Are Humanoid Robots the Future of Manufacturing? with Jens Mobius

Can AI and humanoid robots actually transform manufacturing? Jonathan Green sits down with Jens Mobius (Managing Partner, Infinity Partners) on why Gen AI has gone from a nice-to-have to a defensive imperative for mid-market manufacturers, the "spaceship dilemma" of when to adopt, the staggering economics of humanoid robots ($10/hour today toward $1/hour by 2035 vs. $18/hour manual labor), the real bots already on factory floors (Figure 02 at BMW, Apptronik's Apollo at Mercedes, Tesla's Optimus), and the change-management discipline that makes adoption actually stick. Key Takeaways: • Gen AI is now a defensive imperative — 82% of knowledge workers already use it, so if your company hasn't set it up, it's running as shadow IT. You can still leapfrog with agents and RPA. • The "spaceship dilemma": if you wait for perfect tech you never leave the dock — you have to commit to a tool and start experimenting now, or you miss the humanoid-robot wave. • Humanoid economics are staggering — ~$10/hour today, dropping toward $1/hour by 2035, against $18/hour manual labor. General-purpose bots are versatile, so they hold value even when your strategy changes. • With Gen AI the sequence flips: tool-first, experiment, THEN build the process — the opposite of traditional IT. Just keep the experiments aligned to company priorities, not wild. • Adoption is change management: 6–8 leader-owned initiatives, biweekly "shared consciousness" meetings (McChrystal's Team of Teams), and 1:1 coaching spread best practice and keep costly experimenting to a minimum. Notable Quotes: "Gen AI is an absolute imperative to not miss the boat." — Jens Mobius "If you decide to catch the wave, you better paddle out there." — Jens Mobius Connect with Jens Mobius: LinkedIn: https://www.linkedin.com/in/jmobius/ Website: https://infinity-partners.co Enjoyed this? Follow The Artificial Intelligence Podcast and share it with someone in manufacturing.

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