Spent the last 2 years obsessively trying to understand where the robotics space is going.
US vs China dynamics, Tesla vs FigureAI, How I think about investing, etc
Continuing to share more. Requests welcome.
"We have the solution. If there are other solutions out there ... we'd love to see them"
Tashi CBO @jaymccarthy15 on being uniquely positioned to deliver autonomous communication across industries, environments, and manufacturers.
China is entering an era in which everyone is a data collector
https://t.co/xyQwxzhJlp launched China’s first Embodied AI Data Collection Community in Suqian,Jiangsu(the hometown of https://t.co/xyQwxzhJlp founder Liu Qiangdong)
They plan to mobilize over 100,000 local citizens(especially stay-at-home moms )to wear a lightweight JoyEgoCam while doing daily chores. From wiping tables and folding clothes at home, to fruit picking, factory work, logistics, and elderly care… covering more than 100 real-life scenarios.
These devices precisely capture key biomechanical data--such as upper-limb trajectories, force distribution, and hand-eye coordination,and feed it back to JD's data centers to train robotic models.
OFC,Participants earn money while helping collect real-world data. The goal?Over 10 million hours in two years to solve robotics’ biggest problem--the severe shortage of authentic physical world data.
Really interesting way to get everyday people involved in advancing AI humanoid robots.
“What things could we not build in the U.S. before that we could build now?”
@ESPriceWright joined me to discuss how AI can unlock building in America.
We cover how AI and robotics are changing the economics of manufacturing, and why AI is a defining factor in U.S. competitiveness in robotics, mining, energy, defense, data centers, and skilled industrial work.
Physical AI needs to know where it is—down to the centimeter.
At Consensus Miami 2026 earlier this month, we made the case that decentralized positioning infrastructure isn't a nice-to-have. It's the foundation.
Building the location layer for the autonomous future. 🌐
#Consensus2026