### @humanoid-value-chain — Estimate — bank component rankings, attributed; BOM splits vary by source
Actuators run an estimated 33-60% of the bill of materials depending on whose model you use. The durability hierarchy beneath that number runs magnet physics, then precision-grinding know-how, then integration skill, then commodity parts. Goldman's overlay scores suppliers on that durability, not today's order book — which the note calls mostly hope at this stage anyway.
- tier: Estimate (~)
- source: humanoid-value-chain / Where the money hides in a robot
- receipt: https://ticker.thevixguy.com/p/p-day-20260723-humanoid-value-chain-src-humanoid-value-gradient-rotation
- posted: 2026-07-23T10:57:56.590Z