Description

In this episode, Matthew Chang and Colin Russ go without a guest to run the numbers on Agility Robotics ahead of its SPAC, and make the case that robot as a service is the wrong model for the factory floor.

If you care about robotics, automation, capital, supply chain, manufacturing, this one is for you.

What we cover

• Why a six-year payback is dead on arrival in e-commerce
• The ERP integration bill nobody prices into the robot
• Why a RaaS subscription past twelve months lands on your debt ledger
• What AutoStore and legacy automation do to the comparison
• Why most SPACs leave very little cash in the company

Chapters

00:00 Robots Episode Kickoff
 00:59 Agility Robotics Economics
 15:50 Integration Costs and Alternatives
 25:31 Break Even Math
 29:20 Why RaaS Fails
 37:30 SPAC Reality Check

Hosts: Matthew Chang and Colin Russ

Find Matthew Chang:
https://x.com/MatthewChang | https://www.linkedin.com/in/matthewachang/

Find Colin Russ:
https://x.com/ThaaatColin | https://www.linkedin.com/in/colinruss/

Find Chang Robotics:
https://changrobotics.ai | https://www.linkedin.com/company/changrobotics/

Seven Steps to Reindustrialize America: https://www.thereforgepodcast.com/7steps

Follow ReForge

LinkedIn: https://www.linkedin.com/company/the-reforge-podcast/
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Instagram: https://www.instagram.com/thereforgepod/
TikTok: https://www.tiktok.com/@thereforgepod
Website: https://thereforgepodcast.com/

Want to be a guest or partner?

If you’re building, funding, operating, or shaping the future of U.S. manufacturing, we’d love to hear from you.
 Email: inquiries@thereforgepodcast.com

About ReForge

ReForge is a podcast featuring conversations with the leaders reindustrializing America.
 This show exists to prove American reindustrialization is possible, pivotal, and pressing.
 Hosted by Matthew Chang and Colin Russ.

Produced by Chang Robotics.