Serenity: Humanoid Robots May Hit Labor Replacement Inflection Point, VCs and Tech Giants Are Already Adjusting Strategies

Odaily News "White-Haired Stock God" Serenity posted, stating that when he first used ChatGPT in 2023, he believed large language models "performed poorly" in coding ability, but three years later, the related technology has undergone a qualitative change. Modern cybersecurity and AI systems, represented by Mythos, now possess "near-weapon-level" capabilities, and he believes the industry is currently entering a critical "inflection point phase," where humanoid robots and automation technology are approaching the tipping point for large-scale labor replacement.

Serenity stated that although outsiders often question that humanoid robots currently cannot complete complex tasks such as pipeline repairs or 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 adjusting their strategies. Some companies have internal plans to replace a large amount of human labor with robots to reduce operating costs, and he mentioned previous rumors about Amazon reducing recruitment for hundreds of thousands of positions through robots.

Serenity believes that heavily regulated industries like healthcare, ultra-highly skilled professional positions, and service sectors that rely on human emotional connection may still possess some resistance to replacement, but the overall trend still points towards "labor structure restructuring." As competition between China and the US in cutting-edge technology fields intensifies, humanoid robots and automation may enter a phase of national-level technological competition, and he believes China already holds a leading position in certain areas.