I’m bullish on humans.
Humanoids will matter. A lot. But <$15K mass production + “can do everything a person can, better, 24/7” is not close.
The hard part isn’t the demo. It’s the decade after the demo.
It’s edge cases, dexterity, deployment, reliability, safety, service, regulation, trust, and doing messy real-world work at scale.
AI will outperform humans at more tasks every year. That’s obvious.
But history keeps rhyming: when technology exceeds human ability, humans don’t disappear. They reorganize around it, leverage it, and create entirely new forms of value.
The bear case isn’t humans. It’s humans who refuse to use the machines.
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