'Fast Money' traders talk the market for humanoid robots

Brian Sullivan (Anchor) 00:00.240

All right, earlier today, look at that. We made a new friend. That is the Unitree G1. It's a viral humanoid robot. That one actually had a name, right? Coed. It's being tested by Open AI, Nvidia, and Amazon. And we sat down with Teddy Hagerty, the CEO of RoboStore, the largest

Brian Sullivan (Anchor) 00:18.320

global sellers of that robot. We actually talked to the robot as well, but with Teddy, the human, we talked about the future of humanoid robots in society and They're coming guys. Also autonomous vehicles are coming as well. And when you look at Tesla, Dan, Elon Musk has said

Brian Sullivan (Anchor) 00:38.640

those not those robots, robots like that or 80% of the value of his company. Are the robots coming? Cuz that's Well that was

Dan Nathan (Principal) 00:46.080

cool today I have to say A lot of them are already in use. There's a company called Agility. They make them. I I met the CFO uh a few months ago and when you talk about humanoid robots, they don't need to have heads, Sully. You know what I mean? They all need to

Brian Sullivan (Anchor) 00:56.080

do is like kind of Well, a humanoid robot

Dan Nathan (Principal) 00:58.080

wouldn't need to have a head. They actually don't. I mean No. They can just be, a body doing to the sort of things that are hard for humans to do. So the the point is they're here. And and that's one of the things about if you're buying Tesla here, you've got to believe in

Dan Nathan (Principal) 01:09.680

Optimus. This is a big part of the story going forward. Investors in a day like today, they put that press release out about, you know, deliveries and they don't care. I mean, the auto story's done. It's about robotaxi and it's about Optimus.

? (Panelist) 01:22.880

Can't come soon enough. Huge huge robotics fan. I mean, this is going to be it is a price to be paid by the employment world, right? So we have to see where the efficiencies are going to be, who they're going to replace. But I guess the the benchmark is can a robot fold laundry

? (Panelist) 01:39.640

and I'm not being

? (Panelist) 01:40.160

facetious about this. No, I think they have It's You have to have these

Brian Sullivan (Anchor) 01:43.040

So it can. So this is Coyne, it's walking there's our news room. This is today. Now it is operated by a human being via

Dan Nathan (Principal) 01:50.080

remote control but I asked

Brian Sullivan (Anchor) 01:52.840

It's not limping. It's just It's in an odd gate. It's an odd gate then. It

? (Panelist) 01:57.040

was in the cyberworld. It's a robot.

Dan Nathan (Principal) 02:00.000

Well, the the point is just It's a robot. Just take the over when they're going to be useful. If humans are actually operating these things, then it's like a Christmas tree. Yeah. You got this Yeah. thing under the tree last week okay And I'm sure it's amazing like until it can

Dan Nathan (Principal) 02:11.640

be autonomous and do the sorts of things that

Brian Sullivan (Anchor) 02:14.080

it's meant to do. What would make you happy about a robot?

Dan Nathan (Principal) 02:17.040

Nothing. Personally. Zero. I mean like what what what do I I'm pretty useful.

Brian Sullivan (Anchor) 02:21.280

Every I want every

? (Panelist) 02:22.040

Okay.

Dan Nathan (Principal) 02:23.120

He says you

Brian Sullivan (Anchor) 02:24.280

I want everybody tonight to go home and watch the movie X-Machina. You

Dan Nathan (Principal) 02:28.000

ever seen it? Yeah. They

Dan Nathan (Principal) 02:29.040

kill everybody. We We've seen all of But I mean, like, all the robots kill everybody in the future, Sully. Okay, spoiler alert. Happy New Year, everybody. 3 1 2 3 0 0 0 0 0 0 0 0 0 0