Automakers Race Into Humanoid Robots As Timeline For Blue-Collar Job Disruption Emerges

Automakers Race Into Humanoid Robots As Timeline For Blue-Collar Job Disruption Emerges Bernstein analyst Eunice Lee is out with a fascinating note explaining why automakers are making a mad dash into the world of humanoid robotics, arguing that their manufacturing scale, supply-chain depth, and years of investment in autonomous driving give them a structural lead in the emerging physical-AI market. Lee writes that automakers are also seeking new revenue streams beyond the core vehicle business, with humanoids poised to move from factory floors into the physical world across retail, security, public...