In the past few days, I reviewed the financial reports of several major hardware manufacturers alongside the technical white paper of Fabric. After finishing, I was left with one thought: those so-called hardware giants may not yet realize that their pride and joy, their "lifeblood," is being quietly formatted by a set of code.
Most people think that @Fabric Foundation is paving the way for hardware manufacturers’ future, but I believe this is laying the groundwork for a technical assassination that boils frogs in warm water.
Currently, the most valuable asset for hardware giants is their closed systems and proprietary data, which constitute their lifeblood. But Fabric, in its approach, is all about skill chips, aiming to "package, distill, and chain" all the skills of robots.
This logic is chilling upon deeper reflection: it is forcing all hardware manufacturers to fill in their "moats."
Once this protocol gains traction, the hardware itself will lose its value and become mere labor. What truly holds value are the shared skills and data on the chain. This is akin to how mobile manufacturers used to profit from hardware, only to have their soul extracted by the system and app stores. Fabric's current actions are akin to digging up the ancestral graves of those traditional industrial giants, transforming their technical advantages into publicly shared components.
In this protocol, $ROBO serves as the "commission" used to buy out technological monopolies.
If the big companies do not respond, they will be marginalized. If they do respond, they must surrender their core data.
In this industry, the greatest fear is mistaking harvesting for dividends. While those hardware manufacturers have yet to react, it is crucial to see who is redefining productivity. I ignore the narratives; I only care if this logic can truly make the machines in the factories move.
#robo