The whole story — the narrative, the data, and the workshop — in one canvas. Built to be explored, not just read.
A McKinsey-grade analysis of the humanoid robotics industry, paired with a hands-on technical workshop. Every chapter below jumps to a live, interactive section on this page — not a static slide.
Drag the 2025 base and growth rate, or load an analyst scenario, and watch the 2035 projection move. The spread isn't disagreement about the destination — it's uncertainty about timing.
Toggle demand-side catalysts against supply-side enablers. The demand is acute and the technology is ready — what's left is execution.
Value concentrates unevenly — and half of it sits in the body. Open the full explorer to click through every subsystem's cost, suppliers, and bottleneck.
Hover any flow to trace its share of the bill of materials. Over half pours into the actuators.
Integrators, brains, suppliers, investors, and states — drag any node, hover to trace its partnerships. The web reveals who depends on whom.
Next-gen sensors are redrawing what a humanoid can feel and where it can work. Compare positioning accuracy, and toggle the sector-impact radar.
Toggle the contenders, switch the metric, and watch the field re-rank. Six platforms, three regions, one race for the same spec.
Hover the ring or the table to trace each player's revenue share and growth rate. The fastest risers are vertically integrated — and the component suppliers capture value without building a robot.
Switch between manufacturing, ESG regulation, consortium and partnership models to see how the two blocs trade strengths and challenges across the value chain.
Side-by-side analysis of advanced-robotics production approaches
Size a pilot fleet and watch the business case resolve. The hard part is rarely the robot; it's the numbers. Model yours.
Illustrative model. Assumes ~300 working days/yr, 1:1 task substitution, RaaS ≈ $1,100/robot/mo, purchase ≈ $120k + $8k/yr maintenance.
Select any layer of the value chain and watch how control splits across the three powers. The actuator and rare-earth layers are where the West is most exposed.
China dominates roller-screw capacity; Korea's Mobis is the vertical wildcard.
Click a region to read its regulatory regime, market-entry strategy, and key players. The same robot demands a different strategy in every market.
Scroll the timeline: 2024's first commercial deployment, 2025's capital inflection, 2026's move to production, and 2027's projected rollout.
Real pilots, real numbers. Switch between the BMW body shop, the GXO/Amazon warehouse, and the hospital floor to see task, results, and ROI.
Sheet-metal part insertion into body-shop fixtures
The workshop track turns the analysis into practice — three technical modules and live simulations. Preview the tools, or request access for your team.
Hands-on comparison of roller screws vs. ball screws, harmonic vs. cycloidal drives — with benchmarking.
Implementing foundation models (GR00T vs. Gemini vs. custom) with real-time control systems.
End-to-end framework from pilot design to scaled rollout, with ROI measurement tools.
Set your requirement priorities — or load a joint preset — and the bench ranks every actuator type for the job. This is the actuator bottleneck made tangible.
Module 1 · Actuator selection bench. Scores weight each actuator's characteristics by your requirement priorities — a teaching model, not a procurement spec.
A Figure 02 on the assembly line detects unusual resistance handling a door panel but keeps operating with increasing force — exceeding the safety threshold by 150% — without triggering an emergency stop. Two workers are in proximity. Walk the response protocol.
Step through the workshop curriculum — foundations, technical core, deployment, safety, and the capstone certification. Preview it, or license a cohort.
Embodied-AI fundamentals, the value chain, and the market thesis. Assessment: a market-sizing exercise.
I build and teach at the frontier of applied AI — translating fast-moving technology into strategy executives can act on. This Field Guide is one of a series of deep, interactive reports pairing original analysis with hands-on tooling.
My work centers on helping large enterprises — including across the Gulf and Saudi Arabia — understand where value concentrates in emerging technology, and how to deploy it without betting the company.
More work and writing at tarrysingh.com.
A hands-on, executive-grade workshop built on this analysis — run on-site for technical and strategy teams at enterprises (1,000+ employees).
Start with the 60-slide narrative at no cost — and browse the complete report as native, living pages. The hands-on labs, the certification track, and the 60 workshop pages unlock together with the full package.
The full 60-slide narrative is embedded below — or open any interactive tool on its own. Everything links back here.
The full board-ready narrative, current to June 2026 — also exportable to PowerPoint and PDF.
Click the humanoid anatomy to inspect cost, suppliers, and supply-chain risk by subsystem.
A live scenario sandbox for the 2025–2035 market — sliders, analyst presets, instant projection.
Toggle robots and metrics to re-rank the field on payload, runtime, and price.
Size a fleet, pick RaaS or purchase, and see the payback period and 5-year net.
Select a value-chain layer and watch control split across the US, China, and Korea.