This is the right answer. Further, its not an open market - every OEM with scale demands a closed stack that isn’t interoperable with other computing systems by

This is the right answer. Further, its not an open market - every OEM with scale demands a closed stack that isn’t interoperable with other computing systems by default. It’s specifically because there is no domestic robot production capacity that can meet the requirements. I’ve been buying mostly Chinese robots cause nothing domestic can compete. Neither BD nor pickle nor cobot etc can actually do what unitree and DJI have done at scale - it’s just a fact. The root of this is that PE and Venture aren’t investing in US manufacturing - full stop. So they wait around for the govt to invest in infrastructure and then follow on sheepishly. I’m not seeing the same kind of “private” investment in massive robotic projects so until that happens we’re going to lag on SOTA with US robots