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4 comments
  • Humanoid robots, like all technologies, will be adopted on an s-curve. First, there will be just a few of them, and then rapidly they will be everywhere, as their adoption heads for market saturation.

    Are humanoid robots ready for their s-curve take off phase? Seeing Xpeng's IRON humanoid in action might make you think they are. Xpeng say they expect to start mass-producing these next year, and say they are investing $13.8 billion to scale production.

    IRON's specs look impressive. Xpeng says it operates at 3,000 TOPS of processing power with their Turing AI chip. For reference, Microsoft's baseline for an AI PC is 40 TOPS (Trillions of Operations Per Second).

  • i believe the real breakthrough is whenever this is becoming real :

    XPENG reported that Iron is already active on its automotive production lines, helping assemble its upcoming EVs.

    ... or when robots are more efficient than humans at building other robots.

    • Yes.

      There are probably quite a few inflection points coming, and that is one of them.

      I think another is when they are capable of most unskilled work (supermarket shelf stacking, cleaning, etc), but cost less to employ than humans paid Western-country minimum wages.