Robotics: Leveraging Human Labor - ARK Invest
arkinvestmentmanagement.substack.com · 1,599 words · saved by 1 readers
General-purpose robots are closer than most people think. ARK sizes the shift from fixed-task automation to humanoids at roughly $26 trillion.
By: Akaash TK, Research Associate, Autonomous Technology & Robotics In late October 2025, 1X Technologies opened pre-orders for its NEO home robot and ran through its entire first-year production slot, 10,000 units, in five days. A few months later, Figure took its BotQ factory from one robot a day to one robot an hour, a 24-fold jump in under four months. Tesla, meanwhile, announced it is ending Model S and Model X production at Fremont and converting that line to build its Optimus humanoid. Unlocking labor at scale, across warehouses, assembly lines, and homes, requires robots that can…
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