robotics
5 statements across 3 episodes · 3 bullish · 1 bearish · 4 people on the record · first statement Mar 20, 2025 by Andy Lubershane · across every show →
Everything said about robotics, 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…”
Mar 20, 2025 bullish
Kann: Low robot capex enables fast payback periods at human labor parity
“If you're able to price the service at roughly the equivalent cost that the human labor alternative would have cost, Because the cost of the robots is so low now, the payback periods on these things are like remarkably fast, assuming you get high enough utiliz…”
Dec 18, 2025 bullish
Apr 30, 2026 bearish
Apr 30, 2026 bullish
Hershman: SOLV Energy tests automation or robotics on every project site
“So we're looking at every robotic you know, system that's out there.
We're doing, we're,
We're doing testing on, you know, every one of our sites has some form of automation or robotics that we're trying to implement because we're looking at how do we optimize…”