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1/ General-purpose robotics is the rare technological frontier where the US / China started at roughly the same time and there's no clear winner yet. To better understand the landscape, @zoeytang_1007, Intel Chen, Vishnu and I spent the last ~8 weeks creating a deep dive on humanoid robotics hardware... show more

Sourish Jasti

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Sam Altman says he’s excited about a future where signing up for ChatGPT’s highest tier gets you a free humanoid robot. ⦿ The mechanical engineering and AI for humanoids are quite hard but feel within grasp. ⦿ Making a billion humanoid robots will take a while; maybe the first million humanoid robots, built the old-fashioned way, will automate the entire robotics supply chain to enable faster scale. ⦿ The demand for humanoids will be far more than what we can handle with current supply chains. ⦿ Things we've tried to bring manufacturing back to the US have failed. AI & robotics is a potential solution.

Sam Altman says he’s excited about a future where signing up for ChatGPT’s highest tier gets you a free humanoid robot. ⦿ The mechanical engineering and AI for humanoids are quite hard but feel within grasp. ⦿ Making a billion humanoid robots will take a while; maybe the first million humanoid robots, built the old-fashioned way, will automate the entire robotics supply chain to enable faster scale. ⦿ The demand for humanoids will be far more than what we can handle with current supply chains. ⦿ Things we've tried to bring manufacturing back to the US have failed. AI & robotics is a potential solution.

The Humanoid Hub

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🇨🇳The 100-meter dash at the World Humanoid Robot Games, Beijing, China #CHINA #ROBOTICS #humanoid #HumanoidRobots

🇨🇳The 100-meter dash at the World Humanoid Robot Games, Beijing, China #CHINA #ROBOTICS #humanoid #HumanoidRobots

CN Wire

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Want to take your mind off Current Events? New podcast from benahorowitz.eth and me on AI and robotics, the brewing robotics Cold War between the US and China, and what it will take to make AI robotics great. Enjoy! 🤖🦾🇺🇸 - Traditional robotics vs. new AI models - U.S. leadership in software development - Concerns over U.S. hardware landscape / Auto industry case study - Supply chain fragility - DJI and China’s dominance in drone tech - Elon Musk and barriers to American manufacturing - Nightmare scenario: Chinese drones in the U.S. - China’s rise in the automotive industry - Xiaomi cars - Robotics and affordability gap - China’s supply chain advantage - Challenges for U.S. manufacturing - Dock worker strike case study - Shifting party perspectives - Needed focus on robotics and embodied AI

Want to take your mind off Current Events? New podcast from benahorowitz.eth and me on AI and robotics, the brewing robotics Cold War between the US and China, and what it will take to make AI robotics great. Enjoy! 🤖🦾🇺🇸 - Traditional robotics vs. new AI models - U.S. leadership in software development - Concerns over U.S. hardware landscape / Auto industry case study - Supply chain fragility - DJI and China’s dominance in drone tech - Elon Musk and barriers to American manufacturing - Nightmare scenario: Chinese drones in the U.S. - China’s rise in the automotive industry - Xiaomi cars - Robotics and affordability gap - China’s supply chain advantage - Challenges for U.S. manufacturing - Dock worker strike case study - Shifting party perspectives - Needed focus on robotics and embodied AI

Marc Andreessen 🇺🇸

196,692 görüntüleme • 1 yıl önce

Fun fact: China🇨🇳 dominates the humanoid robot supply chain. US🇺🇸 is doomed to lose the robot war vs China. Elon’s Optimus US line? Straight 90s China vibes. Our automated lines? Next-level existenc👽

Fun fact: China🇨🇳 dominates the humanoid robot supply chain. US🇺🇸 is doomed to lose the robot war vs China. Elon’s Optimus US line? Straight 90s China vibes. Our automated lines? Next-level existenc👽

PLA_Overwhelm

445,668 görüntüleme • 7 ay önce

Last night, China Central Television (CCTV) aired its 2026 Chinese New Year Gala celebrating the Year of the Horse. The show featured a wide range of performances, including Unitree Robotics humanoid robots performing martial arts in sync with human dancers. Just a year ago, Unitree’s robots appeared at the same gala, but their movements looked stiff and mechanical. This year, they were noticeably more fluid and coordinated — a remarkable improvement, even if they’re still likely operating under some level of remote supervision. When it comes to humanoid robotics, most of the visible momentum today seems to be coming from the U.S. and China. Companies like Tesla (with Optimus) and Boston Dynamics in the U.S., alongside rapidly advancing Chinese firms, dominate the headlines. So what happened to Europe and Japan? Japan was once seen as the global leader, especially with Honda’s ASIMO and SoftBank Robotics’ humanoid projects. However, ASIMO was retired, and much of Japan’s robotics focus shifted toward industrial automation and service robots rather than full-scale general-purpose humanoids. Europe, meanwhile, remains strong in industrial robotics, research, and precision engineering — with players like ABB and KUKA — but hasn’t pushed aggressively into commercial humanoid platforms at the same scale or speed as the U.S. and China. In short, it’s less that Europe and Japan disappeared, and more that the center of gravity in humanoid robotics — especially AI-driven, general-purpose humanoids — has shifted toward U.S.–China competition. Whether that gap widens or narrows will depend on breakthroughs in embodied AI, cost reduction, and real-world deployment over the next few years.

Last night, China Central Television (CCTV) aired its 2026 Chinese New Year Gala celebrating the Year of the Horse. The show featured a wide range of performances, including Unitree Robotics humanoid robots performing martial arts in sync with human dancers. Just a year ago, Unitree’s robots appeared at the same gala, but their movements looked stiff and mechanical. This year, they were noticeably more fluid and coordinated — a remarkable improvement, even if they’re still likely operating under some level of remote supervision. When it comes to humanoid robotics, most of the visible momentum today seems to be coming from the U.S. and China. Companies like Tesla (with Optimus) and Boston Dynamics in the U.S., alongside rapidly advancing Chinese firms, dominate the headlines. So what happened to Europe and Japan? Japan was once seen as the global leader, especially with Honda’s ASIMO and SoftBank Robotics’ humanoid projects. However, ASIMO was retired, and much of Japan’s robotics focus shifted toward industrial automation and service robots rather than full-scale general-purpose humanoids. Europe, meanwhile, remains strong in industrial robotics, research, and precision engineering — with players like ABB and KUKA — but hasn’t pushed aggressively into commercial humanoid platforms at the same scale or speed as the U.S. and China. In short, it’s less that Europe and Japan disappeared, and more that the center of gravity in humanoid robotics — especially AI-driven, general-purpose humanoids — has shifted toward U.S.–China competition. Whether that gap widens or narrows will depend on breakthroughs in embodied AI, cost reduction, and real-world deployment over the next few years.

Ray

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China has made great strides in emerging technologies, especially in AI and robotics. Visited the Beijing Humanoid Robotics Innovation Centre (X-Humanoid) to learn more about their cutting-edge R&D and how these innovations can be applied to real-world needs.

China has made great strides in emerging technologies, especially in AI and robotics. Visited the Beijing Humanoid Robotics Innovation Centre (X-Humanoid) to learn more about their cutting-edge R&D and how these innovations can be applied to real-world needs.

Lawrence Wong

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Follow us KABClub to learn more about young entrepreneurs. The much-anticipated Unitree Robotics stole the show at the 2025 World Humanoid Robot Games. Join us in exploring founder Wang Xingxing's insights on humanoid robots and AI.

Follow us KABClub to learn more about young entrepreneurs. The much-anticipated Unitree Robotics stole the show at the 2025 World Humanoid Robot Games. Join us in exploring founder Wang Xingxing's insights on humanoid robots and AI.

KABClub

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German robotics company NEURA Robotics has created NEURA Gym: a large-scale, physical AI gym and training ground where hundreds of robots, including the humanoid 4NE-1, learn through real-world interactions. The company is collaborating with the Neuraverse ecosystem to create the world's largest repository of physical training data, promoting the application of humanoid robots.

German robotics company NEURA Robotics has created NEURA Gym: a large-scale, physical AI gym and training ground where hundreds of robots, including the humanoid 4NE-1, learn through real-world interactions. The company is collaborating with the Neuraverse ecosystem to create the world's largest repository of physical training data, promoting the application of humanoid robots.

CyberRobo

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China has opened its first humanoid robot training center in Shanghai's Pudong District. As I already said, China goes all in humanoid robotics. The USA is following suit to some extent. Europe is losing: no investment in AI or Robotics whatsoever.

China has opened its first humanoid robot training center in Shanghai's Pudong District. As I already said, China goes all in humanoid robotics. The USA is following suit to some extent. Europe is losing: no investment in AI or Robotics whatsoever.

Chubby♨️

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A new humanoid robotics startup has emerged—not from China this time, but from the U.S.: Foundation Robotics. The company has recently acquired Florida-based Boardwalk Robotics and has been piloting the Phantom robot (previously named Alex at Boardwalk) in industrial use cases.

A new humanoid robotics startup has emerged—not from China this time, but from the U.S.: Foundation Robotics. The company has recently acquired Florida-based Boardwalk Robotics and has been piloting the Phantom robot (previously named Alex at Boardwalk) in industrial use cases.

The Humanoid Hub

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Global supply chains unite at the 3rd China International Supply Chain Expo #CISCE2025

Global supply chains unite at the 3rd China International Supply Chain Expo #CISCE2025

CGTN

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Not enough people are talking about physical AI and robotics. I sat down with Andrew Kang, one of the best investors of the last decade, to discuss his massive bet on humanoids and robotics. He breaks down the industry, the addressable market, multiple leading companies, and why he launched a publicly-traded fund ($BOT) focused on investing in the top private robotics companies. YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:28 - Why Andrew shifted from crypto to humanoid robots 3:58 - How big is the total addressable market? 8:08 - Building conviction — the $19M bet on Figure AI 16:06 - US vs. China — who wins the robot race? 28:08 - General purpose vs. specialized robots 31:05 - Where does training data come from? 40:24 - Humanoid robots in your everyday life 43:27 - Can Tesla & Elon win the humanoid race? 46:19 - Job displacement & UBI 51:15 - RoboStrategy — the publicly traded venture fund 1:11:17 - What is exciting about Apptronik? 1:13:24 - Addressing the critics

Not enough people are talking about physical AI and robotics. I sat down with Andrew Kang, one of the best investors of the last decade, to discuss his massive bet on humanoids and robotics. He breaks down the industry, the addressable market, multiple leading companies, and why he launched a publicly-traded fund ($BOT) focused on investing in the top private robotics companies. YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:28 - Why Andrew shifted from crypto to humanoid robots 3:58 - How big is the total addressable market? 8:08 - Building conviction — the $19M bet on Figure AI 16:06 - US vs. China — who wins the robot race? 28:08 - General purpose vs. specialized robots 31:05 - Where does training data come from? 40:24 - Humanoid robots in your everyday life 43:27 - Can Tesla & Elon win the humanoid race? 46:19 - Job displacement & UBI 51:15 - RoboStrategy — the publicly traded venture fund 1:11:17 - What is exciting about Apptronik? 1:13:24 - Addressing the critics

Anthony Pompliano 🌪

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#Unitree Robotics unveiled the H2 bionic #humanoid #robot on Monday, which stands 180cm tall and weighs 70kg. The H2 humanoid robot is designed to serve all users safely and amicably, the company told the Global Times.

#Unitree Robotics unveiled the H2 bionic #humanoid #robot on Monday, which stands 180cm tall and weighs 70kg. The H2 humanoid robot is designed to serve all users safely and amicably, the company told the Global Times.

Global Times

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My 10-week independent project for the Northwestern University MSR (MS in Robotics) program: Northwestern Humanoid. In short, I built the humanoid robot's hardware, integrated its motors and sensors with ROS, and successfully simulated its walking using an RL policy. #Robotics

My 10-week independent project for the Northwestern University MSR (MS in Robotics) program: Northwestern Humanoid. In short, I built the humanoid robot's hardware, integrated its motors and sensors with ROS, and successfully simulated its walking using an RL policy. #Robotics

Lele Burger

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🚨 Amazon has acquired Fauna Robotics, marking its second robotics acquisition in under a month. The move extends Amazon’s robotics strategy beyond fulfillment and further into the home, where safety, adaptability, and human interaction are central. Fauna’s soft-bodied humanoids are built for shared environments, a clear contrast to industrial systems and a better fit for consumer use cases. Taken together, these moves point to a more coordinated strategy across the humanoid stack, from hardware to deployment. The pace of consolidation is increasing, with strategic buyers moving earlier into the market.

🚨 Amazon has acquired Fauna Robotics, marking its second robotics acquisition in under a month. The move extends Amazon’s robotics strategy beyond fulfillment and further into the home, where safety, adaptability, and human interaction are central. Fauna’s soft-bodied humanoids are built for shared environments, a clear contrast to industrial systems and a better fit for consumer use cases. Taken together, these moves point to a more coordinated strategy across the humanoid stack, from hardware to deployment. The pace of consolidation is increasing, with strategic buyers moving earlier into the market.

XMAQUINA

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seems all the cool kids want to work in defence or, humanoid robotics. or defensive humanoid robotics. here I am, suddenly longing to be on the teams that are building the tools, that let us build the chips, that let us build the rest of the stack.

seems all the cool kids want to work in defence or, humanoid robotics. or defensive humanoid robotics. here I am, suddenly longing to be on the teams that are building the tools, that let us build the chips, that let us build the rest of the stack.

Tom Fleet

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🇦🇺 Australia just pledged its rare-earth mines to “help Trump” and “secure the alliance.” But here’s the joke: 🇨🇳 China refines 85% of the world’s rare earths, processes 70% of the ores, and controls every critical step from chemistry to magnets. So while the West plays geopolitics with rocks, China still shapes the periodic table. The supply chain never moved, only the narrative did. And that’s why, no matter who wins the election, China still wins.

🇦🇺 Australia just pledged its rare-earth mines to “help Trump” and “secure the alliance.” But here’s the joke: 🇨🇳 China refines 85% of the world’s rare earths, processes 70% of the ores, and controls every critical step from chemistry to magnets. So while the West plays geopolitics with rocks, China still shapes the periodic table. The supply chain never moved, only the narrative did. And that’s why, no matter who wins the election, China still wins.

𝘊𝘰𝘳𝘳𝘪𝘯𝘦

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We sat down with AGIBOT, a leader in humanoid manufacturing, to talk about the future of robotics and our strategic partnership: AGIBOT focuses "the majority of R&D on the hardware itself" while OpenMind builds the software to launch apps to create new robot use cases.

We sat down with AGIBOT, a leader in humanoid manufacturing, to talk about the future of robotics and our strategic partnership: AGIBOT focuses "the majority of R&D on the hardware itself" while OpenMind builds the software to launch apps to create new robot use cases.

OpenMind

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German Chancellor Friedrich Merz visited Unitree Robotics in Hangzhou, China’s eastern tech hub, and enjoyed an eye-catching show of humanoid and quadruped robots dancing, boxing, and performing martial arts — the same routine that wowed hundreds of millions during the 2026 Spring Festival Gala. Merz was fascinated by the robots’ agile movements, learning about their real-world applications and seeing firsthand how China is pushing the frontiers of humanoid and robotic technology.

German Chancellor Friedrich Merz visited Unitree Robotics in Hangzhou, China’s eastern tech hub, and enjoyed an eye-catching show of humanoid and quadruped robots dancing, boxing, and performing martial arts — the same routine that wowed hundreds of millions during the 2026 Spring Festival Gala. Merz was fascinated by the robots’ agile movements, learning about their real-world applications and seeing firsthand how China is pushing the frontiers of humanoid and robotic technology.

Sinical

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ELON: AI AND ROBOTS WILL CREATE AN AGE OF ABUNDANCE "I think that there's no actual limit to the size of the economy once you have general purpose humanoid robots and autonomous vehicles. You can build anything. The economy is really just the average productivity per person times number of people. That's the economy, and if you've got humanoid robots where there's no real limit on the number of humanoid robots and they can operate very intelligently, then there's no meaningful limit to the economy. The good future of AI is one of immense prosperity, where there is an age of abundance, no shortage of goods and services. Everyone can have whatever they want, anything that is a manufactured good or provided service. With the advent of AI plus robotics, the cost of goods and services will trend to zero." Source: The All-In Podcast

ELON: AI AND ROBOTS WILL CREATE AN AGE OF ABUNDANCE "I think that there's no actual limit to the size of the economy once you have general purpose humanoid robots and autonomous vehicles. You can build anything. The economy is really just the average productivity per person times number of people. That's the economy, and if you've got humanoid robots where there's no real limit on the number of humanoid robots and they can operate very intelligently, then there's no meaningful limit to the economy. The good future of AI is one of immense prosperity, where there is an age of abundance, no shortage of goods and services. Everyone can have whatever they want, anything that is a manufactured good or provided service. With the advent of AI plus robotics, the cost of goods and services will trend to zero." Source: The All-In Podcast

Mario Nawfal

341,719 görüntüleme • 7 ay önce