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Humanoid robots: China dominates with the EV-style playbook

❗90% of humanoid robots sold last year came from China 🇨🇳

It’s the same EV playbook:

Darwinian market -strongest products survive early state backing dense local supply chains ship chaos/fix later (I really believe that this is the best way to build products)

Robots today are awkward/limited/silly

But who cares?!

Volume creates learning loops → Learning loops create cost drops → Cost drops create adoption → Adoption creates dominance

Exactly what we've seen with EVs. Same logic shows up in AI adoption.

Like it or not but the future isn’t won by perfect demos/clean decks. It’s won by whoever ships early, floods the market, and improves in public.

Waiting for v1.0 is how you end up losing to someone who ships v0.1 at scale... a really large scale.

Source: restofworld.org/2026/china-hum…

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Humanoid robots: China dominates with the EV-style playbook

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