Igor's call, in full

Humanoid robots will be to physical work what the cloud and large language models are to office work. I forecast the humanoid market reaches $5 trillion by 2050, with potentially 1 billion units operational by 2050, and the broader robotics market running toward $25 trillion. The tailwind is a labor crisis. Korn Ferry projects 85 million unfilled jobs by 2030 and $8.5 trillion in lost GDP. Humanoids fit human environments, they walk, grasp, and adapt with no redesign needed. And the economics flip fast: a humanoid on a robots-as-a-service model runs about $3 per productive hour against roughly $26 for a human worker. Once the machine is cheaper per hour, demand outstrips supply for a decade. The receipts are landing now: Apptronik raised $350 million at $5.5 billion with Google taking 15 percent; Agility's Digit is at $1.5 billion.

Adjacent calls

By 2030, robots and AI take about 30% of all repetitive and routine work, white collar and blue collar, including parts of jobs.On trackThe internet of things and industrial iot turn factories into living operating systems through the 2030s, simulated before they are built and self-diagnosing while they run.On trackAdditive manufacturing demolishes 40% of manufacturing, trade, and logistics by 2040. I made this call 15 years ago.On track

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