{"id":207218,"date":"2025-08-19T10:45:00","date_gmt":"2025-08-19T14:45:00","guid":{"rendered":"https:\/\/ibkrcampus.eu\/campus\/uncategorized\/going-for-robotic-gold\/"},"modified":"2025-08-20T09:39:39","modified_gmt":"2025-08-20T09:39:39","slug":"going-for-robotic-gold","status":"publish","type":"post","link":"https:\/\/www.interactivebrokers.eu\/campus\/traders-insight\/securities\/macro\/going-for-robotic-gold\/","title":{"rendered":"Going for robotic gold"},"content":{"rendered":"\n<p>Visitors to Beijing last week would have been greeted by a curious sight: robots dressed in sporting gear running, boxing, kicking balls, wielding table tennis bats and more. The Chinese capital hosted the inaugural <a href=\"https:\/\/www.humanoidrobotgames.com\/\">World Humanoid Robot Games<\/a>. 280 teams from as far afield as the US, Germany and Brazil (primarily representing different universities) took part. The prize in question \u2013 not just bragging rights but&nbsp;<strong>the projection of AI and tech leadership<\/strong>.<\/p>\n\n\n\n<p>The opening ceremony&nbsp;was something to behold. Around 12,000 spectators filled Beijing\u2019s National Speed Skating Oval, built originally for the 2022 Winter Olympics. Robots (naturally) danced to hip hop, played guitar solos, banged ceremonial drums and performed martial arts. Over the three-day competition, 50 events took place. Beyond track and field, robots also duelled in specific challenges such as sorting medicines, handling materials and cleaning. China bagged the most medals, with the Beijing Humanoid Robot Innovation Centre claiming top spot on the podium.<\/p>\n\n\n\n<p>The event can be considered far more than a publicity stunt. Indeed, robots had already appeared in Beijing\u2019s half-marathon earlier this year, as reported in Blogpost #16. The humanoid Olympics constitute just another proof point in&nbsp;<strong>the growing credibility of humanoid robots<\/strong>. The&nbsp;<em>real prize<\/em>&nbsp;will be&nbsp;<strong>for humanoids to fill the employment gap generated by an ageing population that is retiring<\/strong>. In the future, humanoids will both work in factories and care for the elderly.<\/p>\n\n\n\n<p>It is, of course, open to debate whether we will\u00a0<em>trust\u00a0<\/em>humanoids. Beijing\u2019s sporting contests saw several\u00a0calamities. A four-way crash and subsequent tangled pile-up occurred during a football match. Meanwhile, in the 1500m running event, one robot collapsed while running at high speed. The\u00a0<em>good news\u00a0<\/em>is\u00a0<strong>today\u2019s humanoids are the most expensive and least capable that they will ever be.\u00a0<\/strong>Humanoid capabilities should only grow from here (as we have argued previously).\u00a0<strong>As the industry scales, the marginal cost of bringing additional robots into meaningful production should move close to zero<\/strong>. Expect more robots to be going for gold next year.\u00a0\u00a0\u00a0\u00a0\u00a0<\/p>\n\n\n\n<p>&#8212;<\/p>\n\n\n\n<p>Originally Posted August 19, 2025 &#8211; <a href=\"https:\/\/www.heptagon-capital.com\/season-7-post-31-going-for-robotic-gold\/\">Going for robotic gold <\/a><\/p>\n\n\n\n<p><strong><em>The above does not constitute investment advice and is the sole opinion of the author at the time of publication. Past performance is no guide to future performance and the value of investments and income from them can fall as well as rise.<\/em><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The above does not constitute investment advice and is the sole opinion of the author at the time of publication. Past performance is no guide to future performance and the value of investments and income from them can fall as well as rise.<\/p>\n","protected":false},"author":597,"featured_media":207219,"comment_status":"open","ping_status":"closed","sticky":true,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[146,147,8,12,148,7],"tags":[3756,3757,3758,3244,3759],"contributors-categories":[277],"class_list":{"0":"post-207218","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-macro","8":"category-north-america","9":"category-region","10":"category-securities","11":"category-text-articles","12":"category-traders-insight","13":"tag-ai-innovation","14":"tag-beijing-humanoid-olympics","15":"tag-future-of-work","16":"tag-humanoid-robots","17":"tag-robotics-competition","18":"contributors-categories-heptagon-capital"},"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.9 (Yoast SEO v27.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Going for robotic gold | Traders&#039; Insight<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.interactivebrokers.com\/campus\/wp-json\/wp\/v2\/posts\/207218\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Going for robotic gold\" \/>\n<meta property=\"og:description\" content=\"The above does not constitute investment advice and is the sole opinion of the author at the time of publication. 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