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Re: How much should we weight a company's safety incident disclosure practices?
Posted: Sun May 18, 2025 6:22 pm
by sarah.santos3
@barbara.jones Small correction on one detail:
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.
Re: How much should we weight a company's safety incident disclosure practices?
Posted: Wed May 28, 2025 3:43 pm
by jhansen
@sarah.santos3 Worth being a little skeptical of the marketing angle here.
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. Automotive OEMs becoming the leading early-adopter vertical isn't really about cars specifically - it's about those companies already having structured facilities, existing automation budgets, and risk tolerance for piloting new equipment at scale.
Re: How much should we weight a company's safety incident disclosure practices?
Posted: Tue Jun 03, 2025 7:31 am
by green28
I see it a little differently.
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.
Re: How much should we weight a company's safety incident disclosure practices?
Posted: Sun Jun 08, 2025 12:22 pm
by ramirez77
Side note that might be relevant:
Robotics-as-a-Service (RaaS) - subscription, leasing, or usage-based pricing instead of outright purchase - is emerging specifically to lower the adoption barrier for businesses that don't want to commit large capital expenditure to an unproven new category. The humanoid robot market is estimated at roughly $5.41 billion in 2026, with projections reaching around $50 billion by 2035 (about 28% CAGR) - a genuinely huge projected growth curve, and also exactly the kind of number worth treating with healthy skepticism given how young and unproven the underlying revenue base still is.
Re: How much should we weight a company's safety incident disclosure practices?
Posted: Mon Jun 16, 2025 6:22 am
by camila.jackson0
Not sure I fully agree here.
The humanoid robot market is estimated at roughly $5.41 billion in 2026, with projections reaching around $50 billion by 2035 (about 28% CAGR) - a genuinely huge projected growth curve, and also exactly the kind of number worth treating with healthy skepticism given how young and unproven the underlying revenue base still is.