CHINA LEADS THE HUMANOID ROBOT RACE — BUT THE US STILL HAS A SHOT

Summary from the TLDR newsletter

China's humanoid robots now dominate the market with over 90% of global sales and thousands of units shipped last year. Tesla's Optimus robots still won't be ready for launch until at least next year. While Chinese vendors are more advanced when it comes to production scales, US companies are very strong at the technical side of things, especially in the hardware and software departments. By the time humanoid robot startups build up their production bases, they will be ready for large-scale deployment.