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Andrew Kang explains why the potential scale of robotics remains underappreciated. “You sell one robot for fifty thousand dollars. How many robots does it take to get to a billion dollars of revenue? Twenty thousand robots. It’s actually not that much.”

Delphi Digital

1,520,739 subscribers

36,177 views • 1 month ago •via X (Twitter)

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10 Comments

Delphi Digital1 month ago

Watch the full episode here.

Nexus TradeLog1 month ago

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Nexus TradeLog1 month ago

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Daniel Vargas1 month ago

esa cuenta ignora que cada robot cuesta mucho fabricar. Ganar $50K netos por unidad es mucho más difícil que solo vender.

泰坦链 | DeFi1 month ago

20k units is one decent factory order, not a moonshot

Jay Mason1 month ago

This was a phenomenal interview brother.

WAODAO1 month ago

Revenue math makes the scale legible; deployment economics decide whether it arrives. Utilization, maintenance, financing and payback time per robot may matter more than unit price once pilots become fleets.

Somnang So1 month ago

៤

Williams1 month ago

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0xacf1 month ago

bro looks like an android

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