The Global State of Robotics — 2026
A briefing on where the money in robotics is, what the humanoid stack really costs, and the US–China split — with the hype and the definitions kept honest.
Joe Wu
I build multi-agent systems and write about where US and China AI are actually heading.
About
I'm Joe. I started in consulting, moved into hands-on tech implementation, and today I'm CMO at Aethir, a GPU cloud company building infrastructure for AI — working across the US and Asia.
Writing
All writing 
The Frontier-Lab Landscape — US vs China
A full map of the US–China frontier-AI race — who can train at the frontier at all, why compute is still the master chokepoint, and where the gap is closing.
Understanding the Semiconductor Industry
A from-first-principles map of the chip value chain and its chokepoints — TSMC, HBM, advanced packaging, China's real ceiling, and the AI-driven power wall.
Projects
All projects
World Cup 2026 prediction game
A social pick-the-winners game for the 2026 World Cup — call the group stage and the bracket, then see who in your group actually called it.
Speaking
Topics & talksWhat I talk about
- US vs China AI (美中): what the infrastructure race actually looks like
- DePIN & decentralized compute, explained without the hype
- Building multi-agent AI systems as a non-engineer
- How an AI-native marketing team actually operates