Even if Tesla builds the robots elsewhere, it will still depend heavily on China. Whether the servomotors that drive a humanoid's joints, the harmonic reducers that give it fluid movement, the force and torque sensors, the machine-vision modules, the LFP batteries that stabilize its center of gravity, and the aluminum alloys and specialty steels that form its skeleton — China leads in production, cost, and refinement for nearly all of them. Musk can diversify assembly, but he cannot escape dependence on China's hardware ecosystem without another country spending years and billions to replicate it.

gates.base.eth
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