I shared thoughts on the disruption of humanoid robots and artificial intelligence in working life → https://x.com/JuhaHaanpera/status/1903709951832285239. According to Risto Linturi, humanoid robots will start doing the same jobs as humans already in the coming years. Companies like Tesla, Boston Dynamics, and the Chinese Unitree are already developing robotics that can transform many industries.
But what does this mean from an investor’s perspective? 
New Winners and Disruption: The proliferation of autonomous robots can revolutionize production, logistics, and service sectors. Which companies will benefit the most? Should investors follow companies investing in robotics, such as Tesla, Nvidia’s developed robot simulation, or Chinese technology companies?
Labor Productivity and Economic Growth: Although digitalization has not increased productivity as expected (Digitalisaatio ei lisännyt tuottavuutta odotetusti - tutkijat esittävät ratkaisuja tuottavuuden nostoon | Aalto-yliopisto), can AI and robotics finally bring that much-needed economic growth?
Labor Market Changes and Investment Risks: If robotics displaces traditional jobs, what effects will it have on wage development, consumer demand, and inflation? Should investors prepare for automation to concentrate wealth among a few, as Linturi warns?
What do you think? Is robotics the new megatrend for investors, or an overhyped risk? 