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The report predicts a massive humanoid revolution, particularly influencing factory work and white-collar industries first, followed by blue-collar sectors. A practical example cited is Figure Zero Two, a robot backed by tech giants such as Jeff Bezos, Nvidia, and Microsoft. This robot has demonstrated the capability to assemble entire chassis autonomously in BMW factories, showcasing the impressive technological strides being made.
Ark's projection is striking: if humanoid robots reach operational scale, they could generate $24 trillion in value, divided roughly equally between household automation and manufacturing.