active material @activematerial
Battery supply chain 🔋♻️ youtu.be/IfizE0AMTwc Batteryland Joined April 2009-
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BHP 🤖. Similar to Spot at POSCO. youtu.be/V7D7jXF2pj8?si…
Interview with Galaxy General's Fu Qiang: Embodied intelligence is not in a rush to become a "humanoid," but robots should first be allowed to "do the real work" between shelves. www-nbd-com-cn.translate.goog/articles/2025-…
Commentary from Unitree. Already too many players, with more on the way, everyone looking for a niche in order to fund the company.
🇨🇳State of overcapacity. Watch to end of discussion for EV context. The China Show 7/11/2025 youtu.be/xMH6W-sOjP4?t=…
🇨🇳 solid-state state of play (MT)
Robotics supply chain: key components/picks and shovels. Big push by China to list on HKEX. Some of these listed/listing or likely to list soon.
Example on where a current AI like Gemini falls down. Excuse all the early stuff on robotics, but it shows up Google's search background, too much of their 'knowledge' all based on very general articles, no direct access to source data. Lots to improve. gemini.google.com/share/560c66f5…
"~90% of robotic supply chain available in China" Good that the west has builders of embodied robots and some key components, but needs all of the upstream supply chain. Is this rodeo going to be any different compared to batteries? youtu.be/Q1mft4usedg?si…
A little more... mp.weixin.qq.com/s/CdwVy4RXZmjw…
Fallout from recent price cuts in 🇨🇳
active material retweeted
A biting assessment of Europe by @TheEconomist: “Europeans know the global race for economic supremacy is lost. But the continent’s business model endures: it is a third poorer than America, works a third less, and is a lot more tanned at the end of August.” #economy
Section of an article on some of the ongoing challenges developing a robotic hand. Needed rate of change ahead, very high. Little surprise 🇨🇳 going full speed across the whole arena. Looks like the 2015ish ev/battery world.
Some more recent commentary from Ganfeng
Main sections of a recent interview with GFL
From Lopal presentation last Friday.
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