US robotaxi deployments are closing the gap with China, new data shows
skorusARK · x · 2026-11-11
ARK analyst skorusARK cites Physical AI Data stats (as of Nov 2026) showing US commercial robotaxi deployments surging and closing the gap with China — a trend he thinks is underappreciated. Takeaways from the Long Horizon conference: few companies actually deploy Physical AI, robotaxis and mostly-military drones dominate real-world use, and current AI models won't solve humanoid robots.
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