52 points josefchen 2 hours ago 30 comments

Avicebron 2 hours ago | parent

I think people underestimate the knife edge China is on, but still, I want these in the West.

A_D_E_P_T 2 hours ago | parent

> I think people underestimate the knife edge China is on

What do you mean by this?

jasonjayr 1 hour ago | parent

Not OP, but if China takes up labor and manufacturing automation with robotics in a big way, there are a LOT of people there that will not have much to do anymore ....

ares623 1 hour ago | parent

Same can be said for every country right now. And now, there's fewer and fewer reliable greener pastures that unsatisfied people can go to, which used to let off some much needed steam.

The people will always have something to do. What those somethings are is entirely up to the ruling class.

roenxi 1 hour ago | parent

This is similar to complaining that we don't all have the opportunity to spend 8 hours a day doing backbreaking farm labour after the agricultural revolution - it is only important to have people labouring if the labour is achieving something useful.

Labouring for the sake of doing labour is stupid. If robots can do it cost effectively, they should.

bigstrat2003 51 minutes ago | parent

For one, people need to feel like they have something meaningful to contribute. Work is an important part of that. For two, people need to be able to make a living, and work is an important part of that.

It's all well and good to say that people shouldn't have to do menial labor. But unless you have something to fill the void, it's going to be a bad time for everyone involved.

guai888 36 minutes ago | parent

Totally agree but it is difficult to retrain people even when it is possible. Technology can replace certain work faster than society can adjust. How to use socialist policy to help with transition is still a work in progress. What happen in France and rest of Europe will become a textbook case and we do not know how it end.

yogthos 48 minutes ago | parent

China has an aging population like most countries. So, automation will likely help fill the gap rather than make work obsolete. However, if China does get to the point where a lot of work is automated, they have a socialist system where the government can do things like step in to reduce working hours or provide universal basic services which would be impossible in the west.

Ultimately, the whole point of an economy is to direct labour and resources in a way which allows people to have a good standard of living. If most labor can really be automated, then people can just spend more of their time enjoying their lives instead of working. The technology itself is not the problem. The only reason this becomes a crisis under capitalism is because the means of production are privately owned, and the people who own them require the rest of the population to sell their labor in order to live. Automation under private ownership frees people from a paycheck, while the owners keep the gains.

junofan 25 minutes ago | parent

Why would wealthy party members put up with that kind of redistribution? If most things are automated, why do they need those people?

yogthos 18 minutes ago | parent

People in the west often make the mistake of assuming that China is simply a mirror of their own system rather then spending the time to understand it on its own terms. CPC has around 99 million members, and it is predominantly made up of regular working class people. Also, it should be obvious that the party depends on social stability to remain in power. So, ensuring that people have their needs met is paramount for the system to continue to function. http://www.china.org.cn/china/2013-07/25/content_29525199_3....

marcosdumay 1 hour ago | parent

They are facing some Keynesian dilemma: because the rest of the world is importing less and they have almost no socialism, their people can't buy the stuff instead. If those corporations fail, the people will be poorer, if they distribute wealth, those corporations will be less competitive.

They have some political dilemma: people only accept the government because of economical growth, but they grew to a point where growth naturally slows down.

They have some financial and monetary stuff going on, but those are mostly non-problems. They have a bubble that is bursting too, that makes the other two problems larger.

All said, I wouldn't say they are in a knife edge.

Avicebron 42 minutes ago | parent

The term is 内卷, or involution.

randycupertino 30 minutes ago | parent

There's a real risk of conflict happening with Taiwan. They also have decreasing birthrates, an aging population and government incentives to promote more kids is not working.

MattDamonSpace 1 hour ago | parent

Honestly to think America’s constant paranoia is a positive

Who here remembers when Japan was gonna take over and the West needed to adapt

spike021 1 hour ago | parent

their humanoid robots really creep me out. I've been to a few conferences for work over the past few months and they usually have a booth and then have someone walking them around by remote control.

The conference venues have concrete flooring, so I just suddenly hear loud rhythmic thumping as these things stomp around a corner.

After the initial "huh that's a cool robot thing" thought, it really started giving me the heebeejeebees.

MattDamonSpace 1 hour ago | parent

I’ve felt the same way about mannequins for years

Uncanny Valley is an evolutionary advantage, I’ve surmised

Awkward to think about why tho

api 1 hour ago | parent

Get rid of the cheap hands and the machines win fast…

I’ve really become fascinated by the hypothesis that outlawing slavery supercharged industrialization, and that the global crusade against slavery is why we had this whole technology explosion.

Rome knew about steam power. There’s some tantalizing evidence some ancient cultures played with electricity and maybe even simple forms of electric lights. There’s Greek stories about automatons. But why try to build machines to do real work? Just have a slave do it.

If we’d abolished slavery in ancient Roman times maybe we’d be looking at photos of habitable exoplanets from probes arriving in the Tau Ceti system by now.

stuxnet79 53 minutes ago | parent

> I’ve really become fascinated by the hypothesis that outlawing slavery supercharged industrialization, and that the global crusade against slavery is why we had this whole technology explosion.

Tocqueville wrote a bit about this in Democracy in America. Despite the South having an edge in terms of "free" labor the institution of slavery greatly suffocated human potential to such an extent that the non-Southern states still had higher productivity.

card_zero 32 minutes ago | parent

> simple forms of electric lights

What do you have in mind here? The Dendera light is a carving of a lotus.

tristanj 1 hour ago | parent

I believe this conclusion is flawed. The author argues:

1) Unitree robots are largely made by hand.

2) Labor is approximately 8% of cost of manufacturing these robots. Because these costs are not prohibitive, there is little incentive to automate.

3) Labor costs are higher in America.

4) Therefore, American companies have higher incentive to automate.

5) Therefore, the West will capture most of the robotics opportunity.

Arguments 1-4 are reasonable, but 5 is a non-sequitur. Higher incentive to automate does not imply a better ability to automate & scale manufacturing.

I believe Unitree is currently assembling robots by hand for practical reasons:

1) Labor is still relatively cheap.

2) Humanoids and robots are evolving rapidly, changing every few months.

3) Custom assembly lines are expensive, and become obsolete when the product changes. It's difficult to maintain an assembly line when the product is rapidly evolving.

4) Tooling is inadequate. Some robotic parts are delicate, complicated, and difficult to automate manufacturing of. American companies have hit the exact same problem: Tesla is assembling the hand/forearm of Optimus by hand because it hasn't figured out how to automate manufacturing them. https://www.theverge.com/tech/1016492/tesla-optimus-robots-p... . Apparently, Tesla has hundreds of handless Optimus robots just standing around, waiting for hand manufacturing to catch up.

5) Demand is still relatively niche, these are not mass market products. Unitree only sold 5,500 robots last year. There is not enough demand to justify massive automated lines.

The author also ignores the biggest counterpoint: the Chinese have already demonstrated mastery in automated manufacturing, and have proven they can run dark factories (factories without humans) at a better scale than the west.

When humanoid robots become a mass market product (they are not ready today because the software side is majorly lacking), Chinese manufacturers are in an excellent position to rapidly automate.

Animats 1 hour ago | parent

Yes, the article doesn't really tell us much.

Motor winding is an amusing problem. Everybody making motors has a powered winder. It's handling the wire ends that can be either manual or automatic. If you look at videos of winders, automating the wire end handling is most of the machinery.

Here's an overview of winding automation:

Full auto, robotic transfer.[1]

Full auto, manual transfer [2].

Semi auto. [3].

Manual, powered. [4]

Manual, unpowered motor overhaul.[5] (Country girl in China who fixes motors and engines.)

Those winding machines are all from the same company, NIDE. You can buy as much automation as you want, depending on your labor costs. Option [4] is cost-effective if you can have one machine tender per machine.

[1] https://www.youtube.com/watch?v=7FiCQX0y7-A

[2] https://www.youtube.com/watch?v=3wZvSem4Cd8

[3] https://www.youtube.com/watch?v=G4vqLxMlvk0

[4] https://www.youtube.com/watch?v=Hrcnl3Zjc6Y

[5] https://www.youtube.com/watch?v=p0LOfUjE4SA

hackeryogi 58 minutes ago | parent

This was pretty much my conclusion while reading the article too.

Just to extend your point - chinese car manufacturers are not only producing more cars, they're innovating at a faster pace too. While I'm not an expert, there is enough and more on social media around this. Eg: https://x.com/dhh/status/2113500613082329576?a=fscIadYr4U1xm...

PeterHolzwarth 1 hour ago | parent

"Chinese markets lose trillions as race for AI supremacy with US takes its toll"

   "But the demand for robotics is being driven by government agencies and research institutions, rather than everyday consumers, for whom the products are still too expensive and not yet practical for home use. Humanoid robotics and robotic dogs have been popular in the entertainment industry but are yet to be useful in home settings.

   Shares in Unitree, China’s leading robot-maker, have halved since they started trading in August."*
https://www.theguardian.com/world/2026/oct/27/chinese-market...

iamanatom 1 hour ago | parent

Unitree G1 Supply Chain Visualization: https://robodienst.com/supply-chain/unitree-g1

(I'm not affiliated with the site in any way; I just found it useful and thought I'd share it here.)

lifeisstillgood 54 minutes ago | parent

Some thoughts:

“”” America has run this experiment before. In 1964 about half a million Mexican farmworkers were shut out. In 1965, 20% of California's tomatoes were picked by machine; by 1970 the figure was 99.9%.“””

I honestly had not considered closing down (legal) immigration as a forcing function for automation. Industrial policy as immigration law.

But I don’t think I get the rest …

Higher costs onshore mean machines give us an advantage - i get that. The rest I may be missing

NooneAtAll5 31 minutes ago | parent

stop trying to bully anyone