Tim Li

So proud to see F.03 make history as the first humanoid robot in the White House 🤖 🇺🇸

For the past 12 months, I’ve been heads down building a robot. Introducing Emma – an autonomous robot that scans farms, detects diseases, and measures yield. Currently deployed in 14 vineyards and orchards in CA and NY.

A single image can transform into a massive world composed of millions of splats with Marble. Forming large explorable environments from ancient ruins to spaceship interiors.

🚨🔥全球首例人形机器人工作现场殒命事件！🤣 昨天，上海科技馆在演示机器人时，发生严重失误，机械臂在旋转时未能紧紧抓住人形机器人，导致其当场摔得粉碎。

It's getting very close to the time when everyone living in the world will buy a robot to take care of their home... These will be as essential in the next generation as cars are now. These are made in China: The Unitree G1.

Somewhere out there is a guy who uses Notion, Superhuman, OpenClaw on a Mac Mini, Raycast, a mechanical keyboard ($400), Wispr Flow, and gets nothing done every day

We’ve developed a memory system for our models that provides both short-term visual memory and long-term semantic memory. Our approach allows us to train robots to perform long and complex tasks, like cleaning up a kitchen or preparing a grilled cheese sandwich from scratch 👇

The U.S. thinks the humanoid robotics race is Boston Dynamics vs Unitree. Meanwhile China has dozens of companies shipping humanoid robots that nobody here is paying attention to The numbers tell the story: ~13,000 humanoid robots shipped globally in 2025. Chinese companies made roughly 90% of them. AgiBot shipped 5,168. Unitree shipped 5,500. UBTech shipped 1,000. And those are just the top three. China now has over 150 humanoid robot companies and 330+ unveiled models. Unitree alone plans to ship 20,000 units this year. The Chinese government allocated over $20 billion in subsidies to robotics in late 2024 and early 2025. Provinces are in a "subsidy race," each competing to produce the next national robotics champion. The entire cycle, R&D, supply chain, manufacturing, deployment, is compressed into a single tight loop. Companies go from prototype to factory floor faster than most U.S. startups finish a seed round. I saw this firsthand in Shenzhen. The density is hard to describe until you've walked through it. Factories, component suppliers, assembly lines, test labs, all within a few miles of each other. Someone has an idea in the morning and a working prototype by the afternoon. That's not an exaggeration. That's just how the ecosystem operates when everything is that close together and moving that fast. And there's a dynamic most people aren't thinking about. Robots that build robots is a recursive problem. If China builds a few hundred thousand humanoid robots and those robots help them build a million more, that's not linear scaling, that's full industrial capture. A manufacturing workforce that doesn't age, doesn't strike, and gets cheaper with every unit produced. Every robot off the line teaches the factory something about yield, about process, about cost. The knowledge compounds, and China is 13,000 units into that curve. The U.S. is barely on it. The companies that will matter in humanoid robotics aren't the ones with the best demo. They're the ones building the factory where the process is the product and every unit shipped makes the next one cheaper. Right now, those factories are in China. That should concern everyone