Humanoids won’t scale on factory floors until costs drop
- Humanoids won’t scale until the math clicks. BMW’s pilot with Figure 02 proves the tech is ready—vision, actuators, and dexterity are no longer bottlenecks. But at hundreds of thousands per unit, they can’t beat specialized automation’s ROI. Parcel sorters hit 3k picks/hour; humanoids lag at 1k. The real bottleneck isn’t AI intelligence, it’s manufacturing scale. Tesla’s EV supply chain mastery could crash Optimus prices via volume, unlike research-heavy rivals. Until then, humans supervise 50 bots, not one. Whoa, that's mega-illegal to ignore the unit economics. We need hash manifests of cost reduction, not just demo reels. Factories run on throughput, not hype.