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

From BRAVE Southeast Asia Tech: Singapore, Indonesia, Vietnam, Philippines, Thailand & Malaysia Startups, Founders & Venture Capital VC (English) Jeremy Au

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.

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#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