China is mass-producing humanoids past the demo stage; scale-led adoption lifts the humanoid value chain.
what, uh, what do you— how much attention do you pay to their, uh, like humanoid antics? Like, I feel like they're just leaking out videos of just this, like, all this silly stuff to kind of just get us a little bit comfortable with it. But if you actually go there on the ground, it's like Droid Army, you know, they've got like 100,000 humanoids marching in unison. And then they just put out the video of it, like dancing to Michael Jackson, like collapsing and getting dragged off stage.
+6.70%a few more cycles