“Typically, our customers have a payoff within two years,” she said. “It’s usually more like 18 months of hard savings. That does not include the value of the data.”
Subhan said Vision 60 is less of a replacement for the human guard and more of an extra set of eyes that can move. Similarly, Frayne of Boston Dynamics said humans watch a live feed of what Spot sees from a control room.
One time cost. Robot works 24/7. No sick days or health insurance. How long before AI operates the robots elimination operators.
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Neither company is publicly traded.
What is the best way to invest in robotics? iRobot did not do so well. Tesla and Nvidia are investing. Korean and Chinese companies are players.
Is there a pure play investment opportunity? It does seem to be a future growth opportunity.
When you ask Google it picks up some Motley Fool articles. ETFs and stocks mentioned include BOTZ, ROBO, ROBT, CGNX, ROK, SYM, ISRG, & RDW.
None meet my investment criteria. Maybe one day but still in the exploratory stage. Clearly not in the growth (growing earnings) stage. Speculative for now. Requires lots of patience. Too soon.
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With these things costing 300k to buy, they had better come with a substantial warranty - otherwise I don’t see how they are cheaper long-term than a security guard getting $20 an hour with marginal benefits.
I have a dog. She screams her bloody head off when anyone comes near, including the Postman, who she has seen every single day for the past 12 years. If I am paying $150,000 a year for her, I better talk to my vet.
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Your dog costs more than $0.10/kWh to run, though. 
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