China Is Building the Factory. America Built the Chatbot. Are We Winning the Wrong Race?
China is installing five times more industrial robots than the United States and running fully automated dark factories with no human workers. American AI companies are worth trillions and produce the world's most capable models. Those two facts aren't in tension. They're the point. Mike and Neal work through the core distinction that gets lost in most AI coverage: the US is winning on model capability, but China is winning on integration. Its fifteenth five-year plan explicitly prioritizes humanoid robotics and AI-enabled manufacturing the same way the fourteenth plan prioritized EVs…
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