<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>Joe Wu — Writing</title><description>Joe Wu — AI operator and builder. Multi-agent systems, and research on where US and China AI are actually heading.</description><link>https://joewu.org/</link><language>en-us</language><item><title>The Global State of Robotics — 2026</title><link>https://joewu.org/writing/global-robotics-2026/</link><guid isPermaLink="true">https://joewu.org/writing/global-robotics-2026/</guid><description>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.</description><pubDate>Mon, 27 Jul 2026 00:00:00 GMT</pubDate><category>robotics</category><category>china</category><category>humanoids</category><category>hardware</category></item><item><title>The Frontier-Lab Landscape — US vs China</title><link>https://joewu.org/writing/frontier-lab-landscape/</link><guid isPermaLink="true">https://joewu.org/writing/frontier-lab-landscape/</guid><description>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.</description><pubDate>Tue, 07 Jul 2026 00:00:00 GMT</pubDate><category>china</category><category>semiconductors</category><category>compute</category><category>llms</category><category>frontier-labs</category></item><item><title>Understanding the Semiconductor Industry</title><link>https://joewu.org/writing/semiconductor-industry/</link><guid isPermaLink="true">https://joewu.org/writing/semiconductor-industry/</guid><description>A from-first-principles map of the chip value chain and its chokepoints — TSMC, HBM, advanced packaging, China&apos;s real ceiling, and the AI-driven power wall.</description><pubDate>Sun, 05 Jul 2026 00:00:00 GMT</pubDate><category>semiconductors</category><category>china</category><category>hbm</category><category>compute</category><category>hardware</category></item></channel></rss>