 Risky Tuesday #12 · Physical AI · 20 October 2026 Every Tuesday, we take one risk from somewhere in the world and classify it according to the Five Quadrants methodology. This week, a postcard instead. Postcard from Shenzhen No quadrant this week. Next Tuesday, a current 5 Quadrant risk.
Dear Reader, The Risky Tuesday team is exploring physical AI (robots) in Shenzhen, Shanghai, Hefei, and Nanjing. We had planned to post something on the European student riots (Milan also, we hear), or on the increasing number of AI/cyber breaches, but Shenzhen is just too mind blowing to pass on. The city is vibrant, beautiful, young (median age about 33, versus about 40 for the country) and the tech is superb.
Figure 1: Shenzhen at night, from dinner with the INSEAD alumni (IAA) in Shenzhen. Drone deliveries, dancing robots, automated parking lot cleaning bots. Here are a few images/videos from our first day here.
Figure 2: Viabot outdoor cleaning robot.
Figure 3: Meituan food delivery drone, and a LimX Dynamics humanoid robot. See you next Tuesday for a current 5 Quadrant risk.
The Risky Tuesday team
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