Caroline Hyde

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.

This is the Pentagon trying to experiment with completely new tech that has so far been failing.

It's experimental.

And this is a moment really where the AI companies are coming to the fore quite unexpectedly.

Elon Musk is the very same person who said that he would have nothing to do with new tools for killing back in 2015 when he signed on to an open letter from AI researchers and roboticists saying, we do not want autonomous weapons.

And now this is the Pentagon trying to create autonomous weapons.

These are weapons that can select and engage targets of their own accord.