Agree on direction — the timing just follows labor costs. Digit's ~$30/hr RaaS makes sense first where it offsets ~$30/hr workers, which is why $MELI is piloting in Texas rather than its core LatAm markets, where labor is a few $/hr.


For now it's genuinely "takes tasks, not jobs" — roughly 60-75% of human throughput, winning on 24/7 uptime. So this rolls out fastest at high-labor-cost operations, with lower-wage markets following as robot costs drop.
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pinned