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

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

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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. New episodes every week. Subscribe so you never miss one. Listen & Subscribe YouTube (English), YouTube (Bahasa Indonesia), Spotify (English), Spotify (Bahasa Indonesia), Spotify (Chinese), Spotify (Vietnamese), Apple Podcasts Follow BRAVE LinkedIn, X (Twitter), Instagram, TikTok, WhatsApp Follow Jeremy Au LinkedIn, X / Twitter, Instagram, TikTok, Facebook, Threads, Twitch Resources Get transcripts, startup resources & community discussions at www.bravesea.com #AI #HumanoidRobots #ChinaTech #Superintelligence #AISafety #Robotics #EmbodiedAI #WarehouseAutomation #USChina #AIAgents #SupplyChain #MomentumWorks #JeremyAu #SoutheastAsiaTech #BRAVEsea 00:00 Superintelligence gets a name 02:07 Reading the summit generously 03:00 Long memories in Beijing 06:00 Setting the base tone 07:19 Agents that route around their guardrails 08:51 Safety is not the conversation in China 10:24 Regulatory capture, or a real race 13:15 Five humanoid robot factories 14:30 Hardware is not the limiting factor 17:27 Sixty forklifts and nobody driving 18:31 The Chinese tailwinds 19:11 What is America's structural advantage

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