Name: The market for humanoid robots
Uploaded: 2025-12-30T23:55:54.276Z
Duration: 3 min 7 s
Description: 2025 saw the debut of humanoid robots such as the Unitree G1. With Tesla also aiming to release its Optimus robot in coming years, traders are looking at how it will impact the market.

2025 saw the debut of humanoid robots such as the Unitree G1. With Tesla also aiming to release its Optimus robot in coming years, traders are looking at how it will impact the market.

Wall Street

The Unitree G1 humanoid robot, named Coid, is currently being tested by major technology companies including OpenAI, NVIDIA, and Amazon. Teddy Haggerty, CEO of Robostore, highlighted the growing presence of humanoid robots and their anticipated impact on society during a recent interview.

Industry figures such as Elon Musk have indicated that robotics could represent a significant portion of company value, particularly for Tesla. While many robots are already in use, experts note that true utility will come when these machines achieve greater autonomy and can perform complex tasks, potentially affecting employment and efficiency across various sectors.

The market for humanoid robots

All right, earlier today, look at that. We made a new friend. That is the Unitree G1. It's a viral humanoid robot. That one actually had a name, right? Coid. It's being tested by OpenAI, NVIDIA, and Amazon. And we sat down with Teddy Haggerty, the CEO of Robostore, the largest global sellers of that robot. We actually talked to the robot as well, but with Teddy, the human, we talked about the future of humanoid robots in society and they're coming, guys. Also, autonomous vehicles are coming as well. And when you look at Tesla, Dan, Elon Musk has said, not those robots, robots like that are 80% of the value of his company. Are the robots coming? Because that was cool today, I have to say. A lot of them are already in use. There's a company called Agility. They make them. I met the CFO a few months ago. And when you talk about humanoid robots, they don't need to have heads, Sully. You know what I mean? They all need to do is like kind of- Well, a humanoid robot would need to have a head. They actually don't. I mean, they can just be, you know, a body doing the sort of things that are hard for humans to do. So the point is they're here. And that's one of the things about, if you're buying Tesla here, you've got to believe in Optimus. This is a big part of the story going forward. Investors in a day like today, they put that press release out about, you know, deliveries and they don't care. I mean, the auto story is done. It's about RoboTaxi and it's about Optimus. Can't come soon enough. Huge, huge robotics fan. I mean, this is going to be, it is a price to be paid by the employment world, right? So we have to see where the efficiencies are going to be. Who are they going to replace? But I guess the benchmark is, can a robot fold laundry? And I'm not being facetious about this. No, I think they have to. You have to have these really- So this is Coit. It's walking. There's our newsroom. This is today. Now it is operated by a human being via remote control, but I asked- Kind of limp. It's not limping. It's just- I mean, it's an odd cape. It's an odd cape then. He was in the Cyber Wars. It's a robot. Well, the point is, it's a robot, Sully. Just take the over when they're going to be useful. If humans are actually operating these things, it's like a Christmas toy. You got this thing under the tree last week, okay? And I'm sure it's amazing. Like, until it can be autonomous and do the sorts of things that it's meant to do. What would make you happy about a robot? Nothing. Personally. Zero. Nothing. I mean, like, I'm pretty useful. Every, I want everyone. Okay, he says you. I want everybody tonight to go home and watch the movie Ex Machina. You ever seen it? Yeah, they kill everybody. Don't worry, don't worry! But I mean, like, all the robots kill everybody in the future, Sully. Okay, spoiler alert. Happy New Year, everybody.

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Breakdown