People do not stand up Prime Minister Modi: For Mr. Musk to not only cancel his India trip but visit China the following weekend warrants careful analysis for potential implications. We can only conjecture given scant details, but there is enough to reassert why innovation is a global wave.

We have been discussing how differing AI- and other regulations will give rise to different innovation developments since our earliest articles in this series a year ago. In the West, the deployment of Full Self-Driving (FSD) technology encounters high perception battles in media and social media regarding individual accidents and mishaps, leading to increasingly interfering regulations.

China likely presents a different landscape—one where regulatory frameworks may allow more rapid integration of autonomous technologies by focusing on aggregate benefits. If FSD companies can use jurisdictions like China as their labs to produce statistics of extreme overall benefits, they would later lead to differential insurance-premium-led changes in the West.

There is undoubtedly more to Mr. Musk's trip, particularly considering Tesla’s ambitions in robotics. This field is advancing at a breakneck pace, with China making significant strides, as evidenced by the recent videos (https://bit.ly/3UmZZaK and https://bit.ly/3UoaF8T). These advancements are noteworthy, especially considering the restrictions on cutting-edge hardware seemingly essential for the transformer model processing, and could potentially reshape global innovation trends.

China’s progress is a function of both its demographic needs and data regulations. Many experts have been discussing the lack of extensive visual training data for Western Robotics companies in recent weeks, underlined by the headlines around the use of YouTube feeds. Given the privacy laws in China along with its extensive video-capturing culture, many, including Mr. Musk, could be eyeing China not just as a potentially huge Robotics consumer market but also as the best place for development.

While general purpose Robots, like the mythical AGI, may still be a few years away, the era of purpose-specific Robots could be upon us sooner than we think. These robots, designed for specific tasks, could find applications not just in factories and warehouses, but also in consumer settings. We have previously highlighted specific examples from Korea in the elderly care segment, and this trend could potentially expand in gadget-loving North Asian economies. This is another reason why we advocate for a global approach. Robotics will demonstrate that investing in AI is not just about GPUs, HBM3, Coplilots or Chatbots, but also about embracing a global wave of innovation.