Serenity: Humanoid Robots May Reach Labor Substitution Inflection Point, Most Human Jobs Could Be Automated in the Future

Odaily Planet Daily News "White-haired Stock God" Serenity posted, stating that when first using ChatGPT in 2023, he believed large language models "performed poorly" in programming capabilities. However, three years later, related technology has undergone a qualitative change. Modern cybersecurity and AI systems represented by Mythos have acquired "weapon-level" capabilities, and he believes the industry is currently entering a critical "inflection point stage," where humanoid robots and automation technology are approaching the tipping point for large-scale replacement of human labor.

Serenity stated that although outsiders often question that humanoid robots currently cannot complete complex tasks such as pipe repair and electrical wiring, the direction of technological evolution is already very clear, and breakthroughs will continue in the coming years. Market participants, including VCs and large tech companies, have begun to adjust their strategies. Some companies internally plan to replace a large amount of human labor with robots to reduce operating costs, and he mentioned previous rumors about Amazon reducing hiring for hundreds of thousands of positions through robots.

Serenity believes that heavily regulated industries such as healthcare, ultra-highly skilled professional positions, and service sectors reliant on human emotional connections may still have some resistance to substitution. However, the overall trend still points towards a "restructuring of labor." As competition between China and the United States in frontier technology fields intensifies, humanoid robots and automation may enter a stage of national-level technological competition, and he believes China is already in a leading position in some areas.