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它知道怎么不摔倒,但它不知道自己在打拳。 这不是我说的,这是宇树科技创始人王兴兴自己说的——然后这句话几乎没有被任何报道引用。 因为春晚的醉拳太好看了。 但如果你真的想理解这场竞争里,什么东西正在改变历史——你要去看宁德时代工厂里那个没人直播的插头。 这期视频会告诉你: • 那堵七十年来制造业从没翻过的墙,2025年是怎么被翻过去的? • 为什么现代战争的胜负手不是武器先进程度,而是制造速度? • 谁先定义工厂里的标准动作,谁就拥有二十年的话语权——现在,这场竞争到了哪一步? 中文目录 00:00 引子:春晚醉拳与工厂插头——谁更重要? 02:22 第一章:那堵阻挡自动化四十年的墙(柔性操作) 07:42 第二章:现代战争的胜负手——制造速度与乘数效应 12:00 中美竞争真相:不是芯片,是物理世界的数据 13:58 特斯拉的工具与局限:FSD无法解决“手”的问题 18:43 中国的结构性优势:全球最大的“脏数据”矿场 21:40 拦路虎一:数据孤岛,飞轮转不起来 23:58 拦路虎二:数据确权,谁说了算? 26:00 隐性风险:英伟达Isaac仿真平台的霸权 27:35 硬件供应链:中国制造的碾压性优势与“友岸外包”的破产 30:28 结语:定义未来二十年的工业标准 English Chapters 00:00 Intro: The Drunken Fist vs. The Factory Plug 02:22 Chapter 1: The Wall That Stopped Automation for 40 Years 07:42 Chapter 2: The Deciding Factor of Modern War—Speed and Multipliers 12:00 The Real Gap: Not Chips, But Physical World Data 13:58 Tesla's Limit: Why FSD Can't Fix the "Hand" Problem 18:43 China's Structural Advantage: The World's Largest "Dirty Data" Mine 21:40 Roadblock 1: Data Silos—The Flywheel Won't Spin 23:58 Roadblock 2: Data Ownership—Who Calls the Shots? 26:00 The Hidden Risk: Nvidia's Isaac Simulation Monopoly 27:35 Supply Chain: China's Hardware Dominance vs. "Friend-shoring" 30:28 Conclusion: The Battle for Industrial Standardization "It knows how not to fall. But it doesn't know it's fighting." That's not me talking. That's what Wang Xinxing — the founder of Unitree Robotics — said himself, right after the Spring Festival Gala performance. Almost nobody reported it. Because the backflips looked too good on camera. But if you actually want to understand what's changing history in this competition, you need to look at the unreported plug in the CATL factory — not the robot doing kung fu on national television. In this video, you'll learn: • How the 70-year manufacturing wall nobody could cross finally got breached in 2025? • Why modern warfare is won by production speed — not weapon sophistication? • Who defines the standard moves in robot factories gets 20 years of industrial dominance — where is that race right now? 艾森 Essen|推特 x.com/essen_ai|油管 / @essenai Join this channel to get access to perks: / @essenai