OPEX
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Mar 20, 2025 by Andy Lubershane · across every show →
Everything said about OPEX, oldest first
Mar 20, 2025 neutral
Lubbershane: Robotics substitutes CapEx for OpEx, requiring high utilization
“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…”