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Emad Mostaque projects humanoid robots exceeding digital AI scale

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Emad Mostaque reviewed projections for humanoid robots and determined their economic scale far exceeds digital AI. He described the figures as very large and invited other assessments of the data. Steven Hansen countered that historical performance of robotics companies supports more cautious forecasts. The exchange contrasts forward-looking humanoid projections with prior robotics sector results.

Original post

Spent some time this week looking at the economic impact of humanoid robots and its so much bigger than digital AI The numbers get very crazy, has anyone dug into it and not found this the case?

10:23 AM · May 15, 2026 View on X
ORIGINAL POSTEmad#158Emad@EMOSTAQUE

Spent some time this week looking at the economic impact of humanoid robots and its so much bigger than digital AI

The numbers get very crazy, has anyone dug into it and not found this the case?

5:23 PM · May 15, 2026 · 20.1K Views

The total addressable market for humanoid robotics may well be larger than the TAM for human labour

EmadEmad@EMostaque

Spent some time this week looking at the economic impact of humanoid robots and its so much bigger than digital AI The numbers get very crazy, has anyone dug into it and not found this the case?

5:23 PM · May 15, 2026 · 20.1K Views
9:14 PM · May 15, 2026 · 9.4K Views

@EMostaque Yeah, but then they look up the history of robotics companies and get scared

EmadEmad@EMostaque

Spent some time this week looking at the economic impact of humanoid robots and its so much bigger than digital AI The numbers get very crazy, has anyone dug into it and not found this the case?

5:23 PM · May 15, 2026 · 20.1K Views
11:20 PM · May 15, 2026 · 136 Views
Emad Mostaque projects humanoid robots exceeding digital AI scale · Digg