Episode 351 | The Million Robot Bet: Why Enterprise Wins Before Homes
Description
Hugh Nguyen, Partner, Automotive Technology & Mobility, KPMG and Lerrel Pinto, Co-Founder, Assured Robot Intelligence (ARI) joined Grayson Brulte on The Road to Autonomy podcast to discuss why the immediate future of humanoid robotics lies in enterprise applications, rather than consumer homes.
Powering the humanoids is the software "brain" and system integration, which are becoming the primary differentiators over commoditized hardware.
As humanoids scale, the timeline for adoption is accelerating; Lerrel predicts the deployment of one million robots by 2030, driven by acute labor shortages and the economic practicality of enterprise use cases compared to the regulatory hurdles of the consumer market.
Episode Chapters
0:00 Humanoid Robot Market
6:44 Humanoid Due Diligence
9:40 Humanoid Value Chain
12:08 Humanoids Size and Hands
16:52 Building Humanoids
18:52 Humanoid Personalities
20:24 Managing Humanoid Risk
22:24 Humanoid Fleets
25:36 Humanoid Use Cases
29:58 China
33:20 Humanoid Policy
38:42 Chips
45:44 Deploying Humanoids in the Workplace
49:28 Future of Humanoids
Recorded on Thursday, November 6, 2025
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