What's the most overpriced humanoid-adjacent valuation you've seen this year?

[mia_lars]

@novak49 That's the official framing, at least - reality tends to lag a bit. 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. Makes me wonder how this looks in another five years.

[samuel.campbell8]

Here's what I know on this: The 'labor shortage' framing in a lot of humanoid robotics pitch decks is doing real narrative work - it's a genuinely true dynamic in some sectors like warehousing and logistics, but it's also a much more palatable framing than 'labor cost reduction,' and both are usually true simultaneously.

[emily.walker2]

+1 to this. Worth adding: The 'labor shortage' framing in a lot of humanoid robotics pitch decks is doing real narrative work - it's a genuinely true dynamic in some sectors like warehousing and logistics, but it's also a much more palatable framing than 'labor cost reduction,' and both are usually true simultaneously. 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.