Finshots
Finshots
May 16, 2025 at 05:23 AM
*Are Humanoids the next big leap for humankind?* It seems that humanoids are making headlines everywhere these days. They look like us, two arms, two legs, a torso, a friendly face, and that’s the whole point. Our world is made for humans, so machines that look like us can just plug into it. No redesigns, no special infrastructure. But building one is not easy. You need a brain (AI, vision systems, simulation tech), a body (batteries, actuators, sensors), and an integrator to put it all together. Think Tesla, BYD, ABB. So why now? Because 2025 might just be the year humanoids hit mass production. Tesla’s Optimus is folding laundry. BMW’s using them. Hyundai is placing orders. And China? It’s pumping billions into subsidies, calling it the next industrial revolution. The opportunity is massive. Goldman Sachs says the market could hit $38 billion by 2035. Others say hundreds of billions if it follows an EV-like path. But why the buzz? Well, there’s a global worker crunch. Populations are ageing, jobs are risky, and labour is expensive. Even China’s costs are rising. Add to that the fact that robot costs are crashing, from $100,000 to just $35,000, and you’ve got momentum. Governments are joining in too. China’s humanoid budget alone jumped 45x in a year. But the question is, where’s India? Because while we have the manpower, we still lean on cheap labour. And if countries start replacing humans with bots, India’s low-cost edge could crumble. Remittances, jobs abroad, all under threat. There’s some movement, though. Reliance is building bots with Addverb. ISRO, DRDO, and startups are dabbling. But these are small plays in a game that’s scaling fast. The smarter move? Power the brain. Our $250B IT sector could lead in robotic OS, AI training, remote operations, even assembly, if we move fast with PLI-like support and deeptech capital. Because once humanoids get smart and cheap, whoever owns the hardware, platforms and patents wins the race. And if we miss the bus, we might end up playing catch-up like we did during the semiconductor rush and EV boom. So yeah, humanoids are a threat. But they’re also a fork in the road. The only question is, where do companies, and humanity at large, go with this technology? If you ask Elon, we’ll soon have 10 billion humanoid robots walking among us. And only time can tell if that’s vision or delusion. Here's the full story– https://finshots.in/archive/are-humanoids-the-next-big-leap-for-humankind/?utm_source=Summary&utm_medium=WhatsApp&utm_campaign=16-05-2025
❤️ 1

Comments