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

Odaily Planet Daily News The "White-Haired Stock God" Serenity stated that when first using ChatGPT in 2023, they believed large language models "performed poorly" in programming capabilities. However, three years later, the related technology has undergone a qualitative change. Modern cybersecurity and AI systems, represented by Mythos, now possess "weapon-grade" capabilities. Serenity believes the industry is entering a critical "tipping point phase," where humanoid robots and automation technology are approaching the threshold for large-scale replacement of human labor.

Serenity stated that despite external skepticism about humanoid robots' current inability to perform complex tasks like pipe repair or electrical wiring, the direction of technological evolution is very clear. Breakthroughs will continue in the coming years. Market participants, including VCs and large technology companies, have begun adjusting their strategies. Some companies have internal plans to replace a large number of human workers with robots to reduce operational costs. Serenity also mentioned previous rumors about Amazon reducing hundreds of thousands of job postings 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 have some resistance to automation. However, the overall trend still points towards "labor structure restructuring." As competition between China and the United States in cutting-edge technology intensifies, humanoid robots and automation could enter a stage of national-level technological competition. Serenity believes that China already holds a leading position in some areas.