China wants you to cheer for the robots taking your job | E2329

Watch on YouTube ↗  |  August 25, 2026 at 02:57  |  1:18:29  |  This Week in Startups
Speakers
Jason Calacanis — Angel Investor / Founder, LAUNCH

Summary

Jason Calacanis and Lon discuss China's World Humanoid Robot Games as a PR and military message, while Jason argues Tesla Optimus is far ahead and predicts 1 billion Optimus robots by 2036. The episode also covers a possible Hugging Face $13B sale, Sam Altman's OpenAI platform framing and AI messaging, UBI versus minimum wage policy, and rising investments in grid resilience and drone warfare. The conversation closes with a debate over the current state and future of the Star Wars franchise.

  • China's Beijing World Humanoid Robot Games produced humanoid sprint and standing high jump records above human world records.
  • Jason argues China is using robot entertainment to make the public root for robots, with broader PR and military implications.
  • Jason says a recent unseen Tesla Optimus demo is better than the Chinese robots and predicts 1 billion Optimus robots by 2036.
  • The hosts discuss reports that Hugging Face has been approached for a sale above $13 billion and debate likely strategic buyers.
  • Sam Altman's comments about OpenAI as a platform rather than a product lead to discussion of UBI, open source AI, and Jason's minimum wage proposal.
  • Jason highlights rising middle-class spending on solar panels, batteries, water tanks, and redundant distributed systems after grid and cyber threats.
  • Lon reports on a suspected fully autonomous kill drone in Ukraine, and Jason frames Ukrainian drone and anti-drone technology as a booming investment industry.
  • The episode ends with a debate over Disney's Star Wars sequel trilogy, Kathleen Kennedy's tenure, and Dave Filoni's potential to fix the franchise.
Ideas
Jason Calacanis Angel Investor / Founder, LAUNCH 11:38
Tesla Optimus will dominate humanoid robots.
After seeing a recent Tesla Optimus demo, Jason argues Optimus is far ahead of the Chinese humanoid robots shown at Beijing's World Humanoid Robot Games, with hardware about one and a half generations ahead and a much better AI brain. He believes Tesla retooled Model X/S factory lines for Optimus, that Optimus will be the greatest product ever made, more valuable than the iPhone, and that there will be 1 billion Optimus robots by 2036.
Jason Calacanis Angel Investor / Founder, LAUNCH 53:58
Increasing Amazon ownership; best-run company worldwide.
Jason says he is a very large Amazon shareholder and is increasing his ownership because he thinks Amazon is one of the best-run companies in the world, even while criticizing its delivery wage structure as effectively taxpayer-subsidized.
Jason Calacanis Angel Investor / Founder, LAUNCH 57:22
Residential solar and battery storage growing.
Jason argues that rising grid instability, cyberattacks, and outage risks are accelerating middle-class investment in distributed resilience: residential solar panels, battery storage, water tanks, and plug-and-play systems like IKEA's porch solar. He says this trend should keep growing to make critical systems redundant and take load off the main grid.
Jason Calacanis Angel Investor / Founder, LAUNCH 66:04
Drone and anti-drone tech is booming.
Jason says Ukraine has developed among the most robust drone capabilities outside the US and China, is now exporting drones, and has attracted investment from Eric Schmidt and American billionaires into Ukrainian drone and anti-drone companies; he calls this a booming industry.
Up Next

This This Week in Startups video, published August 25, 2026, features Jason Calacanis discussing TSLA, AMZN, Residential solar and battery storage, ITA. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jason Calacanis  · Tickers: TSLA, AMZN, Residential solar and battery storage, ITA