Peter Elstrom

speaker

634 appearances 21 recordings 1 series first heard Nov 2025 last heard 10 Sep

Peter Elstrom’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 21 in all, peaking in Jul 2026 with 5.

Appearances

newest first · ▶ plays the moment

Bloomberg Tech · Google’s Chip Push, SK Hynix’s $29 Billion Buyback · 19 Aug 2026 podcast

Uh yeah, you you see some of the physical. voice-verified

Feats that they've been able to do. voice-verified

They run half marathons, they have robot competitions. voice-verified

They won't have to do that. voice-verified

This weekend, in fact, there's a robot conference where we're gonna see some new uh some new tricks. voice-verified

Yeah, there are tens of thousands of units being shipped by Unitree and some of their domestic competitors. voice-verified

Ajubot uh in particular is another one. voice-verified

Uh we recently did a uh market uh report on the market share, and there's something like 95% of the humanoid robotics being produced in the world are being produced by Chinese companies at this point. voice-verified

So it's a huge advantage. voice-verified

But it's also very, very early days. voice-verified

Tens of thousands of humanoid robotics voice-verified

Robots is not that many compared to what we expect to see in the future. voice-verified

Elon Musk, of course, has talked about how every person should have at least two of them at some point in the future. voice-verified

So it's early days. voice-verified

Tesla, of course, is gonna compete in this market too. voice-verified

But what we're seeing with the unit tree debut, and we're gonna probably see more IPOs from these companies in the future, is that they're gaining a lot of momentum in China at this point. voice-verified

They not only have a market that's ready for them and state support, they've also voice-verified

also got a supply chain that allows them to manufacture these at some kind of volumes. voice-verified

Bloomberg Tech · Anthropic's Revenue Jump, The Wealthy Bet on SpaceX · 17 Aug 2026 podcast

It is, it is. voice-verified

And we've spent so many years talking about the big tech companies in China being Alibaba and Tencent, Baidu, for example. voice-verified

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