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What is the value of拆开一个“人”到底值多少钱?
This is not a science fiction thriller; this is Morgan Stanley's hardcore teardown of Tesla's humanoid robot.
Looking at this intricate yet cold BOM (Bill of Materials) sheet, you will discover a chilling fact: humanity's proud labor capability is being standardized and priced, ultimately turning into a line item on the balance sheet.
➡️According to Morgan Stanley's teardown data, manufacturing a top-tier humanoid robot like Optimus costs approximately $50,000 to $60,000.
Let's look at the specific component pricing:
Hands: approximately $9,500. This is usually the most expensive part of the robot, accounting for 17.2% of the total cost, because it requires 12 actuators to mimic human finger dexterity.
Shoulder: about $7,800, responsible for lifting and load-bearing.
Battery pack: only $300. With just a few hundred dollars, it can work tirelessly all day long.
➡️@xmaquina said: Off the payroll. Onto the balance sheet.
Translated into Chinese: 从工资单上消失,进入资产负债表。
In the past, hiring a worker meant continuously paying wages, social security, overtime, through a "Payroll." This was an always-outflow cash flow.
Now, with these robots, labor becomes a one-time "capital expenditure." Users or factories essentially spend $60,000 to buy out a lifetime usage right of a worker.
👍This highlights the significance of XMAQUINA.
If robots are destined to replace human labor, the only way to hedge this risk is to own a robot.
What XMAQUINA is doing is tokenizing these expensive, VC-monopolized physical robot assets (RWA).
Users don't need to spend $60,000 to buy a complete robot, nor do they need to become Sequoia's LP to invest in Figure.
Through $DEUS , users can gain liquidity exposure to the robot market.
🤔Let's take a moment.
We must admit: humans, made of cells, are hard to beat in terms of cost and efficiency by machines made of lithium batteries and sensors.
But through XMAQUINA, we don't have to become the replaced "payroll"; we can become the "balance sheet" owning machines.
Participating in the future of robotics, owning robots, can be simpler.