed is this whole sector to a broader tech funding pullback?

Last post by hill23 « Sat Jun 27, 2026 9:03 am
Replies: 13
by tmartin » Tue Jun 02, 2026 6:34 am
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305 Views

Last post by hill23
Sat Jun 27, 2026 9:03 am
How much of current valuation is priced on manufacturing scale vs software moat?

Last post by richard36 « Tue Jun 23, 2026 12:51 pm
Replies: 13
by rebecca_lefe » Tue Jun 02, 2026 5:25 pm
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141 Views

Last post by richard36
Tue Jun 23, 2026 12:51 pm
How do you model demand elasticity as unit prices keep dropping?

Last post by tariqlarsen « Mon Jun 15, 2026 11:41 am
Replies: 18
by scott.novikova7 » Thu May 07, 2026 3:03 am
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Last post by tariqlarsen
Mon Jun 15, 2026 11:41 am
Anyone tracking how many pilots convert to actual multi-year contracts?

Last post by karentaylor « Sat Jun 13, 2026 3:57 am
Replies: 14
by dchen » Fri May 15, 2026 3:37 pm
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327 Views

Last post by karentaylor
Sat Jun 13, 2026 3:57 am
What's the biggest non-technical risk to this industry's growth curve?

Last post by wei_ross « Sun May 31, 2026 3:45 am
Replies: 24
by ramirez77 » Tue Feb 24, 2026 4:27 am
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Last post by wei_ross
Sun May 31, 2026 3:45 am
How much does a strong balance sheet matter for surviving the next funding winter?

Last post by karen_kim « Wed May 27, 2026 4:56 pm
Replies: 12
by servosan90 » Mon May 11, 2026 3:54 pm
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235 Views

Last post by karen_kim
Wed May 27, 2026 4:56 pm
What's your take on strategic vs financial investors piling into this space now?

Last post by servobre20 « Wed May 27, 2026 5:49 am
Replies: 30
by jhansen » Fri Jan 23, 2026 10:02 am
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476 Views

Last post by servobre20
Wed May 27, 2026 5:49 am
What's the realistic timeline for a first meaningful industry-wide safety incident to hit sentiment?

Last post by ashley_flor « Tue May 19, 2026 11:52 am
Replies: 27
by mary.taylor6 » Fri Feb 06, 2026 6:49 pm
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Last post by ashley_flor
Tue May 19, 2026 11:52 am

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