If we don’t act, China’s lead is going to be too big to overcome. Given how important robotics is going to be, we need to get serious. Read me and @martin_casado in the Wall Street Journal on the robotics race:

We’ve seen this playbook before – like in solar PVs. First Chinese firms enter the market. They rapidly learn how to manufacture more cheaply than competitors. They undercut rivals, then either buy them or drive them out of business. The end state: total Chinese supply chain

If we wanted to catch up, could we? Advanced robots are made of thousands of highly specific, ultra-precise parts. Even the most mundane flaw in any of these parts can render the robot inoperative. So only a few companies in the entire world are capable of making these parts. In

Already robots at the nexus of “cheap” and “high-quality” are the ones made by Chinese companies like Unitree. And it’s only going to get more serious. In this decade, we’ll enter a period of compounding improvements in robotics. And since China has so many more robots than us,

In 2015, the CCP released its “Made in China 2025” plan – and put robotics at the core of its roadmap for economic dominance. The progress since then has been massive. In 2019, China became one of the ten most automated countries in the world. In 2021, it surpassed the United

As the progress in AI continues and accelerates, robotics is going to become a central field of competition. You can’t have truly transformative AI without action in the physical world – which means robots. If AI delivers on its promise, we could see robots transforming

The robotics race is going to determine the future of our national security. If we don’t act soon, it’s China’s race to lose. Here’s how China is winning, and how we can catch up: Thread 🧵

America is celebrating its AI software lead. But we're missing the bigger picture. China has more robots in production than the rest of the world combined. Unitree is selling advanced humanoids for $5,900. China has entire "dark factories" factories that run with zero humans.

In 2023, China installed 276,000 robots. America installed 38,000. We can't let China win the robotics race.

The U.S. has been bold in defining and defending the AI software stack. It should show the same leadership in AI robotics before China’s advantage becomes unassailable, write @martin_casado and @AnneNeuberger https://t.co/CO9R2Q9QhS

America cannot loose the robotics race with China. We're behind and the implications are far greater than previous races like solar & telecom/5g. We must prioritize national policy and investment to support US robotics end to end 🦾

"This is our wakeup call. The leadership of the United States has been bold in defining and defending the AI software stack; now in concert with its most relevant allies it must lay the groundwork for a defensible AI robotics stack. There is time, but not much. The most crucial