Goldman Sachs' recent upward revisions to global humanoid robot delivery forecasts through the end of the decade, along with rising estimates across Wall Street desks, point to broader expected adoption in factories, restaurants, and other workplaces. Military applications and household use could follow soon.
BTIG strategic opportunities analyst Jesse Sobelson told clients Friday that the physical AI boom is moving onto factory floors, into warehouses, and behind restaurant counters.
Sobelson and his team attended RoboStrategy's Robotics Founders Forum in New York this week and reported back on what executives from several of RoboStrategy's private-company holdings (Apptronik, Standard Bots, Dexmate, Maven Robotics, Path Robotics and Dyna Robotics) discussed: robot development, commercial deployments, and manufacturing plans.
"One of the central themes we took away from the presentations is that physical AI and robotics are moving beyond the "science project" phase and toward commercial utility," Sobelson said.
Sobelson said, "While AI-enabled robotics generates limited revenue today, every company we heard from presented solid evidence that real-world deployments are increasing, performance is improving rapidly, and the addressable market could expand significantly from where we are today. RoboStrategy presenters shared an analogy to early language models that we found instructive: LLMs initially suffered from hallucinations and weak contextual understanding but improved quickly as architectures, memory, data, and compute scaled. Some presenters contended that robotics appears to be fo
