If they don’t figure a way to make Asimov’s 3 Laws part of the permanent programming, go long on 5.56NATO and 7.62Soviet.
Demand and Production of 1 Billion Humanoid Bots Per Year
Tesla’s CEO @elonmusk agreed with a X post that having 1 billion humanoid robots doing tasks for us by the 2040s is possible.
Farzad made some observations which Elon Musk tweeted agreement.
The form factor of a humanoid robot will likely remain unchanged for a really long time. A human has a torso, two arms, two legs, feet, hands, fingers, etc. Every single physical job that exists around the world is optimized for this form factor. Construction, gardening, manufacturing, housekeeping, you name it.
That means that unlike a car (as an example), the addressable market for a product like the Tesla Bot will require little or no variations from a manufacturing standpoint. With a car, people need different types of vehicles to get their tasks done. SUVs, Pick Ups, compacts, etc. There’s a variation for every use case.
Data from the US Bureau of Labor Statistics, ~60% of all civilian workers in the US have a job that requires standing or walking for a majority of their time. This means that ~60% of civilian workers have a job that is also optimized for a humanoid robot.
There are about 133 million full time employees in the US. Applying the 60%, we can assume there are about 80 million jobs that are optimized for the form factor of a human or humanoid robot. Knowing that the US has about 5% of the total global population, and we conservatively assume that the rest of the world has the same breakdown of manual vs non-manual labor, we get about 1.6 billion jobs that are optimized for a human or humanoid robot. The real number is likely to be significantly higher due to still developing nations.
