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andriy_kovalyesterday at 5:42 PM1 replyview on HN

it could mean they are not completely out of automation opportunities, and will lose to more innovative players if won't invest into software. The end state of these companies is grid of cheap robots controlled by software.


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pjmlpyesterday at 6:56 PM

Exactly, because the amount of people on bench due to robots doesn't scale with the amount of customer opportunities.

There are only so much customers to chose from and all of them have finite budgets.

The exponential growth curve only exists in MBA books.

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