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jonathan hurst

T2 · manager / operator

Jonathan Hurst, PhD robotics (2008), co-founded Agility Robotics. Their Digit humanoid operates in Amazon warehouses; Digit V5 achieves safety certification to work cage-free. He teaches at Oregon State, runs a large robotics grad program, and frames robotics as the next productivity driver for GDP amid labor shortages.

2 calls·1 name·100% bull·last heard 2 months ago·All-In Podcast
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$AGILITY-ROBOTICSAgility Roboticsposition

Agility Robotics CEO: Digit V5 achieves safety certification enabling $1/hour economics and warehouse scaling moment

Agility's Digit V5 is the first balancing humanoid certified to operate without safety cages (stepping out of work cells), unlocking massive warehouse deployment; with 20+ hour daily operation, 5-year lifespan, and falling BOM, the robot economics approach $1/hour vs $20-40 human labor, supporting both capex and RaaS models with inelastic pricing power tied to human wage rates.

All-In Podcast2026-07episode →

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  • $AGILITY-ROBOTICS

recurring themes

  • Robotics & Physical AI2
2 total
$AGILITY-ROBOTICS
Agility Robotics
MEDjonathan hurst·All-In Podcast·2 months ago·The $1/Hour Robot Is Coming: Four Industry Leaders Explain What’s Next
Agility Robotics co-founder: $1/hour robot labor economics enable 90% cost compression at scale
Digit V5 will be the first humanoid robot that can step out of a work cell without physical safety barriers, enabling warehouse scaling. At 20 hours/day operation over a 5-year lifespan (~40,000 hours), robot labor costs approach ~$1/hour versus $20-40/hour for human workers, with pricing set by human labor costs for a very inelastic period. The company offers both capex and robot-as-a-service models.
"We'll be selling robots, you know, in the vicinity of costs of cars and things like that. The real like what is the value that they produce is the question to ask when you have a…"
57:37
$AGILITY-ROBOTICS
Agility Robotics
HIGHjonathan hurst·All-In Podcast·2 months ago·The $1/Hour Robot Is Coming: Four Industry Leaders Explain What’s Next· position
Agility Robotics CEO: Digit V5 achieves safety certification enabling $1/hour economics and warehouse scaling moment
Agility's Digit V5 is the first balancing humanoid certified to operate without safety cages (stepping out of work cells), unlocking massive warehouse deployment; with 20+ hour daily operation, 5-year lifespan, and falling BOM, the robot economics approach $1/hour vs $20-40 human labor, supporting both capex and RaaS models with inelastic pricing power tied to human wage rates.
"Digit V5 which is coming out later this year is the first time that a humanoid robot a robot which is balancing can step out of a work cell and does not need a physical barrier be…"
56:17
9
Robotics & Physical AItailwind
Humanoid robots approaching $1/hour operating cost, creating 90%+ labor cost compression
Multiple CEOs converge on $1-2/hour robot economics (20+ hr/day, 5-yr life, car-like BOM) vs $20-40/hour human fully-loaded cost, enabling RaaS/capex models with inelastic pricing power. The crossover is driven by battery density, fast charging, safety certification removing cages, and scaling manufacturing — not just AI breakthroughs.
8
Robotics & Physical AItailwind
Robot labor economics: $1/hour vs $20-40/hour human labor at scale
At 20 hours/day operation and a 5-year lifespan, a humanoid robot delivers ~40,000 hours of work, bringing effective labor cost to ~$1/hour versus $20-40/hour for human factory workers. This 90% cost compression gives robotics companies enormous pricing headroom while still undercutting human labor, with pricing remaining inelastic for a long time because it is anchored to human wage rates.