Humanoids are the front line of the US/China tech war

Good insights from The Information... the summary and some pushback

The Information's latest Long Read focuses on humanoid robots as the 'Latest Front in America's Tech War With China'. It's a great article, although I see plenty of evidence that US humanoid robotics startups are:

1. more numerous than feared here

2. more likely to be able to manufacture locally, even if supply chain is China centric

3. more likely to be affordable for industry (perhaps not as cheap as many Chinese humanoids but will be more capable than cheaper Chinese robots)

The article is paywalled but I’ve shared a link that will let a handful of people read it, and I’ve included some more of the quotes (from Jeff Cardenas, Carolina Parada, Rodney Brooks, Will Zhang, Tao Chen) and some of the charts.