I expect that embodied AI is going to have far more practical applications than LLMs. And given that this is strategic tech, it's obvious that China will pour money into making it happen without worrying about short term profitability. We already saw this happen with EVs, solar, etc., I don't see any reason to expect this to be any different.
Agree that vision is long-term industrial dominance, indifferent to near-term profitability. Practically, an AI body interacting with the physical world has more obvious downstream applications.
That said, valuations of Unitree & other companies in this space says a lot about the bubble.
I expect that embodied AI is going to have far more practical applications than LLMs. And given that this is strategic tech, it's obvious that China will pour money into making it happen without worrying about short term profitability. We already saw this happen with EVs, solar, etc., I don't see any reason to expect this to be any different.
Agree that vision is long-term industrial dominance, indifferent to near-term profitability. Practically, an AI body interacting with the physical world has more obvious downstream applications.
That said, valuations of Unitree & other companies in this space says a lot about the bubble.