Humanoid-universe.com

@vyoung Genuinely curious - 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. '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.'

Pretty much this. One thing to add: 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. 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.

@freya.smith This raises a question for me - The uncanny valley matters a lot less in a warehouse than in a living room - nobody cares if a picking robot looks a little stiff, but a home-companion robot with a slightly-off gait reads as unsettling fast. Makes me wonder how this looks in another five years.