Matt

Precision at the micron level 💪🏼 This beautiful PCB trace is made by CNC. Each line is designed for perfect conductivity.

i hope people realize that NEO is the Motorola Dynatac of humanoid robots they will get much better, smarter, faster, and cheaper. it will also happen much faster the sci-fi future is here and it’s going to be glorious

What a world we live in. Autonomous home robot, available for order now, delivering NEXT YEAR.

About a dozen people sent me the Unitree announcement today. Makes sense, since I guess since K-Scale is the only American humanoid robot company with a product that you can actually buy. If you are American and you care about the future of robotics in this country, you should ask yourself - do you want to surrender the future to Unitree because you'd rather make excuses than win? What does a world with millions of Unitree robots look like? Unitree is not selling these robots at a loss. In fact, their margins are likely very good, even factoring in tariffs. They are just a good company making a great product in a market with no incumbents. And while Figure and Tesla are cutting their production volumes (because, to the surprise of no one with half a brain, no one wants an expensive, useless, vendor-locked humanoid robot), Unitree is ramping up, building massive supply chain network effects that will make their robots even cheaper and better quality, while also growing their in-house software team like crazy. For anyone who does not live in Silicon Valley, you should also know that yes, Silicon Valley is asleep at the wheel. Basically no one here doing robotics has ever actually made a robot or stepped foot in a factory, much less sold a consumer electronics product or deployed an AI model in a real production environment. The best funded companies have anemic hardware teams that are basically just modding Chinese bots, or are dumping insane amounts of money trying to cobble together expensive in-house hardware with zero direction. The future of this country's robotics industry is a dozen "foundation model" companies training the same model architectures on the same Chinese robotics datasets, all burning money on GPUs to create value for Unitree, pretending that they will magically achieve cross-embodiment transfer with another $100m investment, while pushing back delivery timelines until after they can get acquihired by OpenAI or Google. Fuck that. Tariffs on China are at all time highs, and everyone is still competing for the American market (why do you think Unitree's robot is red, white, and blue?) American robotics companies should be playing on easy mode - what are tariffs even for otherwise? Why complain or call Unitree cheaters? Just make something that people actually want to buy, and respect the awesome engineering that Unitree is doing. Any other attitude is fucking un-American.

Kuafu humanoids by Chinese company Leju Robotics moving totes at FAW's car factory.