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Elon says China's an Ass-kicker-next-level Question on Q4 earnings call: "There's a surge of Chinese companies humanoids; what is Tesla's long-term competitive advantage?" Elon: "By far, the biggest competition for humanoid robots will be from China. China is good at manufacturing, and also in AI, judging from open models....

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114,545 görüntüleme • 8 ay önce •via X (Twitter)

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Elon Musk revealed the 3 hardest challenges for humanoid robots and how Tesla is solving them There are really only three hard things for humanoid robots: - Real-world intelligence - ⁠The hand and - ⁠Scale manufacturing "I haven’t seen any demo robots that have a great hand with all the degrees of freedom of a human hand. But Optimus does have that" To reach human-level dexterity, Tesla had to design custom actuators, motors, gears, power electronics, controls, and sensors, everything from physics first principles There is no supply chain for this "From an electromechanical standpoint, the hand is more difficult than everything else combined. The human hand turns out to be quite something" This is why Optimus is on a completely different level. Tesla is solving the hardest problems from the ground up
0:55

Elon Musk revealed the 3 hardest challenges for humanoid robots and how Tesla is solving them There are really only three hard things for humanoid robots: - Real-world intelligence - ⁠The hand and - ⁠Scale manufacturing "I haven’t seen any demo robots that have a great hand with all the degrees of freedom of a human hand. But Optimus does have that" To reach human-level dexterity, Tesla had to design custom actuators, motors, gears, power electronics, controls, and sensors, everything from physics first principles There is no supply chain for this "From an electromechanical standpoint, the hand is more difficult than everything else combined. The human hand turns out to be quite something" This is why Optimus is on a completely different level. Tesla is solving the hardest problems from the ground up

X Freeze

20,796 görüntüleme • 6 ay önce

A new industrial revolution rises in the East. Over the next 4 days the world will see the astonishing rate of progress made by humanoid robots across the globe at the World Humanoid Robot Games (WHRG) Unitree, China's leading humanoid robotics company and its impressive robots are favoured to win most of the events. Is this the dawn of the next space race. China vs USA. Unitree vs Tesla Optimus. Elon Musk seems to have some competition in the space
0:34

A new industrial revolution rises in the East. Over the next 4 days the world will see the astonishing rate of progress made by humanoid robots across the globe at the World Humanoid Robot Games (WHRG) Unitree, China's leading humanoid robotics company and its impressive robots are favoured to win most of the events. Is this the dawn of the next space race. China vs USA. Unitree vs Tesla Optimus. Elon Musk seems to have some competition in the space

Humanoid Intelligence

70,618 görüntüleme • 1 ay önce

NVIDIA CEO: “CHINA IS MOVING INCREDIBLY FAST IN AI” Jensen Huang said China is accelerating AI on all fronts - infrastructure, models, and real-world applications: "China is fast to both invent a new technology, but also to integrate the technology, to apply the technology. And because there's so much competition in China, everybody wants to build a great company and wants to succeed, a lot of great capabilities come out. And at the foundation of all of that is China's education system has produced some of the world's finest AI researchers - about 50% of the world's AI researchers are based here in China." Source:
1:40

NVIDIA CEO: “CHINA IS MOVING INCREDIBLY FAST IN AI” Jensen Huang said China is accelerating AI on all fronts - infrastructure, models, and real-world applications: "China is fast to both invent a new technology, but also to integrate the technology, to apply the technology. And because there's so much competition in China, everybody wants to build a great company and wants to succeed, a lot of great capabilities come out. And at the foundation of all of that is China's education system has produced some of the world's finest AI researchers - about 50% of the world's AI researchers are based here in China." Source:

Mario Nawfal

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ELON MUSK: "For the next few years America is likely to win the race in AI. Then it will be a function of who controls the AI chip fabrication. If more of the factories are owned by China then China will win. Right now all the chip fabs are in Taiwan. 100%. If China invades Taiwan in the near term the world will be cut off from advanced AI chips. I think it's essential for national security that we begin manufacturing our own chips in the US."
1:20

ELON MUSK: "For the next few years America is likely to win the race in AI. Then it will be a function of who controls the AI chip fabrication. If more of the factories are owned by China then China will win. Right now all the chip fabs are in Taiwan. 100%. If China invades Taiwan in the near term the world will be cut off from advanced AI chips. I think it's essential for national security that we begin manufacturing our own chips in the US."

Teddy - PolyBackTest.com

401,245 görüntüleme • 3 ay önce

ELON MUSK: “FOR THE NEXT FEW YEARS AMERICA IS LIKELY TO WIN THE RACE IN AI. THEN IT WILL BE A FUNCTION OF WHO CONTROLS THE AI CHIP FABRICATION. IF MORE OF THE FACTORIES ARE OWNED BY CHINA THEN CHINA WILL WIN." "RIGHT NOW ALL THE CHIP FABS ARE IN TAIWAN. 100%." "IF CHINA INVADES TAIWAN IN THE NEAR TERM THE WORLD WILL BE CUT OFF FROM ADVANCED AI CHIPS." "I THINK IT'S ESSENTIAL FOR NATIONAL SECURITY THAT WE BEGIN MANUFACTURING OUR OWN CHIPS IN THE US.”
1:15

ELON MUSK: “FOR THE NEXT FEW YEARS AMERICA IS LIKELY TO WIN THE RACE IN AI. THEN IT WILL BE A FUNCTION OF WHO CONTROLS THE AI CHIP FABRICATION. IF MORE OF THE FACTORIES ARE OWNED BY CHINA THEN CHINA WILL WIN." "RIGHT NOW ALL THE CHIP FABS ARE IN TAIWAN. 100%." "IF CHINA INVADES TAIWAN IN THE NEAR TERM THE WORLD WILL BE CUT OFF FROM ADVANCED AI CHIPS." "I THINK IT'S ESSENTIAL FOR NATIONAL SECURITY THAT WE BEGIN MANUFACTURING OUR OWN CHIPS IN THE US.”

Trending Bitcoin

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ELON MUSK: “FOR THE NEXT FEW YEARS AMERICA IS LIKELY TO WIN THE RACE IN AI. THEN IT WILL BE A FUNCTION OF WHO CONTROLS THE AI CHIP FABRICATION. IF MORE OF THE FACTORIES ARE OWNED BY CHINA THEN CHINA WILL WIN." "RIGHT NOW ALL THE CHIP FABS ARE IN TAIWAN. 100%." "IF CHINA INVADES TAIWAN IN THE NEAR TERM THE WORLD WILL BE CUT OFF FROM ADVANCED AI CHIPS." "I THINK IT'S ESSENTIAL FOR NATIONAL SECURITY THAT WE BEGIN MANUFACTURING OUR OWN CHIPS IN THE US.”
1:15

ELON MUSK: “FOR THE NEXT FEW YEARS AMERICA IS LIKELY TO WIN THE RACE IN AI. THEN IT WILL BE A FUNCTION OF WHO CONTROLS THE AI CHIP FABRICATION. IF MORE OF THE FACTORIES ARE OWNED BY CHINA THEN CHINA WILL WIN." "RIGHT NOW ALL THE CHIP FABS ARE IN TAIWAN. 100%." "IF CHINA INVADES TAIWAN IN THE NEAR TERM THE WORLD WILL BE CUT OFF FROM ADVANCED AI CHIPS." "I THINK IT'S ESSENTIAL FOR NATIONAL SECURITY THAT WE BEGIN MANUFACTURING OUR OWN CHIPS IN THE US.”

Vivek Sen

1,764,593 görüntüleme • 4 ay önce

I’m in China meeting robot companies for our $GNS Genius Teams AI Suite - training and deploying human / robot / AI agent teams at scale. What China is doing is mind-blowing. Robot Valley in Shanghai has 100+ robot companies and growing. In 2025 China produced 773,000 industrial robots and 18.6 million service robots. It also shipped 13,000+ humanoids in 2025, and another 17,000+ in H1 2026. That's 97% of the global humanoid market. Morgan Stanley forecasts China will ship 446,000 humanoids in 2030 (about 30x 2025) and still 90%+ of global volume vs US at 40,000 humanoids / <10% of China. The US thinks it’s getting into a race China has already won.
1:14

I’m in China meeting robot companies for our $GNS Genius Teams AI Suite - training and deploying human / robot / AI agent teams at scale. What China is doing is mind-blowing. Robot Valley in Shanghai has 100+ robot companies and growing. In 2025 China produced 773,000 industrial robots and 18.6 million service robots. It also shipped 13,000+ humanoids in 2025, and another 17,000+ in H1 2026. That's 97% of the global humanoid market. Morgan Stanley forecasts China will ship 446,000 humanoids in 2030 (about 30x 2025) and still 90%+ of global volume vs US at 40,000 humanoids / <10% of China. The US thinks it’s getting into a race China has already won.

Roger James Hamilton

25,508 görüntüleme • 17 gün önce

Elon Musk explains how data centers in Space could help the US compete with China in AI “Given that Chinese AI companies are doing as well as they are with a relatively small amount of compute, it seems that if they had a lot of compute, there’s a good chance they would be the leaders. The constraints on AI are essentially electricity and AI chips. China is very strong in digital AI, and it has far more electricity than the United States. In fact, China already has more electricity than the United States, Europe and India combined. The US government can prevent US companies from using Chinese models, but it can’t stop the rest of the world from using them. That won’t stop China from becoming the leader in AI. Digital intelligence comes down to how much AI compute, how many chips and how much electricity you have. The current constraint is electricity outside China. In China, the constraint is chips. China is also closer than most people realize to solving the lithography problem, which would enable it to make AI chips in very large volumes. Once we address the power constraint with AI data centers in space, the constraint will once again be chips outside China.”
4:51

Elon Musk explains how data centers in Space could help the US compete with China in AI “Given that Chinese AI companies are doing as well as they are with a relatively small amount of compute, it seems that if they had a lot of compute, there’s a good chance they would be the leaders. The constraints on AI are essentially electricity and AI chips. China is very strong in digital AI, and it has far more electricity than the United States. In fact, China already has more electricity than the United States, Europe and India combined. The US government can prevent US companies from using Chinese models, but it can’t stop the rest of the world from using them. That won’t stop China from becoming the leader in AI. Digital intelligence comes down to how much AI compute, how many chips and how much electricity you have. The current constraint is electricity outside China. In China, the constraint is chips. China is also closer than most people realize to solving the lithography problem, which would enable it to make AI chips in very large volumes. Once we address the power constraint with AI data centers in space, the constraint will once again be chips outside China.”

DogeDesigner

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ELON: I’M SPENDING MANY BRAIN CYCLES ON SCALING OPTIMUS PRODUCTION “We're finalizing the design of Optimus version 3. That really is going to be a very remarkable robot. It will have essentially the manual dexterity of a human, meaning a very complex hand, an AI mind that can navigate and comprehend reality, and it will be made in very high volume. If you see any other robotics company, they're missing those three things. Those are the three really hard things. I spend actually at this point more of my mental cycles than anything else, any other single thing, on Optimus. That's solving for real-world AI. There is no supply chain that exists for humanoid robots, so we have to recreate it from scratch, which requires doing a lot of vertical integration.” Source: Interview at the All-In Summit, September 10, 2025
0:55

ELON: I’M SPENDING MANY BRAIN CYCLES ON SCALING OPTIMUS PRODUCTION “We're finalizing the design of Optimus version 3. That really is going to be a very remarkable robot. It will have essentially the manual dexterity of a human, meaning a very complex hand, an AI mind that can navigate and comprehend reality, and it will be made in very high volume. If you see any other robotics company, they're missing those three things. Those are the three really hard things. I spend actually at this point more of my mental cycles than anything else, any other single thing, on Optimus. That's solving for real-world AI. There is no supply chain that exists for humanoid robots, so we have to recreate it from scratch, which requires doing a lot of vertical integration.” Source: Interview at the All-In Summit, September 10, 2025

Mario Nawfal

1,534,699 görüntüleme • 1 yıl önce

In a recent interview, Jensen Huang, the CEO of NVIDIA, pointed out that China has three unique advantages in developing robots, and his insights have drawn widespread attention in the tech world. First, China has outstanding AI technology. With a large number of excellent AI researchers and continuous innovation, China has made remarkable achievements in AI algorithms, machine learning, and other aspects. These advancements lay a solid foundation for the intelligent development of robots. Second, China excels in mechatronics. The combination of mechanical and electrical technologies allows Chinese - made robots to have better physical performance, more precise movement control, and higher reliability, making them more competitive in the global market. Last but not least, China's huge manufacturing base provides broad application scenarios for robots. From large - scale industrial production lines to various service industries, robots can be widely deployed, which promotes the continuous improvement of robot technology through large - scale practical applications. With these three powerful advantages, China is set to play a leading role in the global robotics field. It's exciting to look forward to the brilliant future of China's robotics development. 新浪科技 #Robotics #NVIDIA #JensenHuang #AI #ArtificialIntelligence
0:34

In a recent interview, Jensen Huang, the CEO of NVIDIA, pointed out that China has three unique advantages in developing robots, and his insights have drawn widespread attention in the tech world. First, China has outstanding AI technology. With a large number of excellent AI researchers and continuous innovation, China has made remarkable achievements in AI algorithms, machine learning, and other aspects. These advancements lay a solid foundation for the intelligent development of robots. Second, China excels in mechatronics. The combination of mechanical and electrical technologies allows Chinese - made robots to have better physical performance, more precise movement control, and higher reliability, making them more competitive in the global market. Last but not least, China's huge manufacturing base provides broad application scenarios for robots. From large - scale industrial production lines to various service industries, robots can be widely deployed, which promotes the continuous improvement of robot technology through large - scale practical applications. With these three powerful advantages, China is set to play a leading role in the global robotics field. It's exciting to look forward to the brilliant future of China's robotics development. 新浪科技 #Robotics #NVIDIA #JensenHuang #AI #ArtificialIntelligence

Zhang Heqing

11,384 görüntüleme • 1 yıl önce

Sacks: China’s Biggest AI Advantage Over America Is Optimism @jason on China's Robot Olympics: “This is pretty crazy. The CCP is f**king brilliant at PR. Look what they did. They got a bunch of Chinese people to fill a stadium and cheer for AI and robotics. They're cheering for it. They're rooting for it.” David Sacks: “It is true that China is much more optimistic about AI than we are. AI optimism in China is over 80%. They poll on the question, ‘Do you think AI will be more beneficial than harmful?’ Over 80% of Chinese people say yes. In the US, that number is like 30%. So I've been saying for a while that the US is ahead of China in every category except one, which is optimism. And that is the biggest risk to us winning this AI race against China, is doing something that will shoot ourselves in the foot because we're so pessimistic about what AI might do.”
0:48

Sacks: China’s Biggest AI Advantage Over America Is Optimism @jason on China's Robot Olympics: “This is pretty crazy. The CCP is f**king brilliant at PR. Look what they did. They got a bunch of Chinese people to fill a stadium and cheer for AI and robotics. They're cheering for it. They're rooting for it.” David Sacks: “It is true that China is much more optimistic about AI than we are. AI optimism in China is over 80%. They poll on the question, ‘Do you think AI will be more beneficial than harmful?’ Over 80% of Chinese people say yes. In the US, that number is like 30%. So I've been saying for a while that the US is ahead of China in every category except one, which is optimism. And that is the biggest risk to us winning this AI race against China, is doing something that will shoot ourselves in the foot because we're so pessimistic about what AI might do.”

The All-In Podcast

58,016 görüntüleme • 1 ay önce

🇺🇸 ELON MUSK ON THE AI ENGAME. ''For the next few years, America is likely to win the AI race.'' Then it becomes a question of who controls the AI chip fabrication. If more of the factories are owned by China, China will win. Right now almost all the advanced factories are in Taiwan. ''If China invades Taiwan in the near term, the world will be cut off from advanced AI chips.'' "It's essential for national security that we begin manufacturing our own chips in the US." My take: China might not even need to invade. Huawei and other domestic players are already racing to close the gap. Turn on your notifications for updates on that.
1:15

🇺🇸 ELON MUSK ON THE AI ENGAME. ''For the next few years, America is likely to win the AI race.'' Then it becomes a question of who controls the AI chip fabrication. If more of the factories are owned by China, China will win. Right now almost all the advanced factories are in Taiwan. ''If China invades Taiwan in the near term, the world will be cut off from advanced AI chips.'' "It's essential for national security that we begin manufacturing our own chips in the US." My take: China might not even need to invade. Huawei and other domestic players are already racing to close the gap. Turn on your notifications for updates on that.

CryptoGoos

14,652 görüntüleme • 4 ay önce

Elon Musk: In the absence of breakthrough innovation in the US, China will utterly dominate. We need the humanoid robots, we need real-world AI, we need a million tons a year to orbit. If we get the mass driver on the moon going, I'd call that winning – big time.
0:31

Elon Musk: In the absence of breakthrough innovation in the US, China will utterly dominate. We need the humanoid robots, we need real-world AI, we need a million tons a year to orbit. If we get the mass driver on the moon going, I'd call that winning – big time.

ELON CLIPS

18,677 görüntüleme • 7 ay önce

Jensen Huang says the world has “a deep shortage of labor” and humanoid robots, powered by AI (and his chips), are arriving right on time. In China, he pointed to the country's edge: strong AI, world-class mechatronics, and a manufacturing base ready to scale. He named Unitree, Xiaomi, and BYD. Companies he'd work with, if allowed. The humanoid era will likely begin in China.
1:51

Jensen Huang says the world has “a deep shortage of labor” and humanoid robots, powered by AI (and his chips), are arriving right on time. In China, he pointed to the country's edge: strong AI, world-class mechatronics, and a manufacturing base ready to scale. He named Unitree, Xiaomi, and BYD. Companies he'd work with, if allowed. The humanoid era will likely begin in China.

vitrupo

216,634 görüntüleme • 1 yıl önce