China’s AI & Robotics Are Advancing Faster Than Expected - E737

Jianggan Li joins Jeremy Au to report back from a week in China visiting five humanoid robot companies and three AI investors. They cover the US-China summit that produced a hotline and the term superintelligence, why Jianggan reads the agreement more generously than the media did, and the near-absence of safety discussion among Chinese labs racing toward general intelligence and embodied AI. The robotics findings are concrete: everyone concedes a funding bubble, Figure sorts 1,300 parcels an hour with 2,200 expected within a year, and engineers say hardware is not the limiting factor, software is. Warehouses run 60 to 70 autonomous forklifts. They close on Jeremy's open question about America's structural advantages, and whether US firms have the upstream supplier depth to iterate quickly.

Watch, listen or read the full insight at https://www.bravesea.com/china-humanoid-robots

BRAVE is Southeast Asia's leading tech podcast, hosted by Jeremy Au. Honest conversations with the region's top founders, investors, and operators on building startups in Southeast Asia.

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