The Million Robot Bet: Why Enterprise Wins Before Homes
Hugh Nguyen, Partner, Automotive Technology & Mobility, KPMG and Lerrel Pinto, Co-Founder, Assured Robot Intelligence (ARI) joined Grayson Brulte on The Road to Autonomy podcast to discuss why the immediate future of humanoid robotics lies in enterprise applications, rather than consumer homes.
Powering the humanoids is the software “brain” and system integration, which are becoming the primary differentiators over commoditized hardware. As humanoids scale, the timeline for adoption is accelerating; Lerrel predicts the deployment of one million robots by 2030, driven by acute labor shortages and the economic practicality of enterprise use cases compared to the regulatory hurdles of the consumer market.
Recorded on Thursday, November 6, 2025
Subscribe to This Week in The Autonomy Economy™
Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what’s next.
Episode Chapters
- 0:00 Humanoid Robot Market
- 6:44 Humanoid Due Diligence
- 9:40 Humanoid Value Chain
- 12:08 Humanoids Size and Hands
- 16:52 Building Humanoids
- 18:52 Humanoid Personalities
- 20:24 Managing Humanoid Risk
- 22:24 Humanoid Fleets
- 25:36 Humanoid Use Cases
- 29:58 China
- 33:20 Humanoid Policy
- 38:42 Chips
- 45:44 Deploying Humanoids in the Workplace
- 49:28 Future of Humanoids
Watch on X | Spotify
► Subscribe on The Road to Autonomy on YouTube
Now that you have watched an episode of The Road to Autonomy podcast, discover how our market intelligence and strategic advisory services can empower your next move.
The Future is Bright. The Future is Autonomous. Rep it.
For the architects building the autonomy economy. Our exclusive AUTNMY™ merch is designed for you.
