Op-ed: Chinese robots are coming for Elon Musk's trillion-dollar Tesla payday
1. Tesla's future relies on robotics, transitioning from EVs to humanoid robots. 2. China's 15th Five-Year Plan emphasizes robotics as a state-controlled industry. 3. China produced over 290,000 industrial robots in 2023, dominating global output. 4. Tesla's Optimus success depends on access to China's robust robotics ecosystem. 5. Regulatory pressures in China will heavily influence Tesla's robotics development.