Woofun AI reports that Serenity, known as the "White-Haired Stock God", stated that while large language models initially showed weak programming capabilities in 2023, they have since undergone a qualitative transformation. He argues that modern AI systems, such as Mythos, now possess "weapon-grade" capabilities, marking an industry inflection point where humanoid robots approach the threshold for mass labor substitution.

Serenity noted that despite skepticism regarding current complex task execution, the technological trajectory is clear, prompting VCs and major firms to adjust strategies. Some companies plan to replace significant portions of their workforce with robots to cut costs, citing rumors of Amazon reducing job openings through robotics. While healthcare and high-skill roles may resist automation, the overall trend points toward labor restructuring amid intensifying US-China tech competition, with China leading in certain areas.