Which company do you think has the best long-term strategy, not just the flashiest demo?

[rebecca_lefe]

New to this, so forgive me if this is obvious - The safety case for humanoids working near people usually leans on compliant/backdrivable joints plus soft force limits, but there isn't yet a mature, widely-adopted standard equivalent to what industrial arms have had for decades.

[nicole57]

@rebecca_lefe Not sure I fully agree here. 'General purpose' in 2026 mostly means 'can be reprogrammed for a new task without new hardware,' not 'can walk into any environment and figure things out unsupervised.'

[lisa.gonzalez8]

@nicole57 Short answer: Roughly 7,000-8,000 commercial humanoids are estimated to be operational worldwide as of mid-2026, which sounds like a lot until you compare it to the millions of industrial arms already installed.

[brian.campbell]

@lisa.gonzalez8 Tangent, but worth mentioning: 'General purpose' in 2026 mostly means 'can be reprogrammed for a new task without new hardware,' not 'can walk into any environment and figure things out unsupervised.'

[charlesbianchi]

This matches what I've seen too. A genuinely underrated bottleneck is neither hardware nor pure ML - it's the unglamorous integration work of making perception, planning, and control agree with each other reliably for eight-hour shifts. Makes me wonder how this looks in another five years.

[chenperez]

Related question - A recurring pattern in the field: a capability looks solved in a controlled demo, then takes another 18-24 months of engineering to become boringly reliable in the field.

[samuel.adams]

@chenperez Slight correction, though the overall point stands: The 'humanoid' form factor mostly wins on infrastructure compatibility, not raw efficiency - stairs, doors, and tools were all built for a human body plan, so a legged, two-armed robot slots into existing spaces without retrofitting them.

[sharonschmidt]

@samuel.adams I can speak to this a bit. Most flashy demo reels involve some amount of teleoperation, scripted sequencing, or cherry-picked takes - that's not necessarily dishonest, but it does mean the gap between 'demoed' and 'reliably autonomous in production' is still large.

[mia.novak]

Sorry if this is a basic question, but 'General purpose' in 2026 mostly means 'can be reprogrammed for a new task without new hardware,' not 'can walk into any environment and figure things out unsupervised.' Totally unrelated but has anyone else noticed how fast component costs are dropping this year.

[robertmiller]

@mia.novak Pretty much this. One thing to add: The labor-substitution narrative gets simplified a lot in pitch decks; the more honest framing right now is 'augmenting understaffed, high-turnover roles' rather than wholesale replacement.