POPA ReconWhere Are All the Robots?
Where Are All the Robots? Robotics has attracted $40b+ in funding with massive hype around "physical AI," driven by modern VLMs/VLAs that finally give robots the perception, reasoning, and adaptability older systems like Honda's ASIMO lacked Yet real-world deployments remain tiny (e.g., Agility Robotics moved just 100k totes at one GXO warehouse, a fraction of a fraction of operations) Deployment will roll out in stages: surveillance/monitoring (0-2 yrs), warehouses/logistics (1-3 yrs), manufacturing (2-5 yrs), public spaces (5+ yrs), and in-home robots (7-10 yrs) https://david-ferris.medi…
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