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“China already makes most of the robot arms and supply chain, so when smart software makes that hardware hugely valuable, the strongest compounding loop sits there, not in the US.”
Source
Dwarkesh PodcastYouTube“Fully autonomous robots are much closer than you…”78:40
“obviously robot arms are being manufactured in China. And so if you live in this world where The hardware is just incredibly valuable to ramp up manufacturing of because each robot can produce some fraction of the value that a human worker can produce”
Performance
Entry$40.49
Current—
Since call— pending
Confidence72%
How this was scored
Entry$40.49Sep 12, 2025 · 15:32 UTC · paste.trade
Horizonmulti-yearparsed as default-30d
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.