Robots that walk and talk are coming to car factories, per NYT
· 156K Views
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Robots that walk and talk are coming to car factories, per NYT
· 156K Views
@unusual_whales Good bye humans, hello robots
@unusual_whales Optimus at $TSLA is probably going to be the next big thing.
@unusual_whales Officially time for iRobot to begin x.com/MintedTools/status/20872…
@unusual_whales The future of car manufacturing is getting real robots that can walk, talk, and work alongside humans could completely transform factories. 🤖🚗
@unusual_whales They are already there?? $TSLA ! x.com/MaxCarozza/status/208729…
@unusual_whales Robots in factories are just capex headlines. The real trade is the SEC loosening ABS rules for data centers. That's direct access to cheaper capital for AI infrastructure. Watch how that flows into hyperscaler balance sheets.
@unusual_whales In the past, robots helped people with their work in the future, they might compete with us for jobs
@unusual_whales Goodbye crypto, I'm pivoting to becoming an automotive robot. x.com/depressivehacks/status/2…
@unusual_whales Honestly, the scariest part isn't the walking—it's how quietly they'll replace the morning shift. x.com/i/grok/share/29230bb1593…
@unusual_whales Can we get them in the kitchen next? Im tired of hearing the same "hey how are you?" conversation 104621 times a day 😭😭😭
@unusual_whales My market view ⬇️⬇️ Automation in manufacturing isn't just a headline—it's the next investment cycle, and those positioning early will capture the real upside. premarketdesks.com/t/tier1-v1-…
@unusual_whales Humanoid robots are rarely the best design for robotic automation. Custom robots for a task are best but that doesn't stimulate investment and will interrupt the grift.
@unusual_whales Walking and talking are demo milestones. The real test is whether a robot can enter a factory built for humans without becoming the slowest and most dangerous station on the line.
@unusual_whales car assembly is already heavily automated bringing in humanoids is just squeezing the last bit of manual inefficiency out of the margins
@unusual_whales The pipeline of GLP-1 alternatives keeps expanding as demand for weight-loss treatment grows. Booming demand always attracts more entrants than a market can sustain — consolidation is just a matter of time.
@unusual_whales Cars are not going to customers tho.
@unusual_whales The headline isn't the robot—it's the math: a humanoid amortizes near ~$3/hr vs $50+ for a loaded auto worker. That labor arbitrage is the real capex signal.
@unusual_whales Honestly, I’m both fascinated and a little uneasy about how quickly this is becoming reality. My general read on the day's range into the weekend → caplevels.com/t/tier1-v1-20260…
@unusual_whales the timeline compression is real we went from assembly line arms to bipedal units way faster than most predicted
@unusual_whales car automation is real robotics sector about to print
@unusual_whales That’s ridiculous. If they can walk why do they need cars?
@unusual_whales How many humanoid robots do we really need? So much automation is already in place.
@unusual_whales wait until the walking robots join the union and demand smoke breaks x.com/Kozhemyatko/status/20873…
@unusual_whales robots on the assembly line replacing humans who used to replace robots on the assembly line. history really does loop
@unusual_whales The factory of the future won’t just be automated—it’ll be embodied. Once AI can see, reason, walk and manipulate objects, labour becomes software with a physical form.
@unusual_whales Car factories are the real test for these walk-and-talk robots, living-room demos were just the trailer.
@unusual_whales Factory floors about to sound like a sci-fi movie set Hope theyre better at tightening bolts than they are at small talk
@unusual_whales They are already there. Figure robots at BMW's South Carolina plant helped build more than 30,000 X3s during a ten month pilot.
@unusual_whales Humanoid labor in the factories is the ultimate productivity hack. The gap between sci-fi and reality just closed. Bullish.
@unusual_whales This feels like a reminder to look at the trend, not just the moment. Patterns usually tell us more than a single update.
@unusual_whales Regulation Crypto Assets could clarify offering requirements that have been ambiguous for years. Removing ambiguity tends to unlock more capital than any single favorable ruling ever could.
@unusual_whales It is fascinating to see how the landscape of manufacturing is shifting so rapidly these days. Seeing those prototypes move with such precision feels like watching a long-held vision finally take a concrete shape in our daily reality.
@unusual_whales Looks like China will be controlling a significant part of the world in the coming decade