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Terry Ng's avatar

Brilliant article Kevin!

Hugo's avatar

Fantastic piece. The six-act structure makes twenty years of history feel like a single coherent story, which it is. The "open source ethos" concept especially: that combination of utopian belief in positive-sum contribution and a fierce drive to prove Chinese developers on the world stage. That didn't come from nowhere, and you've traced exactly where it came from.

What struck me reading this is that robotics is now entering the same arc. Unitree open-sourced its humanoid SDK and priced robots at levels that make hardware accessible the way GitHub made code collaboration accessible. AgiBot is releasing open datasets for robot manipulation. These companies are still mostly in your Act I, takers and consumers adapting open-source AI models for physical systems. But the transition to Act III, creators and contributors, is happening fast. And just like the software story, the companies that build open ecosystems around their hardware will outpace the ones that try to keep everything proprietary.

The BYD D++ mention is a nice early signal of this. A car company open-sourcing its sensor and controller stack in 2018 was ahead of its time. The robotics industry is only now catching up to that instinct.

Would love to see a follow-up that extends this arc into physical AI and robotics. That might be where Act VII gets written.

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