automation
4 statements across 4 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Oct 16, 2021 by David Friedberg · across every show →
Everything said about automation, oldest first
Oct 16, 2021 bullish
Friedberg: High labor costs will accelerate automation in fast food, delivery, and trucking
“These current trends will accelerate a trend towards more automation of low cost labor because it now will make sense for businesses to invest in the capital, in the capex in the infrastructure, and ultimately for technology companies to build that that, that …”
Dec 11, 2021 neutral
David Friedberg predicts fast-food wage pressures will accelerate service sector automation.
“The low cost model of consumerism in the United States, which has been a stronghold for our economy for a hundred years at this point, Maybe coming to an end, or it will accelerate the implementation of automation across that sector of the economy.”
Feb 25, 2022
Friedberg: Cheap energy dictates the winner in automated manufacturing
“If automation is the future of manufacturing, Then electricity and energy ends up being the biggest cost driver for those systems. And if our, if everything is on parity and everyone's got the same automation systems, whoever's got the cheaper energy wins.”