THE ROBOTS ARE HERE

Summary from the TLDR newsletter

Robots decouple capital from human labor. This means production capacity becomes tied to how many robots one can make or afford. Robust robot capacity enables things that were previously impossible. This post features an interview with robotics experts about why robots are the real general-purpose technology, how everyone keeps underestimating Unitree, China's edge, why you can't AI your way out of a hardware or supply chain problem, and what the US should do next.