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Jordan Nanos

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Member of Technical Staff @SemiAnalysis_

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SemiAnalysis Weekly Ep. 016 - Unitree IPO This week we dig into humanoids, Unitree and the future of robotics. With reyk knuhtsen and Niko Timestamps: 00:00 — Intro, deployment reality vs. hype 02:39 — Unitree Business: why go public, margins, pricing 05:48 — Parallels to DJI and BYD, economies of scale as China's moat 16:52 — When is the Claude Code moment for robotics 18:38 — Real use cases and future demand shocks 26:39 — Shenzhen and the humanoid BOM 35:56 — The bear case: who actually buys them? 42:17 — Can the US compete?

SemiAnalysis Weekly Ep. 016 - Unitree IPO This week we dig into humanoids, Unitree and the future of robotics. With reyk knuhtsen and Niko Timestamps: 00:00 — Intro, deployment reality vs. hype 02:39 — Unitree Business: why go public, margins, pricing 05:48 — Parallels to DJI and BYD, economies of scale as China's moat 16:52 — When is the Claude Code moment for robotics 18:38 — Real use cases and future demand shocks 26:39 — Shenzhen and the humanoid BOM 35:56 — The bear case: who actually buys them? 42:17 — Can the US compete?

25,006 views • 22 days ago

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