--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/41763209.md" description: "Here's a bold statement: Embodied AI worldwide is a scam.Or to put it another way, robots are a good thing, but embodied AI is a pure scam. When it comes to long-term tasks, currently zero intelligent agents can complete a truly "autonomous" long-term task.Being able to move, being able to complete tasks, and being able to make money are three different things. The typical embodied AI product launch only proves the first one, but by the time the valuation is set, the third one has already been completely overhyped.Humanoid form is not the optimal solution for factories; it's the optimal solution for emotional value. Factories want cheap, stable, and maintainable, not something that walks on two legs and can dance on the Spring Festival Gala.The most amusing thing about companies going public now is that they package robots as the physical embodiment of AGI to raise funds. If software makes one mistake, users complain once; if hardware slips once, it's an accident. The fault tolerance is worlds apart.This kind of industry itself should be avoided, and even more so, companies that treat government demonstration orders as recurring revenue. So I often tell my friends, if you want to chase a concept, you might as well buy companies in precision transmission, force control sensors, and the like. Selling shovels is closer to cash flow than selling dreams." datetime: "2026-06-12T08:57:17.000Z" locales: - [en](https://longbridge.com/en/topics/41763209.md) - [zh-CN](https://longbridge.com/zh-CN/topics/41763209.md) - [zh-HK](https://longbridge.com/zh-HK/topics/41763209.md) author: "[吉姆哈克的交易员](https://longbridge.com/en/profiles/10212142.md)" --- # Here's a bold statement: Embodied AI worldwide is … ### Related Stocks - [09880.HK](https://longbridge.com/en/quote/09880.HK.md) - [HUUD.SG](https://longbridge.com/en/quote/HUUD.SG.md) ## Comments (14) - **新用户_Mm8Sb · 2026-06-26T16:21:23.000Z**: @jj yang - **Mr. Bird · 2026-06-12T11:44:47.000Z**: A whiff of Wang Xinran - **吉姆哈克的交易员** (2026-06-12T11:45:17.000Z): Who is this - **Mr. Bird** (2026-06-12T11:49:56.000Z): Li Dang, huh? 😂 - **吉姆哈克的交易员** (2026-06-12T11:50:53.000Z): Is that really his real name?I always thought he was just called Lidang🫠 - **Optimus X · 2026-06-12T11:32:12.000Z · 👍 5**: Embodied intelligence researchers, embodied intelligence is not a scam. We cannot deny its future development based on past perspectives and current progress. A few years ago, no one thought pure vision FSD could succeed, but when it did, its significance to society was immense. FSD is also a form o - **Optimus X** (2026-06-12T11:34:29.000Z): Just writing whatever comes to mind, the logic might be a bit messy. - **輸棟樓的韭菜** (2026-06-14T15:23:56.000Z): But one thing is certain: only proportional humanoid robots make sense; super-large humanoid robots are a no-go.In a nutshell: Gundam's prospects just got cut in half; the legs are just for decoration - **kajoki · 2026-06-12T09:23:48.000Z · 👍 1**: Humanoid robots can be paired with brain-computer interfaces as carriers of human consciousness. - **樾然的交易员 · 2026-06-12T09:21:27.000Z · 👍 1**: The current focus of humanoid robots lies in so-called general-purpose robots, which are scenario-agnostic. However, they themselves lack the emotional value of real humans, and specialized robots for other scenarios can efficiently replace them. To put it bluntly, it's still capital's long-term ima - **輸棟樓的韭菜 · 2026-06-12T09:15:50.000Z · 👍 5**: I have a slightly different opinion. The core of embodied AI is universality, which involves emotional factors, but it's not just about that.All infrastructure in the human world is designed for complete human beings. To achieve "universality" within human society, the best approach is for t - **王肖恩 · 2026-06-12T09:09:48.000Z · 👍 1**: That's a first-principles analysis indeed. But why are Musk and Tesla getting into embodied AI? Can you share your thoughts?@Jim Hacker's Trader - **吉姆哈克的交易员** (2026-06-12T09:19:59.000Z): Are you talking about Optimus? Probably because Optimus first entered Tesla's factory.This Optimus is also at the stage where it can move, it's really not at the stage where it can complete tasks. I r - **奇迹的交易员cola · 2026-06-12T09:05:04.000Z · 👍 6**: This is indeed quite an interesting perspective; because from a practical standpoint, intelligent assembly lines with full-stack PLCs like those in dark factories are far more efficient than humanoid robots in terms of production.​​Within the scope of our daily lives, such as hotel delivery robots,