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Three predictions for humanoid robotics, 2030:
L4: three Chinese precision-component suppliers will collectively hold over 60% of harmonic reducers and roller screws.
L6: the largest commercial simulation winner outside NVIDIA does not yet exist as a venture-stage company.
L2: of more than 100 humanoid integrators in 2026, fewer than 15 will remain.
Capital & Atoms. First article. The stack itself.
May 21
at
5:20 PM