Machines are learning to act
Physical AI is no longer a slide in a keynote. Roughly 16,000 humanoid robots were deployed in 2025. Goldman Sachs projects a $38B humanoid market by 2035. Bank of America expects unit costs to fall below $17,000 by 2030. Agility already rents its Digit robot at $10 to $12 per hour, against $30 for the human it works next to.
The direction is set: machines that see, move, and manipulate the physical world are coming into warehouses, construction sites, kitchens, and fields. The hardware is commoditizing. The models are improving every quarter. Billions of other people’s capital are making sure of it.
The interesting question is no longer whether machines will work among us. It is what happens to everything those machines learn.