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Open original source ↗$GM cuts 1,000 workers and replaces them with 50 robots (Jun 22nd report)
Reports also show GM is working on a deal with $NVDA on factory robotics.
This is industry validation for robotics, since it likely demonstrates increased opex margins + efficiency from employee automation.
Especially from companies like $AMZN to General Motors with assembly/warehouse lines that have high headcount.
I think the technology is already here and use cases are already proven. Robotics/Humanoids are just pre-scale right now.
The wording from large companies is “assistive robotics”… But in all honesty, it’s here to automate away the human workforce and increase profitability.
I don’t think companies want to be paying insurance, salaries, etc. when robots can do a better job, and 24/7, so very sad to see potential job losses in the future from robotics automation.
Whether people like it or not; seems like the inflection point for robotics is here.
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Robotics is next. Both deal count and investment amounts are skyrocketing per pitchbook March data (source: a16z) Good thing is: the same AI DC exposure often has cross-exposure to humanoid ramp. Like DRAM/NAND with memory (on humanoid inference/storage) or DFB lasers with photonics (FMCW LiDAR vision/sensing). Right now most exposure is upstream component parts… or programs within large players like $AMZN or $TSLA. So global IPO season H2 into 2027 for pure play humanoids/robotics companies is going to be fun.
aleabitoreddit ↗