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Elon Musk has said that actuators comprise 56% of the Bill of Materials cost for Optimus.

A year ago, we wrote a deep-dive thematic primer on the public companies that touch the robotics supply chain. While general-purpose humanoid robots are further in the future, the pathway there will be immensely profitable for many of these companies.

Read here:

Humanoid Robots
May 4
at
3:58 PM
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