He’s absolutely correct. China is taking a production implementation and tooling lead, and running with it.

Not only that but East Asians generally don’t have social views about labor automation and IP that would retard accelerated adoption throughout all levels of society.

If you assume that the society with the Max of the tuple: [human training data, compute, robotic deployments] will have the most efficient economic society in a winner takes most global economic market, then China has a massive structural advantage.