Nice piece Conrad. I have to believe that the answer is “yes.” Geopolitical tensions are aligning such that, I expect we are going to see less global trade and more localized manufacturing.

This “near shoring” will help accelerate the rise of these humanoid factory robots. From there, it will not take long for the price of them to reach regular consumers.

A general purpose machine that can do laundry, cook, and clear, would sell like hotcakes for $20k.

I understand your point. We will have to see which direction the industry and the market will take. Humanoid robots will have to prove their value not only against human workers but also against traditional, simpler, and more cost-efficient robots.

The argument that soon everyone will have a home humanoid robot somewhat reminds me of the conversations about 3D printing in the early 2010s. Some people imagined that soon, everyone would have a 3D printer (or at least easy access to one) and that m…