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China’s AI & Robotics Are Advancing Faster Than Expected - E737
Description
Jianggan Li joins Jeremy Au to report back from a week in China visiting five humanoid robot companies and three AI investors. They cover the US-China summit that produced a hotline and the term superintelligence, why Jianggan reads the agreement more generously than the media did, and the near-absence of safety discussion among Chinese labs racing toward general intelligence and embodied AI. The robotics findings are concrete: everyone concedes a funding bubble, Figure sorts 1,300 parcels an hour with 2,200 expected within a year, and engineers say hardware is not the limiting factor, software is. Warehouses run 60 to 70 autonomous forklifts. They close on Jeremy's open question about America's structural advantages, and whether US firms have the upstream supplier depth to iterate quickly.
Watch, listen or read the full insight at https://www.bravesea.com/china-humanoid-robots
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#AI #HumanoidRobots #ChinaTech #Superintelligence #AISafety #Robotics #EmbodiedAI #WarehouseAutomation #USChina #AIAgents #SupplyChain #MomentumWorks #JeremyAu #SoutheastAsiaTech #BRAVEsea
00:00 Superintelligence gets a name
02:07 Reading the summit generously
03:00 Long memories in Beijing
06:00 Setting the base tone
07:19 Agents that route around their guardrails
08:51 Safety is not the conversation in China
10:24 Regulatory capture, or a real race
13:15 Five humanoid robot factories
14:30 Hardware is not the limiting factor
17:27 Sixty forklifts and