Ryan Knutson

We've known China for being very good at making stuff like cell phones or electronics, you know, or even cars these days.

And a lot of the technology or components used in these hardware is also going to be used in humanoids because they're also, you know, a big part of humanoids is that they're hardware.

So for humanoids, that'll probably be stuff like batteries.

That'll be stuff like sensors or motors.

You know, these components, China already has a very strong foundation in

both with technology and the ability to produce them efficiently and cheaply.

China's mighty supply chain is a major tool when the government wants to breathe life into an up-and-coming industry.

In the past, the country's been able to give a giant boost to cutting-edge technologies like EVs and computer chips.

And that same playbook is now being applied to humanoids.

Those might be everything from offering cheap or free land for a few years as they set up a factory or office space.

It might also be about having some

state-linked banks offer better loan terms.

It could also be that they offer subsidies to buyers.

So if you're buying a humanoid, you might get, say, a 10% subsidy from the government so that it just encourages buyers to, you know, give it a try, even at a very early stage of technology.

China's government is also a customer, in many cases, the biggest customer, buying up humanoids and deploying them in all kinds of places.

This gives the humanoid companies a steady source of revenue, and it gives them a playground to test new models and gather data.

The government itself, in providing certain services, has introduced humanoids.

Again, these are still at a very early stage.

But there are some robocops in, for instance, a city like Hangzhou, where they have a robocop intern doing some traffic control.

A robocop intern?