Top 2026 AI Humanoid Robot Predictions (TRUMP GOOGLE TESLA NVIDIA)

So we’re going to need robots. We’re going to have robots, but that’s going to help us. We’re going to have tremendous workforce and in order to operate, you’re always going to need people. You know, you could have robots, but you’re going to have to get somebody to start those robots and you’re going to have to improve the robots. But we’re going to have robotic factories plus manpower. So we’re going to have enough. We’re going to need the help of robots and other forms of, I guess you could say, employment. We’re going to be employing a lot of artificial things.

But the beauty is we’re going to have more jobs than we’ve ever had. Just so you know, a number came out the other day. We have more jobs right now in the United States. More people are working right now in the United States than at any time in the history of our country. Think of that. Pretty amazing. So we’ll have the help of, you know, mechanical help, if you want to call it that. But we’ll have tremendous employment. They’ll be paid a lot of money. They’ll make they’ll do better than they ever did. And there will be other ways of us thinking about memory that haven’t even been brought mainstream yet.

That’s going to be one of the three most important things, at least in the next year, for getting agents to work. The second is communication protocols. You know, we’ve talked a lot about MCP and this idea that in order to have agents work together, they have to be able to talk together. You know, we both speak the same language, not only the same technical language of English, but a similar business language and a similar, you know, technical jargon that helps us communicate really fluently. AI agents are going to have to have something similar.

And that actually reminds me a lot like the Internet, where in the early days you had TCP IP. That wasn’t the finish line. That was the starting gun. And then the third is AI security. So now that you have agents that have memories and are communicating with each other, we’re going to have to figure out ways that they communicate very securely. And it’s actually Jensen who said this in a previous conversation I thought was pretty awesome. He said, think about agents as not needing to have the same requirements of the physical world.

But in the future, he pointed out, maybe you’re going to have a thousand security agents around one cognitive intelligence agent. And so we have so much to solve in the security side of things. Those three areas, memory, communication, security are all being solved real time and are going to yield the Asian economy. You said the Asian economy, I love that term. We call it digital workers, but there’s going to be some sort of niche market that’s built up around new frameworks, new training types just to support this economy, right? It’s like just like we have an economy for humans.

We’re going to have an economy for agents. AI addresses the segment of the economy that IT has never addressed. Having AI that augments labor is going to help us grow. The moment we have intelligence that’s worthy of being paid for. And as soon as that flywheel goes, then everything else will take care of itself. And this is no different than the moment that human robotics starts to do productive things and people are willing to pay for it. And it’s a profitable endeavor that you could scale up as long as you want to scale up.

And so that’s really the moment we’re looking for. We’re looking for that virtuous cycle where AI starts to generate productive tokens, profitable tokens. After that, the flywheel takes off. You’re going to lose your jobs, not to somebody, not to a robot. You’re going to lose your jobs to somebody who uses a robot. You’re going to lose your jobs to somebody who uses AI. There are no useful humanoid robotic robots at this point. There are sort of gimmicks, but there are no actually useful humanoid robots. And I think Tesla is going to make the first actually useful humanoid robots.

And this will be quite a revolution. And I think something that everyone will want, because I was thinking like, who wouldn’t want their own personal C3PO R2D2? Everyone would want one, right? And then there would be many in industry providing products and services. This is why I say that humanoid robots will be the biggest industry or the biggest product ever, bigger than cell phones or anything else, because everyone’s going to want one and or maybe more than one, and there’ll be many in industry. And we’re finalizing the design of AI5, which will be an immense job from AI4.

By some metrics, the improvement in AI5 will be 40 times better than AI4. 40% 40 times. And this is because we work so closely at a very fine grade level. But the big one that we’re focused on is building an AI and a machine learning engineer to advance the llama development itself, right? Because I mean, our bet is sort of that in the next year, probably, you know, I don’t know, maybe half the development is going to be done by AI as opposed to people, and then that will just kind of increase from there.

And I mean, I tend to think that like, like every engineer is effectively gonna end up being more of like a tech lead in the future that has sort of their own little army of engineering agents that they work with. I would say you’re gonna see them in the workforce over the coming year or two. And then we will we will only launch a product in the home in the workforce at scale, once we feel confident of the product, right, we will not do it early, we will not tele operate them in market, like we will not do any of this silly stuff.

And I think that’s maybe differs from other groups, maybe in the space, but we are trying to build like Indian autonomy with low human intervention rates in these in this commercial market. So once we’re able to like really sell into your home, to Brad’s home, we want to be really confident, it’s going to really work, and it’s going to be really safe. There’s so much ahead. You know, on the opportunity side, you know, I’m blown away by the ability to discover new drugs, you know, completely change how we treat diseases like cancer over time, etc.

The opportunity is there. You know, I, the creative power, which I talked about, which we’re putting in everyone’s hands, the next generation of kids, everyone can program and build. If you think of something, you can create it. I think I don’t think we have comprehended what that means. But that’s going to be true. The part which the next phase of the shift, which is going to be really meaningful is when this translates into the physical world through robotics, right? So that aha moment of robotics, I think when it happens, that’s going to be the next big thing we will all grapple with, right? Today, they are all online, and you’re doing things with it.

But, you know, one hand, you know, today, I think of Waymo as a robot, right? So running around, driving around the robot, but I’m talking more, a general purpose robot and you know, and when AI creates that magical moment with robotics, I think that’ll be a big platform shift as well. Finally, the CEO of XPeng, China’s version of Tesla with their plans being to start mass production preparation for both hardware and software in April of 2026. And they expect their iron model to be the smartest humanoid robot because of the use of three combined large language models.

Anyways, like and subscribe, check out this video here and thanks for watching. Bye. [tr:trw].