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Jason Shuman
@JasonrShuman
Rumor has it that one of the fastest growing robotics players just lost a monster contract/customer after their robot failed to execute the task at the quality bar required.

This leads me to one of the biggest questions no one is talking about in robotics publicly.

How strong will the switching costs be?

Humans get hired when businesses believe they can do a job well.

They get fired when they don’t do the job well, lack consistency or someone comes along who can clearly do it 10X better.

Robotics is not software so our mental models need to evolve along with it.
06:16 PM Β· Jun 28, 2026
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