spanishfund81

[spanishfund81 @belhezadevida]

@TheWaveCount I can help you with that. I have high conviction

[spanishfund81 @belhezadevida]

@Wesleyy36 But nothing has changed in the fundamentals for the worse

[spanishfund81 @belhezadevida]

@mary96030825003 some of my findings are in this infographic I created. Basically, most costs are fixed in a serve robotics delivery, so if they will break even with enough volume. I expect unit economics to start making sense soon as their revenues explode from nearly nothing into the 10s of M

[spanishfund81 @belhezadevida]

@OT_2_Equity @ServeRobotics I can give you details on that. Right now one robot costs around $15k to build, but price can drop when they get into the 10s of thousand units. Once in the market, it's like a delivery worker doing last mile deliveries, except... it works 18 hours, no sick leaves, no labor cost

[spanishfund81 @belhezadevida]

@TequestaChief @ServeRobotics any new product has a ramp up. In this specific case, it's related to entering new markets, restaurants getting used to using robots vs humans and eats and doordash moving demand towards serve. This ramp up is likely to get more efficient overtime.

[spanishfund81 @belhezadevida]

@TequestaChief @ServeRobotics The cost per robot is dropping significantly and the revenue is growing but it takes many months for robots to be fully utilized so the unit economics should show a very different color 12 mo from now. Most of the expenses associated are fixed, so that means

[spanishfund81 @belhezadevida]

@TequestaChief @ServeRobotics sorry, i didn't mean to just be critical. I'd love to discuss this one if you are interested. I have done a very deep analysis on SERV. It's very hard to do a unit economics analysis right in the middle of a 20x growth in units within a year.

[spanishfund81 @belhezadevida]

@JasonL_Capital

[spanishfund81 @belhezadevida]

@convequity It's not reflected in the price but it is happening no matter what

[spanishfund81 @belhezadevida]

@convequity

[spanishfund81 @belhezadevida]

@TaytheSavage I agree generally with this. There is plenty of backwind in that UBER and doordash need automatization to be part of their story so I can see them push many deliveries in that direction

[spanishfund81 @belhezadevida]

@TaytheSavage I got 30%. I have loaded HEAVY the last month at these prices. What do you think has to happen for the market to appreciate this story?

[spanishfund81 @belhezadevida]

@riverwolf0518 I own LOTS of it. Amazing opportunity @HunterAllen4

[spanishfund81 @belhezadevida]

@oguzerkan what happens when Waymo and Tesla offer AV rides at 50% off from UBER prices in the main cities in North America? Customers vote with their wallet? UBER simply cannot compete with those prices because they have wages, taxes, gas, insurance, etc.

[spanishfund81 @belhezadevida]

@realroseceline @ServeRobotics are you not familiar with them?

[spanishfund81 @belhezadevida]

@HolySmokas Thoughts on $SERV Serve Robotics? I think this is going to fly