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Humanoid robots, the steam engine of the 21st century

Hello dear getquin community, today we have a new expert opinion on the hype surrounding humanoid robots. The topic is developing rapidly from a futuristic vision to a tangible growth market. Comparable to the steam engine in the 19th century, humanoid robots could trigger the next industrial revolution. You can find all relevant shovel manufacturers and the value chain in my profile as a pinned post.

Tech heavyweights like $NVDA (+0.4%) Nvidia, $TSLA (+3.16%) Tesla and $AMZN (+0.12%) Amazon are driving the base forward with chips, simulation platforms and scalable infrastructures. At the same time, start-ups and investors are positioning themselves to occupy the emerging billion-euro market. $MSFT (+0.6%) Microsoft is using its cloud power via Azure and is a major investor in Figure AI. Figure (private) works with humanoid robots such as Figure 01 and 02 and is already working on pilot projects at $BMW (-0.36%) BMW. Neura Robotics (private) from Germany develops cognitive systems with multimodal sensors that enable genuine human-robot interaction. 1X (formerly Halodi, private) focuses on everyday assistance systems and is launching humanoid platforms in initial field tests. Unitree Robotics (private) wants to conquer the mass market with low-cost, production-ready robots from China. $9984 (-2.77%) As a global investor, SoftBank remains one of the strategic pacesetters in the background.

The real dynamic lies with platform providers that interlink hardware, AI models and infrastructure. Whoever controls the ecosystem here has the potential for growth rates comparable to the smartphone era. Investors should therefore carefully differentiate between whether a company remains a specialist for niches or makes the leap to becoming a central hub in the physical AI agent market. It remains exciting to see which role will prevail in the long term and who has the strategically strongest starting position from an investor's perspective to actually make humanoid robots suitable for the mass market.

Source: Wallstreet Online - Nvidia and Figure: Can robot stocks trigger the next boom?

https://www.wallstreet-online.de/nachricht/19838403-nvidia-figure-roboter-aktien-naechsten-boom-lostreten

11 Comments

Tenbagger2024@Tenbagger2024

Thank you,
With the car, the inventor has remained to this day. But by no means the strongest on the market.
New manufacturers have joined and some have disappeared again.
The car has evolved and become a moving computer.
But one thing has remained, and that is 4 wheels.

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Jarod@TradingHase

@Tenbagger2024 But the wheels are also slowly evolving. Michelin is researching comfortable airless tires that are close to series production.
After that, the tire will be obsolete and replaced by anti-gravity fields... Just a question of time 😉

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Charmin@Charmin

Tesla is a car manufacturer, not a tech company. Their robot is a laughing stock that is only kept alive by the CEO's constant promises.

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user5ca946a11b6a4278@user5ca946a11b6a4278

@Charmin
Hate does not suit us. Please listen to less public radio.

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Charmin@Charmin

@user5ca946a11b6a4278 It has nothing to do with hate. Incidentally, I couldn't care less about Musk's political views. I just look at his track record when it comes to announcements.

Oh yes: And on sales and profit figures.

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Jarod@TradingHase

@Charmin You may see the robot as garbage, but assume that it will be the right choice for the relevant tasks and that Tesla may scale up as a result.

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Charmin@Charmin

@TradingHase I think it is unlikely. There are dozens of robots with a similar form factor - Tesla is one of many. And not a particularly good one, to put it mildly.

Besides, we are still years away from series production. And still a decade away from being introduced to the masses.

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Tenbagger2024@Tenbagger2024

@Charmin
Good morning my dear,
I also believe that it will take a few more years. But AI will speed it up enormously. And I think we should get a foot in the door now.
Tesla will be one of many, which is why I still think Tesla's valuation is too high.
I think that some start-ups will win the race here.
I'm just saying, look what a player Helsing has become.

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Elsa E.@EpsEra

@Charmin
Whatever you think of Musk, one thing is certain: he should not be underestimated. He has already turned a lot of things upside down and made enormous profits in the process. When it comes to humanoid robotics, it's too early to say whether Tesla or another company will win the race. As you say, it's still too early for that. But now is exactly the right time to invest.

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Charmin@Charmin

@EpsEra What I think of Musk as a person (in terms of character) is completely irrelevant for investment decisions. My assessment of him as the CEO of his companies is much more important. Of course, this also includes everything he has promised and - in the vast majority of cases - broken over the years.

I will not invest in a company that moves from one outlandish promise to the next. That is not substance that *I* want to build on.

Others may see it differently, but I have made my judgment.

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Elsa E.@EpsEra

@Charmin
I see the promises in a similar way to you, and it is precisely these that are driving up the valuation of the share enormously. That's why I'm not invested in Tesla. It's simply too expensive to rely solely on promises.

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