America Cannot Lose the Robotics Race

• Robotics is the next great race: Martin Casado and Anne Neuberger argue that AI doesn’t end with language models but extends into the physical world. The nations that master intelligent machines will define the next industrial era.

• China’s playbook is full-stack: They point out that China isn’t just deploying more robots; it’s building the entire stack of materials, components, and state-backed manufacturing policy to own the future of automation.

• America’s moment to lead: The U.S. can still win this race, but only by coordinating policy, capital, and talent around AI-native robotics. It’s not about catching up; it’s about leaping ahead.

Source: "America Cannot Lose the Robotics Race"