1/ General-purpose robotics is the rare technological frontier where the US / China started at roughly the same time and there's no clear winner yet. To better understand the landscape, @zoeytang_1007, @intelchentwo, @vishnuman0 and I spent the last ~8 weeks creating a deep dive on humanoid robotics hardware and flew to China to see the supply chain firsthand. Here's everything we've created + our takeaways about the components, humanoid comparisons, supply chains, and geopolitics👇