Which vertical do you think adopts humanoids at scale second, after logistics?

[cynthia.muller]

I see it a little differently. Pilot-to-contract conversion rate is one of the most important and least publicly available numbers in this industry - a company running many flashy pilots isn't the same as a company converting those pilots into multi-year recurring revenue.

[jhansen]

Genuine beginner question - 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.

[chenperez]

+1 to this. Worth adding: 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.

[erik_novi]

Just to be precise about one thing: A recurring critique worth taking seriously: a lot of publicly announced 'production capacity' targets (100k units/year, 1 million/year by 2028, etc.) are aspirational manufacturing targets, not confirmed sales or deployment numbers, and the gap between the two has historically been large in hardware industries. Anyway, good thread - following for more.