Everyone wants to invest in the robot.

I’m wondering who gets paid when it breaks.

I’m bullish on robotics + AI. But imagining humanoids working in factories, homes—and eventually beyond Earth—makes me think about everything they would need.

Repairs. Spare parts. Power. Software updates.

Selling a robot could be the first transaction in a much longer business relationship.

If my thesis plays out, I want to understand who earns money keeping those machines useful year after year.

Would manufacturers control that business? Could independent service companies emerge? Or would customers pay a monthly fee for the robot and its maintenance together?

I don’t have a ticker for every part of this idea yet. It’s a question I want to research before putting more of my salary behind the thesis.

Optimus gets me excited about the possibilities. The maintenance bill makes me curious about the business.

👇 If robots became as common as cars, what would you rather own: the manufacturer, the parts supplier, or the service network?

#Robotics #AI #Investing