Movie I, robot Wil Smith starred back in 2004.
This is not his best film, but the setting is a classic science fiction.
It occurs in the world with a highly intelligent humanoid robot in the distant future of 2035.
Of course, which once a distant future is now only a decade away …
And the science that seemed like fiction may soon be closer to reality as most people realized.
As I have said earlier, the robot revolution is coming.
And the speed with which it is going to hit us will give you a shock.
But this will not be due to the increasing number of robots in factories or fast food restaurants.
This robot dogs will also not be spread which will surprise people the most.
This is going to be the number of robots that look like us.
How will Humanoid Robot be
Open the next decade again?
This is because the market for humanoid robots is growing much faster than experts first.
Recent research by Goldman Sachs shows that by 2035, the number of robots such as humans is expected to reach 1.4 million units conservatively.
This is four times higher than the already predicted company.
And it roughly corresponds to Elon Musk’s prediction that by 2040 there will be about 10 billion humanoid robots on the planet.
To keep it in perspective, it is estimated that – stopping any harsh change in the rate of population growth – 9.2 billion humans will populate the Earth in 2040.
Which means that humanoid robots can beat humans for some time in the next two decades.
What happened due to this dramatic change?
In artificial intelligence, advances have also surprised experts.
Robot allows new technology robots called large language models to learn tasks without programming for every small movement. This means that robots can now work outside factories and are very fast for new conditions.
The cost of construction of these robots is also falling rapidly.
In 2023, a basic humanoid robot costs around $ 50,000, while the top-line model lasted to $ 250,000.
Last year, those prices fell between $ 30,000 and $ 150,000 – a reduction of 40%.
This happened in the part because robot parts are getting cheap and are more suppliers to choose.
But as Deepsek showed us how AI is becoming increasingly cheaper and it is easy for everyone to use …
We are seeing that the same thing occurs with humanoid robots because their design continues to improve.
Low cost means that we will see humanoid robots in factories before expectation.
But there are already many companies that use humanoid robots, especially in the motor vehicle industry.
Honda has developed humanoid robots like Asimo …
Source: Honda
Toyota has introduced humanoid robots like T-HR 3 …
Source: Toyota
And BMW, Volkswagen and Hyundai have all developed their own ownership humanoid robots for gathering vehicles and use in their manufacturing plants for inspection works.
By 2030, experts estimate that more than 250,000 humanoid robots will be sent, mostly for industrial use.
But the real development will be in the consumer market.
According to Goldman Sachs, robots for personal use may be 2–4 years early than thinking in advance.
And within just a decade, the annual sales can exceed a million units because common people start bringing robots to their homes.
And I think it may seem like a access to you, but consider that today there are more than 40 million Rumba robot vacuum cleaners in homes …
And humanoid robots can do much more than vacuum.
Domestic robots will probably start helping mostly for most cleaning functions and association.
Their increased dynamics and ability to carry should help the elderly and the disabled immediately.
But as they become more functional, it is easy to see how they can be more useful for various tasks.
Your robot accessory may soon take more complex domestic work such as cooking, laundry and lawn grass cutting.
And as AI continues to develop, domestic robots can schedule appointments for you, keep an eye on your home smart devices and usually make life easier for you.
They can also be a component of your home safety.
In other words, in the next decade I robot Science may begin to look like a historical account compared to fiction work.
I want to take here
Naturally, the dominance of AI-powered robots comes with moral and moral concerns, but it is outside the scope of this letter.
What I am worried about is investing opportunities.
Goldman Sachs reports that robots like humans may be priced at $ 38 billion by 2035.
This is six times higher than only $ 6 billion estimates.
But those numbers are conservative compared to McCe’s estimate that the size of the global market for humanoid robots will reach $ 139 billion on a large scale by 2035.
This 50% compound is equal to the annual growth rate.
And it is not infallible. Eventually, Elon Musk is all-in on the Humanoid Robot, and Tesla (TSLA) aims to become a prominent player at this location with his optimus robot.
In January earnings, the call Musk said Tesla would start production of “several thousand” optimus robots by the end of 2025.
And in the long term he said that he believes: “Optimus has the ability to have $ 10 trillion north of revenue.”
But he will have competition.
Boston’s dynamics jump and improve their robots from the boundary. It retired the hydraulic version of its Atlas robot last year and replaced it with an all-electric version that is shocking agile.
It is also capable of backfips.
Boston Dynamics is a private company, but Hymtf is a majority owner.
And another company I am keeping a close watch on it.
The company calls itself: “The first-key AI robotics company brings a common objective human to life.”
And it is allegedly in conversation with investors to raise $ 1.5 billion for its work in developing these robots.
This will put the company’s evaluation to about 40 billion dollars, in its final round to 15x from the final round of funding, when its value was $ 2.6 billion.
Microsoft, NVIDIA, Jeff Bezos and Ark Invest are all investors in this fast-razing company …
And if you start listening to a lot about them in 2025, I will not be surprised.
Respect,
Ian king
Chief Strategist, Banyan Hill Prakashan