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RoboStrategy CMO Kevin McCordic lays out the case for physical AI: why AI finally makes humanoid labour possible, why it lands under $2 an hour, and why a roughly $200B market is aimed at a $60T one.
Goldman Sachs analyst Jacqueline Du predicts a transition period of "dedicated purpose" robots like tour guides and entertainers before general-purpose autonomy arrives, noting that Chinese suppliers are aggressively building capacity despite a reliance on U.S. silicon.
An analysis of recent humanoid robot market forecasts reveals broad consensus on drivers like AI and labor shortages, but striking disagreements on market size, growth rates, and adoption timelines, further complicated by geopolitical factors.
