Why Are They Spending Trillions on AI?

Research foundation and living reference model  ·  CC BY 4.0

Humanoid Working-Capacity Workbook (Release Asset #11)

Scope statement — read this first

This workbook is an illustrative embodied-capacity extension of the whitepaper’s core chain (Energy → hardware → compute → models → tokens → AI working capacity → digital work → outcomes → value → agency), extended to: Capital + energy + maintenance + utilisation + orchestration → humanoid physical working capacity.

It is not a general claim about robotics economics, a product recommendation, a forecast of any real robot’s field performance, or investment/procurement guidance. It models one narrow question — what does an hour of a humanoid robot’s uptime cost to own, under stated assumptions — using (a) one clearly-labelled scenario assumption (the author’s original €25,000 illustrative robot) and (b) a real market price range assembled from four named, currently sold or announced platforms. All figures below are either cited primary specs/prices, attributed secondary claims, transparent arithmetic, or explicitly labelled scenario assumptions — never a forecast. This is educational research and scenario analysis, not investment, procurement, tax, or policy advice. This boundary applies to every section below, not only here.

Evidence class legend (used throughout)

Tag Meaning
OBSERVED FACT Primary/official source, checked live on or immediately before 2026-08-12
ATTRIBUTED STATEMENT A named party’s on-the-record claim; not independently proven true
DERIVED CALCULATION Transparent arithmetic from cited inputs; formula always shown
SCENARIO ASSUMPTION A visible, editable parameter, not a market figure
INTERPRETATION A labelled explanation of how items may connect — never presented as fact

Part 1 — Two starting points: illustrative scenario vs. real market range

Case Price Evidence class Source
Illustrative base case €25,000 (≈ $27,000 at an assumed 1.08 EUR/USD rate) SCENARIO ASSUMPTION — the author’s own original worked example; not a real product price Author’s prior calculation (per project background); FX rate is a separate SCENARIO ASSUMPTION, not a market rate
Real-range LOW $13,500 OBSERVED FACT — Unitree G1 entry price, “from $13.5K,” tax/shipping excluded https://www.unitree.com/g1, checked 2026-08-12
Real-range MID (consumer/prosumer) $20,000 upfront (or $499/month subscription) ATTRIBUTED STATEMENT — 1X NEO early-access price, reported by Engadget (2025-10-29); not confirmed on 1X’s own pricing page in the fetch performed for the source register https://www.engadget.com/ai/1x-neo-is-a-20000-home-robot-that-will-learn-chores-via-teleoperation-040252200.html
Real-range HIGH (enterprise) ~$250,000 ATTRIBUTED STATEMENT — Agility Robotics Digit, convergent across multiple secondary/aggregator sources; no primary Agility pricing page was accessible to confirm directly Multiple secondary sources (GrabARobot, RoboSelect360, Humanoza, et al.), checked 2026-08-12

Explicitly excluded from this workbook’s numeric model because pricing is unconfirmed or non-existent as of 2026-08-12: Tesla Optimus (Musk has repeated a $20,000–$30,000 long-term target, ATTRIBUTED STATEMENT, no commercial orders or confirmed retail price exist) and Figure AI’s Figure 03 (no official pricing published at all; a ~$20,000 figure circulates only via third-party aggregators). Both would sit inside or near the MID band if their aspirational figures ever became real prices — flagged here as INTERPRETATION, not fact.

INTERPRETATION: the €25,000 (~$27,000) illustrative case sits between the real-world MID consumer band ($20,000) and would be roughly 2x the observed LOW price and roughly 1/9th the ATTRIBUTED enterprise HIGH price. It is a plausible illustrative point within the real spread, not an outlier — but it is still not a verified market price for any named product.


Part 2 — Required economic layer separation

Per this project’s modelling rules, the layers below are kept separate and never collapsed into one number: capital cost → financing cost → electricity (operating) cost → maintenance reserve → utilisation → cost-per-productive-hour. (The further layers — token production cost, workload/AI-working-capacity cost, outcome/value — are out of scope for a hardware-hours model and are addressed only in the Part 6 interpretation, explicitly labelled as such.)

2.1 Capital layer (all four price points)

Case Price Down payment (20%, SCENARIO ASSUMPTION) Amount financed
Illustrative (€25,000 / ~$27,000) $27,000 $5,400 $21,600
Real LOW ($13,500) $13,500 $2,700 $10,800
Real MID ($20,000) $20,000 $4,000 $16,000
Real HIGH ($250,000) $250,000 $50,000 $200,000

The 20% down payment is a SCENARIO ASSUMPTION controlling how much capital is financed vs. paid up front; it is editable (see Part 3.2 sensitivity).


Part 3 — Financing layer

DERIVED CALCULATION. Standard amortizing-loan formula:

M = P × i / (1 − (1+i)^-n) where P = amount financed, i = monthly rate (annual rate ÷ 12), n = number of monthly payments (years × 12).

Base case: 5-year term, 8% annual rate (both SCENARIO ASSUMPTIONS — editable; 8% is illustrative, not a quoted lender rate). Down payment is amortized straight-line over the same term and added back so total capital+financing cost is comparable across cases.

Total annual capital+financing cost = (M × 12) + (Down payment ÷ financing term years)

3.1 Base case (5yr @ 8%, 20% down)

Case Monthly payment Annual financing (M×12) Down payment amortized/yr Total capital+financing cost/yr
Illustrative (~$27,000 / €25,000) $437.97 (≈€405.53) $5,255.64 $1,080.00 $6,335.64 (≈€5,866.33 — matches the original EUR worked example)
Real LOW ($13,500) $218.99 $2,627.82 $540.00 $3,167.82
Real MID ($20,000) $324.42 $3,893.07 $800.00 $4,693.07
Real HIGH ($250,000) $4,055.28 $48,663.35 $10,000.00 $58,663.35

3.2 Financing-term sensitivity (8% rate, 20% down held constant) — total capital+financing cost/yr

Case 3 yr 4 yr 5 yr 7 yr
Illustrative (~$27,000) $9,921.79 $7,677.83 $6,335.64 $4,811.38
Real LOW ($13,500) $4,961.19 $3,838.91 $3,167.82 $2,405.69
Real MID ($20,000) $7,349.92 $5,687.28 $4,693.07 $3,563.98
Real HIGH ($250,000) $91,873.94 $71,091.01 $58,663.35 $44,549.77

(Illustrative column recomputed at the $27,000 USD-equivalent scale for internal consistency; native-EUR values scale proportionally.)

3.3 Down-payment sensitivity (5yr @ 8% held constant) — total capital+financing cost/yr

Case 0% down 20% down 40% down
Illustrative (~$27,000) $6,569.55 $6,335.64 $6,101.73
Real LOW ($13,500) $3,284.78 $3,167.82 $3,050.87
Real MID ($20,000) $4,866.33 $4,693.07 $4,519.80
Real HIGH ($250,000) $60,829.18 $58,663.35 $56,497.51

INTERPRETATION: term length matters far more than down-payment size in this model — stretching from 3 to 7 years cuts the annual capital+financing burden by roughly half, while doubling the down payment only trims it by a few percent. Both are editable levers, not market facts.


Part 4 — Electricity layer

Two parallel methods, both SCENARIO ASSUMPTIONS unless noted:

(a) Flat operating-hour assumption (as in the original illustrative case): $0.11/operating hour (≈€0.10/h at the assumed FX rate) — a simple placeholder, not tied to any specific robot’s power draw.

(b) Spec-derived rate, using 1X NEO’s OBSERVED battery spec (842 Wh runtime over 4 hours → average continuous draw ≈ 0.2105 kW) at an illustrative $0.15/kWh electricity price (SCENARIO ASSUMPTION — a plausible commercial/industrial US-average rate, not a quoted utility tariff):

Electricity $/hour = average power draw (kW) × electricity price ($/kWh) = 0.2105 kW × $0.15/kWh = $0.0316/hour

Source for the underlying spec: https://www.1x.tech/neo (OBSERVED FACT — 842 Wh runtime, 4-hour battery life), checked 2026-08-12.

INTERPRETATION: the spec-derived figure is an order of magnitude lower than the flat $0.11/h placeholder — humanoid robots at ~200W average draw are electrically cheap to run relative to almost any other capital cost in this model; electricity is not the binding cost driver here (unlike in data-center/token-production economics elsewhere in the whitepaper). This spec applies to 1X NEO specifically and is used as an illustrative order-of-magnitude anchor for the other three price points too — it is not verified for Unitree G1, Agility Digit, or the illustrative case.


Part 5 — Maintenance layer

SCENARIO ASSUMPTION: maintenance/repair reserve = 10% of purchase price per year (unchanged from the original illustrative case; not a manufacturer-quoted service contract for any of the four platforms — none of the four sources in the register publish a maintenance-cost figure).

Case Maintenance reserve/yr
Illustrative (~$27,000) $2,700
Real LOW ($13,500) $1,350
Real MID ($20,000) $2,000
Real HIGH ($250,000) $25,000

Part 6 — Utilization sensitivity and cost-per-hour ranges

DERIVED CALCULATION.

Cost/hour (financing+electricity) = (Total capital+financing cost/yr + electricity $/hr × annual hours) ÷ annual hours Cost/hour (financing+electricity+maintenance) = (Total capital+financing cost/yr + electricity $/hr × annual hours + maintenance/yr) ÷ annual hours

Shown at both electricity assumptions (flat $0.11/h vs. spec-derived $0.0316/h) and four productive-utilization levels (2,000 / 4,000 / 6,000 / 8,000 hours/year — themselves SCENARIO ASSUMPTIONS bracketing single-shift to near-continuous operation).

6.1 Illustrative base case (~$27,000 / €25,000) — USD, native-EUR cross-check in parentheses

Utilization (h/yr) Fin+elec (flat) Fin+elec+maint (flat) Fin+elec (spec) Fin+elec+maint (spec)
2,000 $3.28 (€3.03) $4.63 (€4.28) $3.20 $4.55
4,000 $1.69 (€1.57) $2.37 (€2.19) $1.62 $2.29
6,000 $1.17 (€1.08) $1.62 (€1.49) $1.09 $1.54
8,000 $0.90 (€0.83) $1.24 (€1.15) $0.82 $1.16

(EUR values shown are the exact recomputation in native EUR at €0.10/h flat electricity — they match the original worked example, confirming internal consistency.)

6.2 Real-range LOW ($13,500, Unitree G1)

Utilization (h/yr) Fin+elec (flat) Fin+elec+maint (flat) Fin+elec (spec) Fin+elec+maint (spec)
2,000 $1.69 $2.37 $1.62 $2.29
4,000 $0.90 $1.24 $0.82 $1.16
6,000 $0.64 $0.86 $0.56 $0.79
8,000 $0.51 $0.68 $0.43 $0.60

6.3 Real-range MID ($20,000, 1X NEO early-access price)

Utilization (h/yr) Fin+elec (flat) Fin+elec+maint (flat) Fin+elec (spec) Fin+elec+maint (spec)
2,000 $2.46 $3.46 $2.38 $3.38
4,000 $1.28 $1.78 $1.21 $1.71
6,000 $0.89 $1.23 $0.81 $1.15
8,000 $0.70 $0.95 $0.62 $0.87

6.4 Real-range HIGH ($250,000, Agility Digit)

Utilization (h/yr) Fin+elec (flat) Fin+elec+maint (flat) Fin+elec (spec) Fin+elec+maint (spec)
2,000 $29.44 $41.94 $29.36 $41.86
4,000 $14.78 $21.03 $14.70 $20.95
6,000 $9.89 $14.05 $9.81 $13.98
8,000 $7.44 $10.57 $7.36 $10.49

6.5 Summary — cost-per-productive-hour range across the whole spread

Utilization Full observed/attributed spread (incl. maintenance, flat electricity) Illustrative case sits at
2,000 h/yr $2.37 – $41.94 $4.63
4,000 h/yr $1.24 – $21.03 $2.37
6,000 h/yr $0.86 – $14.05 $1.62
8,000 h/yr $0.68 – $10.57 $1.24

INTERPRETATION: utilization dominates the cost-per-hour result more than any other single variable in this model — moving from 2,000 to 8,000 hours/year cuts the per-hour cost by roughly 3.5–4x at every price point, because capital and financing costs are fixed while the denominator (hours) grows. The illustrative €25,000/~$27,000 case tracks closely with the real MID consumer band ($20,000, 1X NEO) once financing/maintenance assumptions are held constant — it is not an outlier relative to real currently-purchasable platforms, but it sits far below the ATTRIBUTED enterprise-tier HIGH case, whose cost-per-hour is dominated by a purchase price that itself rests only on secondary-source corroboration, not a primary Agility Robotics price sheet.


Part 7 — What this model explicitly excludes

Per the original scope (unchanged; SCENARIO ASSUMPTION boundary, not a completeness claim): supervision/human-oversight labor cost, robot software/subscription fees, insurance, workspace modification, consumables, and downtime/unplanned-repair time beyond the flat maintenance reserve. None of the four cited platforms publish data allowing these to be estimated from a primary source as of 2026-08-12; adding them would only push cost-per-hour higher, so all figures above should be read as a floor, not a full commercial cost.


Part 8 — Where this connects to the wider chain (interpretation only)

INTERPRETATION: this workbook extends the whitepaper’s core chain — Capital + energy + maintenance + utilisation + orchestration → humanoid physical working capacity — but stops at “capacity,” deliberately not continuing into “work → outcome → value.” A robot costing $1/hour to own tells you nothing about whether the work it performs is worth $1, $100, or nothing at all; per the whitepaper’s value framework, working capacity is not value, and more hours of operation are not automatically better. Any use of these cost-per-hour figures to argue a specific business case, investment decision, or procurement choice would be going beyond what this workbook supports — this is not investment, procurement, tax, legal, or policy advice, and the figures above are illustrative arithmetic on stated, editable assumptions, not a forecast of any real deployment’s economics.


Full input register for this workbook (for editing)

Parameter Value used Class Controls
Illustrative robot price €25,000 (~$27,000) SCENARIO ASSUMPTION Base-case capital layer
EUR/USD FX rate 1.08 SCENARIO ASSUMPTION USD conversion of illustrative case only
Unitree G1 price $13,500 OBSERVED FACT (unitree.com, checked 2026-08-12) Real-range LOW
1X NEO price $20,000 / $499/mo ATTRIBUTED STATEMENT (Engadget, 2025-10-29) Real-range MID
Agility Digit price ~$250,000 ATTRIBUTED STATEMENT (multiple secondary sources) Real-range HIGH
Down payment 20% (sensitivity: 0%/40%) SCENARIO ASSUMPTION Capital layer split
Financing rate 8% APR SCENARIO ASSUMPTION Financing layer
Financing term 5 yr (sensitivity: 3/4/7 yr) SCENARIO ASSUMPTION Financing layer
Flat electricity rate $0.11/hr (≈€0.10/hr) SCENARIO ASSUMPTION Electricity layer (method a)
Electricity price for spec-derived method $0.15/kWh SCENARIO ASSUMPTION Electricity layer (method b)
1X NEO average power draw 0.2105 kW (842 Wh / 4 h) OBSERVED FACT (1x.tech, checked 2026-08-12) Electricity layer (method b)
Maintenance reserve 10% of purchase price/yr SCENARIO ASSUMPTION Maintenance layer
Productive utilization 2,000 / 4,000 / 6,000 / 8,000 h/yr SCENARIO ASSUMPTION Utilization sensitivity

This workbook (Part 1 real-price sourcing, Parts 2–6 arithmetic, Parts 7–8 scope/interpretation) is a standalone numeric asset for the whitepaper “Why Are They Spending Trillions on AI?” (CC BY 4.0, Valto Loikkanen).