Essentially the same thing Elon has been saying for years. Physical AI plays to a real Chinese advantage: manufacturing density. China doesn't just have cheap labor, it has the iteration speed that comes from having chip fabs, robotics assemblers, and end-user factories within the same industrial corridor. Compared to foundation models, the gap in embodied AI narrows fast when the bottleneck shifts from compute to real-world manufacturing.
Essentially the same thing Elon has been saying for years. Physical AI plays to a real Chinese advantage: manufacturing density. China doesn't just have cheap labor, it has the iteration speed that comes from having chip fabs, robotics assemblers, and end-user factories within the same industrial corridor. Compared to foundation models, the gap in embodied AI narrows fast when the bottleneck shifts from compute to real-world manufacturing.