this is wild! China is deploying humanoid robots at mass scale. UBTECH hit $112M in walker S2 orders last year and is targeting 5,000 units by EOY. 80% of every humanoid robot shipped globally last year came from China.

yeah, that’s moving way faster than ppl realize...

it’s craaaazy!

The real story isn’t the robots. It’s that China controls 80% of the supply chain before the US even has a policy on this.

this is where supply chain depth matters way more than flashy demos

they’ve supplied the chain more than the majority?

Because China has the fastest deployment loop - factories, hardware supply chains, and real-world testing. The very capacity that the U.S offshored.

Can they repair and reproduce themselves?

軍隊だなこれは。

Everyone reads this as a manufacturing headline. It's a sovereignty one. The layer under the automation wave is already spoken for, and the conversation hasn't caught up to the map.

Chinese robots are crap. They make nice demo videos but they’re useless by and large. Humanoids that are useful, relatively affordable, repairable, good battery life, etc… are when it’s a revolution.

They are clearly Figure and Teslas biggest competitor

clearly! pulling for our boys!

Yeah same. What surprises me is that not many people are talking about the role Optimus is likely to play in space exploration. I mean that’s way down the line but personally I think being able to build things in space without the risk of loss of life is a total game changer.

中国は古代からやっていることが変わらない これは現代の兵馬領だな

Wild indeed. Though I suspect half these end up as expensive lobby decorations rather than solving actual problems.

So you’re happy when the Chinese robots show up to displace Americans, but will be sad when the American robots show up for the same purpose?

where did I say any of that?

It seemed that way, but if not good. Thanks.

humanoid robots at mass scale. China #1.

@flowbymia no bueno

Có thể chia sẽ cảm nghĩ của bạn?

Anything humans can imagine eventually becomes a product. Scientific progress is amazing — right up until you start seeing the ambition behind it, and suddenly it feels less like innovation and more like a horror movie.🙄

All part of the plan - Skynet 👀

AI generated video.

is it?

Maybe. Grok?

@elonmusk huh looks like they are beating you. That's why you are trying to get Chinese tech banned is it. Fucking scumbag. You want a monopoly on everything including data.

"Robots" are remote controlled

damn lets fucking go

the machines may or may not be taking over..

the humanoid robot conversation in the west is still theoretical. in china it's a supply chain. that's a gap nobody really talks about

What amazes me is how these will quickly become old models when newer, stronger and more capable ones are built. We are gradually making sci-fi movies a reality

What are they capable of tho? That’s the real question. China has a long history of less quality products

US gonna be playing catchup. At least Elon has his eye on the ball

and what are they doing/producing/solving? Are they just produced to have numbers go up without any utilization?

Hmmm, bowling balls or Gattling guns...

LOL

If only this army could do the choreography to Michael Jackson thriller...

Cool now ask them if the robots can debug their own deployment yet

@0xRizzler

Quality of utility?

@grok give us a TLDR on UBTECH Robotics. emphasis on its quality of utility

@grok anything? @grok

@grok 🙄😂

@grok I cannot triple text 😂😂 at this point I’ll take the aura loss.

@grok Grok moody 😆

like, this is actually insane

And our robot dude can’t *Figure* out the Y axis

@adcock_brett you going to take this?

@adcock_brett Yes, he is. Promotional videos and nonsense charts over substance.

Looks like a scene from iRobot, but it raises more questions than it answers. Is AI generated? Are the robots autonomous or remote controlled?