“ChinAI #372: China’s Overhyped Embodied AI Sector” by Jeffrey Ding

<p><strong>Featured links</strong></p><ul><li><a href="https://mp.weixin.qq.com/s/R2t4zdvCZmWj_HpTRJAXzg" target="_blank" rel="noreferrer">LatePost</a></li><li><a href="https://chinai.substack.com/p/chinai-345-a-three-way-race-for-chinas?utm_source=publication-search" target="_blank" rel="noreferrer">ChinAI #345</a></li><li><a href="https://docs.google.com/document/d/1lMdNll7c_ITFU87l88PH8zOsAo-dBNj3J9ujmCKnp1g/edit?usp=sharing" target="_blank" rel="noreferrer">The Money Game of Embodied AI</a></li><li><a href="https://substack.com/home/post/p-211017031" target="_blank" rel="noreferrer">China AI Bulletin 9</a></li><li><a href="https://www.chronicle.com/newsletter/latitudes/2026-08-19" target="_blank" rel="noreferrer">Latitudes: Words or action?</a></li><li><a href="https://www.exponentialview.co/p/the-state-of-the-ai-economy" target="_blank" rel="noreferrer">State of the AI Economy</a></li><li><a href="https://www.geopolitechs.org/p/how-some-chinese-ai-practitioners" target="_blank" rel="noreferrer">How (some) Chinese AI Practitioners View Model Distillation</a></li></ul>

<p><strong>Thank you for reading and engaging</strong></p>

<p>These are Jeff Ding's (sometimes) weekly translations of Chinese-language musings on AI and related topics. Jeff is an Assistant Professor of Political Science at George Washington University.</p>

<p><span>Check out the archive of all past issues&nbsp;</span><a href="https://chinai.substack.com/archive" target="_blank" rel="noreferrer">here</a><span>&nbsp;&amp; please&nbsp;</span><a href="https://chinai.substack.com/" target="_blank" rel="noreferrer">subscribe here</a><span>&nbsp;to support ChinAI under a&nbsp;</span><em>Guardian</em><span>/Wikipedia-style tipping model (everyone gets the same content but those who can pay for a subscription will support access for all).</span></p>

<p><span>Any suggestions or feedback? Let me know at <a href="mailto:chinainewsletter@gmail.com">chinainewsletter@gmail.com</a> or on Twitter at&nbsp;</span><a href="https://twitter.com/jjding99" target="_blank" rel="noreferrer">@jjding99</a></p> <p><i>The original text contained 1 footnote which was omitted from this narration.</i> </p><p>---</p>

<p><b>First published:</b><br/>

August 24th, 2026 </p>

<p><b>Source:</b><br/>

<a href="https://chinai.substack.com/p/chinai-372-chinas-overhyped-embodied?utm_source=TYPE_III_AUDIO&utm_medium=Podcast&utm_content=Source+URL+in+episode+description&utm_campaign=ai_narration" rel="noopener noreferrer" target="_blank">https://chinai.substack.com/p/chinai-372-chinas-overhyped-embodied</a> </p>

<p>---</p>

<p>Narrated by <a href="https://type3.audio/?utm_source=TYPE_III_AUDIO&utm_medium=Podcast&utm_content=Narrated+by+TYPE+III+AUDIO&utm_term=jeffrey_ding&utm_campaign=ai_narration" rel="noopener noreferrer" target="_blank">TYPE III AUDIO</a>.</p>

<p>---</p><div style="max-width: 100%";><p><strong>Images from the article:</strong></p><a href="https://substackcdn.com/image/fetch/$s_!VFRF!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1c19fca1-afa2-4aac-a9ff-64b52066b435_1080x1386.png" target="_blank"><img src="https://substackcdn.com/image/fetch/$s_!VFRF!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1c19fca1-afa2-4aac-a9ff-64b52066b435_1080x1386.png" alt="Bubble chart showing embodied AI companies' valuations reaching billion-dollar levels faster." style="max-width: 100%;" /></a><p><em>Apple Podcasts and Spotify do not show images in the episode description. Try <a href="https://pocketcasts.com/" target="_blank" rel="noreferrer">Pocket Casts</a>, or another podcast app.</em></p></div>