Shenzhen Founder: AI Kills the Hardware Moat, Distribution Is All That's Left
Yamapama · x · 2026-10-30
- A Shenzhen hardware founder argues hardware background no longer matters: ChatGPT 6 Astra can design circuit boards from a description (with engineer review), custom PCBs arrive in 48 hours (flex boards in 12), and some suppliers take you from sketch to mass production.
- The takeaway: building is no longer the bottleneck — customers are. Robot and humanoid companies don't need more partners; distribution and customers are the moat.
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