Thursday, July 9, 2026

THURSDAY — LEADERSHIP, HISTORY & POWER

“AI models matter but they do not create sufficient economic value on their own.”

— Mark Greeven

The first China shock was cheap goods; the second, electric vehicles and batteries. The third is taking shape on the factory floor, where two million industrial robots are already deployed, roughly 4.5 times Japan’s stock, alongside 90% of the world’s humanoids. While the West scores the frontier-model race, China is quietly building the ecosystem that turns AI into physical output: the same blind spot that ceded the EV market. The contest is being read at the demo and won at deployment. To learn more, Check out the article China shock 3.0 is coming. And it’ll be AI-powered robots.

---

Stay safe. Stay healthy. Be strong. Lead well.

Chad