China leads humanoid volume today, just like EVs. But this race doesn’t have to be zero-sum.China is executing the EV playbook on robots: massive scale, aggressive production, and now ~90% of global humanoid shipments. Companies like Unitree and Agibot are shipping thousands while Optimus ramps up. Their manufacturing speed and cost discipline are impressive, no denying it. Tesla and the US bring strengths in software intelligence, real-world learning, and rapid iteration (the same edge that kee
1:01
x.comAlvin Foo
China leads humanoid volume today, just like EVs. But this race doesn’t have to be zero-sum.China is executing the EV playbook on robots: massive scale, aggressive production,
Alvin Foo (@alvinfoo). 17 likes. China leads humanoid volume today, just like EVs. But this race doesn’t have to be zero-sum.China is executing the EV playbook on robots: massive scale, aggressive production, and now ~90% of global humanoid shipments. Companies like Unitree and Agibot are shipping thousands while Optimus ramps up. Their ...
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