Really good analysis. Six-axis industrial arms still form the backbone of large-scale manufacturing, and cobots or humanoids won’t change that.

Honestly, the Unitree G1 is helping countless startups and university labs speed up their research. It’s a robot that may one day earn a place among the most influential in the history of robotics.

Had a great time discussing China's AI+ initiative and the big-picture context of economic sea change with Grace Shao! Check it at her must-read substack AI Proem, YouTube, or Spotify aiproem.substack.com/p/ai-plus-unde… More links....

Hey Ben Thompson heard that you also made this analogy. open.substack.com/pub/aiproem/p/…

Sharing my piece in Foreign Affairs where I argue that, unlike the common perception, China’s overcapacity problem is NOT primarily about government subsidies (many of which have been rolled back) or lack of domestic demand (true in general, but not the leading cause in green

Highly highly recommend this profile of Joshua Kushner by Colossus It is written really well and the lessons are timeless. From Rae to Rae there are true generational lessons of resilience and being a mensch. joincolossus.com/article/joshua…

Why browsers are so important. - We created an AI god and trapped it in a text box - The AI god is used mostly on desktop v mobile - Desktop (not Macbook) = browser where work is done - Browser becomes the main battleground where normal people will access AI

Did you know China’s latest overcapacity isn’t in EVs or steel — it’s in AI PhDs? I'm only kind of joking ... Jeffrey Ding shared a story in his ChinAI newsletter about this phenomenon. It follows PhD graduates from pretty-good-but-not-elite Chinese universities who are

Yann LeCun: "The big secret of the [humanoid robot] industry is that none of those companies has any idea how to make those robots smart enough to be useful." He says that while they're fine for specific tasks, "a bunch of breakthroughs" are needed for domestic use.