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
Insight
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…”
Andy Lubershane Mar 20, 2025 ▶ 16:07 The coming robotics wave
Mar 20, 2025 bullish
Insight
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…”
Shayle Kann Mar 20, 2025 ▶ 14:42 The coming robotics wave
Dec 18, 2025 bullish
Prediction Not checkable as stated
Cyber-physical AI applications will require edge computing for low latency
“So I agree that there will be cases where we will need those really low latencies, and that is going to require edge computing much closer to the user, so we have much shorter internet delays, network delays.”
Dr. Ben Lee Dec 18, 2025 ▶ 16:08 Will inference move to the edge?
Apr 30, 2026 bearish
Opinion
Hershman: Human labor is still faster than construction robotics
“On a one-for-one basis, you know, I can still use human capital and labor, right? To produce faster than robotics that are out there in the market?”
George Hershman Apr 30, 2026 ▶ 22:38 How AI is modernizing EPCs
Apr 30, 2026 bullish
Disclosure
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…”
George Hershman Apr 30, 2026 ▶ 13:26 How AI is modernizing EPCs
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