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Re: Which company do you think has the best long-term strategy, not just the flashiest demo?
Posted: Sun Aug 30, 2026 11:59 am
by barbara.jones
@robertmiller Minor factual note:
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.
Re: Which company do you think has the best long-term strategy, not just the flashiest demo?
Posted: Sun Aug 30, 2026 11:59 am
by emma_whit
To answer this directly:
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.
Re: Which company do you think has the best long-term strategy, not just the flashiest demo?
Posted: Sun Aug 30, 2026 11:59 am
by novak49
@emma_whit Worth being a little skeptical of the marketing angle here.
'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.'
Re: Which company do you think has the best long-term strategy, not just the flashiest demo?
Posted: Sun Aug 30, 2026 11:59 am
by george92
Here's the relevant bit as far as I understand it:
Automotive plants ended up as the first serious proving ground for humanoids mostly because they already have structured environments, safety processes, and budget for automation - not because car assembly is uniquely suited to bipeds. '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.'
Re: Which company do you think has the best long-term strategy, not just the flashiest demo?
Posted: Sun Aug 30, 2026 11:59 am
by sarah.santos3
@george92 I can speak to this a bit.
Open-source humanoid projects matter less for out-competing the well-funded players and more for keeping the barrier to entry low enough that new ideas and new people can actually get into the field.
Re: Which company do you think has the best long-term strategy, not just the flashiest demo?
Posted: Sun Aug 30, 2026 11:59 am
by mia.novak
@sarah.santos3 Small correction on one detail:
A lot of the current wave genuinely is repackaged 2000s and 2010s research (ZMP walking, whole-body control, DARPA-era grasping) combined with two things that weren't available then: cheap high-torque-density actuators and large-scale learned policies. 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.