Georg Stieler joined Kyle Chan on the inaugural episode of the High Capacity Podcast for an in-depth conversation on how China became a global force in robotics β from the rise of local champions like Estun and Inovance, to the physical AI wave reshaping humanoids and factory automation, to the shifting supply chain dependencies between China, Europe, and the US.
Topics covered include the flip in application know-how from West to East, how the EV revolution accelerated production cycles, the emergence of vision-language-action models, and why Chinese system integrators are now a competitive edge few outside the industry fully appreciate.
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