“The era of robotics is here. Billions of robots, hundreds of millions of autonomous vehicles, and hundreds of thousands of robotic factories and warehouses will be developed” – Colette Kress, Nvidia CFO on their last earnings call

I’m definitely kinda late to this but after reading Citrini’s amazing primer on humanoid robotics, I’ve been sufficiently humanoid-pilled. The humanoid robotics space is about to go parabolic. We’ve already seen the insane advancements made across AI over the past couple of years with chatbots, photo/video creation, vibecoding, the real hardware, all of it. Iteration has only become faster and more impactful. Now, humanoids are about to experience the same thing.

Obviously robotics and humanoids have been around for quite some time. The interesting part now is that the economics and tech behind them has materially changed.  Supply chains are getting faster, components are getting a lot cheaper, and all of the bottlenecks previously holding humanoids back are starting to quickly disappear. In the next several years alone, over $5 trillion is being invested into new factory plants and infrastructure around the world (data, semis manufacturing, power, etc). Goldman’s base c