Five Thousand Robots a Year to Break Even (ReForge 032)
In this episode, Matthew Chang and Colin Russ go without a guest to run the numbers on Agility Robotics ahead of its SPAC, and make the case that robot as a service is the wrong model for the factory floor.
If you care about robotics, automation, capital, supply chain, manufacturing, this one is for you.
What we cover
Why a six-year payback is dead on arrival in e-commerce
The ERP integration bill nobody prices into the robot
Why a RaaS subscription past twelve months lands on your debt ledger
What AutoStore and legacy automation do to the comparison
Why most SPACs leave very little cash in…
The skinny
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