Robotics supply chains and the business case for AI-agent security tools

In two replies, an investor says the 50–100 units-per-month band in robotics manufacturing is brief: at low volume, teams assemble robots themselves; at scale, they build their own supply chains, and actuator sourcing becomes the bottleneck. The investor says AI-agent evaluation and penetration-testing tools are hard to monetize and often aren't a priority until a crisis, but relays another person's counterpoint that companies pay third-party vendors partly to have someone to blame when things break.