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Re: Which vertical do you think adopts humanoids at scale second, after logistics?
Posted: Wed Jul 16, 2025 6:14 pm
by 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.
Re: Which vertical do you think adopts humanoids at scale second, after logistics?
Posted: Fri Jul 18, 2025 12:16 pm
by 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.
Re: Which vertical do you think adopts humanoids at scale second, after logistics?
Posted: Sun Jul 20, 2025 7:09 am
by 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.
Re: Which vertical do you think adopts humanoids at scale second, after logistics?
Posted: Thu Jul 24, 2025 7:57 pm
by 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.