housing

10 gates affect this dimension · earliest meaningful change: 2029

Mass-market general-purpose humanoid robot reaches < $20,000 retail in an OECD market

draft conf: medium

2027

Robotaxi reaches profitable unit economics in 5+ US cities

EV/robot BOM drops 30% via Li + REE supply diversification

Autonomous trucking + last-mile delivery cuts labor share of freight cost by ≥ 30%

Residential solar+storage < $0.04/kWh delivered

Autonomous robot crew drop-deployed on empty land produces positive ROI in 24 months

housing

Mass-market general-purpose humanoid robot reaches < $20,000 retail in an OECD market

Robotaxi reaches profitable unit economics in 5+ US cities

EV/robot BOM drops 30% via Li + REE supply diversification

Autonomous trucking + last-mile delivery cuts labor share of freight cost by ≥ 30%

Residential solar+storage < $0.04/kWh delivered

Autonomous robot crew drop-deployed on empty land produces positive ROI in 24 months

Humanoid robots build a factory that manufactures more humanoid robots

Cell-cultured beef at retail price parity with conventional ground beef

Construction-automation cuts new-home labor cost by ≥40%

Cucumber retail price drops by 80% from 2026 baseline