Robotics Is A Margin Story: The Mispriced Robotics Narrative
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The article discusses the evolving landscape of robotics, emphasizing that the true value lies in platforms that enhance efficiency rather than in companies focused on flashy innovations. Key players like Amazon and MercadoLibre are highlighted for their role in integrating robotics into logistics and fulfillment. The convergence of technologies from Nvidia and AMD is noted, suggesting that by 2026, robotics will serve as a significant efficiency driver for established companies in commerce, rather than as a standalone investment opportunity.
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