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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...

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Sourish Jasti

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I spent the last week in Beijing, first at world robot conference, then at the world humanoid robot games. It's very clear that China are way ahead of anyone else in Humanoid robotics, in every field, both complete robots and component supply chains. I had a fantastic time. I put together this short clip from the robot games. Full video coming soon.
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I spent the last week in Beijing, first at world robot conference, then at the world humanoid robot games. It's very clear that China are way ahead of anyone else in Humanoid robotics, in every field, both complete robots and component supply chains. I had a fantastic time. I put together this short clip from the robot games. Full video coming soon.

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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.
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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.

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RoboStrategy CEO Andrew Kang sat down with EO to discuss: • The inflection point of robotics • How we could get to $2/hour labor • Manufacturing and supply chain opportunities • The US vs China race in robotics Timestamps: 0:00 Intro to RoboStrategy 1:13 The Figure investment 2:55 Manufacturing opportunities 6:00 Sizing the humanoid market 6:58 The 4th Industrial Revolution 9:57 The real bottleneck of manufacturing 11:45 NVIDIA's open-source play 13:20 US vs China 15:35 Where to build now 19:29 Building a robotics company is hard

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Japanese Experts: China’s Robotics Capabilities Are Highly Advanced; Japan Unlikely to Catch Up Soon On July 23, the Nikkei xTECH website released a video showing Japanese technicians dismantling the G1 humanoid robot made by the Chinese company Unitree Robotics, in an effort to examine its internal structure and technological sophistication. Throughout the process, the Japanese technicians and reporters marveled at the high level of technology embodied in the Chinese humanoid robot. They ultimately concluded that Chinese robotics development has clearly moved beyond the stage of mere demonstrations; regarding humanoid robotics, it is "likely unrealistic" for Japan to narrow the gap with China in the near term. Japan was once a global pioneer in the robotics industry, holding a dominant position—particularly in industrial robotics. Today, however, China has achieved a world-leading status in the field of humanoid robotics, driven by mature, refined manufacturing processes and technological innovation.

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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

Marc Andreessen 🇺🇸

196,692 Aufrufe • vor 1 Jahr

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.
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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.

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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.
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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.

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EXCLUSIVE INTERVIEW WITH CHRIS CAMILLO AND AMIT KUKREJA We sat down with Chris Camillo and amit for a full length conversation on the state of humanoid robotics, the timeline, the supply chain, and where the investable opportunities actually are. Here is the full video with timestamps: 0:47 The current player landscape: Figure, Apptronik, Boston Dynamics, and where Tesla, Google, Amazon, OpenAI, and Anthropic fit in 5:10 Why Elon's own comments on Optimus suggest the timeline is longer than retail investors think 6:15 The real bottleneck isn't building robots, it's deployment and change management at scale 8:34 The new rule requiring 65% of a robot's components be made in the US, rising to 80% within the next several years 15:21 Why Camillo isn't worried about robotic hands anymore 27:04 Wheeled robots vs bipedal robots, and why wheeled wins most early deployments 19:20 The open weight vs closed weight debate about to play out in robotics 21:22 Why most humanoid CEOs are saying no to military contracts 33:56 The battery charging debate, and why Camillo thinks standing-pad charging makes no sense 36:30 Which public names investors are circling for robotics supply chain exposure 38:06 Camillo's actual timeline call: small deployments through 2027, real scale in 2028, and where an IPO window could open

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Japanese technology media outlet #Nikkei xTECH disassembled a Chinese #humanoid #robot #Unitree G1 to examine its engineering and design. From screws and battery to its leg mechanism, the analysis offers a closer look at what powers the robot. The reporter concluded that narrowing the gap with China in humanoid robotics "would be difficult to achieve overnight."
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Japanese technology media outlet #Nikkei xTECH disassembled a Chinese #humanoid #robot #Unitree G1 to examine its engineering and design. From screws and battery to its leg mechanism, the analysis offers a closer look at what powers the robot. The reporter concluded that narrowing the gap with China in humanoid robotics "would be difficult to achieve overnight."

Global Times

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

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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.

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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.

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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.

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US President Trump and Australian Prime Minister Anthony Albanese signed a rare earths and critical minerals agreement aimed at ensuring a steady supply of the materials at a time when China is trying to tighten control over global supply

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Mario Nawfal

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America relies way too much on dangerous generic drugs made in COMMUNIST CHINA. At any moment, our adversaries can STOP the drug supply to the U.S. This is a HUGE safety threat. We need to make medicines in the USA and SECURE our drug supply chain.
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America relies way too much on dangerous generic drugs made in COMMUNIST CHINA. At any moment, our adversaries can STOP the drug supply to the U.S. This is a HUGE safety threat. We need to make medicines in the USA and SECURE our drug supply chain.

Rick Scott

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China is crazy. 🤯 Forget a classical grippers, and welcome to era of humanoid acting as EOATs. Someone thinking about the gripper, actually said: you know what, let's just stick half a humanoid in there and that'll solve the problem. Humanoid torso from LimX Dynamics mounted on a 6-axis industrial robot arm wasn't on my 2026 bingo, but I'll take it. ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →
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China is crazy. 🤯 Forget a classical grippers, and welcome to era of humanoid acting as EOATs. Someone thinking about the gripper, actually said: you know what, let's just stick half a humanoid in there and that'll solve the problem. Humanoid torso from LimX Dynamics mounted on a 6-axis industrial robot arm wasn't on my 2026 bingo, but I'll take it. ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →

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