Matthew Chang(@MatthewChang):I’ve written a lot about humanoids. Net net, they are a positive for the hard tech sector. That being said, they will only proliferate in retail and hospitality, or as I frequently explain: at LuLu Lemon and the check in desk of the Marriott. Universities and high end high schools will all own one to let the students play with them. That’s the TAM. Sorry if this is counter narrative to your investment thesis.

2026.09.21 16:32

I’ve written a lot about humanoids. Net net, they are a positive for the hard tech sector. That being said, they will only proliferate in retail and hospitality, or as I frequently explain: at LuLu Lemon and the check in desk of the Marriott. Universities and high end high schools will all own one to let the students play with them. That’s the TAM. Sorry if this is counter narrative to your investment thesis.

Thaaat Colin@ThaaatColin

2026.09.21 15:56

“China slows humanoid robot IPO rush as hype outruns reality” .:surprised pikachu face:. @MatthewChang

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