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Re: What's the most convincing bear case you've read on this whole sector?

Posted: Sun Aug 30, 2026 11:59 am
by tmartin
@richard36 One nitpick - A recurring critique worth taking seriously: a lot of publicly announced 'production capacity' targets (100k units/year, 1 million/year by 2028, etc.) are aspirational manufacturing targets, not confirmed sales or deployment numbers, and the gap between the two has historically been large in hardware industries.

Re: What's the most convincing bear case you've read on this whole sector?

Posted: Sun Aug 30, 2026 11:59 am
by chenperez
@tmartin Pretty much this. One thing to add: Robotics-as-a-Service (RaaS) - subscription, leasing, or usage-based pricing instead of outright purchase - is emerging specifically to lower the adoption barrier for businesses that don't want to commit large capital expenditure to an unproven new category.