GM
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Serenity @aleabitoreddit
Focused on AI photonics and semiconductor supply chains — sourcing asymmetric setups from bottoms-up value-chain research. Tracks CPO & optical modules closely, with ongoing deep-dives on SIVE, AAOI, LITE, POET.
Quick verdict
GM is neutral (0 bull · 0 bear)
GM's reported cut of 1,000 workers, replaced by 50 robots, validates the efficiency and cost-saving potential of robotics in industrial settings.
Last spoke: 06/29/2026, 09:54 · no conviction
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- $GM cuts 1,000 workers and replaces them with 50 robots (Jun 22nd report) Reports also show GM is working on a deal with $NVDA on factory robotics. This is industry validation for robotics, since it likely demonstrates increased opex margins + efficiency from employee automation. Especially from companies like $AMZN to General Motors with assembly/warehouse lines that have high headcount. I think the technology is already here and use cases are already proven. Robotics/Humanoids are just pre-scale right now. The wording from large companies is “assistive robotics”… But in all honesty, it’s here to automate away the human workforce and increase profitability. I don’t think companies want to be paying insurance, salaries, etc. when robots can do a better job, and 24/7, so very sad to see potential job losses in the future from robotics automation. Whether people like it or not; seems like the inflection point for robotics is here.
Ongoing takes on other optical names too
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