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Re: What would make you personally invest (or not) in this sector right now?
Posted: Sun Aug 30, 2026 11:59 am
by kwilliams
@sarahbernard Small correction on one detail:
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.
Re: What would make you personally invest (or not) in this sector right now?
Posted: Sun Aug 30, 2026 11:59 am
by niklas29
Not to derail, but this reminds me of something adjacent:
Unit economics for an early fleet deployment have to include maintenance, downtime, and technician support costs, not just the sticker price of the robot - a lower unit price (like Unitree's roughly $16k G1) doesn't automatically mean a lower total cost of ownership if support infrastructure is thinner. Self-reported deployment and uptime numbers from humanoid companies are inherently hard to independently verify, since there's no standardized, third-party reporting requirement yet - a healthy dose of skepticism toward company press releases is reasonable until independent data catches up.
Anyway, good thread - following for more.