华尔街日报：人形机器人赛道过热，创业者警告技术成熟度被高估

Core Insights - Investors are pouring billions into humanoid robot startups, betting on their deployment in warehouses, factories, and homes soon, but leaders in the field caution that humanoid robots are overhyped and face significant technical challenges before becoming viable human worker replacements [2][4] Group 1: Industry Trends - The humanoid robot sector is experiencing a surge in investment, with approximately $5 billion allocated this year alone [14] - Predictions suggest that by 2035, around 1 million humanoid robots could be in operation, although the lack of training data remains a significant barrier to growth [14] - Technological advancements in battery and motor technology are enabling robots to better mimic human movements and operate for longer periods [13] Group 2: Challenges and Limitations - Current humanoid robots are primarily suited for simple, repetitive tasks, and the technology is not yet mature enough for more complex applications like household chores [10][15] - Safety concerns and high deployment costs are major factors deterring companies from adopting humanoid robots, with only about $20 of every $100 spent on robot deployment going towards the robots themselves [5] - The gap between the current capabilities of humanoid robots and the ambitious expectations for their future roles is significant, as highlighted by industry experts [5][10] Group 3: Perspectives from Industry Leaders - Some industry leaders express skepticism about the current state of humanoid robots, comparing them to the failed Newton PDA, suggesting that while the direction is correct, the technology is not yet ready for widespread adoption [8][9] - Optimistic views from figures like Elon Musk predict an insatiable demand for humanoid robots, with plans for Tesla to produce 1 million Optimus robots annually by 2030 [11][13] - The focus on humanoid form may be misguided, as experts suggest that future robots might be more efficient if designed with different forms rather than strictly humanoid [15]