Professor Ahn Yu-hwa: "This is South Korea's Last Chance"

It was argued that it is crucial to visit core Chinese companies directly and witness the scene. Only by understanding the actual operating methods of leading companies like Unitree can South Korea accurately gauge its competitiveness.

There is a world of difference between seeing and learning directly versus imagining from afar. Through this, it is necessary to clearly recognize the competitiveness gap with China and establish South Korea's unique 'Made in Korea' strategy.

Concurrently, the fundamentals of the traditional manufacturing sector are also weakening, raising concerns about the existing growth drivers of the Chinese economy.

Despite US technological containment, China continues its technological growth. It is finding breakthroughs by developing new optical fiber technology even amidst semiconductor equipment regulations.

In advanced technology sectors like HBM, China's issue is primarily economic viability, not a lack of technological capability, which is already substantial. These US regulations are assessed to buy South Korea a crucial 3-5 years.

Unlike in the past, the Chinese government no longer provides quantitative easing to just any industry. It is implementing a policy of concentrating funds only on specific future industries.

It is moving to improve its economic structure by shifting from traditional bank loan-centric methods to a capital market-focused approach.

This is an attempt to seek new funding methods for future industry investments.

Amidst these changes, 'patient capital' has become crucially important. This means that capital willing to wait for the long-term growth of future industries plays a key role.

The gap between regions and social strata in China is deepening to an all-time high. In many provincial cities, civil servants' salaries have been delayed for over three months.

This indicates that many local governments are in a situation where financial self-sufficiency is impossible. The collapse of the real estate market is exacerbating these local financial difficulties, deepening the vicious cycle of the Chinese economy.

The Xi Jinping government currently faces limitations in its monetary policy. The capacity for interest rate cuts is almost exhausted, approaching zero interest rates.

This signifies that previous growth models are no longer effective, posing a core challenge for the Chinese economy to find new breakthroughs.

It has been argued that competitiveness in the future AI era depends not on equipment or capital, but on securing excellent talent. AI is ultimately a human-driven battle, and China is assessed to have strong potential in this area.

China produces 900,000 elites annually, meaning it possesses sufficient talent comparable to the United States. Therefore, it was emphasized that the core essence of the AI era lies in people.

It actively secures overseas talent through programs such as the 'Thousand Talents Plan'.

Providing exceptional benefits, including housing support equivalent to the Yeouido area, demonstrates the Chinese government's determination to fully commit to attracting talent in key future technology sectors.

The confidence of China's technical personnel has sharply increased since the emergence of 'DeepSkew'. Although the US still holds an advantage in advanced technology, Chinese engineers now have a strong belief that they can do it themselves.

This shift in perception leads to a move away from application-focused technology development, which was highly dependent on the US, towards securing independent core technologies. The country is striving to cultivate AI talent at a national level, including implementing algorithm education from elementary school.

Chinese companies are adopting a pragmatic strategy of avoiding direct competition with the US and preempting price competitiveness. With a mindset that "the world is wide," they believe they can secure market share by competing on price, even if their products are slightly inferior to American ones.

They maximize cost efficiency through strategic choices at each inference stage, demonstrating a Chinese-style pragmatic management approach that prioritizes current profits over future losses.

While most companies in the humanoid sector are operating at a loss, China's Unitree is an exception, maintaining profitability. This is considered a rare success story globally.

Unitree's success well illustrates the Chinese management ethos of prioritizing realistic revenue models. Its pragmatic approach, pursuing immediate commercial success alongside future technology development, is analyzed as a key factor for its profitability.

Korean companies should seize the current opportunity where the exclusion of Chinese components is strengthening in the US market. It is crucial to directly visit leading Chinese companies to acquire practical know-how.

While Chinese products face difficulties entering Western markets, Korean products can. It was emphasized that even if Korean products are slightly more expensive, they should actively explore opportunities to enter Western markets through the 'Made in Korea' brand.

It was emphasized that this is a once-in-a-lifetime opportunity, like past exchange rate situations, and immediate action is required.

Missing this period would make it difficult for the Korean economy to secure new growth engines, and it was stressed that the present is a critical golden time that will determine Korea's future.

When earned income ceases, the importance of asset income becomes even greater for maintaining cash flow.

Ultimately, investment is an essential choice to shift the asset income curve upwards, and this was emphasized as a core element for personal financial survival and independence.

It becomes feasible to build a system where AI agents earn money for individuals.

This is an automated system that overcomes human time limitations, and it was explained that anyone with content and ideas can create asset income through AI agents, representing a new opportunity.

In the AI era, new opportunities are opening up for older people. Retirees possess 30 years of accumulated experience and content.

This is a competitive edge that new generations cannot match, signifying an era where practical data and know-how not found in textbooks are valued. It was emphasized that it's time for the value of retirees to rise again.

The global AI industry is currently in the initial phase of 'paving the highway'. Not all infrastructure is complete yet, and big tech companies are focusing on building foundational facilities, such as constructing data centers with hundreds of billions of dollars in investment.

Once these large-scale investments are finalized, the full-fledged AI era will arrive, indicating the enormous growth potential of the AI industry. The current infrastructure construction phase will serve as a crucial stepping stone for the future AI era.