Robots & Startups

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Robots & Startups
Market projections for humanoids range from $38 billion to $24 trillion

Market projections for humanoids range from $38 billion to $24 trillion

Some interesting charts and insight into BOM, supply chain and labor costs

Andra Keay's avatar
Andra Keay
Jan 21, 2025
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Robots & Startups
Robots & Startups
Market projections for humanoids range from $38 billion to $24 trillion
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The inaugural Humanoids Summit in December was a great success with speakers like Jim Fan from NVIDIA, Sergey Levine from PI, Jonathan Hearst from Agility Robotics, Bernt Oivind Bornich from 1x, and many more. So successful that the next Summits (plural) have been announced and the call for speakers is open too.

  • May 29-30 LONDON at the Novotel West

  • Dec 11-12 SILICON VALLEY

Who’s betting big on humanoids?

Here’s what Peter Diamandis has to say:

While Goldman Sachs projects $38 billion by 2035, ARK Invest sees something much bigger: a $24 trillion market opportunity.

That's larger than the entire U.S. GDP.

This massive disparity in projections reveals something crucial: most traditional analysts and institutions are dramatically underestimating the scale of transformation ahead.

Or as Brett Adcock says:

"We are in the human-labor business, and today 50% of Global Domestic Product (GDP) is paying humans to do work every day."

Here are some highlights from the MetaTrend Report The Rise of Humanoid Robots, and the Morgan Stanley Humanoids White Paper.

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