Andrew Kang
The key takeaway is that the best humanoid companies are not just selling a product, they are sel...
337 days agoAndrew KangRewkang
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The post highlights a massive investment opportunity in humanoid robotics, framing it as selling "labor" rather than just a product. Using Walmart as an example, a 25% reduction in its $160B annual labor cost could triple its profits, creating a huge market for robotics providers. This suggests investors should look for robotics companies with a labor-as-a-service model, as they are positioned for a major long-term growth trend.

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About Andrew Kang
Andrew Kang

Andrew Kang

By Rewkang

Shephard @mechanismcap Not investment advice