1. Investors will ask about generative AI and humanoid robots in robotics startups
2. The market is in a hype cycle with some progress in humanoid robots like Agility’s Digit
3. Humanoids may serve as augmentation in human-in-the-loop systems until they can prove their ROI for full automation.
In the world of robotics startups, potential investors often ask about the incorporation of generative AI and the development of humanoid robots. While generative AI is a common practice in the industry, the use of humanoids may not be suitable for all challenges. The recent $675 million raise by Figure has brought attention to the sustainability of the robotics market, with only few humanoids present at events like Modex in Atlanta.
Agility stands out in terms of progress in the humanoid robotics market, showcasing upgraded technology and software for various industries. While some skepticism remains about the widespread adoption of humanoids, companies like Agility are making significant advancements. The idea of humanoids-in-the-loop is gaining attention, suggesting that humanoids may augment, rather than replace, traditional systems in the factory setting.
The potential for automation to replace jobs is a topic of debate in the industry, with some believing that humans will always play a role in manufacturing and warehousing. However, the idea of lights-out factories where automation handles most tasks is not far-fetched. Humanoids may fill the gap for tasks that require dexterity and unstructured execution, serving as exceptions in highly automated environments.
While humanoid robotics companies aim for more adaptable systems in the future, the focus is on proving the value of these technologies from day one. The evolution of robotics technology, including humanoids, will require careful consideration of the timeline for widespread adoption and the ability to deliver on promised ROI to both investors and end-users.