
Andrew Obin, Senior Multi-Industry Analyst, BofA - Payback time
Momenta I Digital Thread
The Rise of Robotics in the Cloud
Yes, we've noticed the quality of people at the hyperscalers who have both cloud experience, but very importantly, industry experience. And they're able to, they have some patico with what industrial customers deal with and want to achieve. Yes, when I was referring to the company having a very simple solution, but sort of tying itself to a cloud vendor, I was actually referring to one of your portfolio companies,. But it's exactly right. It's a simple solution you put on the cloud, and all of a sudden you can do way more than just a piece of hardness. The traditional users of robotics is under pressure. Robotics cost keeps declining. Wages keep going up.
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