Cambrian Capital's @_Lonis_ reveals why a researcher at a major AI lab is stockpiling Unitree robots from China, betting that AI will soon solve the missing piece of robotics: "I just met recently with a robotics person at one of the big labs. His thesis was that most of robotics is actually solved in terms of the body. What’s not solved is the brain." "So he’s stacking up all of these Unitree robots from China, hoping that the brain is solved soon, and then the value of this physical input goes up a lot." "While China is struggling massively to catch up in the chip supply chain, because there’s all of these decade-old industries in South Korea, Taiwan, Japan that they have to build up from scratch, we’ll have the same problem in the West when it comes to robotics. We don’t have any of those supply chains." "It’s not even trivial for us to figure out how to invest in it, because we can’t arbitrarily invest in Chinese markets for regulatory reasons."