Robots - The Next Industrial Revolution?

Sector Analysis + Key Opportunities

The author(s) owns BTC and options positions in ETH (disclaimer).

1. Introduction:

Humanoid robots from Tesla & Figure AI are making headlines, but non-humanoid automation still dominates warehouses.

Morgan Stanley projects humanoids could reshape $3T in wages by 2050, while ABI Research expects 16.3M industrial robots by 2030.

Humanoids are advancing fast—but will they take over?

Key Report Insights:

1. Humanoids Take Over: 63M humanoid robots could hit the U.S. workforce by 2050, disrupting 75% of jobs.

2. Figure AI’s Lead: The Helix model enables humanoids to execute tasks from natural language, keeping Figure AI ahead.

3. Amazon’s Robotic Surge: 750K robots boosted efficiency but wiped out 100K jobs since 2021.

4. Genesis - Training at Light Speed: A new platform accelerates robotic learning 430,000x, cutting training from days to seconds.

5. The $8.5T Labor Gap: An 85M-worker shortage by 2030 could cost $8.5T—robots will help fill the void.

6. Crypto Meets Robotics: Peaq and IoTeX are merging blockchain with automation and robotics.

Source: Figure AI