Jul. 1 at 2:32 PM
Super interesting seeing more flow into humanoid names, even some loose tagging like
$CCXI
But zooming out, this is still early stage
2026 AI capex: ~
$1T
2026 humanoid VC: ~
$70B
That gap alone shows where maturity still is
Long term I’m constructive, but the key step is still the “winner OEM” phase — like a
$NVDA-style consolidation of standards
Once that happens:
• OEM leaders scale (Agility, Figure, etc.)
• Enterprise users like
$AMZN,
$MELI, Toyota deploy at scale
• Then suppliers (actuators, drives, China supply chain) see real volume inflection
Right now it’s still proof-of-concept for most players, even
$TSLA in limited environments
Big bottleneck is dexterity, not movement — humanoid hands still lag
Beyond that is the real TAM expansion: logistics → healthcare → research
Still early commercialization, not full cycle yet
