Speaker is an investor in Figure, a humanoid robotics company. He states the manufacturing use cases are "very easily" seen, but he is uncertain about consumer adoption of humanoid forms in homes at scale. Robotics and AI represent transformative technology with clear industrial applications. However, consumer markets are unpredictable, and a subset of the population may be fearful, limiting home uptake. WATCH because the underlying technology is promising and has demonstrable commercial pathways (manufacturing), but the broader consumer market application and its timing remain highly uncertain and dependent on social acceptance. Public fear or rejection of humanoid robots in personal spaces, technical limitations in unstructured home environments, and the possibility that non-humanoid forms are sufficient for manufacturing tasks.