
Sam Mendoza
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Why Humanoid Robots Are the Latest Front in America’s Tech War With China
Apptronik CEO Jeff Cardenas has a stern warning. “Robotics is the key to the future, period,” he said. “I think that this is something that we have to really be mindful of and we have to play in. We need a strategy. We need to start thinking long term because these things take a long time.”
Quite a few robo-preneuers like Cardenas are coming up with ideas in America. At the same time, their Chinese peers are arguably much further ahead—and have the support of the Chinese government, which has identified humanoid robotics as the latest sector it will support. Yes, there’s a competition brewing even as its exact dimensions remain unclear. They’re chasing a large prize: Morgan Stanley, for instance, estimates humanoids could account for $4.7 trillion in global revenue by 2050—up from a puny $300 million today.
Meanwhile, Cardenas is hard at work on developing a humanoid robot called Apollo, and with a unique partnership with Google’s DeepMind, he has high hopes for why someone might someday want an Apollo, particularly in the field of eldercare, he says. Cardenas watched two grandparents grow old and infirm—and thinks a humanoid would’ve been a useful companion to both. “I dreamed that one day I would build a robot for them that would do all the things that they don’t want other people to do,” he said.
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Why Humanoid Robots Are the Latest Front in America’s Tech War With China
Elon Musk’s forecasts of an ultralavish future for Tesla’s humanoid robot, Optimus, have not only been a boon to his company’s share price: They’ve provided a broad lift to nearly everyone working on humanoids, a technology once considered a fantasy land. One of the biggest beneficiaries is ...