Michael Kevin Spencer - Latest News and Information
Emerging tech analyst writing on robotics and embodied AI, including factory-floor and industrial robotics developments (e.g., China robotics competitiveness).
Is China going to be dominant in Physical AI? 🤔 In 2025, Chinese companies shipped nearly 90% of the world’s humanoid robots.
Incumbents are going to struggle to keep up in 2026. If Meta’s AI efforts are any indication? 🤔 The 🥑 model has been delayed, I repeat, the Avocado model Meta paid billions for has faltered, badly. I think Microsoft, Amazon, Meta, Apple...
As many of you know, I’m thinking more about the Space-Tech intersection with national defense and physical AI era we are about to be entering in. SpaceX’s IPO is symbolic. The race of rocket launches is about to accelerate wildly in...
Will China be competitive in robotics and physical AI? It sure appears that way. RynnBrain is Alibaba’s foundational AI model designed specifically for embodied intelligence—the field of AI that powers robots to interact with the physical world. Developed by Alibaba’s DAMO Academy,...
