The key takeaway is that the best humanoid companies are not just selling a product, they are selling labor Walmart’s annual net profit is $20B. SG&A Labor + COGS Labor costs Walmart $160B per year. 8x the size of their business If a robotics company could replace and reduce their labor costs by 25%, they triple their profits $40B saved by Walmart, $100B in revenue to the company selling labor The next Industrial Revolution https://t.co/HGMAiwHOvo