The key takeaway is that the best humanoid companies are not just selling a product, they are selling labor

Walmart’s annual net profit is $20B. SG&A Labor + COGS Labor costs Walmart $160B per year. 8x the size of their business

If a robotics company could replace and reduce their labor costs by 25%, they triple their profits

$40B saved by Walmart, $100B in revenue to the company selling labor

The next Industrial Revolution

https://www.youtube.com/watch?v=zObe3aOz5fw

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