Kyle Vedder on X: “if you take humanoid maxis at their word, they’re the swiss army knife…”

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Kyle Vedder

@KyleVedder

if you take humanoid maxis at their word, they’re the swiss army knife of robots

but if they can be easily slotted into any role, their deployments have no stickiness bc a competitor can also easily replace them

they have to monopoly win or margins go to zero

bearish