CapEx

“We're in the middle of project financing about nine billion dollars of capex right now.”

“If you are building a robot, it is still substituting CapEx for OpEx effectively, right? You're taking OpEx, which is human labor costs out of the equation for some number of years, and you're investing a big chunk of CapEx up front to in order to do so in, in…”

“We're essentially looking at decreasing our overall efficiency, but ideally to be able to massively decrease capex.”

“This is probably not the peak. Like, most of the estimates based on what companies themselves are saying for their estimated CapEx have a higher number for next year, right?”

“When I tell you that the CapEx number, so the total investment in these projects, was a hundred and twenty billion in twenty-twenty-five, the total financing number is actually north of 200, because some amount of the capital that came in later takes out earli…”

“Honestly, CapEx is the most important cost metric when it comes to backup systems, because they're not used very often. You don't care that the fuel is more expensive. It's really about how cheap is your generator, and diesel is by far the cheapest solution ou…”