It's 100% a HMI and moving costs to the other end of supply chain.
We can have optimized automation in warehouses/logistics, but if you talk to any site manager you learn very quickly that no one wants any downtime or impact to their operation to introduce new machinery or optimize traffic, etc. If it is not built with that from the start it's very hard to introduce it later on unless there is a very clear deployment path and cost structure.
And boy, robotics currently has any of those today. Sure, move those billions in to R&D. Time will tell.
We can have optimized automation in warehouses/logistics, but if you talk to any site manager you learn very quickly that no one wants any downtime or impact to their operation to introduce new machinery or optimize traffic, etc. If it is not built with that from the start it's very hard to introduce it later on unless there is a very clear deployment path and cost structure.
And boy, robotics currently has any of those today. Sure, move those billions in to R&D. Time will tell.