Well, the point of being open-source is that I don't think there is much of a moat in the hardware, in the limit, and it's better to accelerate the ecosystem and start building standards. It's very similar to Tesla - electric cars are easier to build than gas cars, so the moat has to come from branding / integration / software (for reference, before K-Scale I worked on the FSD ML team at Tesla, which informed a lot of my thinking about what the right business model for this would look like).
I think humanoids are in their infancy. Eventually most of the margin will come from software capabilities, which we do plan to charge a lot of money for (like, download a software package and your robot can clean your house, that's probably worth something). But in order for that business model to work we need to have commodity, standardized hardware.
I think humanoids are in their infancy. Eventually most of the margin will come from software capabilities, which we do plan to charge a lot of money for (like, download a software package and your robot can clean your house, that's probably worth something). But in order for that business model to work we need to have commodity, standardized hardware.