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China’s Factories Are Going Dark - Is This the End of Human Labor?

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Hey friends, TGIF!

If you stand inside a modern Chinese factory today, you might notice something eerie.
No shouting foremen. No shift bells. No workers hustling between lines.
Just machines — dozens of them — assembling, testing, inspecting, in perfect sync.
The lights? Often off. They don’t need them.

Welcome to the world’s first AI-powered production ecosystem — where algorithms, not humans, decide how products get built.

The question isn’t when machines will replace humans on the factory floor.
It’s what happens to work when they already have.

In today’s edition, we’ll unpack how China’s AI manufacturing revolution became the biggest productivity experiment in history — and what it means for the global economy, startups, and the humans who still make it all run.

We’ll explore:

  • How “dark factories” are changing what a factory even is

  • Why China is betting its future on automation

  • The surprising human upside of AI manufacturing

  • The new data infrastructure behind this revolution

  • The trillion-dollar opportunities emerging from the shift

Let’s dive in.,

— Naseema Perveen

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