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Thank you so much. 
China is deploying humanoid 

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robots to patrol its border with
Vietnam. 

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UB Tech Robotics, one of China's
top robot manufacturers, secured

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a $37 million contract to put 
its Walker S2 humanoid robots 

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and border crossings in Xuanxi 
province. 

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Deliveries began this month. 
The robots will guide 

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travellers, conduct inspections,
manage crowds and perform 

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logistics work. 
They stand about 5 feet 9 inches

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tall, weigh about 95 kilometers,
walk on 2 legs like us, and can 

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work continuously because they 
swap their own batteries without

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human help. 
That last detail is super wild. 

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A robot that changes its own 
power source in about 3 minutes 

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and never needs to stop. 
We don't need Border Patrol 

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agents anymore, right? 
The question is whether this is 

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a glimpse of the future or a 
high profile experiment that 

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will quietly fade when the 
machine struggle with the chaos 

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of real world border traffic 
now. 

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The contract was signed with the
Humanoid Robot Center in Feng 

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Cheng Gang, the coastal city 
near the Vietnam border. 

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UB Tech says cumulative orders 
for its Walker series have 

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reached ¥1.1 billion, around 
$157 million since shipments 

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began in November. 
Company plans to deliver 500 

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industrial humanoid robots by 
the end of 2025 and scale the 

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10,000 units annually by 2027. 
Now, this is an aggressive 

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production ramp. 
We're going to walk through what

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these robots actually do, how 
the battery swap system works 

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and what it means for workers, 
and where China's humanoid 

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ambitions fit in the global race
against Tesla. 

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Figure in other competitors and 
we'll get right into that after 

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this very short break. 
Now, the Walker S2 is built for 

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industrial work, not showroom 
demos. 

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It's not run by people. 
It has 90 or 52° of freedom, 

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which means 52 separate joints 
and axes where it can move. 

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Now the configuration breaks 
down to 6° of freedom per leg, 2

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for the waist, 7 per arm, and 
two for the head. 

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The waist can rotate 162° in 
either direction. 

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It's 4th generation dexterous 
hands have 11° of freedom reach 

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and enabling fine manipulation 
like grasping objects or 

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checking seals on cargo 
containers. 

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The hands are designed like 
human like dimensions and can 

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perform sub millimeter precision
operations. 

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UV Tech says durability testing 
exceeds 80,000 cycles and the 

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robot can lift up to 15 
kilograms, about £33 per arm, 

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across a workspace stretching 
from ground level to 1.8 meters 

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high. 
Torque waist joints let it squat

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deep and stoop for tasks near 
the ground. 

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It can walk around 4.5 mph, and 
that's a brisk walking pace for 

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a human. 
For a bipedal robot carrying 

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loads in a crowded environment, 
that is ambitious engineering 

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and the body is constructed from
aerospace grade aluminum alloy 

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and carbon fiber reinforced 
polymer. 

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The bionic arms feature a hollow
structure with integrated wiring

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which enables complex 
coordinated movements like the 

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autonomous battery swap and the 
robot uses dual RGB cameras at 

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its head for a stereoscopic 
vision giving it human like 

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depth perception. 
Additional sensors and force 

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feedback system support balance 
in dextrous manipulation, and 

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full body dynamic balancing 
algorithms keep the robot stable

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during movement, even when 
carrying heavy loads or even 

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navigating uneven surfaces. 
Whether all of this actually 

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works reliably outside of 
controlled factory conditions is

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a very open question in the 
feature drawing the most 

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attention for me is the battery 
swap. 

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The Walker S2 uses 248 Volt 
lithium ion battery packs that 

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discharge in parallel. 
When walking, runtime is 

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approximately 2 hours. 
When standing or performing 

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tasks stationarily, runtime 
exceeds to about four plus hours

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a recharge. 
A full recharge without the 

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battery swap takes about 90 
minutes. 

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But instead of waiting for the 
charge, the robot navigates on 

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its own to a swap station. 
It removes the depleted battery 

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with its own hands, place it is 
places it in a charger, then it 

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grabs another battery with 
whatever power it has in its 

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body and it installs it. 
The whole process takes around 3

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minutes now. 
A backup battery keeps the 

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system running during the swap, 
so the robot never fully powers 

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down. 
It's designed to run 24 hours a 

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day, seven days a week 
continuous operation, and Ubitec

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claims the system can achieve 
over 98% uptime. 

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Most rabbits require scheduled 
downtime for charging. 

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This one does not. 
It just swaps the battery out. 

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And now border crossings don't 
pause at night either. 

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You know the robots will not 
pause for anything now. 

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Now at the fencing gang border, 
the Walk Arrest 2 units will 

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handle several roles. 
Some will guide travelers 

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through queues, direct vehicle 
traffic and ansic basic 

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questions. 
Think a bit like an airport 

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information kiosk, except it 
walks around and it actually 

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talks to you. 
And other robots will patrol 

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corridors and waiting areas, 
watching for blocked exits or 

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crowd patterns that might need 
human intervention. 

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A third group will work in cargo
lanes, checking container IDs, 

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confirming seals and relaying 
status updates to dispatch 

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centers. 
And the robots will also inspect

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steel, copper and aluminum 
facilities nearby, walking 

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structured routes through 
industrial yards. 

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The keyword in all of this is 
support. 

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These machines are helpers. 
They're here to help people 

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along. 
They don't make any decisions. 

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And the humans still run the 
whole border. 

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Now Ubtech says it's Walker S2 
uses something called brain net 

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two point O combined with a Co 
agent EI framework. 

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Those are internal names for 
systems that handle multimodal 

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reasoning, task planning, and 
autonomous exception handling. 

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So to break it down, the robot 
can perceive its environment 

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through cameras similar to 
Tesla, plan a sequence of steps 

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to complete a task and adjust 
when something unexpected 

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happens. 
It uses binocular stereo Vision 

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2 cameras working together like 
human eyes to judge depth and 

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distance. 
This is how it navigates factory

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floors and crowded border halls 
without bumping into people or 

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tripping over your luggage. 
Dynamic balancing algorithms 

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keep it stable during movement 
in case it does trip even when 

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carrying heavy loads. 
And the system runs on Ubuntu 

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with Rosa 2 point O. 
So this is an operating system 

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supporting over the air updates.
UB Tech says the AI continuously

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optimizes using billions of data
points accumulated from 

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industrial training. 
This might be the year of the 

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Linux of Linux here with Ubuntu 
in these robots. 

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I mean, the the Linux desktop 
may be coming in robot form. 

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Whether all of this works 
reliably in this messy world of 

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humans, that's an open question 
now. 

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This deployment fits a broader 
national strategy out In 2023, 

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China's Ministry of Industry and
Information Technology issued 

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guidance calling for a national 
innovation system around human 

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robots. 
By 2025, the ministry opened 

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consultation on a 
Standardization Committee, an 

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expert group that writes 
industry rules for humanoid 

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robots. 
Now the UB Tech founder was 

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appointed vice director of that 
committee, alongside leaders 

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from other major robotics 
companies like Unit Tree and 

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Agbot. 
The Co founder of Agbot and Wang

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Zhengzheng, founder of Unit 
Tree, also holds seats. 

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That means the companies 
building these robots are also 

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helping write the standards they
must meet. 

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Imagine that Chinese officials 
treat humanoid robots as a 

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strategic industry. 
The Feng Chang Gang project is a

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public test of whether the 
technology is ready for 

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regulated high visibility 
environments. 

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So at the border is very strict.
There are certain rules you have

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to abide by and there are 
certain lanes that people have 

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to go in. 
There's certain things that are 

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happening now in a busy city 
street, things are completely 

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different. 
Things are wild. 

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And this is a test to see how 
these robots do in human 

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environments where there's a 
little bit of commotion, but not

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like a city, you know? 
So the scale of chain is 

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humanoid robot push is 
significant. 

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UB Tech operates 2 dedicated 
humanoid factories, one in 

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Shenzheng and another in Lezhou.
I'm not exactly how to say this,

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but Guangzhi, the company says 
it has full stack capabilities, 

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meaning it handles everything, 
research, manufacturing and 

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sales all in one place so they 
don't outsource things. 

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Chief Branding Officer Michael 
Tam told the South China Morning

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Post that UB Tech aims to reduce
unit costs below $20,000 by 

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2030. 
That's what Elon Watts, the 

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price for a Tesla about to be 
the current price is. 

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It's well over $100,000 per unit
today if humanoid robots cost as

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much as mid range cars instead 
of a luxury vehicle like a model

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S3 or a model. 
S sorry. 

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Or I was thinking of a model 3, 
but a Model S and it can bring 

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it down to less than a model 
three. 

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There we go. 
Adoption could accelerate across

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everywhere in China. 
The question is whether UB tech 

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can cut costs while scaling 
production and maintaining 

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reliability of these robots. 
Right now Ubi tech isn't 

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profitable. 
Even as orders grow, the company

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remains loss making. 
So it's like the old tech 

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startup deal. 
You build something until you 

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figure out a way to make money, 
right? 

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You just ramp and ramp and ramp.
And the global competition is 

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heating up, of course. 
Tesla's Optimist humanoid robot 

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has been in development for a 
few years now. 

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Since 2021, Elon Musk has said 
that Tesla could produce 

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millions of units, and that 
Optimist could eventually become

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the company's most valuable 
product. 

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And he wants to start making 
millions of these things in a 

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few years. 
Figure AI raised over $600 

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million in 2024 and has 
partnered with BMW to deploy 

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robots in manufacturing. 
Boston Dynamics continues to 

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refine Atlas. 
Agility Robotics is testing its 

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Digit robot in Amazon 
warehouses. 

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And the difference with Ubitec 
is speed and deployment. 

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While American companies are 
still running pilots and 

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demonstrations, Ubitec is 
shipping 500 industrial humanoid

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robots this year. 
It planning for 10,000 by 2027. 

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If Elon actually ships a million
robots in the next 5 years, UB 

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tech is in trouble. 
Whether speed translates to 

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reliability remains to be seen 
with UB tech, but they are ahead

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of Tesla right now. 
So China is beating America in 

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this and the implications for 
workers are in peril. 

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Border crossings employ a lot of
people, thousands of people. 

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Automations that handle crowd 
management, logistics and 

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routine inspections could either
get these people laid off or 

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fired, or just shift their job 
responsibilities to something 

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else. 
And Ubi tech frames the robots 

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as helpers. 
That human staff could be freed 

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up for more higher level work. 
Now there could be job 

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displacement. 
Surveillance is a problem, and 

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accountability when machines 
make those mistakes. 

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Like who's in charge? 
The significant change is 

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continuous operation. 
There's no downtime. 

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Machines that work non-stop 
raise questions about what 

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happens to the workers who used 
to cover the night shifts. 

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Those are the people that were 
doing the hard work. 

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You do the night shift, you 
start late, you end early in the

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morning, sleep all day, do it 
again. 

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But what are you going to do? 
Because those shifts are going 

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to be taken over by a robot. 
There aren't that many nice 

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shifts anymore. 
Now, rescaling programs in 

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hybrid models that combine human
and robotic labor will be part 

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of the future. 
That's what happens when any 

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industry gets disrupted. 
What are these rescaling 

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programs? 
How can you make yourself 

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valuable? 
Anybody that's in a program 

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right now that you know that you
do very minimal physical labor 

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but also very minimal mind 
labor, you will eventually be 

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replaced by a robot. 
The AI is coming for your jobs, 

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and I'm not joking. 
I think it's true. 

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The way that these robotics 
companies are getting funded is 

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like early stage web companies 
when I was around at the 

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beginning of the Internet and 
all of our companies got funded 

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out the roof. 
I have sold numerous companies 

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to other startups and they just 
scooped us all up because it was

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just you get all the information
you can, get all the data you 

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can and get all those people 
that are talented into your crew

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and then you get rid of the 
people that aren't doing the 

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high value tasks. 
So anybody that's listening 

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right now and thinks that 
they're going to be OK, please 

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think about it again because 
there's the way that they will 

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be able to replace you with a 
robot or with some AI. 

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00:15:30,280 --> 00:15:34,000
Most of the front end web 
development jobs that were low 

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end, even that, I mean, it's 
just that was my old industry, 

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front end web development. 
I do video production now for 

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social media and marketing and 
all the front end developers 

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that I know, if they're not 
senior level, are in real rough 

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shape. 
They have gotten their jobs 

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taken away. 
AI can create a website for you.

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Front end, beautiful front end 
designed in matter of minutes. 

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I actually created 1 today, and 
I was just goofing off, and I 

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created a site that would have 
taken a team of five to 10 

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00:16:11,840 --> 00:16:19,480
people about 5 or 6 months five 
years ago, and I did it within 

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minutes. 
So the technology is going to 

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replace you. 
Now. 

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If this pilot succeeds, similar 
deployments could be at 

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airports, seaports or train 
stations across China. 

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So next time you travel to 
China, watch out for these 

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robots. 
Other countries are going to be 

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00:16:36,160 --> 00:16:38,400
next. 
The global market for humanoid 

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00:16:38,400 --> 00:16:42,280
robots in industrial and public 
service applications is 

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00:16:42,280 --> 00:16:44,680
projected to grow rapidly 
through the end of the decade. 

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00:16:44,680 --> 00:16:49,520
So if you want a stable job in 
the future, get into robotics if

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you're technically a client. 
Companies in the US, Europe and 

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00:16:54,680 --> 00:16:58,760
Japan are accelerating 
development because they're 

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00:16:58,760 --> 00:17:01,080
going to fall behind if they 
don't catch up with China. 

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00:17:01,080 --> 00:17:06,480
Ubitec's Walker S2 deployment is
a transition from controlled 

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00:17:06,480 --> 00:17:09,680
factory environments to 
unpredictable field operations. 

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00:17:10,400 --> 00:17:14,720
Border crossings are crowded, 
noisy, and full of unexpected 

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00:17:14,720 --> 00:17:17,200
weird people. 
Schedules are tight in 

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00:17:17,200 --> 00:17:20,839
inspections cannot easily stop. 
You got to keep going if the 

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00:17:20,839 --> 00:17:23,520
robots handle that environment 
reliably. 

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00:17:23,880 --> 00:17:26,720
If they can figure this out, 
it'll strengthen the case for 

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00:17:26,720 --> 00:17:31,080
humanoid robots in other complex
public settings like police, 

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00:17:31,760 --> 00:17:33,760
public service, things like 
that. 

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00:17:34,600 --> 00:17:36,920
Fire departments can be replaced
too, by robots. 

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00:17:37,280 --> 00:17:41,240
Why would you, why would you 
risk a person when you can have 

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00:17:41,240 --> 00:17:45,920
a robot? 
And I know it's a, it's a long 

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00:17:45,920 --> 00:17:50,400
shot here. 
Why would you hurt a person when

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00:17:50,400 --> 00:17:54,560
a robot could do the job and not
worry about getting, you know, 

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00:17:54,560 --> 00:17:57,680
killed on the job? 
It's just a no brainer. 

295
00:17:57,800 --> 00:18:01,720
Fire departments are going to be
replaced by robots police, some,

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00:18:02,360 --> 00:18:05,480
I think crowd control type 
stuff, yes, but other police 

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00:18:05,480 --> 00:18:09,160
know. 
But yeah, I think it's going to 

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be a matter of time, You know, 
like taxi drivers, of course 

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they're they're going to be 
replaced by by robot cars. 

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It's going to be it's going to 
be all over the place. 

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00:18:18,960 --> 00:18:25,840
But now if this fails, the 
Ubtec, Ubtec Walker S2 

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00:18:25,840 --> 00:18:31,000
deployment fails, it'll 
reinforced the fact that there's

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still a gap between demos and 
real world performance because 

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00:18:35,240 --> 00:18:39,640
real world performance right now
is in a very small sections of 

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00:18:39,640 --> 00:18:42,800
warehouses in manufacturing 
facilities. 

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00:18:43,360 --> 00:18:47,920
There aren't that many that are 
performing in public right now 

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00:18:48,080 --> 00:18:55,480
without people behind the behind
the the glass controlling them. 

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00:18:56,760 --> 00:19:01,400
So either way, this is a huge 
moment for the robotics 

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00:19:01,400 --> 00:19:05,800
industry, and it's going to 
change how things are perceived 

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00:19:06,080 --> 00:19:08,320
in the future. 
I think robots are cool. 

311
00:19:08,840 --> 00:19:12,080
I think they have a place. 
We already have robots all over 

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00:19:12,080 --> 00:19:14,520
the place, you know, you just 
don't know it. 

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00:19:14,600 --> 00:19:17,360
Like your kiosk when you order 
food, someplace like that's a 

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00:19:17,360 --> 00:19:18,760
robot. 
It's all a robot. 

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00:19:19,280 --> 00:19:21,240
They're not humanoid robots, 
mind you. 

316
00:19:22,320 --> 00:19:24,440
But everything you're using 
right now, your phone, it's a 

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00:19:24,440 --> 00:19:26,560
little robot. 
Your computer, it's kind of a 

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00:19:26,560 --> 00:19:31,360
robot, but anything with 
mechanical parts and some AI in 

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00:19:31,360 --> 00:19:36,160
it, think of that as you know, 
he already used this technology.

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00:19:36,400 --> 00:19:39,320
Anything that you interact with 
in real life with your body and 

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00:19:39,320 --> 00:19:41,360
your hands. 
Maybe it doesn't walk, maybe it 

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00:19:41,360 --> 00:19:44,840
doesn't talk, maybe it doesn't 
hand you things or have hands, 

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00:19:45,080 --> 00:19:48,640
But we're already interacting 
with some of this technology is 

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00:19:48,640 --> 00:19:52,560
just going to develop into 
something that's going to be 

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00:19:52,560 --> 00:19:58,200
more humanoid in the future. 
So my warning to you is to be 

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00:19:58,200 --> 00:20:02,880
careful with your jobs because 
you could get them taken by a 

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00:20:02,880 --> 00:20:07,440
humanoid robot in the next five 
years or before, depending on if

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00:20:07,440 --> 00:20:12,200
there's a big breakthrough. 
Hey, thank you so much for 

329
00:20:12,200 --> 00:20:14,400
listening today. 
I really do appreciate your 

330
00:20:14,400 --> 00:20:15,960
support. 
If you could take a second and 

331
00:20:15,960 --> 00:20:18,080
hit the subscribe. 
Or the follow button on 

332
00:20:18,080 --> 00:20:20,560
whatever. 
Podcast plat thing on right now.

333
00:20:20,560 --> 00:20:22,920
I greatly appreciate it. 
It helps out the show 

334
00:20:22,920 --> 00:20:26,880
tremendously and you'll nip and 
each episode is about 10 minutes

335
00:20:27,040 --> 00:20:28,520
to get you caught up. 
Quickly. 

336
00:20:28,920 --> 00:20:34,320
And please, if you support the 
show, evenmore.com/stage Zero 

337
00:20:34,760 --> 00:20:36,560
and please take care of 
yourselves and each other and 

338
00:20:36,560 --> 00:20:37,440
I'll see you tomorrow.