In short: Dean. First flagged June 2025; tripled by June 2026, then cut in half in a month. The robotics leg of the AI thesis: the hardware for humanoids exists but "the brain isn't really there," and high-fidelity physics simulation is how AI supplies it — if that lands, "humanoid robotics might be the largest industry in 10 years." VPG makes the strain gauges and sensors that go into robot hands and already has three large customers in prototype — he names Tesla and Figure. The host stresses this is VPG, not Vishay Intertechnology (VSH), which makes passive components.
A strain gauge is a small sensor that measures how much a material bends or squeezes, which is how a machine knows how hard it is gripping something. Put them in a robot's fingers and you get the difference between picking up an egg and crushing it. Vishay Precision Group makes those gauges and sensors, and Dean says it already supplies three large humanoid-robot programmes still at the prototype stage — he names Tesla and Figure among them.
The thesis is a conditional one, and he states it as such: the mechanical bodies for humanoid robots basically exist, but the "brain" doesn't, and he thinks AI trained in very realistic physics simulations is what supplies it. If that happens, humanoid robots could be one of the largest industries on earth within a decade, and the demand for parts that go in every hand is uncountable. If it doesn't, you own a small industrial sensor maker.
One caution the host insists on: this is VPG, not Vishay Intertechnology (VSH), a different and much larger company that makes ordinary electronic components. The names are nearly identical and he says he confused them himself.
21:34And so Vich essentially makes these strain gauges and sensors that go into the hands of humanoid robotics. And we believe they already have three large customers in that space. It's still in prototype mode. I think Tesla, Figure, and one other one.
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