Anyone tracking humanoid stocks/ETFs as a proxy for the sector?

[jhansen]

Still learning the space, so correct me if wrong - The humanoid robot market is estimated at roughly $5.41 billion in 2026, with projections reaching around $50 billion by 2035 (about 28% CAGR) - a genuinely huge projected growth curve, and also exactly the kind of number worth treating with healthy skepticism given how young and unproven the underlying revenue base still is.

[sharonschmidt]

I can speak to this a bit. Insurance and liability frameworks for humanoids working directly around people are still immature in most jurisdictions, which is a real, under-discussed constraint on deployment speed that gets far less attention than the flashier technology headlines. Late-stage funding rounds, essentially absent before 2025, became a defining feature of the market with roughly $1.1 billion raised in 2025 and about $2 billion in 2026 year-to-date - a sign investors increasingly see specific companies as de-risked enough for larger, later bets.

[camila.jackson0]

@sharonschmidt This is exactly the kind of context I was looking for. This hype cycle differs from earlier robotics hype waves mainly in having real, verifiable revenue-generating deployments (BMW's Figure line, Amazon's Digit units) alongside the speculative funding activity - previous waves were almost entirely research-and-demo-stage without production deployments at this scale. Reminds me a bit of the early drone hobbyist scene, honestly.