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A discussion questioning whether AI revenue is underestimated by comparing software spending against labor cost savings, suggesting $200/month per employee could be justified by modest workforce reductions, making AI a potential trillion-dollar industry.
The article highlights the economic implications of humanoid robots, such as Tesla's, reaching a unit cost of $20,000 and potentially replacing human labor, as discussed in a podcast clip.
The tweet predicts that humanoids will first impact industries with expensive labor, repetitive tasks, and low margins, as these are ripe for automation.
Analyzes how support automation can save labor costs but may negatively impact customer lifetime value by reducing human touch and personalized service.