J.D.(@Jadzo1_):Trend beginning to emerge now of Japanese car companies getting into humanoids. Longer-dated, yes but as discussed, these names are beaten up/cheap and have been affected by agentic age cost-push inflation. Could the next physical AI phase be their time to shine? Toyota has big factory automation plans from 2028, and it should come more into focus whether their manufacturing scale, factories and mechatronics capability allow them to become a meaningful robot producer and platform (beyond just a robot user).

J.D.

@Jadzo1_

Coverage, calls, and market thoughts across Japan and the US.

Joined June 2023

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J.D.@Jadzo1_

2026.09.21 11:32

Trend beginning to emerge now of Japanese car companies getting into humanoids. Longer-dated, yes but as discussed, these names are beaten up/cheap and have been affected by agentic age cost-push inflation. Could the next physical AI phase be their time to shine? Toyota has big factory automation plans from 2028, and it should come more into focus whether their manufacturing scale, factories and mechatronics capability allow them to become a meaningful robot producer and platform (beyond just a robot user).