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The Journal.

Move Over, Humans. China's Robots Are Taking Over

29 Apr 2026

Transcription

Chapter 1: What unique experiences did Yoko Kubota have while exploring a robot mall in Beijing?

2.647 - 37.897 Ryan Knutson

Our colleague Yoko Kubota was in Beijing a few months ago and visited a strange place. So it's actually only open on the weekends and you have to book a tour. It's very competitive to book this tour. Yoko went to a mall, but not just any mall. This mall was filled with robots. It's basically an exhibition of all kinds of different robots that China has to offer.

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44.707 - 75.106 Ryan Knutson

On the first floor, you could see, for instance, household robots that can do, you know, certain types of tasks like clean the house or, you know, make coffee, et cetera. And the other thing I guess that was personally more impressive is probably the robots that are able to sort out medicine. Some robots that are able to conduct some dental surgery or operations. A robot dentist?

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75.807 - 108.439 Ryan Knutson

Yeah, robot dentist, basically. You can go to the second floor. There they show robots that are a bit more fun. So I saw one where a robot was wearing a Michael Jordan jersey and like shooting basketball. There was a kind of a group of small robots that was dancing to dance music. Kids like that one a lot. Robots making lattes and wearing basketball jerseys might all sound a little silly.

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109.82 - 137.346 Ryan Knutson

But Yoko says people should be taking these robots more seriously because this technology is shaping up to be a new frontier in the AI arms race between the U.S. and China. China is really all in in the area of robotics and humanoids. You know, they are using subsidies. They are attracting a lot of good talent. Some are coming back from overseas. The country is really focused on it and all in.

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137.495 - 167.83 Ryan Knutson

compared to what's happening in the U.S., all of this investment is giving China's humanoid companies a solid head start. Welcome to The Journal, our show about money, business, and power. I'm Ryan Knutson. It's Wednesday, April 29th. Coming up on the show, China is building a legion of humanoid robots. Should the US be worried?

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Humanoid robots, the ones that actually look like humans with limbs and torsos, have taken China by storm in the last few years. The government is constantly showing off their rapidly improving physical capabilities. One robot just beat the human world record in a half marathon in Beijing.

200.591 - 235.324 Ryan Knutson

I think one of the most notable robot-related events, annual events in China in the last two years or so has been the CCTV Lunar New Year Gala. Every year, they have this show on TV right around Lunar New Year where people sing and dance. And then for the last two years, robots have also been participating in this gala. If you haven't seen this video, by the way, it is wild.

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The robots are doing high-level martial arts, perfectly synchronized, and even doing backflips. Those robots have definitely surpassed my physical ability. You can just really sense the speed of development of technology. Yoko says there's a few reasons why the Chinese government is betting big on humanoid robots.

261.921 - 285.364 Ryan Knutson

First, China sees humanoids as a way to potentially fix a looming demographic problem. The country's population is aging, and Beijing is worried that someday there won't be enough workers to keep the economy going. Robots could be used in factories. So, you know, they could, for instance, help carry very heavy things that might be too strenuous for a human to carry or just do repetitive work.

Chapter 2: How are humanoid robots being utilized in various sectors across China?

411.357 - 437.259 Ryan Knutson

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.

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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.

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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.

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488.912 - 518.197 Ryan Knutson

A robocop intern? Yes. It's an intern. So not a full employee yet. Not giving it a badge yet. They're just... No, not yet. Not yet. Then, of course, there's the robot elephant in the room. The Chinese government's interest in using humanoids for war. All these things could be utilized for military purposes. So that might be another reason why they're very focused on this area. Like killer robots.

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Yes, killer robots. Haven't they watched The Terminator? Come on, people!

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Yeah.

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Terminator bots might be far-fetched for now, but Yoko says robotics are already a part of China's military arsenal. We've seen stuff like robot wolves in the military parade in China. Robot wolves? Yes, so it looks like robot dogs, but I guess they are wolves. A little more fierce than a dog. Yeah, they're more fierce. You know, they have weapons, and you don't want to call those a dog, I guess.

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Yeah, my dog would never carry— I would never give my dog a gun.

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Right.

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