My 4 Take-Aways from WAIC 2026 (289)

This week’s podcast is about my visit to WAIC 2026 in Shanghai.

You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.

Here is the link to the TechMoat Consulting.

Here is the link to our Tech Tours.

Take-Aways:

1. Robots and AI are converging rapidly
2.  There is a convergence of world models / building, video generation and 3D model generation
3. Tencent has a very rapid product cadence. "Choose Your Buddy" is a user-friendly approach.
4. We are seeing lots creativity and combinatorial innovation. A Cambrian explosion,

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