
Just spent a week in China deep diving the general-purpose robotics ecosystem. Key takeaway: while we’re vibe-coding… China is vibe-manufacturing ! A few things that stood out: 1) China has cracked “vibe manufacturing” Startups are spinning up hardware like we spin up code. AGIBot (3 years old) has already built ~10,000 robots. 2) The entire stack is being built in parallel. Every serious robotics company is full-stack: hardware + controls + foundation models. 3) Data factories are real and massive. Hundreds to thousands of people teleoperating robots 24/7 to generate training data. In some cases, the government is literally buying robots, generating data, and selling it back to companies. 4) The supply chain is overwhelming. Foxconn, BYD, LYitech - everyone is plugged into the same dense, hyper-responsive manufacturing base. This is why iteration speed is so high. 5) Structural paradox: Labor is both tailwind and headwind. Cheap, abundant skilled labor powers the supply chain… But it also makes automation harder to justify domestically. → Weak ROI for robotics inside China → Strong incentive to export 6) Hardware is impressive. Intelligence is not (yet). Amazing kinematics—dancing, acrobatics. But limited ability to execute simple instructions reliably. 7) Everyone is moving up the stack Every major CM/ODM is building their own robots—humanoids + wheeled. Today’s suppliers will be tomorrow’s competitors. 8) Dexterity remains unsolved Lots of prototypes. Very few real demos. So what does this mean? Physical AI requires strength in both bits and atoms. Right now: China → dominates atoms (manufacturing, supply chain, scale) US → leads in bits (models, autonomy, software) We are dangerously behind in atoms. If we want to compete, incrementalism won’t cut it. We need to: - Build depth and breadth across the electro-mechanical supply chain - Scale CMs / ODMs / JDMs domestically - Move 100x faster, think 100x bigger on scaling manufacturing infrastructure Hats off to those doing their part to advance domestic manufacturing supply chain - @makematterco, @VulcanForms, @brightmachines, @thebotcompany @gs_ai_ , @MytraUS, @mind_robotics, @tesla_optimus, @atomic_inc, @Senra_Systems, @pathrobotics, @machinalabs_,@figure_robot, @HadrianInc , @agilityrobotics























