I’ve been thinking about where humanoid robotics is heading and I’m curious what others here think.
One thing that stands out is how different the production environments are between China and the West. China has huge manufacturing scale, tight supply chains, and the ability to turn solid technology into consumer products at very low prices. That usually ends up being very attractive for buyers who just want good value for money.
A comparison that comes to mind is electric vehicles. Tesla was clearly ahead early on in terms of R&D and innovation. But once the market became interesting at scale, Chinese companies like BYD entered with EVs that were competitive and significantly cheaper, and

