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@dingyi

promote your product ‣ [email protected] newsletter ‣ https://t.co/q1JG1yCzdb refine your startup ‣ https://t.co/FfUYboxOr5 newest product ‣ https://t.co/cP6NQ3keo5

Remote Katılım Aralık 2006
5.1K Takip Edilen153.8K Takipçiler
Ding
Ding@dingyi·
@app_sail 看了下都是以前 web3 炒币的,但有些地方还是值得学习
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Asa
Asa@app_sail·
天策局 在深圳举办的线下聚会 很火啊,规模有多大呀,感觉好多人都在发 所以,天策 @Leobai825 做对了什么呢
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Ding
Ding@dingyi·
@z0nwaW 哈哈哈哈其实对流量没有影响
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z0nwaW
z0nwaW@z0nwaW·
@dingyi 第一条推就把链接贴出来的人不多了。
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Ding
Ding@dingyi·
@xzensh 除了大模型公司其他所有公司现在都是无解的状态
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Yan 🐼
Yan 🐼@xzensh·
@dingyi 感觉这类产品都不可能与原厂竞争,tokens 是不可承受之重
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Ding retweetledi
Serenity
Serenity@aleabitoreddit·
So there's a IBK Research report on Boston Dynamics value chains from last month. Just a summary: IBK maps these companies to Atlas as suppliers: - Hwashin (010690) / body, arms, legs - LG Energy (373220) / battery - Hyundai Autoever (307950) / integration - Hyundai Mobis (012330) / actuators As for humanoid volume ramps: They're modeling for, 11.29K in 2028, 20k 2029, 30k in 2030... 40k in 2031, and 50k in 2032. Not quite sure why IBK and other institutions are a fan of linearly modeling S-curve volume ramps... Like adding +10K per year, don't quite think it's volume ramp is going to work like that... if I had to guess it would look more like: - 15-20k 2028 - 40k-70k 2029 - 90k-140k for 2030 Since Boston Dynamics is projecting 30k capacity by 2028 (I'm sure they'd aim to get more online by 2029-2030), as China collectively is already doing 100k EOY in 2026. In terms of competitive landscape they name: - $TSLA, Figure, Apptronik, $CCXI (Agility), as US players. Then Boston Dynamics (Korea parent owned now) - Unitree, Fourier, AGibot, UBtech, $XPEV as the Chinese leaders. - Neura, Pal Robotics, Wandercraft, Oversonic, as the EU leaders. They also did quite a lot of valuation modeling around Hyundai Mobis/Hyundai Autoever/Glovis. Regarding the BD economic ownership from 27.9% from Hyundai Motor, 11.3% from Mobis, and 11.3% from Glovis. So at least institution are valuing humanoid segments inside companies lot more now. Then from report assumptions: - 31 actuators per Atlas - $1K per actuator in 2028 - $134K Atlas ASP, Which implies actuator cost of final selling price is roughly 23–28%. Probably the more interesting statement was IBK stated that actuator capacity is biggest signal for volume ramp. eg. every 310,000 units of actuator capacity supports 10,000 more robots. So tracking actuator outputs, yields, ASP is a cleaner read on 2028-2030 ramp. I didn't have much personal takeaways, but hopefully others find it interesting, maybe around Hwashin as a core supplier or around actuator capacity as an indicator.
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yihong0618
yihong0618@yihong0618·
离谱了!
yihong0618 tweet mediayihong0618 tweet mediayihong0618 tweet mediayihong0618 tweet media
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Ding
Ding@dingyi·
两个总想不停换产品尝试的品类:车、键盘。前者太贵不现实,后者不贵但没必要。家里已经闲置很多键盘了。。。
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Sean
Sean@SeanXunWong·
@dingyi 出闲置吗,我收
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Ding
Ding@dingyi·
@hal__lee 我要是富二代大学毕业就这么干了
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Hal
Hal@hal__lee·
@dingyi 做汽车博主就可以实现换车体验了,名字我都给你想好了就叫“车前一丁”
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Huazi@HeyHuazi·
@dingyi 帮处理闲置键盘,两把键盘就可以换一个不锈钢盆!
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Ding
Ding@dingyi·
@ssovoovo 审核通过了,再说没有违规
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Ding
Ding@dingyi·
Meng To 的这个 design skills 才是王炸啊。 它不像其他那些让你提升 taste 的,而是聚合了超多解决具体设计问题和做出好看设计效果的 skills,比如可以生成 dither 背景,可以把 Unicorn Studio 做好的设计嵌入网站。太好用了! github.com/MengTo/Skills
Ding tweet media
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