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Posted by josefchen 20 hours ago

I toured Unitree's factory. I'm more bullish on the West(josef.cn)
139 points | 115 commentspage 2
Avicebron 20 hours ago|
I think people underestimate the knife edge China is on, but still, I want these in the West.
A_D_E_P_T 20 hours ago||
> I think people underestimate the knife edge China is on

What do you mean by this?

jasonjayr 20 hours ago|||
Not OP, but if China takes up labor and manufacturing automation with robotics in a big way, there are a LOT of people there that will not have much to do anymore ....
roenxi 19 hours ago|||
This is similar to complaining that we don't all have the opportunity to spend 8 hours a day doing backbreaking farm labour after the agricultural revolution - it is only important to have people labouring if the labour is achieving something useful.

Labouring for the sake of doing labour is stupid. If robots can do it cost effectively, they should.

samus 12 hours ago|||
Industrialization did not occur to make people's lives more comfortable; it was introduced to make investors more wealthy, and it is not a given that the wealth will be distributed to society at large. Also, after each disruptive innovation people's existing skills and experience might very well be worthless in the new environment. These two factors together mean that it might take a long time to adapt to the new situation and reach a similar level of wealth again, and that is the main concern at the core of Luddism.
roenxi 10 hours ago||
I mean sure. The paint isn't dry on China's economy, they built most of it in the last 20 years. They're probably not feeling overwhelmed at the thought of that sort of change - they won't have jobs they never used to have, but there will be all this stuff available assembled by machines.
bigstrat2003 19 hours ago||||
For one, people need to feel like they have something meaningful to contribute. Work is an important part of that. For two, people need to be able to make a living, and work is an important part of that.

It's all well and good to say that people shouldn't have to do menial labor. But unless you have something to fill the void, it's going to be a bad time for everyone involved.

bruce511 17 hours ago|||
How much of the "need" is intrinsic to humanity, and how much is it a product of the culture you live in?

Western culture ties the value of people to their work. The unemployed are "lazy" (itself a pejorative). The first question you ask someone you meet is "what do you do?" A lawyer is naturally more valuable than a postal clerk. (Despite an obvious example to the contrary. )

A lot of western jobs now are menial, or worse, useless. Lots of office jobs are, frankly, meaningless. Endlessly generating reports that no-one needs, or reads, isn't a path to massive self-worth.

In the US no job means no income. No health care. Your worth as a human approaches zero. In Europe, post war, there are far more social supports for the unemployed. That's a fundamental cultural difference. Asia is also culturally different in ways which are hard for US folk to comprehend.

For example there are 3 major political viewpoints; US capitalism, European socialism, and Chinese communism. Each appears to function well, and yet the US vilifies the others, while barely being able to tell them apart.

So, to return to your hypothesis of what "humans need", it may be less of that and more of "my culture needs". Which is perhaps going to come into play when predicting a post-labor economy in other cultures.

guai888 18 hours ago|||
Totally agree but it is difficult to retrain people even when it is possible. Technology can replace certain work faster than society can adjust. How to use socialist policy to help with transition is still a work in progress. What happen in France and rest of Europe will become a textbook case and we do not know how it end.
bothers 18 hours ago|||
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ares623 20 hours ago||||
Same can be said for every country right now. And now, there's fewer and fewer reliable greener pastures that unsatisfied people can go to, which used to let off some much needed steam.

The people will always have something to do. What those somethings are is entirely up to the ruling class.

yogthos 19 hours ago|||
China has an aging population like most countries. So, automation will likely help fill the gap rather than make work obsolete. However, if China does get to the point where a lot of work is automated, they have a socialist system where the government can do things like step in to reduce working hours or provide universal basic services which would be impossible in the west.

Ultimately, the whole point of an economy is to direct labour and resources in a way which allows people to have a good standard of living. If most labor can really be automated, then people can just spend more of their time enjoying their lives instead of working. The technology itself is not the problem. The only reason this becomes a crisis under capitalism is because the means of production are privately owned, and the people who own them require the rest of the population to sell their labor in order to live. Automation under private ownership frees people from a paycheck, while the owners keep the gains.

junofan 18 hours ago||
Why would wealthy party members put up with that kind of redistribution? If most things are automated, why do they need those people?
yogthos 18 hours ago|||
People in the west often make the mistake of assuming that China is simply a mirror of their own system rather then spending the time to understand it on its own terms. CPC has around 99 million members, and it is predominantly made up of regular working class people. Also, it should be obvious that the party depends on social stability to remain in power. So, ensuring that people have their needs met is paramount for the system to continue to function. http://www.china.org.cn/china/2013-07/25/content_29525199_3....
za_creature 12 hours ago||
You need a lot of oversight for that 99M number to matter at all in the decision making process.

Western voting systems work more or less because the parties are in a mexican standoff when counting the ballots. This requires at least two parties and doesn't translate very well to electronic voting or vote-by-mail where a comparatively small minority (programmers or postal workers) can heavily skew the results in their favor.

yogthos 7 hours ago||
There is a lot of oversight in the decision making process, and there is also voting happening within the party. Furthermore, voting can only be meaningful when it is an informed vote. Random people voting on issues they don't understand is no better than a coin toss. For example, I might know that I want better traffic conditions in my city, but I'm not a civil engineer so I don't know whether it would better be accomplished by adding more subways, LRT, busses, or all of the above, and in what ratios. What makes far more sense is to collect public opinion and then having experts make plans to address the grievances, which is how Chinese five year plans work.

Meanwhile, Western voting systems are much more of a game of hot potato than a Mexican standoff. Each party just blames the other party for all the problems, and you just a revolving door policy with no accountability. With a one party system, there's no scapegoat to blame. The very legitimacy of the party hangs on it delivering on the promises.

za_creature 5 hours ago||
Votes within the party are meaningless. It's all just internal power games with no real way to audit the result; the only consequence of fudging the votes is that the party might splinter.

Multiple parties do hold guns at each other's heads in every voting station. Party 1 ensures that Party 2 doesn't steal any votes and vice versa. A party that does not have representatives in any given station will most likely lose some votes there.

You can shit on western democracy all you want, and you are probably correct in most cases however a single party system is not and cannot be democratic. In that case, the legitimacy of the party is guaranteed by the lack of alternatives that can fill the political power vacuum.

yogthos 5 hours ago||
That's demonstrably false because we can see how China has developed in tangible terms and how Chinese public feels about their governance. In fact, more people in China see their country as being democratic than in America according to the latest Democracy Perception Index from the Alliance of Democracies Foundation.

https://allianceofdemocracies.org/democracy-perception-index

What makes this report interesting is that the organization publishing it was started by an ex-NATO chief and claims to unite democracies, meaning Western liberal style democracies. So it can’t be accused of having some sort of anti-Western bias. Their methodology is also straightforward, where they simply ask people if they feel their government works in their interest and whether they can hold it accountable. That’s the whole ballgame, because if people don’t believe the system is democratic then it inherently lacks legitimacy no matter what the constitution says. While people will surely attack this methodology, the sheer fact that a NATO-connected group published such a report gives its claims a certain credence given how dire these results are for the Western model of democracy. France now ranks alongside Kazakhstan, Yemen, and Zimbabwe in its own citizens’ eyes while the U.S. is split down the middle with about half of Americans saying they don’t think they live in a democracy anymore. China, on the other hand, sits up there with the Scandinavians and Switzerland, and Chinese people overwhelmingly say the system works for them. Notably, we can also see that perceptions of transparency, rule of law, and free speech are on the rise across the board in China.

And before you start trying to claim that people in China are simply afraid to speak their mind, the same report shows Russia at -21 points and Belarus at -9, so that whole excuse falls apart. Turns out that people living in states the West labels as being authoritarian do, in fact, complain when they’re unhappy. Various other western publications have reported the same thing for many years.

https://www.tbsnews.net/world/china-more-democratic-america-...

https://www.newsweek.com/most-china-call-their-nation-democr...

https://www.csmonitor.com/World/Asia-Pacific/2021/0218/Vilif...

On the other hand, your claim that multiple parties hold guns at each other's heads is directly at odds with empirical research on the subject:

> What do our findings say about democracy in America? They certainly constitute troubling news for advocates of “populistic” democracy, who want governments to respond primarily or exclusively to the policy preferences of their citizens. In the United States, our findings indicate, the majority does not rule—at least not in the causal sense of actually determining policy outcomes. When a majority of citizens disagrees with economic elites or with organized interests, they generally lose. Moreover, because of the strong status quo bias built into the U.S. political system, even when fairly large majorities of Americans favor policy change, they generally do not get it.

Single party democratic model is a well defined principle known as Democratic Centralism and all the actual data shows that the way it is implemented in China produces far better tangible results than the western attempt at democracy. I'm sorry this hurts your feelings. https://en.wikipedia.org/wiki/Democratic_centralism

graemep 4 hours ago||
> France now ranks alongside Kazakhstan, Yemen, and Zimbabwe in its own citizens’ eyes while the U.S. is split down the middle with about half of Americans saying they don’t think they live in a democracy anymore. China, on the other hand, sits up there with the Scandinavians

That just proves how nonsensical the numbers are. People have different standards, and peoples perceptions are not accurate.

Looking are the two countries I have lived in, people in one are “very positive” because journalists are no longer disappearing and they are confident the government will accept an election defeat. In the other, people are “neutral” because many feel the political class are out of touch, or that freedom of speech has been compromised by things like hate speech laws, or other issues at that level.

Perceptions are shaped by the media too. Other things being equal effective state control of media will make people more positive.

yogthos 4 hours ago||
How people perceive their political system is literally the only thing that matters. No amount of media can paper over the fact that your life sucks. Meanwhile, the distinction between state media and oligarch owned media is completely meaningless. What makes people's outlook positive is having a decent standard of living and seeing their living conditions improve.
mopsi 1 hour ago||

   > No amount of media can paper over the fact that your life sucks.
Of course it can:

  1. A Chinese citizen experiences rising living costs.
  2. Their social media feed is filled with videos of Americans struggling with medical bills, homelessness and housing costs.
  3. They start feeling like they're better off by comparison.
  4. Their satisfaction with their own country may increase without any improvement in their personal circumstances.
It is well established in political communication research that people don't evaluate their circumstances in isolation. They evaluate them against the alternatives and reference points presented to them, which the media can shape to a great degree. Fox News and its influence on the rural Americans is a solid practical example of this.

If media ownership was meaningless, governments and oligarchs wouldn't spend so much effort controlling it.

yogthos 58 minutes ago||
Anybody who's actually been to China knows that Chinese media spends practically no time talking about the US. Meanwhile, what Chinese people do experience is the following. People in China have experienced a rise in living standards that's completely unprecedented in human history.

90% of families in the country own their home giving China one of the highest home ownership rates in the world. What’s more is that 80% of these homes are owned outright, without mortgages or any other leans. https://www.forbes.com/sites/wadeshepard/2016/03/30/how-peop...

Chinese household savings hit another record high in 2024 https://www.wsj.com/livecoverage/stock-market-today-dow-jone...

Social mobility in China being far better than in the US https://www.nytimes.com/interactive/2018/11/18/world/asia/ch...

The typical Chinese adult is now richer than the typical European adult https://www.businessinsider.com/typical-chinese-adult-now-ri...

The real (inflation-adjusted) incomes of the poorest half of the Chinese population increased by more than four hundred percent from 1978 to 2015, while real incomes of the poorest half of the US population actually declined during the same time period. https://www.nber.org/system/files/working_papers/w23119/w231...

From 1978 to 2000, the number of people in China living on under $1/day fell by 300 million, reversing a global trend of rising poverty that had lasted half a century (i.e. if China were excluded, the world’s total poverty population would have risen) https://www.semanticscholar.org/paper/China’s-Economic-Growt...

From 2010 to 2019 (the most recent period for which uninterrupted data is available), the income of the poorest 20% in China increased even as a share of total income. https://data.worldbank.org/indicator/SI.DST.FRST.20?end=2019...

And your whole narrative falls apart when we look at how MAGA actively voted against Trump once the war hit them in the wallet. Also, look at the riots happening all across Europe where the media tells people things are going great.

za_creature 26 minutes ago||
A country being democratic is not the same as being a great place to live, though there is a lot of overlap between the two. My point regarding the mexican standoff between parties is STRICTLY about the VOTING SYSTEM. The competing interests of multiple parties ensure a mostly FAIR election. A benevolent dictator surrounded by an exceptionally intelligent court will always produce better results, it's just that on average, dictators are not that benevolent.

China's rise has been nothing short of meteoric, and I applaud them for it. I'm certain that their average standard of living is very high by most metrics, quite comparable and maybe even better than western countries. IT IS STILL NOT A DEMOCRACY!

At any rate, I'm going to stop arguing because you seem way too invested in praising the dragon, and not just in this thread: https://news.ycombinator.com/item?id=50386836

yogthos 13 minutes ago||
By definition, a democratic country will be a place where the government works in the interest of the majority. That's literally what democracy is. Voting, the way it's done in western democracies, is just one attempt at implementing this contract. Democratic Centralism is a different approach to this idea, that's showing far better tangible results right now.

You appear to have an infantile understanding of democracy equating it with simply having the ability to vote.

It's also hilarious that you think you understand Chinese system better than people who actually live in China and call their system a democracy. The sheer amount of chauvinism required to hold such beliefs is astounding.

At any rate, stick to subjects you have a clue about in the future as to avoid making a clown of yourself in public.

mitthrowaway2 18 hours ago|||
Institutional memories of civil wars and uprisings?
derektank 17 hours ago||||
They have invested a huge amount of capital in manufacturing capacity (cars in particular), so much that their total capacity is equal to about half of the entire rest of the world put together. The problem is that they do not have the domestic demand to fully consume this supply. If the rest of the world opts at any point to put up trade barriers and prevent Chinese manufactured goods from being imported, China will wind up with billions of dollars in capital stranded in these investments. That could cause a financial crisis or an economic environment similar to Japan’s lost decade.
randycupertino 18 hours ago||||
There's a real risk of conflict happening with Taiwan. They also have decreasing birthrates, an aging population and government incentives to promote more kids is not working.
marcosdumay 19 hours ago|||
They are facing some Keynesian dilemma: because the rest of the world is importing less and they have almost no socialism, their people can't buy the stuff instead. If those corporations fail, the people will be poorer, if they distribute wealth, those corporations will be less competitive.

They have some political dilemma: people only accept the government because of economical growth, but they grew to a point where growth naturally slows down.

They have some financial and monetary stuff going on, but those are mostly non-problems. They have a bubble that is bursting too, that makes the other two problems larger.

All said, I wouldn't say they are in a knife edge.

bruce511 17 hours ago|||
Automation is orthogonal to demand. If demand isn't there then it doesn't really matter if the factory is automated or not.

And yes, China is aware of some slowing demand (although their exports are still impressive.) You can see this playing out in a couple ways.

Firstly they dominate production in key "future" technologies. Solar and EVs spring to mind as examples, but there are others.

Secondly they are investing in infrastructure (and goodwill) outside of China. Africa has a billion consumers-in-waiting.

While the US retreats from Africa (killing USAid, indulging racist theories about South Africa, etc), promoting isolationism (America First), activly alienating people via tarrifs, what is China doing?

China is quietly filling the void. They are building roads, ports, airports and other infrastructure. They are improving supply lines (Temu is expanding in Africa at a huge rate.) They are building cultural bridges, learning and teaching two very different cultures to work more easily together. In essence developing future customers, not antagonizing them.

It will be interesting to look back in 10, 20 or 30 years to see which strategy delivers better rewards.

marcosdumay 2 hours ago|||
China seems to me to be doing the bubble-inflating monetary imperialism that Europe did before WWI: lending lots of money to other countries on the condition that they use it to buy your products.

That's a sure way to extend an unsustainable situation, while making it bigger. It doesn't usually lead to anything good on the long term, but I don't think they have been doing so much of it to break the world.

... and who knows? maybe this time it leads to democratization and growth all over the world, and they get somebody to export to. I don't think that's likely, but I can be wrong.

thoughtstheseus 15 hours ago|||
What will the African customers pay with? Average income in Africa is maybe $200 per month. Chinese solar and EVs already lose money when factoring in capex and subsidies across the supply chain.
bruce511 11 hours ago|||
You're thinking short term. The world changes a lot in 50 years.

In the 60s your argument would have applied to most of Asia. South Korea was an agrarian society. All of eastern Europe (and much of western Europe) was poor.

The question is less "where are markets now" and more "where will they be in 2050"?

"Losing money" (whatever that means at the national level) is not terribly relevant when it comes to global strategy. The US "loses money" on the military, because the US has chosen the military as a way to strategic dominance.

China instead has chosen "production" as a global strategy. One empire is voluntarily contracting. Another is expanding. The US is fighting the last war, with planes and bombs, while China builds infrastructure and makes friends.

thenthenthen 15 hours ago|||
Honestly not much more than local Chinese income. Why wife works 15 hours a day. EVERYDAY. For about 300 usd, excluding penalties for making mistakes :/
Avicebron 19 hours ago|||
The term is 内卷, or involution.
MattDamonSpace 19 hours ago||
Honestly to think America’s constant paranoia is a positive

Who here remembers when Japan was gonna take over and the West needed to adapt

derektank 17 hours ago|||
The west did need to adapt and adapted partially by importing Japanese production methods such as lean manufacturing. As Andy Grove said, “Only the paranoid survive”
numpad0 14 hours ago|||
US destoyed Japan & global economies to solve that problem. And the sources of those problems all moved to China, which was almost a failed state. That's how China problem today have come to be.

Russia is now probably in the state similar to circa 1980 China. In case The China Problem were to be Solved like how previous one was solved, perhaps militarily this time, that'll just launch the seeds of the same problem over the borders to there. OTOH we'll be watching Russian homage to Chinese recreations of Japanese interpretations of Disney animations by 2060s and that will be awesome.

Will the US become its own 1980 China or 1950 Japan, just to get onto the ladder back up to be 2020 China or 1990 Japan, finally building the California HSR owned by DOT? Is it playing a genius 4D Chess ... whatever ... move towards that? Maybe, I don't know. All I know is that it's not like people simply stopped being too alarmist with Japanese global takeover scare and it just went away naturally.

Klarsichten 17 hours ago||
In China, products are still made by people, because Chinese policy stipulates that robots must not take jobs away from people. If the U.S. were to switch its production to robots and thereby cause mass unemployment, a revolution would break out in the U.S.
AnthonyMouse 16 hours ago||
> If the U.S. were to switch its production to robots and thereby cause mass unemployment, a revolution would break out in the U.S.

You're assuming the US starts using robots to produce the things currently produced manually in the US, rather than using robots to produce the things currently produced manually in China.

lifeisstillgood 13 hours ago||
That’s a brilliant insight.
yorwba 11 hours ago|||
China has no such policy. Article 41 (3) of the Labor Contract Law https://english.court.gov.cn/2015-08/17/c_761484_6.htm authorizes layoffs if "The enterprise changes its line of production, introduces a major technological updating or adjusts its business method, and, after modification of the labor contracts, still needs to reduce its personnel." There's been a prominent case recently http://english.scio.gov.cn/m/chinavoices/2026-04/30/content_... where a company tried to claim a change in the "objective conditions taken as the basis for conclusion of the contract" under Article 40 (3) instead, which the court disagreed with. This has led to a bunch of clickbait reporting in the West, claiming that workers in China are somehow protected from automation, but all it means is that they will be laid off instead of fired.
fwipsy 16 hours ago||
We can't switch our production to robots, we already switched it to China.
dyauspitr 15 hours ago||
The only way the west wins is if it comes up with frontier physical LLMs for robots first. It seems to still have a lead in the autonomous physical LLMs at this point.
syngrog66 16 hours ago||
The Chinese seem to excel at copying (poorly, at first, then polishing) and scaling up. It makes sense they could leverage that approach to robots. What struck me as strange, at a strategic level, is that with a billion and a half warm bodies, and no serious military threat to their homeland, its not clear why theyd have a big incentive to automate away manual labor jobs, or need to massively upgrade military capabilities. Only if I put on a villain's hat, when doing analysis, would it make sense. Human soldiers might refuse unethical orders, or refuse to put down mass civil protest, whereas a robot would not. Then suddenly their robot strategy makes sense.
edent 16 hours ago||
I don't see how you can say this with a straight face "[Chinese company] said they'd make a million robots per year but shipped only twelve. [American company] says they'll make a million robots per year. Therefore America will win."

Especially when that American company is… Tesla!

JSR_FDED 13 hours ago||
So the West will win because it has higher labor costs and protectionist measures.

Everyone knows that’s a combination that builds the best companies…the very reason why the whole world drives American cars.

dayone1 17 hours ago||
anyone else notice this was written by claude (although its not 100% perfect claude language, im guessing josef tried to prompt claude ticks away and was only half successful).
shalmanese 16 hours ago|
Yeah, it's baffling to me that someone who did a bunch of original reporting would then be fine pushing it all through a Claude slop machine that makes everything so much harder to read and adds redundancy on redundancy into the text. The same points are made 5 or 6 times evenly spaced through the piece because the AI writing is doing local optimization at the expense of global organization.
kragen 14 hours ago||
Maybe he didn't do any original reporting, but just prompted Claude to write a science fiction story where a reporter visits some fictional factories in China and blogs about it?

Every time the article said, "I did such and such a thing," I thought, "No, Claude, you did not do that. You don't have a body. You're making this up."

shalmanese 8 hours ago||
He has photos of him inside of different factories inside of China, including a Unitree one.
kragen 1 hour ago||
So, maybe the faked text in the post is documenting a real visit because maybe he didn't fake the photos, only the text?
htrp 17 hours ago||
author

West will outbuild china....

also author

> The next day, at BYD, I saw the other end of this: a car plant where everything I saw was automated.

Note there are no fully automated US car plants.

dvh 13 hours ago||
You're seeing this article because it was upvoted. Why it was upvoted? Because you want it to be true, but that doesn't mean it is true.
maxglute 17 hours ago|
Stupid thesis considering PRC already installs more industrial robots than RoW combined. There's some validity to PRC tendency to arbitrage cheap labour to defer automation when economical... i.e. why pay for expensive SaaS when you can just throw cheaper brains at problem. But the second something cheaper than bodies, PRC tend to adopt more ruthlessly than west, and with automation replacing actual projected blue collar shortage, absolutely smooth brained hot take to think west will lead in robots let alone making robots.

Unitree makes like 5 digit numbers chassis with high iteration, they use people because these are baby numbers where human iteration maximizes productivity, not lack of capability. They do it because they have this gear that west doesn't. Meanwhile PRC indigenizing all tooling to the highest end of precision. They're not going to use western robots for much longer. Indigenous replacement rate is basically J takeoff, even if we completely ignore that ABB/Kuka/fanuc all have massive assembling and R&D footprint in PRC.

Or take Tesla, one of the more competent US builders... ctrl+c, ctrl+v their model to PRC, a few rapid iteration cycles later, PRC plants > western plants (EU/US). Even SpaceX, forget payload/tempo/operational, PRC industry builds like 2-3x more first stages than US space program including SpaceX, i.e. when they figure out reusable they can put up 2-3x size reusable fleet... and that's basically them barely trying. The industrial lesson by now should be whatever West builds, PRC likely end up doing better, faster, cheaper, frequently pick all 3.

This argument generic copium by now - muh western imagination gap can somehow compete with PRC industrial gap... and robots that build robots is slightly more marketable and feasible than gray goo... until you realize one of PRC's core capability is just doing what west did better anyway.

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