The China Robot Boom Is Here | China Decode
Scott Galloway, Ed Elson, Alice Han, and James Kynge examine Taiwan's defense buildup, the Evergrande collapse, and China's fast-growing humanoid robotics sector.
The gist
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Taiwan raised military spending 18% to $35 billion but still spends only 2.1% of GDP on defense, which may leave it underprepared for conflict.
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China's humanoid robot makers sell AI training data back to manufacturers for $148,000 or more per cycle, a circular revenue model propping up the industry.
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Evergrande's $300 billion default was the largest property bust in history, and the panel says China's real estate sector will not recover.
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PwC inflated Evergrande revenues by 78% and was fined $166 million, suggesting similar hidden fraud may exist in other Chinese stocks.
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