this post was submitted on 18 Feb 2026
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Your argument could be applied to ASICs and FPGAs/microcontrollers, and look at the market share of the latter two
Isn’t that the exact opposite though?
ASICs are specialized chips. They are highly use-case targeted. Microcontrollers are extremely specific, often single-task specific.
The robot that has been designed for the task of cutting metal panels exactly the same over and over seems like the equivalent of an ASIC or microcontroller here. Something designed for a specific purpose or small subset of purposes and capable of doing that purpose in an extremely optimized manner.
The AI humanoid seems more like a CPU here… capable of solving any problem but due to its general purpose nature, not optimized for any particular problem.
To continue pushing the analogy, to me humanoid AI robots seem the equivalent of trying to sell CPUs to mine bitcoin. The world already has a better solution.