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That's assuming the warehousing robots are commodities, which they aren't and maybe they'll be in a few decades. It also assumes the moat to warehousing isn't
by oblio 3y ago
That's assuming the warehousing robots are commodities, which they aren't and maybe they'll be in a few decades.
It also assumes the moat to warehousing isn't huge, which seems kind of silly for such huge capital investments.
- trimethylpurine 3y agoThe moat is definitely smaller when labor, your biggest cost, is smaller. You can finance a purchase that's much larger if you are able to make the monthly payment because you don't have high labor costs. Purchasing has an ROI, and labor doesn't. What am I missing?
- oblio 3y agoThe fact that warehouses are huge and need a lot of supporting infrastructure?
- trimethylpurine 3y agoWhat infrastructure? Whatever it is you're talking about isn't cheaper when you add more labor. I have a warehouse that's one aisle 4 shelves high. And another that's much bigger. They come in all sizes and costs. Labor is by far the greatest of those. I think you're guessing about things...