Robots + AI can't do human physical labor jobs better — today. But plot the trend with a longer lens and you'll see where it's headed.

  • Anthropic is self-disclosing that, right now, only 0.3% of physical labor jobs can be done cheaper by a robot on a 1:1 basis

  • Remember, software engineering was once impossible without humans, and now it is better than humans at it

  • Today, across a large number of physical jobs, cameras + AI are recording these tasks as training data with the intent to empower robots to do them

  • Taxis used to need a human, now you can tap a button and have a driverless chauffeur deployed

  • Human labor is typically one of the most expensive bills a company has to pay

  • If a company can pay less for labor or eliminate it entirely, they make more profit

  • This naturally creates the demand for solving the problem of physical labor needing a human

LLM and robot exposure by occupation group
Credit: Anthropic.

This is the capitalist's map of robot + AI opportunity. Get the training data, focus on solving the human labor problem in these areas, and realize the greatest profit potential.