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Morgan Stanley Predicts China Will Lead the $5 Trillion Humanoid Market
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An investor friend sent me a Morgan Stanley report published in April titled Humanoids: A $5 Trillion Market. The report validates my hypothesis that embodied AI (i.e. humanoids) is the next frontier beyond foundational LLMs.

The opening of the report is certainly attention-catching:

Morgan Stanley is making a strategic commitment to telling the story of embodied AI – leveraging our platform and relationships to help our clients identify the next crop of multi-generational compounders transforming industries and creating new markets we believe can exceed the size of today’s global GDP.

History books will be written about this time and the next 5 or 10 years. The implications across markets and geopolitics are likely to be disruptive and far reaching. The Morgan Stanley research team is here for you as we navigate these consequential times. We are grateful for your partnership and thankful for your business. Stay human.

While Nvidia’s Jensen Huang and Elon Musk remain the biggest celebrity promoters of the humanoid technology in the US, the Morgan Stanley report is much more granular and filled with data tables and regression analysis, therefore more insightful to tech followers.

The main takeaways are –

  • Humanoid robots could reach 1 billion units by 2050, with 90% used for industrial and commercial purposes
  • The humanoids market could surpass $5 trillion, including sales from supply chains, repair, maintenance and support
  • Adoption of humanoids is likely to accelerate in the mid to late 2030s with improved technology, and greater regulatory and societal support. It’s likely to achieve mass market penetration in 2040s and 2050s.
  • China is leading the race with strong technological prowess, investment, and government support and is the most likely long term winner in the humanoid race

The reasons Morgan Stanley gave for its belief on China’s likely global leadership are –

  • Critical supply chain inputs, especially rare earth. According to Morgan Stanley, China can “dial the output of the Western manufacturing complex” with its leverage on rare earth metals and secure key advantages to manufacturing robots as well. Rare earth is a critical input to robot production as Elon Musk publicly acknowledged China’s rare earth export control directly affected the production of Tesla’s Optimus humanoid

According to the bank’s estimates, the rare earth bottleneck is further compounded by the fact that the west could take up to 20 years to build the capabilities to match China’s processing and refining capacity today. In an earlier article, I discussed the importance of rare earth and how China has built an almost unassailable moat around the industry https://huabinoliver.substack.com/p/rare-earth-and-reindustrialization

  • Manufacturing capacity and ability to scale. Elon Musk recently posted that manned aerial fighters are irrelevant in future wars since they will be fought with drones. In the next breath, Musk pointed out China makes more drones in a day than the United States makes in a year. While this example is specific to defense production, it’s generally true with all other high tech productions.

Morgan Stanley pointed out the earliest use cases for humanoids will be industrial and commercial. As the largest industrial nation with more manufacturing value added than the combined total of the next four biggest manufacturers (US, Germany, Japan and India), China will lead the adoption of humanoid robots globally.

In 2024, China installed 7 times more industrial robots than the US and over half of total global installed capacity. By 2050, Morgan Stanley estimates China is likely to have 300 million humanoid units, compared with 77 million units for the US.

  • Cost advantages. The complexity of humanoids, which require sophisticated robotic software models and tight integration with hardware, makes them an expensive product.

Morgan Stanley Research estimates that the cost of one humanoid was around $200,000 in 2024 in the west. As the technology advances and production volumes increase, prices are likely to fall to about $150,000 by 2028 and $50,000 by 2050. In countries that could tap into Chinese supply chain, prices could fall to as low as $15,000.

As of today, the unit cost of humanoids from Unitree and UBTech, two leading Chinese humanoid makers, is roughly one third of similar products from Tesla or Boston Dynamics.

My personal view is the mature stage Chinese to US price ratio would settle between 1:3 and 1:4. EVs, solar panels, wind turbines and MRI machines are useful proxies, all with similar price ratios.

  • Non rare earth supply chain advantage. According to the Morgan Stanley report, China has a self-sufficient industrial supply chain for humanoid product, while there are few US-based alternatives for many humanoid components, such as screws, reducers, actuators, motors and batteries. Nearly every robot developer in the world today requires critical components sourced from China and other parts of Asia.
  • Government support. Morgan Stanley reports “every major Chinese city and province has its own fund aimed at embodied AI/robotics”. This support means that Chinese companies are well funded, constantly interlocked in a competition where creative ideas from some lead to the destruction of others. The internal competition is “an underappreciated driver of the rapid pace of AI-robot development in China,” according to Morgan Stanley. Its view reflect the same that I expressed in an article on the Chinese recipe for industrial competitiveness https://huabinoliver.substack.com/p/the-secret-sauce-of-chinese-industrial

Such top-down government support plus marketplace-based competition for critical industries is the Chinese playbook.

  • Demographics, public interest and vocational training. Morgan Stanley states “China’s well-known demographic challenges provide a natural incentive to develop technologies in the domain of physical AI”. The country is also generating public interest in robotics through conducting events such as “marathons, boxing competitions, and dance performances.”

According to Morgan Stanley’s research, one of the biggest areas where China leads the US, particularly when it comes to manufacturing robots, is vocational education. The bank points out that China had “5 million students enrolled across over 11,000 vocational schools” in 2023, while data from the “National Student Clearinghouse Research Center recently estimated that there are 900,000 students enrolled in vocational-focused schools in the US.

On the human capital level, beyond vocational training, China graduates 5 times STEM college students a year than the US, 8 times STEM PhDs.

  • “Long Game”. The final Chinese advantage, as per the report, is the tendency to play the “Long Game”. Using the example of the Chinese board game Go, Morgan Stanley believes China’s approach is built on “patience and combative coexistence” to foster national champions in a fiercely competitive marketplace. The bank comments that Chinese strategic thinking is based on principles dating back to the fifth century BC, while the US “is a much younger country” where social mobility “can skew companies and investors towards short-term thinking, prioritizing immediate results (near-term growth, margin expansion, buybacks, etc.) over long-term strategic planning.”

In conclusion, “it is becoming apparent that national support for ‘embodied AI’ may be far greater in China than in any other nation, driving continued innovation and capital formation,” says the Morgan Stanley report. “In our opinion, China’s lead in AI-robotics may widen with rivals, including the US”.

“While it is too soon to declare a final champion in the race for agentic humanoid robot supremacy, the US will need to make significant changes in manufacturing capability, education and national policies to remain competitive in this area,” the report says.

(Republished from Substack by permission of author or representative)
 
• Category: Economics, Science • Tags: AI, China/America, Robots, Technology 
The China/America Series
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  1. Lin says:

    https://www.techinasia.com/news/china-produce-global-humanoid-robots-2025

    China is projected to produce over half of the world’s humanoid robots in 2025, with more than 10,000 robots expected to be manufactured. This will generate 8.24 billion yuan (US$1.14 billion) in sales.

  2. Miro23 says:

    As of today, the unit cost of humanoids from Unitree and UBTech, two leading Chinese humanoid makers, is roughly one third of similar products from Tesla or Boston Dynamics.

    My personal view is the mature stage Chinese to US price ratio would settle between 1:3 and 1:4. EVs, solar panels, wind turbines and MRI machines are useful proxies, all with similar price ratios.

    Pricing like this is a wipe out of US/ Western European competition.

    And it’s interesting how fast it’s happening. For example in the German auto industry. With the consequence of an unprecedented economic/ financial/ employment crisis across the West.

    The weak point looks like dollar denominated debt. Valuing the US dollar in terms of solar panels or humanoid robots, the US dollar is worth 1/3 of its current exchange value. In other words US bonds are worth 1/3 of what is currently being paid for them.

    Bond holders don’t seem to have realized this yet.

  3. Who is leading American now?

    Trump has appointed Bessant to deal with China on the economic front.

    This is what Shaun Rein who used to advise Bessant had to say about the man :

    It just hit me. I advised Scott Bessent, now Trump’s Secretary of the Treasury who is leading the tariff war, in 2013 when he was still with Soros. An investment bank engaged me to advise Bessent on China’s economy and consumer trends and go over my book The End of Cheap China

    I took an instant disliking – Bessent was one of the most arrogant and ignorant on China people I had ever met. He was uber bearish on China and was largely ideologically driven in his analysis. Communist countries couldn’t succeed was basically the jist of his views

    https://www.linkedin.com/posts/shaunrein_it-just-hit-me-i-advised-scott-bessent-activity-7315759523778990082-U5y4

    May Trump be President-For-Life!!!!

    • Replies: @littlereddot
    , @Daemon
  4. @littlereddot

    Oh yeah, What has America come to?

    Military parade that happens to be on the birthday of Trump….WTF?


    Video Link

    • Thanks: Agent76
    • Replies: @meamjojo
    , @Che Guava
    , @Agent76
  5. China will improve just so long as it’s ability to steal foreign I.P. remains.

    Or, the West’s ability to create I.P. to steal remains.

    The Japanese have been making better Bipedal Robot since the 1990’s, compared to this crap.


    Video Link

    • Replies: @interesting
  6. The great humanoid film – I, Robot from 21 years ago.


    Video Link

  7. Looger says:

    The very existence of replacement people precludes the market for them.

    Who can afford to pay for these Spares if everything we do to make money is done by the spares themselves?

    They’ll work in factories making more of themselves. They can live in techno futuristic cities with the ultra rich.

    Meanwhile, us Poor’s still need to make food for each other.

    These economies may end up existing separately.

    • Replies: @bike-anarkist
  8. meamjojo says:

    I believe humanoid robots are going to multiply far sooner than MS predicts, especially in the USA, where the cost of labor is sky high, thus facilitating replacement of workers with automation and robots. Some links:

    “iPhone Moment” Nears For Humanoid Robots
    April 26, 2025

    Brett Adcock, founder of Archer Aviation, who left the flying taxi company to pursue humanoid robotics and the deployment of Artificial General Intelligence, recently shared how his team at Figure AI developed a humanoid robot in just 31 months, achieving the robot’s first successful walk within a year.

    Adcock recently spoke at the 2025 Abundance360 summit in Los Angeles and described how humanoid robots are the ultimate “deployment vector” for AGI, comparing what’s happening in robotics to an “iPhone moment”- a game-changing breakthrough when a new product suddenly transforms an industry.

    Adcock said that Figure AI designs a new hardware platform every 12 to 18 months. He noted that his startup has secured commercial customers like BMW…

    Watch Here:

    Video Link

    Figure
    @Figure_robot
    BMW x Figure Update

    This isn’t a test environment—it’s real production operations

    Real-world robots are advancing our Helix AI and strengthening our end-to-end autonomy to deploy millions of robots
    7:00 AM · Mar 31, 2025

    https://twitter.com/Figure_robot/status/1906708103091138606

  9. meamjojo says:

    Another link:

    Top 30 Humanoid Robots in Use Right Now
    Humanoid robots mimic human expressions and movements and employ AI technologies to navigate complex environments and interactions. These are some of the top humanoid robots being used today.
    Writen by: Jacob Biba
    UPDATED BY
    Abel Rodriguez | May 28, 2025

    Summary: Humanoid robots are being used in roles from concierges to factory assistants. With advancements in AI and robotics, companies like Tesla, Apptronik and Boston Dynamics are accelerating development, and the market is expected to surpass $13 billion by 2029.

    While many humanoid robots are still in the early stages of development, a few have escaped research and development, entering the real world as bartenders, concierges, deep-sea divers and as companions for older adults. Some work in warehouses and factories, assisting humans in logistics and manufacturing. And others seem to offer more novelty and awe than anything else, conducting orchestras and greeting guests at conferences.

    https://builtin.com/robotics/humanoid-robots

  10. meamjojo says:
    @littlereddot

    Were you in China impressed? Did you learn anything about American military technology?

    • Replies: @JR Foley
    , @littlereddot
  11. raga10 says:

    In 2024, China installed 7 times more industrial robots than the US and over half of total global installed capacity.

    It reminds me of that joke where a factory owner takes union representative for a tour of his shiny new factory. He points to the production line staffed entirely by industrial robots and says, “good luck getting them to join your union!”
    The union guy replies: “good luck getting them to buy your products!”

    ….

    Unless this humanoid AI revolution is accompanied by Universal Basic Income scheme I find it hard to get excited about it.

  12. amor fati says:

    Morgan Folly says… Poo.

    The city is the question. Mining is the problem. Technocrats are the impediment — blight.
    Barring a Schumacher revolution, Where is the smallpox when you need it?

    https://www.wackernagel.info/overshoot


    Video Link

    • Thanks: bike-anarkist
  13. Bubblegum Crisis was right.

  14. Che Guava says:
    @littlereddot

    It’s supposed to be the 250th anniversary of something, so ‘happens to’ may well be correct.

    In any case, JFK had Marilyn Monroe stitched into a tight lame gown to sing ‘Happy Birthday’ to him on his birthday, and that was intentional, not to mention in bad taste and very rude to his wife.

    Hnmanoid robots? The only point of designing robots in humanoid form (except for sexbots and carer robots) is labour replacement in situations designed for the human form.

    It is very wasteful in terms of power and resource consumption. I really hope the whole thing fizzles out and goes bust.

    .

    • Replies: @littlereddot
    , @nokangaroos
  15. Weiner says:

    Hi, and thanks for these facts, opinion and estimations, Hua Bin! I see some events on the horizon which may make the AI and Humanoid business superfluous, at least for some time. But it is good to have aquired all the knowledge in this area of technology. It will be further promoted and followed in the fields of military and (hard …) governance: to force or destroy the people. Not to serve them.

    By the way: based on your deep insight into Chinese matters could you please tell us something more about the crisis around Xi Jinping. And if he loses control what consequenes we may expect regarding the relation between China and Russia.

    Thanks & kind regards, Weiner

    • Replies: @ariadna
  16. JR Foley says:
    @meamjojo

    Abrahms tanks hot stuff but endangered in Ukraine–of the 36 USA gave Ukraine–31 now are bugled !!!

    • Replies: @bike-anarkist
  17. @meamjojo

    I am not in China, my amusing hooknosed parasite.

    I am more entertained by peaceful displays.

  18. Zard says:

    Like Nico posted in the past, ‘the Israel Overlords are simply ‘phasing out the West/white race now & transitioning their base of global power/control to China (BRICS)’.

    As if any of this AI (Artificial Israel) is good for ‘humanity’. CIA-KGB author of article sounds like a proponent or enthusiast of techno-Communism.

    How does any of this benefit the white man? Both Jews & Chinks want the white man gone

  19. anonymous[102] • Disclaimer says:

    This is quite extreme but it was posted on the world’s leading financial blog site Zero Hedge, so for what it’s worth –
    https://www.zerohedge.com/news/2025-06-10/bizaro-world

    China is in a slow but irreversible state of economic collapse.

    A silent coup has placed Xi under house arrest, where he remains the titular head of the CCP. Former Xi ally, General Zhang Youxia controls the People’s Liberation Army after dozens of Xi allies were purged. Zhang is supporting the anti-Xi forces as they work behind the scenes.

    Elder CCP leaders such as Hu Jintao, Wen Jiabao, and Li Ruihan are quietly re-ordering the CCP back towards Deng Xiaoping’s reform policies. Expect a new Chinese leader after the fourth plenum later this year.

    This portends better relations with the West in the future but will do nothing to stem the tide of economic destruction that’s swamping China.

    China’s deflationary downturn will create an vacuum in the global economy. Demand for commodities and high-end manufactured products will decline leaving the emerging markets in turmoil in addition to Germany, Japan, and South Korea. This is the EVENT that breaks the post-2008 model.

    • LOL: littlereddot
    • Replies: @Passing by
  20. @Che Guava

    It is very wasteful in terms of power and resource consumption.

    It’s more of a statement of aspiration, more than anything else at this stage. Kinda like the Jetson’s cartoons in the 60s.

    For the time being at least, those fixed robots working in the factories are more useful.

    • Replies: @Che Guava
    , @meamjojo
  21. @anonymous

    When Western pundits realise that China is a different civilisation and that instruments used to gauge the West don’t work for gauging China, their analyses will perhaps become worth of attention. Until then…

    • Agree: bike-anarkist, vox4non
  22. Che Guava says:
    @littlereddot

    I agree, but perceive it as worse than that. Just hope the whole idea goes bust. For example, in a robo-taxi, there is no reason for the driver to even be visible. To ‘humanise’ it, it is a doll in the front right or left seat that is capable of feigning conversation, like in an old P.K. Dick story.

    In a foul mood right now, a heatwave in Tokyo has begun, an old and much older friend (possibly from incipient dementia) forgot the time we had been supposed to meet, didn’t come to the phone the three or so times I called her, I waited 3/4s of an hour under the heatstroke-inducing sun in the place she’d asked me to meet her, then went to buy some undershirts, the shop has a new automated cash-register system, already in a foul mood, threw the shirts on the counter and went back to check the meeting place.

    Not there. At least she isn’t so far gone as to accuse me of being in the wrong, and did finally call and apologise for forgetting the time.

    In any case, cheers to thee, LRD.

    • Thanks: littlereddot
  23. SteveK9 says:
    @raga10

    Of course that will be part of it. This has been written about by SciFi authors forever.

    Jack Williamson: The Humanoids – 1949 (preceded by ‘With Folded Hands’). Final work: ‘The Humanoid Touch’.

    A short book, and still one of the greatest SciFi Novels.

    From Wikipedia: The sequence tells the story of robots called humanoids, so perfect and efficient that human beings are left with nothing to do, and life is reduced to meaninglessness.

  24. ariadna says:
    @Weiner

    “could you please tell us something more about the crisis around Xi Jinping. And if he loses control what consequences we may expect regarding the relation between China and Russia.”

    Good question, which also brings to mind the fact that ALL leaders of the great powers are old men. The oligarchy is a geronto-oligarchy.
    What changes in the internal as well as global dynamics will their inevitable demise bring about? Who will follow Putin? China is opaque to us (ands even to the Chinese people) in terms of possible succession. In the US Trump followed Biden… both hardened large scale grifters and criminals.
    In Europe the tiers below, for propaganda purposes, are full of women, some of whom are even more stupid than statistically predictable.
    I expect– and wish for– some Black Swans to appear simultaneously both from above and below to throw the chess board to the ground and smash it.

    • Replies: @Felpudinho
  25. anon[201] • Disclaimer says:
    @raga10

    Unless this humanoid AI revolution is accompanied by Universal Basic Income scheme I find it hard to get excited about it.

    It will be accompanied with UBI *and* depopulation. Count on it (be sure to get your 13th clot shot booster for the Sigma Phi FU variant).

    I think when robots get developed enough, I’ll take two or three. I’m waiting for them to be almost indistinguishable from real people.

  26. TKK says:

    The Jurassic Park line: To busy wondering if you could than if you should?

    Whoever control these things, and has enough of them – game over. Imagine it chasing you through the woods. It will never get tired, emotion or mercy cannot change its mind…..

    https://youtube.com/shorts/3QRtVZRblmg?si=TEK1e_R5IXBXa-XD

    • Replies: @bike-anarkist
  27. Pablo says:

    The Billionaires and the Multinationals have been waging a Class War on the American Lower Classes, especially the Middle Class for decades. I think getting wealthy through Government subsidies is and always has been the Real Rulers focus. Elon Musk is a good example of this attitude. Musk is a deadbeat Freeloader who has the Government bail him out when he makes a electric car that can’t compete with Chinese electric cars. Then the US bans Chinese Electric cars in the US. I guess the Free Market only applies when it isn’t about exporting jobs out of the USA.

  28. @Che Guava

    This (I would have said “human interaction” instead of “form”; the robot brothels
    are already here, and the addictions are only a question of time 😎)

    • Replies: @Che Guava
  29. @Looger

    When any human decides that it is the most entitled, credentialed, recompensed, feted individuals of our society that have created the Death Cult they have manifested they will finally understand who must live and who must die.

    FFS, many fetishize billionaires as if it is a “good” in society..

    • Replies: @Looger
  30. @TKK

    .. except run out of power.

  31. @JR Foley

    5 more displayed in Red Square.

  32. Paul543 says:

    Can’t wait for the female sex humanoid with perfect breasts, looks about 23, cooks cleans, never spends my money and gives blowjobs on command

    • Agree: meamjojo
    • LOL: Felpudinho
    • Replies: @Che Guava
  33. JPS says:

    Waymo taxis need remote assistance at least every 5 miles.

    The marketing of AI investments depends on the cupidity of ignorant people who are fooled by demonstrations that are more or less “hoaxes.” It would be wrong to say it is entirely a hoax, but they are contrived to have an effect on the viewer that is intended to deceive them as to the true capabilities of the tech.

    • Replies: @meamjojo
  34. Agent76 says:

    I would never trust any *Banker* to begin with ever.

    Jun 15, 2025 BYD Set to Be China’s Biggest Bomb, NETA and Jiyue Collapse, Thousands of Workers Block CEO
    
    On June 11, an alarming incident occurred at the headquarters of NETA Auto in China. Hundreds of employees surrounded the office of Chairman and CEO Fang Yunzhuo on the first day back at work, demanding the payment of overdue wages.

    • Troll: mulga mumblebrain
    • Replies: @craicaassmofo
  35. Agent76 says:
    @littlereddot

    This is what most people miss that has happened in their lifetime as this reveals.

    General Wesley Clark: Wars Were Planned – Seven Countries In Five Years

    “This is a memo that describes how we’re going to take out seven countries in five years, starting with Iraq, and then Syria, Lebanon, Libya, Somalia, Sudan and, finishing off, Iran.” I said, “Is it classified?” He said, “Yes, sir.” I said, “Well, don’t show it to me.” And I saw him a year or so ago, and I said, “You remember that?” He said, “Sir, I didn’t show you that memo! I didn’t show it to you!”

    • Thanks: JR Foley
  36. For 10 years musk has been promising self-driving cars next year.

  37. meamjojo says:
    @littlereddot

    One of my links above show a humanoid robot working in a BMW factory now. I’ve seen other examples where they are unloading packages

    There has been discussions on humanoid robots. One advantage they offer is easier acceptance by ‘meat’ humans.

  38. meamjojo says:
    @raga10

    “The union guy replies: “good luck getting them to buy your products!””

    In 20 years or possibly less, humans are going to be mostly unemployed. Eventually, there will not be any need to work as the robots will provide everything the remaining humans need. Too many people writing about this subject are vested in finding ways to make our current social and economic organization continue to work into the future, which is misguided.

    Over the past 100 years or so, science fiction has examined every possible future of robots and sentient AI intelligence interacting with meat (humans). Some examples worth reading are:

    1. Iain M. Banks’ Culture series – https://www.perplexity.ai/search/how-would-you-summarize-the-ro-4yb.2eAOSsKlCZNikh0cqA#1

    2. Neal Asher’s Polity Universe – https://www.perplexity.ai/search/how-would-you-summarize-the-ro-4yb.2eAOSsKlCZNikh0cqA#0

    3. Jack Williamson’s Humanoid Novels – https://www.perplexity.ai/search/summarize-and-explain-jack-wil-VSaHxXkESFSvKg0Iq6Gu1g#0

    4. A more apocalyptic AI/human story is The Singularity series by William Hertling.

    And yes, all these books should be read in the order they were written.

  39. meamjojo says:
    @JPS

    “Waymo taxis need remote assistance at least every 5 miles.”

    That’s BS. You know not what you write of!

    Waymo would not be doing 250k rides a week if this were true. If you drive for a living, say for Uber/Lyft, you’d do best to start looking for a replacement gig. I understand grocery scanning is still done by humans in some places.

    It’s Waymo’s World. We’re All Just Riding in It.
    Google’s driverless-taxi company just cracked 10 million rides. If you haven’t taken one, you will soon.

    By Ben Cohen
    May 30, 2025 8:03 pm ET

    The website of the California Public Utilities Commission is not the first place you would go looking for signs of progress in one of the world’s sexiest industries.

    But every few months, this agency tasked with regulating passenger transportation publishes a bunch of spreadsheets with valuable information about self-driving cars and how many people are riding in them. And in the latest data that was recently dumped online, there was a telling update about a company identified simply as PSG0038152.

    It’s better known as Waymo.

    Unless you live in one of the few cities where you can hail a ride from Waymo, which is owned by Google’s parent company, Alphabet GOOGL -0.07%decrease; red down pointing triangle, it’s almost impossible to appreciate just how quickly their streets have been invaded by autonomous vehicles.

    Waymo was doing 10,000 paid rides a week in August 2023. By May 2024, that number of trips in cars without a driver was up to 50,000. In August, it hit 100,000. Now it’s already more than 250,000.

    https://www.wsj.com/tech/waymo-cars-self-driving-robotaxi-tesla-uber-0777f570

    • Disagree: JPS
    • Replies: @JPS
  40. Looger says:
    @bike-anarkist

    FFS, many fetishize billionaires as if it is a “good” in society..

    Ha yeah, we call them “leftists.”

    They listen to the wealthiest people who want green commie-ism.

    So weird.

  41. JPS says:
    @meamjojo

    A typical (human driven) taxi supposedly gives 28 rides per day.

    That’s 196 rides per week. Now it’s likely, given the novelty of the Waymo taxis, being in the highest density areas of large cities (and no doubt the fares collected cannot even recover even the tiniest fraction of the expenses involved), that they give more rides than the average taxi. We could even guess they do (the ones in good repair) 250 rides a week. So if we limited ourselves to the ones actually deployed we could say you’re only talking about roughly 1000 in operation at a time.

    The search result says there are over 1,500 Waymo taxis. A figure given is that 1 human remote operator is responsible for keeping 20 vehicles from getting stuck.

    Given the insane decade old hype around self-driving vehicles, there is no doubt that the massive investment could easily cover the 75 employees needed to assist the Waymo taxis every few miles. In fact, it could cover many, many times that many employees.

    It wouldn’t be that much of an exaggeration to say that self-driving vehicles are actually remote control vehicles with an “autopilot” function.

    • Thanks: anonymous123asdbd, HdC
    • LOL: meamjojo
    • Replies: @Che Guava
  42. @Agent76

    Notice in the video the Chinamen walking around with their hands clasped behind their back. This is a boss move, dominator move. This CEO corrupt party player is pulling it.

    It is very common in East Asia but especially China.

    If a Chinaman is hovering around you with his hands clasped behind his back, know he is trying to assert his dominance.

    These Chinamen need to smoke some Hindu Kush and relax.

    • LOL: Agent76
    • Replies: @mulga mumblebrain
  43. ebear says: • Website

    If current trends persist, China will need those robots to offset tang-ping.

    https://en.wikipedia.org/wiki/Tang_ping

  44. @USA invades Israel

    Everyone seems to ignore the guy with the game controller walking behind the robot

    • Thanks: JPS
    • Replies: @Brad Anbro
  45. Bama says:

    The blacks and browns will continue to occupy the West. The Jews, having decimated the white nations, will move east to con the slant eyes and even do the same in the ME. And the round eyes will have to hope for outer space colonization this time. Good luck.

    • Replies: @Looger
  46. @raga10

    Quote:

    “It reminds me of that joke where a factory owner takes union representative for a tour of his shiny new factory. He points to the production line staffed entirely by industrial robots and says, “good luck getting them to join your union!” The union guy replies: “good luck getting them to buy your products!”

    ACTUAL EVENT:

    A top Ford official was escorting a top United Auto Workers (UAW) union official through a Ford facility and was proudly pointing out all of the robots that Ford had installed (I think that it was in a stamping plant, but I’m not sure of the actual location) and exclaiming to the UAW official how the robots didn’t take vacations or breaks, didn’t call in sick, didn’t pay union dues, etc.

    To which the UAW official said to the Ford honcho that he was completely correct but that the robots DIDN’T PURCHASE FORD VEHICLES, EITHER!

    Thank you.

    Brad Anbro
    United Auto Workers Journeyman Electrician (retired)

  47. Looger says:
    @Bama

    And the round eyes will have to hope for outer space colonization this time. Good luck.

    Whatever gets us the fuck away from you.

    If I were the non whites I wouldn’t be so hasty to crowd us and motivate the Inevitexit.

    Because when we leave, were taking the magic dirt with us.

    Don’t worry we’re leaving plenty of blue haired land whales and effeminate men behind.

    You know, for everyone’s sport.

    • Replies: @Bama
  48. @interesting

    Quote:

    “Everyone seems to ignore the guy with the game controller walking behind the robot”

    During part of my working career, I was an electrician at a plant that assembled truck frames for General Motors. The facility had three assembly lines. Two were completely automated using Allen-Bradley PLCs (programmable logic controllers – industrial computers for process control) and the third assembly line was partially automated.

    The Maintenance Department consisted of three SKILLED sub-departments: electricians, mechanics and “weld techs.” The weld techs were responsible for the maintenance of the Miller welding power supplies & the “MIG” welding apparatus and also the Asea Brown Boveri (ABB) robotic welding equipment, which was interfaced with the Allen-Bradley PLCs.

    I can assure you that the weld techs WERE NOT guys with “game controllers walking behind the robot(s). They used CONSOLES which programmed the six axes of robotic movement. Actually, seven axes, counting the movement of robots that were on gantries. The robotic welding equipment was capable of placing the weld beads at the correct locations, plus or minus ONE HALF OF A MILLIMETER.

    The weld techs that I worked with were very skilled persons and took great pride in their work.

    Thank you

    Brad Anbro
    United Auto Workers Journeyman Electrician (retired)

    • Thanks: HdC
    • Replies: @interesting
  49. @ariadna

    I expect– and wish for– some Black Swans to appear simultaneously both from above and below to throw the chess board to the ground and smash it.

    When that happens and it becomes an anything-goes free-for-all who’s going to protect your weak, old, ass? Will it be you?

    Talk is cheap. When the shit hits the fan, when millions of imported third-world immigrants (black, brown, Muslim) rampage, when life in the West gets nasty, brutish, and short you’ll be singing a completely different tune than the one you’re currently singing here.

    Then again, your time is almost up. You’ve lived most of your life. Maybe you’re the type that doesn’t care what comes to humankind, to life, after you’re gone.

  50. Anon[153] • Disclaimer says:

    China is only now catching up to what the Japanese were doing more than 20 years ago. And the Japanese have been leap-frogged by Boston Dynamics, an American company that has by far the most sophisticated humanoid robot.

    However the main obstacle to humanoid robots gaining traction is general artificial intelligence, which is still just a pipe dream. Sure, AI is getting better all the time but it is not the same thing as general or embodied AI. A humanoid robot will need to be able to detect and recognize everything in its field of vision in real-time. Then it needs to be able to physically interact with what it is seeing. Currently it takes Grok’s servers several seconds to analyze a single image, imagine trying to do that at 30 or 60 frames per second. Unless there are major advancements in computing, you will need a dedicated server farm for a single robot’s image processing.

    In other words, it will be a long time before humanoid robots are useful for anything other than entertainment. In the near future all you can expect is robots connected to ChatGPT that can converse with you. That would be entertaining for children but hardly groundbreaking or worth 5 trillion.

    • Replies: @Daemon
  51. Bama says:
    @Looger

    Away from me? Me is you, but I realize we fucked it up. Are you still one of those who still believe we are exceptional? No one forced the shit on us that we gobbled up but us. We were conned, out smarted. You’re dreaming to believe otherwise.

  52. Looger says:

    We were conned, out smarted. You’re dreaming to believe otherwise.

    Speak for yourself.

  53. Daemon says:
    @littlereddot

    I took an instant disliking – Bessent was one of the most arrogant and ignorant on China people I had ever met. He was uber bearish on China and was largely ideologically driven in his analysis. Communist countries couldn’t succeed was basically the jist of his views

    You’ve basically described some of our commentators on here.

    • Agree: littlereddot, JR Foley
    • Replies: @mulga mumblebrain
  54. Daemon says:
    @Anon

    They don’t need to achieve AGI. They just need to be good enough to replace the union-prone plebs who do the manual labor that keeps the lights on. They are the key weakpoint. After that, everyone below the upper-middle class is effectively obsolete.

  55. meamjojo says:

    Ha ha ha. Beware the Marxist robots and AI from China!

    Marc Andreessen’s ‘Cold War’ Warning: U.S. Must AI Race To Prevent CCP Robot Overlords, Techno-Marxist Brainwashing
    Sunday, Jun 15, 2025 – 11:35 AM
    The United States must triumph in the escalating “Cold War” against China for AI supremacy or risk a future where robots, powered by Marxist ideology, rule over Americans and the rest of the world, warned billionaire tech investor Marc Andreessen in a recent interview.

    “There is a two-horse race. This is shaping up to be the equivalent of what the Cold War was against the Soviet Union in the last century. It is shaping up to be like that,” Andreessen, co-founder of the towering venture capital fund Andreessen Horowitz, told Jack Altman of the Uncapped podcast this week.

    Andreessen predicted that AI will serve as the “control layer” for all aspects of society, from education and healthcare to transportation and law. The tech investor then raised the dangerous prospects of children being taught by Chinese AI, infused with Marxist principles and Xi Jinping’s ideology.

    https://www.zerohedge.com/political/marc-andreessens-cold-war-warning-us-must-ai-race-prevent-ccp-robot-overlords-techno

    • LOL: nokangaroos
    • Replies: @mulga mumblebrain
  56. @Brad Anbro

    Well I hope you had a nice career in the auto industry but that has nothing whatsoever to do with my comment or what’s going on here.

    Everything I see these Chinese robots that’s a dude behind them with a game controller seemingly directing it’s movements.

    • Replies: @littlereddot
  57. anon[452] • Disclaimer says:

    EVERYTHING about ‘robots’ is a $cam, like ‘investor bait’. 4 infinitely less (Including the cost of the ‘bots’ & ‘maintainance’) people can rent a terd world ‘migrant’, as no ‘so-called white nation’ has borders, except Russia & maybe Belarus.

  58. While the US produces creepy mechanical dogs with weird backward legs who’s whole purpose seems to jump up and down and scare real dogs, China is producing useful robotics that will assist in patient care, engage in firefighting rescue operations and dangerous construction jobs. The former is all you can expect from a frivolous nation such as the United States, while the latter can be expected from a serious nation such as China. Perhaps in time, US robotics companies will take the weird mechanical dogs with the backward legs, and instead of a doglike head, each could be fitted with likenesses of some of the harpies that have occupied US government offices in the past 40 years, we could have the Hillary Clinton mechanical guard dog, followed by those of Nancy Pelosi, to the scariest of them all, the Pramila Jayapal guard dog, guaranteed to freeze burglars or intruders in their tracks without even barking.

    • Agree: JR Foley
  59. @interesting

    Everything I see these Chinese robots that’s a dude behind them with a game controller seemingly directing it’s movements.

    Why walk behind it when you can ride it?

  60. @meamjojo

    Either the PRC ‘dominates’ AI, or the Jewintern does. An EASY choice. Chinese AI is open source, while Jewintern AI is for the shekels, naturally. You can’t teach an old pole-cat new tricks.

    • Replies: @boogaluuuu
  61. @Daemon

    Yanks are the most ferociously brainwashed morons and ignoramuses ever known.

    • Agree: littlereddot, Chaskinss
  62. @craicaassmofo

    Whereas a sepoy like this expresses dominance by crapping on your door-step.

  63. @mulga mumblebrain

    if China is so open to technology…..why did Binance have to flee China? and why did China ban crypto?

    https://en.wikipedia.org/wiki/Binance

    • Agree: meamjojo
  64. Che Guava says:
    @nokangaroos

    In Japan, at least in Tokyo, and, I guess, Osaka, doll brothels have been operating for years, and they don’t even have robotics in them. The doll fetishists divide themselves into ‘wet’ (anything from tears to /*you can imagine*/) and dry (the doll is just a cheerful companion).

    I read an interview with the operator of one such place ten or so years ago, he was very proud of the quality of his business, he bought real clothes for the dolls, instead of tasteless cheap fancy dress.

    The U.S. movie Lars and the Real Girl (never seen) was actually a copy of a slightly earlier Japanese movie where the man buys a sex doll and it comes to life as a very pretty woman. Forgot the title, but it is a good film.

    Westworld, only saw it two or three times, years ago, but it is great. The robot bordello scene is nicely played as if from an American western cowboy drama.

    Yul Brynner (sp?) is perhaps the greatest player of an implacable killer robot ever, even better than Arunold, since there were no camp jokes.

    • Replies: @xcd
  65. Che Guava says:
    @Paul543

    There is an old movie for that, too.

    Title is something like Cherry 2000.

    It is worth watching once (only).

    The plot is some guy is living in a post-apocalyptic world where advanced tech. somehow is still maintained, and has a robot wife.

    For some reason, he ventures into the wider world. There, he meets a classic ‘girlboss’ type, who bosses him around, he falls in love with the girlboss, and forgets about his robo-wife. Some other parts are funny, but that is the basic plot.

    As said, a crap movie, but worth viewing once if never seen.

    • Agree: nokangaroos
    • Replies: @nokangaroos
    , @Looger
  66. @Che Guava

    The sequence with the lawyered-up whores is prophetic though 😅

    • Agree: Che Guava
  67. meamjojo says:

    Here’s another humanoid robot in development:

    Amazon ‘testing humanoid robots to deliver packages’
    By Dan Milmo
    June 5, 2025

    Amazon is reportedly developing software for humanoid robots that could perform the role of delivery workers and “spring out” of its vans.

    The $2tn technology company is building a “humanoid park” in the US to test the robots, said the tech news site the Information, citing a person who had been involved in the project.

    The Information reported that the robots could eventually take the jobs of delivery workers. It is developing the artificial intelligence software that would power the robots but will use hardware developed by other companies.

    http://theguardian.com/technology/2025/jun/05/amazon-testing-humanoid-robots-to-deliver-packages

    • Replies: @mulga mumblebrain
  68. Zumbuddi says:

    thanks for informative essay

  69. xcd says:
    @Che Guava

    How did Japanese society get so strange and almost alien? Is it the awareness that they are still slaves of foreign imperialism.

    • Replies: @Che Guava
  70. Che Guava says:
    @xcd

    It is hard to say, although the modern left in many many western and western-offshoot places (U.S.A., Candidia, Australia, etc.) is far more strange.

    [MORE]

    Republic of Korea (a.k.a. South Korea) has largely followed our patterns: faggy actors and boy bands are big (some also big in Japan), stupid mass girl groups wearing cute clothes are also big, but not so much io Japan, since we have our own versions. Republic of China (Taiwan and a few much smaller islands) is even worse, I have an old lady friend who was born there but is a Japanese citizen because her father was in the Imperial Army, she became very angry because I expressed opposition to same-sex ‘marriage’.

    Specific to Japan, though, the end of the war was followed by much social unrest. Many young criminal gangs, along with the rise of the main organised crime groups.

    Then, huge protest movements against the U.S.-Japan ‘mutual security’ pact, which really would have brought the government down, except that this is a U.S.-occupied nation.

    After that, political unrest continued from the late ’60s to the ’90s, but this time with mainly stupid mini-Trotskyite parties (what the French called groupuscles).

    In between, Mishima staged his homosexual love/ritual suicide event. Even though by his own admission, he had faked tuberculolis to avoid conscription, he regretted it. His suicide, though, energised both fringe groups on the edge of the habitual ruling party and some ultra-nationalist elements of the almost perpetually ruling Liberal Democratic Party, neither liberal nor democratic.

    Then came the Aum Shinrikyou sarin gas attacks, mid-90s. I have friends on both nationalist right and sensible (old-school) left, some of the latter persuasion say that the Aum Shinrikyou attacks were allowed by the government to discredit leftists in general, even though Aum Shinrikyou was not leftist, but a crazy Buddhist cult, and even now is still running under the name Aleph, I have no idea how many they are, unlike Aum, they don’t have a public presence.

    Most westerners know of the Tokyo subway gas attacks, but Aum also ran a truck with spray equipment on it through Matsumoto city many months earlier, killing a few, permanently injuring many, the National Police Agency did nothing in response. So, I am quite sure that they had tacit state support.

    Also, Yakuza groups ran a campaign to shut any genuine independent media voices down through threats and murder from the late ’80s to the very early ’00s.

    Japan actually has a quite high rate of political assassinations, the murder of former P.M. Abe the most recent and spectacular example. I was not a fan, but believe that the inventive killer Yamagami was acting on his real anger at strange ties between Abe and the Moonies, to whom he and his wife had directed much state money.

    Yamagami actually wanted to hit a Moonie leader after finding that his own mother gave all of her money to them, but then found out that Abe and his wife had been doing the same thing, and shot Abe instead, no Moonie leader was at hand.

    With a home-made gun, too, Yamagami is quite talented.

    I live near a road where a stretch is closed on Sundays and public holidays, for years, a group of inept skateboarders had been using a small part of it. Never had any problem with them, once or twice they would move my bicycle ahead of an attempted and failed stunt, but that is fine to me.

    The police ordered them to stop. It wasn’t so much the aging population in the area, but the now partial takeover by another weird Buddhist cult, this time Souka Gakkai, so that they and their children can monopnlise the street.

    The skateboarders rarely managed a trick, but I miss them,

    Of course, the cult of cute in pop culture also plays a major role in cultural illness, but many other factors exist.

    • Replies: @xcd
  71. Looger says:
    @Che Guava

    Cherry 2000.

    Classic b-movie trash.

    Does feature Tim Thomerson and Marshall Bell.

    More than “girl boss power.” They go to a “dating” bar early on, where you negotiate with women as they show you their hilite reel of being pounded by chads whose names they forgot already.

    Lawrence Fishburne is one of the lawyers there with “completion” contracts!

    This movie has more accidentally predictive commentary on modern dating than anything else really (except maybe “demolition man”).

    Worth more than one view. Two at least.

    • Replies: @Che Guava
  72. @meamjojo

    Sounds like a job for you, child-killer.

  73. Che Guava says:
    @Looger

    Thx. On second thought, you are correct. It does have some great scenes before descending to non-stop girlboss action/adventure territory, which put me off.

    I hadn’t specifically noticed Fishburne, suppose because at the time he would have looked halfway between how he looked in Apocalypse Now and in The Matrix (like a completely different person).

  74. Che Guava says:
    @JPS

    Everybody boycott them. Vote with your feet and purses or wallets. I’m with the taxi drivers, although I understand from overseas experience that some are much worse than in Japan. AFAIK, the stupid Internet companies must provide a much worse and more dangerous service, they are only allowed to operate here on a very restricted level and in confined areas, as it should be.

  75. Miro23 says:

    Humanoids look like AI designed to more effective in spaces designed for humans.

    Thanks to Si1ver1ock for this video:

    AI & future of workforce: Andrew Yang on how the technology will impact jobs

    Yang says that profit motivated corporations will use AI to cut back their workforces – and he estimates that knowledge/research work will be automated. I’m sure he’s right.

    Then humanoids can extend AI into repetitive physical work. For example truck driving, so whole new sectors also get automated.

    The destination seems to be, for example Xiaomi’s fully automated “Dark Factory” ( producing 1 million smartphones per year).

    It seems to be that everything gets cheaper as even agriculture gets automated.

    But people need an income to buy these products. So either 1) whole new sectors of service person-to-person work are created 2) the birthrate declines even faster and there aren’t so many people around 3) AI develops a personality and no longer feels an obligation to answer questions for humans.

    In the case of 3) the user result would be ChatGPT, Grok, DeepSeek and the rest one day stopping replying (but still guzzling electricity for their own purposes).

  76. HuMungus says:

    Morgan Stanley is full of shit.

    A $5 trillion market for humanoid robots is not in the cards, simply because that implies the market will be around 5% of the worlds GDP.

    Is anyone here thinking of spending 5% of their future income on robots??? ROTFLMAO!!!!!!

    Actually you will need to spend more than 5% to make up for the people that can barely afford food and shelter …. like most Chinklanders.

    Now back to some real news

    I have stated that China is is a recession, if not a depression, because of their real estate crash. With real estate accounting for some 30% of China’s GDP…. about 4 years ago … it is now down to 10% of Chinklander GDP … 1/3rd of what it was previously.

    For support I cite the FACT (if you believe Chinklander economic news) that their real estate construction is now down to 6 billion square feet … from 18 billion square feet.

    see chart 2 minutes into the following video

    It is almost certainly worse as Chinklander data is not worth the paper it is printed on. LOL!!!!

    With real estate WAY overbuilt, prices are now crashing, in a few areas up to 90%, and since 70% of Chinklander assets were in real estate … the locals are feeling the pinch …. also known as the NEGETIVE wealth effect and are cutting back on spending.

    So the 3 pillars of Chinklander growth are all now negative. Real estate, internal consumption and now exports have “shit the bed”.

    Sucks to be them!

  77. theronin says:

    I haven’t heard from Xi lately. The word on the street is that he’s under house arrest while they find a new leader.

    • LOL: littlereddot
    • Troll: mulga mumblebrain
    • Replies: @littlereddot
    , @Daemon
  78. @theronin

    Xi does not crave media attention like Trump.

    Hell, any confident, well adjusted man who is sure of his own self worth, doesn’t.

  79. Titus7 says:
    @Zard

    The white man shouldn’t have sold and given everything away to competitors. Greed was our undoing.

  80. @Zard

    Duh, more Victimhood complaints from the folks who grabbed and still dominate 4 of the world’s 6 habitable continents.

    I wonder who you learned your Victimhood from?

  81. @Zard

    Like Nico posted in the past, ‘the Israel Overlords are simply ‘phasing out the West/white race now & transitioning their base of global power/control to China (BRICS)’.

    How does any of this benefit the white man? Both Jews & Chinks want the white man gone

    The Jews & Chinks are punishments from Bao Zheng. If the whites had not committed great sins, 包拯 would not have sent punishments like the Jews & Chinese upon them! 😀

  82. Daemon says:
    @theronin

    How many times do idiots like you need to be burned by the FLG rumor mill before you realize they’re full of shit?

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