Gobi Partners
-
China Has Won the Humanoid Factory Race. Now It Has a Demand Problem
Ten days ago, AcadeResearch argued that China had built the humanoid factories first. Continue reading
AgiBot, Allan Zhang, China robotics, Communist Party five-year plan, Eric Guo, Figure AI, Gobi Partners, humanoid robots, industrial automation, manufacturing capacity, Mercator Institute, Morgan Stanley, New America, robotics commercialization, robotics market, Samm Sacks, state-owned enterprises, supply demand gap, Tesla Optimus, Unitree