Summary

• When Japan Airlines deployed humanoid robots at Tokyo's Haneda Airport in May 2026, the industry's message was hard to miss.
• Japan's working-age population is projected to decline by 31% between 2023 and 2060.
• Amazon is perhaps the furthest along in building what every investor in this space is searching for: a deployment flywheel.
• Humanoid robotics is completing the transition from science project to investment thesis.
• KOID holds 50 companies across the full humanoid and physical AI ecosystem.

The Robots Have Clocked In

When Japan Airlines (JAL) (JAPSY)(JPNRF) deployed humanoid robots at Tokyo's Haneda Airport in May 2026, the industry's message was hard to miss. This was not

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