Summary

• The real question I want to explore in today’s post is what happens to the people who don’t own the robots?
• At $300 per month to lease, against a U.S. minimum wage that runs $15 to $20 per hour, a humanoid robot is already 50 times cheaper than the human it displaces, and it works around the clock without benefits, turnover, or OSHA violations.
• From a portfolio standpoint, the humanoid robots economy creates some of the most asymmetric opportunities I’ve seen in my career.

Robots are coming to the economy. It is inevitable, really, and there is nothing that will stop it. At some point in the not-so-distant future, robots will infiltrate every aspect of our lives, from office work and manufacturing to service work

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