Part 3/12:
Camillo's key insight is that current investment and production capacity are misunderstood. He asserts, remarkably, that the industry’s bottleneck isn’t in manufacturing—Tesla could theoretically produce a billion bots if necessary—but rather in deployment.
Deploying general-purpose robots in complex environments like Walmart, FedEx, or Coca-Cola involves extensive integration work, workforce training, and digital infrastructure modernization—processes that can take years. This deployment challenge will likely cause a 10-15 year supply-demand imbalance for the most accessible use cases, with companies willing to pay high premiums—around $100,000 annually per robot.