Who is on this subjectordered by the date of their first quote here
1 of 2 lane rests on fewer than 5 quotes and is marked thin. Offsets are days from the middle first-quote date, 6 May 2025 — a date, and nothing else. It is not a claim about who reached a view first.
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David Friedberg
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6 May 2025 – 27 Mar 2026
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- Dylan Patel 6 22 Jun 2025 – 22 Jun 2025 +47 d
The chronologysourced and dated, oldest first
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David Friedberg
Friedberg predicts robotics breakthrough in one to two years will add 100 million electrified robots in US.
“There's gonna be a breakthrough in the next year or two that's gonna unleash this additional demand curve. We're gonna have a 100,000,000 robots in The United States. They're all electrified.”
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Dylan Patel
Patel asserts America cannot manufacture robots and Germany/Japan are losing capabilities to China.
“Germany and and Japan are losing a lot of their capabilities to do so slash the cost of their robots are just way, way, way higher than what China can do.”
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Dylan Patel
Patel states that Japan, USA, Korea, and Germany combined deploy only a third of China's robots in 2023.
“You fast forward to 2023, and all four of these countries combined, right, are still a third of China's robot deployments.”
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Dylan Patel
Patel notes China was importing majority of robots as recently as 2022 from Japan and Germany.
“even as near as twenty twenty two, the majority of China's robots were being imported. Right? Japan and Germany being the largest market share players, but also USA, Korea is also in there.”
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Dylan Patel
Patel notes that as recently as 2022, China imported the majority of its robots from Japan and Germany.
“even as near as twenty twenty two, the majority of China's robots were being imported. Right? Japan and Germany being the largest market share players,”
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Dylan Patel
Patel forecasts that 70% of robots deployed in China in 2025 will be domestically manufactured Chinese robots.
“'24, it's, it's rapidly growing Chinese share. And '25 is it looks clear, like, the the market shares is, you know, gonna be 60 is gonna be, like, 70% Chinese robots for China's domestic usage.”
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Dylan Patel
Patel reveals that China purchased two top German robotics companies and transferred their servo and actuator production to China.
“Two of Germany's best robotics companies were actually purchased by China, And a lot of their, servos and actuator construction was actually transferred to China.”
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David Friedberg
Friedberg predicts humanoid robots will become the biggest platform for economic mobility ever seen.
“I would argue that the robot is gonna be the biggest platform we've ever seen for economic mobility.”
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