Part 11/12:
Camillo’s bottom line echoes caution mixed with opportunity. Investors should be prepared for a 7 to 15-year horizon before humanoid robots become commonplace in homes. Meanwhile, deploying robots into industrial and logistical environments is already happening and may provide lucrative short- to medium-term opportunities, especially for resilient companies like Tesla and specialized startups.
In summary:
Humanoid robots are fundamentally constrained by deployment challenges, not production.
Tesla remains the most promising public investment, despite recent setbacks.
Geopolitical and privacy concerns will shape international robotics markets.
Consumer trust and hardware reliability are the key hurdles to widespread home adoption.