📈💰📊Economics of Physical AI

OpEx vs. CapEx

A robot might cost $20,000 to buy (CapEx), but its cloud "brain" might cost $5,000/month to run (OpEx). Within 5 months, the software costs more than the machine.

Unit Economics

For Physical AI to be viable in logistics or retail, the "cost per task" (e.g., picking a box) must be lower than human labor.