Caroline Hyde

But a humanoid robot needs precise instructions.

It needs to know exactly how much force to apply, where to apply that force.

And that simple example can get really tricky if something changes.

If, for example, the box is actually heavier than expected,

If the surface is slippery, that means that the robot needs a new set of instructions.

And the challenge is that there is no dictionary out there.

There is no single database that can tell us, look, for a 50-pound box, you need this amount of energy, this amount of force.

All that needs to be built from scratch in order for the technology to scale and to become more useful in the real world.

85% of those were installed in China.

You get a similar story if you look at other types of robotics technologies like industrial automation.

There, we're talking about 50% to 60% of the units are installed in China.

If you compare these figures to what's happening in the U.S., the numbers look very different.

Low teams for humanoid robots and even single digits for industrial robots.

So there are different chunks of the supply chain where China can really kick in.

So all that comes together.

But

Having said that, it's the early stages.

Yeah, so on the flip side, they actually trimmed their Microsoft stake and their Amazon position.

This is really the frontier of the future of war.

This is everything that folks like stop killer robots and others have been warning about.