🔎 Today’s Daily Sift: AI/Robotics AI is leaving the screen. China’s humanoid robotics industry heads into the World Robot Conference with more than 300 companies, over 2,000 exhibits, and more than 150 new products. But investors are asking a different question now. Can these machines actually earn money? Unitree’s IPO was more than 8,000 times oversubscribed. China already accounts for an estimated 82 percent of global humanoid shipments. Yet many humanoids remain too expensive for widespread industrial deployment. The spectacle is meeting economics. Then comes the deeper signal. A new U.S. congressional advisory report warns that China may hold an advantage in something AI increasingly needs. Physical world data. Manufacturing data. Operational data. Robotics data. Information that cannot simply be scraped from the internet. Language models learned from the web. Embodied AI learns from reality. Meanwhile, Anthropic’s annual revenue run rate has surpassed $65 bi...