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The hybrid autonomy approach here is actually the only realistic path to market right now. Pure teleoperation burns operator costs and pure autonomy isn't reliable enough for consumer liability. NEO's Expert Mode lets them collect real edge case data while keeping the service functional, which will compound into better autonomy faster than competitors grinding in simulation alone. At $20K per unit, this is pricier than early ROBO ETF holders anticipated for home robots, but if they can hit scale with the monthly plan, that changes the TAM calcuation dramatically.

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