tech
December 22, 2025
Humanoid robots are coming. Eventually?
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TL;DR
- Tesla's Optimus robot recently experienced a public failure, falling during a demonstration, which has fueled skepticism about the current state of humanoid robot technology.
- A global 'gold rush' is underway for humanoid robots, with major tech companies and China investing heavily, driven by promises of revolutionizing various sectors.
- Despite impressive demonstrations and competitions, actual use cases for humanoid robots are limited, and many public demos are staged, scripted, or remotely operated.
- Advances in AI, especially large language models, are crucial for enabling robots to generalize and interact with the real world, but obtaining sufficient real-world training data is a major hurdle.
- The increasing affordability of robots, particularly in China, and the development of data-gathering strategies, like using less-than-autonomous bots, are contributing to their deployment.
- Concerns about a potential 'humanoid robot bubble' exist due to the gap between investment scale and the absence of viable, autonomous use cases.
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