Serenity: Humanoid Robots May Reach Labor Substitution Tipping Point, VCs and Tech Giants Begin Adjusting Strategies

Odaily reported that "White Hair Stock God" Serenity stated that when he first used ChatGPT in 2023, he believed large language models "performed poorly" in programming capabilities. However, three years later, the related technology has undergone a qualitative transformation. Modern cybersecurity and AI systems, represented by Mythos, now possess "weapon-level" capabilities. He believes the industry is currently entering a critical "inflection point," where humanoid robots and automation technologies are approaching the tipping point for large-scale replacement of human labor.

Serenity noted that although outsiders often question whether humanoid robots can currently perform complex tasks such as pipe repair or electrical wiring, the direction of technological evolution is already very clear, with continued breakthroughs expected in the coming years. Market participants, including VCs and large tech companies, have begun adjusting their strategies. Some companies have internal plans to replace a significant amount of human labor with robots to reduce operational costs, referencing previous rumors about Amazon reducing hundreds of thousands of job openings through robotics.

Serenity believes that highly regulated industries such as healthcare, ultra-high-skill professional positions, and service sectors relying on human emotional connections may still retain some resistance to substitution. However, the overall trend still points towards a "restructuring of labor." As competition between China and the U.S. intensifies in cutting-edge technology fields, humanoid robots and automation may enter a stage of national-level technological competition. He believes China already holds a leading position in certain areas.