tphuang (@tphuang) 's Twitter Profile
tphuang

@tphuang

My random thoughts on EVs, clean energy, chips, aerospace and other tech. Find more extended pieces at substack tphuang.substack.com

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calendar_today30-05-2009 02:36:26

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tphuang
@tphuang

4 months ago

As we get to 3rd stage, AI products are the future. See below for suppliers of humanoid robot. China dominates supply chain for AI robots. That allows faster product iteration for local companies that put everything together. Notice how many AI robot companies are in China?

As we get to 3rd stage, AI products are the future. See below for suppliers of humanoid robot. China dominates supply chain for AI robots. That allows faster product iteration for local companies that put everything together. Notice how many AI robot companies are in China?