Curiosity@Intelsense
Weekly dose of learning
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Here is the recording for those who may have missed the investor meetup last month.
1.
On the other side of financial freedom
People spend so long adapting to a system — whether it’s work, status, or achievement — that when they finally break free, they don’t know what to do with themselves. Rather than independence, what they’re really after is a kind of psychological comfort. A nice hug that comes from the validation they get working the system. They don’t really want the independence – it’s too much freedom and too much responsibility over their life.
Money, then, doesn’t help them escape the prison. It just transfers them to a better cell.
Independence isn’t the end. It’s a milestone. And while it’s a great achievement, beyond it lies a mess of existential uncertainty that most people aren’t prepared for. You won’t feel wonderful. You’ll feel lost and will flail for years. It’s gonna take some time to unlearn that institutionalization.
Better to see this, not as the end, but as the start of another journey, one you’ll have to navigate without a map.
Be willing to say “fuck you.” To their old careers. To external expectations. To the prestige and status of their former lives. To the “shoulds.” To the endless chase for more.
What’s the point of financial freedom if you can’t use it to live meaningfully? What’s the point of independence if you don’t exercise it?
The most important question may not be whether you can break out. It’s whether you can live on the other side.
2.
China’s EV giants are betting big on humanoid robots
As the electric-vehicle war in China calms down, leaving a few established players to dominate the field, Chinese EV giants are expanding into humanoid robotics. The shift is driven by financial necessity, but also by the advantages these companies command in the new sector: strong existing supply chains and years of experience building cutting-edge tech.
According to statistics from Shenzhen New Strategy Media’s Industrial Research Institute, there were over 160 humanoid-robot manufacturers worldwide as of June 2024, of which more than 60 were in China, more than 30 in the United States, and about 40 in Europe. In addition to having the largest number of manufacturers, China stands out for the way its EV sector is backing most of these robotics companies.
Technological overlap is a significant factor driving EV companies into the robotics arena. Both fields rely on capabilities like environmental perception and interaction, using sensors and algorithms that can process external information to guide machine movements.
Lidar and depth cameras, initially developed for autonomous driving, are now being repurposed for robotics. XPeng’s Iron robot uses the same path-planning and object-recognition algorithms as its EVs, enabling precise navigation in factory environments.
Battery technology is another crossover area. GAC’s GoMate robot uses EV-derived battery packs to achieve a six-hour run time, making it suitable for extended factory shifts.
China’s extensive supply chain infrastructure supports these developments. According to a report by Morgan Stanley, China controls 63% of the key companies in the global supply chain for humanoid-robot components, particularly in actuator parts and rare earth processing. This dominance enables Chinese manufacturers to produce humanoid robots at lower prices than their international competitors. Unitree’s H1 is priced at $90,000—less than half the cost of Boston Dynamics’ Atlas, a comparable model.
Pic of the Week
Thought of the Week
“Widespread fear is your friend as an investor because it serves up bargain purchases.” - Warren Buffett
“The illiterate of the future are not those who can't read or write but those who cannot learn, unlearn, and relearn.” - Alvin Toffler
Video of the Week
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