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The Robot Revolution Is No Joke

by Ian King
October 25, 2025
in Markets
Reading Time: 6 mins read
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In our final challenge, I stated I’d share a video with you.

A buddy despatched it to me final week, and it truthfully made me chortle out loud. But it surely wants a little bit setup.

He’d ordered meals, however obtained a message saying the supply robotic couldn’t attain him. So he walked midway to the restaurant, making an attempt to trace down his order.

That’s when he noticed it.

A knee-high supply robotic caught on the fringe of a crosswalk, unable to cross the road.

Check out what he filmed as he approached the scene of the standoff:

That ending cracks me up each time.

However whereas that little bot was frozen on the curb, the worldwide robotics business continued to maneuver full velocity forward.

Proper now, the market is value round $65 billion. By 2035, it’s projected to succeed in almost $375 billion.

Turn Your Images On

Supply: ResearchAndMarkets.com

Which suggests it’s anticipated to develop sooner than any tech sector outdoors of synthetic intelligence.

Most of that progress is anticipated to come back from service robots. Some analysts estimate that sector may develop by greater than 20% a 12 months.

And regardless of hilarious moments of robotic awkwardness just like the one I simply shared with you, actual advances are being made in robotics day-after-day.

Robots Hold Enhancing

Researchers at Caltech not too long ago unveiled a humanoid robotic that may stroll, drive and deploy a drone from its again.

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Picture: California Institute of Know-how

The bottom unit carries a drone like a backpack that it may well launch to scout forward. The drone feeds dwell knowledge again to the humanoid’s onboard laptop so it may well alter its route on the fly. Then it reunites with the humanoid after the flight.

This machine offers me Transformers vibes. However you possibly can see the way it may have many makes use of within the navy as a result of a single robotic can carry out the work of a whole workforce.

Talking of which, you’ve in all probability seen clips on-line of robotic canines doing backflips.

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These four-legged frames can patrol perimeters, relay dwell video and function in circumstances too harmful for people. And now an organization known as Skyborne Applied sciences has armed them with weapons.

It’s known as CODiAQ, for Controller-Operated Direct-Motion Quadruped, and its modular payload system permits for integration of a grenade launcher and 12-gauge shotgun.

Discuss in regards to the canines of conflict…

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Picture: Skyborne Applied sciences

Puns apart, even shopper tech is popping robotic.

Honor, the Chinese language smartphone maker, not too long ago confirmed off a “robotic cellphone” that may roll round and observe you thru a room. It responds to voice and gestures, utilizing the identical type of spatial sensors present in self-driving automobiles.

Turn Your Images On

Picture: Honor official YouTube

It’s much less iPhone and extra Wall-E, and to me it’s an indication that we’ll see private gadgets merge with robotics much more sooner or later.

In the meantime in South Korea, a analysis workforce not too long ago constructed a man-made “muscle” that may raise 4,000 occasions its personal weight. The fabric adjustments from comfortable to inflexible in milliseconds utilizing a heat-activated composite that makes it each robust and versatile.

One gram of this materials can assist 5 kilograms. In case your arms labored the identical approach, you would raise a automotive over your head.

And this can be a enormous deal as a result of comfortable actuators are what let robots transfer like residing issues as a substitute of mechanical cranes. Which suggests this breakthrough may assist improve superior prosthetics whereas additionally enabling our future robotic helpers to function extra like people and fewer like machines.

In fact, all this progress may sound far faraway from that clumsy little supply bot within the video.

But it surely isn’t.

In keeping with Enterprise Insider, greater than 78 universities within the U.S. now use fleets of food-delivery robots from corporations like Starship, Avride and Robotic.com.

Starship alone has logged over 10 million deliveries throughout campuses.

Universities are the right take a look at mattress for supply robots as a result of they’re managed environments the place these machines can study to navigate real-world chaos safely earlier than increasing into cities.

College students have gotten used to them weaving between pedestrians and lining up at charging stations. A few of these supply robots may even deal with stairs and discover routes by building zones.

This supply know-how can be spreading into different neighborhoods by partnerships with DoorDash and Waymo.

And all these breakthroughs I simply shared — whether or not in motion, or sensing or muscle energy — are the precise programs that can make on a regular basis robots higher at navigating our world.

Even these caught ready patiently at a crosswalk at this time.

Right here’s My Take

I obtained a kick out of the video my buddy shared.

However robotics is critical enterprise. It has enormous implications for the way forward for manufacturing, the navy and nationwide competitiveness.

And the actual fact is, the U.S. is lagging behind China.

I’ve seen sufficient factories to acknowledge what actual progress seems like, and the movies I’ve seen coming from that nation are merely mind-blowing.

In lots of Chinese language factories, the lights keep off as a result of they’re run by AI and robots, with little to no human presence.

And the variety of robots the nation employs at this time is just staggering. In 2023, China’s robotic density hit 470 items per 10,000 employees, larger than any Western nation besides South Korea.

Final 12 months alone, the nation put in almost 300,000 industrial robots. That’s virtually ten occasions the quantity added within the U.S.

And since its robotics provide chain is home, China can scale sooner and cheaper than we will.

Don’t get me mistaken. We’re making unbelievable progress with robotics right here within the States. And I’m bullish on the business.

But when we wish to compete, we have now to maneuver sooner.

China treats robotics like nationwide infrastructure. Right here within the States, we nonetheless deal with it like a curiosity.

However when the nation that leads in robotics additionally controls the world’s factories and provide of uncommon earth supplies…

It’s not a laughing matter.

Regards,

Ian King's Signature
Ian King
Chief Strategist, Banyan Hill Publishing

Editor’s Be aware: We’d love to listen to from you!

If you wish to share your ideas or strategies in regards to the Day by day Disruptor, or if there are any particular matters you’d like us to cowl, simply ship an electronic mail to [email protected].

Don’t fear, we received’t reveal your full title within the occasion we publish a response. So be at liberty to remark away!





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