momo寧可買機器人,也不想再靠補人?【Tony幫你做功課】 episode artwork

EPISODE · Aug 26, 2026 · 36 MIN

momo寧可買機器人,也不想再靠補人?【Tony幫你做功課】

from 電商Tony陳 · host 電商Tony陳

跟另一伴攜手走下去前,不只是甜言蜜語、浪漫送禮,這件事做好準備更重要!預防 HPV 是對彼此「愛情」最基本的尊重和承諾。別讓對健康的傷害變成愛情的阻礙,為彼此主動做好HPV預防才能說是「真愛」。立即諮詢醫師,展現你對愛的承諾。男女1+1 主動防禦HPV(人類乳突病毒) https://fstry.pse.is/9ep42u —— 以上為 Firstory Podcast 廣告 —— 加入會員,支持節目: https://ectony.firstory.io/join留言告訴我你對這一集的想法: https://open.firstory.me/user/ckj5xdvf2dnsa09362y6nxdla/comments🚀|支持《 電商Tony陳 》做更多精采影片:https://www.youtube.com/channel/UCsxd_JDERVC1-HKXt_D3rhw/joinmomo機器人|AMR自主移動機器人|物流缺工|自動化投資momo在北區物流中心導入AMR自主移動機器人,負責把貨從卸貨區的棧板搬進倉庫。結果很反直覺:進貨速度沒有變快,尖峰人力只從6人降到2人、一般時段從3人降到1人,回收期還要3.7年——但momo還是決定砸錢繼續做。這集電商Tony陳幫你拆解:為什麼一間電商願意把錢卡在一套三、四年才回本、而且很快就會落伍的設備上?表面答案是「缺工」——運輸及倉儲業平均要3.6個月才補得到一個新人,走一個人、貨還是要照出,剩下的人只能加班。但缺工是一個三方都買單、舒服到沒人會追問的答案:員工不會覺得自己被取代、股東看到省成本、媒體拿到智慧物流的好題目。真正沒被追問的問題是:如果只是缺工,加錢就好啊。酷澎618時薪飆到720元,倉庫一樣塞滿人。差別在於,薪水一旦調上去就會變成永久的成本基準,而機器人是一筆可以折舊、可以預測的資本支出。momo買的不是速度,是「確定性」——今天有十台機器,只要正常維護,下個月還是十台。後半段我們聊一個更大的矛盾:一邊是物流、餐飲、營造喊到缺工缺死,一邊是Google、Amazon、Microsoft一直裁員。到底是缺人還是人太多?答案是「缺的那種人」跟「被AI衝擊的那種人」根本不同掛。再往下推,就會碰到Jobless Growth(無就業成長)與Own the Robots(擁有機器人)這兩個很北爛但有點道理的概念。看完後你會清楚的瞭解:1)momo導入AMR自主移動機器人的實際成效:尖峰6人降2人、一般3人降1人,效率沒提升卻仍要投資的真正原因2)為什麼「缺工」是一個讓員工、股東、媒體三方都滿意,卻沒人會追問的公關答案3)加薪與買設備的本質差異:薪水會變成永久成本基準,設備是可折舊、可預測的資本支出4)3.7年回收期背後的企業邏輯——買的不是效率,是人力的「可控性」與確定性5)企業自動化的真實樣貌:不是某天裁掉500人,而是6人變4人、4人變2人的逐步拆解6)中小企業可以直接套用的思考:缺人一定要加人嗎?改流程、系統化、外部協力廠商(如CYBERBIZ這類開店平台)的取捨7)為什麼「缺工」與「科技業大裁員」會同時發生,兩種勞動力為何不同掛8)Jobless Growth(無就業成長)與Own the Robots的概念,以及一般人除了上班之外還能怎麼站到資本那一邊我是電商 Tony 陳帶你看懂台灣時事背後的商業邏輯訂閱我,讓我做好的商業功課變成你的成功捷徑- 我的LINE官方帳號:@gogogogo- 我的網站:https://atm70000.com- 我的fb:https://www.facebook.com/atm70000- 我的IG:https://www.instagram.com/atm70000tony- 我的tiktok:https://www.tiktok.com/@atm70000- 捐款資料- 財團法人台東縣私立牧心智能發展中心 地址:950台東縣臺東市民航路21號 電話:089-237121  傳真:089-237075    立案字號:府社福字第1080105162號     統一編號:93859484     劃撥帳號:06649090     戶名:財團法人台東縣私立牧心智能發展中心     牧心信箱:[email protected] 牧心線上捐款:https://bit.ly/3DgpHp7 Powered by Firstory Hosting

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momo寧可買機器人,也不想再靠補人?【Tony幫你做功課】

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This episode was published on August 26, 2026.

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