Battery supply chain 🔋♻️
Batteryland
Joined April 2009
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Interview with Galaxy General's Fu Qiang: Embodied intelligence is not in a rush to become a "humanoid," but robots should first be allowed to "do the real work" between shelves.
www-nbd-com-cn.translate.goo…
Commentary from Unitree. Already too many players, with more on the way, everyone looking for a niche in order to fund the company.
🇨🇳State of overcapacity. Watch to end of discussion for EV context. The China Show 7/11/2025 youtu.be/xMH6W-sOjP4?t=4295
Robotics supply chain: key components/picks and shovels. Big push by China to list on HKEX. Some of these listed/listing or likely to list soon.
Example on where a current AI like Gemini falls down. Excuse all the early stuff on robotics, but it shows up Google's search background, too much of their 'knowledge' all based on very general articles, no direct access to source data. Lots to improve. gemini.google.com/share/560c…
"~90% of robotic supply chain available in China"
Good that the west has builders of embodied robots and some key components, but needs all of the upstream supply chain. Is this rodeo going to be any different compared to batteries?
youtu.be/Q1mft4usedg?si=xAi7…
active material retweeted
A biting assessment of Europe by @TheEconomist:
“Europeans know the global race for economic supremacy is lost. But the continent’s business model endures: it is a third poorer than America, works a third less, and is a lot more tanned at the end of August.”
#economy
🤖 Humanoid robotics has barely started. The west needs to either design them out and/or get developing resources and processing pronto. Try and pick the right location this time!
mofcom.gov.cn/xwfb/xwfyrth/a…
