The Labor Economics of Physical AI: Who Pays for Automation and Who Captures the Gains?
What happens when businesses can increasingly substitute capital and machines for human labor and who captures the resulting productivity gains? That question sits at the center of the labor economics of physical AI, as robots and autonomous machines move beyond narrowly defined industrial tasks and into a wider range of physical activities. Unlike software automation, […]
The Robotics Supply Chain: Where Investors May Find Value Beyond Robot Makers
The history of transformative technologies is full of companies that attracted the public’s attention while less visible suppliers captured value from the expansion around them. Railroads created demand for steel and locomotives; computing created enormous markets for semiconductors and networking equipment. Robotics may follow a similar pattern. The robotics supply chain could ultimately matter as […]
