Video wird geladen...

Video konnte nicht geladen werden

Zur Startseite

How humanoids move from "Kung Fu" mode to "Blue-collar" work 🤖🦾 Unitree founder Xingxing Wang just dropped some major truth bombs about the reality of robot labor at the HEIS meeting in Beijing Extreme mobility like the "Kung Fu" bot at the Gala is the prerequisite—stable movement is the...

31,755 Aufrufe • vor 5 Monaten •via X (Twitter)

0 Kommentare

Keine Kommentare verfügbar

Kommentare vom Original-Post werden hier angezeigt

Ähnliche Videos

Unitree Robotics just filed to go public on March 20th targeting a $7 billion valuation. Most people have no idea what this company actually is. Here is why this might be the most important robotics IPO of the decade. Unitree shipped 5,500 humanoid robots in 2025. Figure AI shipped roughly 150. Agility Robotics shipped roughly 150. Unitree did $246 million in revenue last year, up 335% year over year, and they are actually profitable. Figure AI is valued at $39 billion with near zero revenue and is still private. Unitree wants $7 billion with real numbers. The price point is what separates them from everyone else. Their G1 humanoid sells for $13,500. Competitors charge $50,000 to $130,000. Their newest R1 humanoid launching in April starts at $4,900. Nothing comparable exists at that price anywhere in the world. They hold roughly 32% of the global humanoid market and 70% of the quadruped market. The moat is vertical integration. They self develop over 90% of core components including motors, reducers, controllers, sensors, and all software. Real clients include PetroChina, Sinopec, State Grid, and China Mobile. This is not a research project. Product is shipping at scale. This is listing on China's STAR Market, not Hong Kong, not the US, which makes access extremely difficult for international investors. The risks are real. The US House Select Committee on the CCP has formally requested Unitree be blacklisted. Their robots appeared in PLA military exercises in 2024. Tariffs have already nearly tripled the US price of the G1. $TSLA Optimus is targeting sub $20,000 pricing with automotive scale manufacturing backed by $NVDA compute. If they execute, the price advantage shrinks fast. But this is still the only profitable pure play humanoid robotics company in the world growing at 335% a year, valued at a fraction of its loss making peers. Goldman projects the humanoid market at $38 billion by 2035. Morgan Stanley goes to $5 trillion by 2050. Unitree currently holds the largest market share of any humanoid manufacturer on the planet. Full breakdown coming soon. $TSLA $NVDA

KawzInvests

74,078 Aufrufe • vor 4 Monaten

i don't think people realize what's happening in Chinese robotics. this one manufacturer might be the most impressive AND most concerning company on Earth right now let me explain... Unitree Robotics sells a humanoid robot for $5,900. their robot dog costs $1,600 (Boston Dynamics charges $74,500 for theirs for context). you can literally buy these on Amazon today. so obviously the first question is: how is that even possible? the answer starts with a guy who couldn't pass his English exam. Wang Xingxing grew up in Zhejiang province. for his master's thesis, he decided to build a quadruped robot. budget: about $3,000. for context, $3,000 for this kinda robot is nothing. off-the-shelf servo motors alone would've eaten that twice over. so Wang did the only thing he could: he designed and machined every single component himself. motors, joints, controllers, the frame. all of it. the resulting robot was janky and imperfect. but it worked. and the video went viral globally. after graduating he joined DJI. but he quit after two months, and this is 2016, when DJI was arguably the hottest hardware company in China. walking away from that with no money to start a robotics company is a... specific kind of stubborn. he launches Unitree with $280K from a single angel investor. tiny office in Hangzhou. 50 square meters. but the money runs out fast. he can't make payroll for three years. the company almost dies in 2017. but emergency government funding arrives with days to spare. he survives, barely, and keeps building. this is where it gets really fascinating IMO. this founding constraint, building everything yourself because you literally cannot afford to buy parts, never went away. even after funding rounds started landing. even after revenue kicked in. it just became the company's permanent DNA. Unitree now manufactures 90%+ of its core components in-house. motors, reducers, controllers, encoders, LiDAR, etc the founder's $3,000 robot thesis ended up being an architectural decision that turned out to be structurally superior. think about what that means in practice. Boston Dynamics needs a better motor? they negotiate with a supplier, wait on lead times, qualify the part. but when Unitree needs one, they design theirs internally and have a new version in production within weeks. that gap compounds every cycle. Unitree shipped three separate humanoid platforms in 18 months. Figure AI has shipped one. Tesla has shipped zero commercially. the results are getting hard to dismiss. 23,700 robot dogs shipped in 2024 (roughly 70% of the entire global market). 7,000+ humanoids deployed. over 600 industrial sites running their quadrupeds. $140M+ revenue, profitable every year since 2020. for perspective: no Western humanoid competitor is profitable. not one. OK. now here's where the "most concerning" part of this starts... if you watched the DJI story unfold, you already recognize the shape. affordable Chinese hardware quietly saturates global markets. years later, the national security questions arrive, after the install base is already massive. drones, then EVs, then AI. now robots. Unitree is running this exact playbook in real time. in April 2025, researchers found an undocumented backdoor in their Go1 robot. a remote tunnel letting anyone control the robot and stream its camera feed. default password: pi/123. 1,919 vulnerable units exposed globally. including machines at MIT, Princeton, and Carnegie Mellon. but it gets worse. every Unitree robot shares the same hardcoded encryption key. encrypt the word "unitree" and you get root access to any of them. one compromised robot can spread to every Unitree robot in Bluetooth range automatically. a literal robot botnet. the G1 quietly transmits sensor data to Chinese servers every five minutes. audio, video, GPS, LiDAR spatial mapping, with no notification, no consent, no opt-out. PLA footage has shown Go2 robots with mounted weapons. Ukrainian forces literally deployed weaponized units on the actual frontline. and every member of the bipartisan House China Committee signed a letter calling for Unitree's military company designation. Wang signed a 2022 pledge alongside Boston Dynamics not to weaponize robots. but pledges don't survive contact with shipping hardware to open markets. and under China's 2025 rules restricting military-related speech, Unitree couldn't publicly confirm PLA use even if they wanted to. 50,000+ of these robots are now deployed globally. some at institutions that probably should've asked harder questions before connecting them to their networks. the security stuff is real and people should know about it. but i also think it's important not to let that overshadow what's actually been built here. a 35-year-old who failed his English exam created a robotics company that's outshipping and outpricing every Western competitor while being the only profitable humanoid maker on Earth. most impressive and most concerning company in the world right now.

Ole Lehmann

122,620 Aufrufe • vor 5 Monaten

China's humanoid robotics market is on fire. With orders expected to top 30,000 units this year—a tenfold jump from 2024's total of less than 3,000—2025 is officially shaping up to be the "Year of Mass Production." This surge, driven by an expansion into new sectors like industrial manufacturing, logistics, and elder care, is reflected in a wave of new deals across the industry. Here's a look at some of the key commercial progress: Astribot: A 1,000-unit order for industrial and logistics deployment over two years. TianTai Robotics: Signed a major 10,000-unit order for caregiving robots. Noetix Robotics : Received over 2,000 intent orders in one month, valued at over 100 million yuan, with a focus on education and commercial performances. AgiBot: Expects to ship thousands of units this year and tens of thousands in 2026. Unitree Robotics: Has orders for thousands of units and is one of the most visible products in the industry. UBTech: Aims to deliver 500 industrial humanoids in 2025, with educational robot orders already exceeding 300 units. Robot Era: Delivered over 300 units by July 2025 with 500 more on hand. TLIBOT: Has around 1,000 intent orders. Galbot: Secured orders for its supermarket security robot, Galbot, in 100 stores. AI² Robotics: Has nearly 500 orders for its general-purpose robots for industrial and public service scenarios. But here’s the crucial reality check. While the order boom is exciting, it doesn't automatically translate to fulfilled deliveries. Many companies lack the production capacity to keep up. A significant portion of these are "intent orders" or framework agreements, not guaranteed sales. Furthermore, the market is heavily B2B-focused, with consumer demand representing only about 5% of sales. Some orders are even symbolic, for public relations or strategic purposes. This “order frenzy” is a starting point, not the finish line. The true test for China's humanoid robot industry isn't who can secure the biggest order, but who can consistently deliver on it and build a stable market for the future.

RoboHub🤖

199,146 Aufrufe • vor 10 Monaten

Last night, China Central Television (CCTV) aired its 2026 Chinese New Year Gala celebrating the Year of the Horse. The show featured a wide range of performances, including Unitree Robotics humanoid robots performing martial arts in sync with human dancers. Just a year ago, Unitree’s robots appeared at the same gala, but their movements looked stiff and mechanical. This year, they were noticeably more fluid and coordinated — a remarkable improvement, even if they’re still likely operating under some level of remote supervision. When it comes to humanoid robotics, most of the visible momentum today seems to be coming from the U.S. and China. Companies like Tesla (with Optimus) and Boston Dynamics in the U.S., alongside rapidly advancing Chinese firms, dominate the headlines. So what happened to Europe and Japan? Japan was once seen as the global leader, especially with Honda’s ASIMO and SoftBank Robotics’ humanoid projects. However, ASIMO was retired, and much of Japan’s robotics focus shifted toward industrial automation and service robots rather than full-scale general-purpose humanoids. Europe, meanwhile, remains strong in industrial robotics, research, and precision engineering — with players like ABB and KUKA — but hasn’t pushed aggressively into commercial humanoid platforms at the same scale or speed as the U.S. and China. In short, it’s less that Europe and Japan disappeared, and more that the center of gravity in humanoid robotics — especially AI-driven, general-purpose humanoids — has shifted toward U.S.–China competition. Whether that gap widens or narrows will depend on breakthroughs in embodied AI, cost reduction, and real-world deployment over the next few years.

Ray

23,439 Aufrufe • vor 5 Monaten

A Few Thoughts on Robotics The criticism that robotics can only be used in a rather one-sided way is, at the same time, the solution to the problem. What do I mean by that? Since the Industrial Revolution, humanity has increasingly made production methods more efficient. Fordism introduced assembly line work, but this comes at the expense of monotonous, repetitive tasks. On the one hand, immense wealth has been created; on the other hand, countless people suffer from repetitive tasks, which are a direct consequence of that industrial revolution and the division of labor- in other words, assembly line work. The debate about whether AI and robotics could impact the labor market is answered in different ways. I have a clear opinion on this: Up to now, technology has merely been an augmentation, an improvement of human labor to make it more effective. Robotics and AI, however, represent a qualitative break with this situation. For the first time in human history, it won't be humans who become more efficient, but rather replaceable, insofar as human augmentation becomes *less* efficient than replacing human labor with robotics. In just a few years, a human using technology will simply be less efficient than a robot that doesn't know an eight-hour day, weekends, or holidays, but can perform monotonous tasks 24/7 on an assembly line without breaking down due to physical ailments or needing medical attention. Wear and tear simply means replacing specific parts of the robot. To return to the initial question: production doesn't require general-purpose robots capable of performing a wide variety of tasks, but rather specialized robots that excel at the specific tasks for which they are needed. Figure02 vividly illustrates why this is only now possible: even the simplest assembly line work still requires delicate manual dexterity because the production line is designed for human hands. This breakthrough has now arrived, but AGI (Automated Generating Intelligence) isn't necessary for robots to be used in production processes. It's sufficient that they can perform monotonous tasks. And that's why I believe 2026 will be the year of the robots. (Clip: Figure02 in production chain at BMW Car-production)

Chubby♨️

15,228 Aufrufe • vor 8 Monaten

Video: World’s first humanoid robot labor that swaps its own batteries to work endlessly | Jijo Malayil, Interesting Engineering Walker S2 uses dual-battery balancing and standardized modules to boost efficiency and ensure uninterrupted, optimized performance. In a leap for robotics, China’s UBTech has unveiled the Walker S2, the world’s first humanoid robot capable of fully autonomous battery swapping. Designed for non-stop industrial operations, the Walker S2 can replace its own power pack in just three minutes—no human intervention required. Equipped with advanced anthropomorphic bipedal locomotion and a hot-swappable battery system, Walker S2 is built to operate 24/7 across dynamic industrial environments. According to UBTech, the next-generation humanoid robot marks a major milestone in automation, bringing continuous, hands-free performance to the factory floor. In May 2025, UBTech Robotics and Huawei Technologies inked a significant partnership to accelerate the adoption of humanoid robots across China’s factories and households. Uninterrupted robot operations A video posted by the robotics firm opens with the sleek UBTech Walker S2 humanoid robot working in an industrial setting. The highlight, however, is its autonomous battery swap. Walker S2 approaches the charging station, carefully detaches its depleted power pack, and seamlessly installs a fresh one—all within about three minutes—without any human assistance, according to CGTN. The camera captures close-ups of the robot’s articulated limbs and the intelligent battery-handling mechanism, conveying precision and reliability. As the swap completes, Walker S2 resumes its duties, reinforcing the promise of uninterrupted, 24/7 operations in dynamic factory environments. UBTech’s Walker S2 humanoid robot is equipped with advanced dual-battery power balancing technology and uses standardized battery modules to optimize performance, reports CNEVPOST. This dual-battery system allows the robot to automatically switch to a backup battery in case of a main battery failure, ensuring that critical tasks are carried out without interruption. In addition to battery swapping, the robot can intelligently choose between charging and swapping based on task urgency, allowing it to manage energy dynamically and adapt to real-time operational demands. UBTech highlights these features as a step forward in deploying humanoid robots for industrial and domestic applications, combining flexibility, reliability, and autonomy in one intelligent platform. Factory intelligence upgrade Earlier in the year, UBTech unveiled a major advancement in humanoid robot collaboration, claiming the world’s first deployment of multiple humanoids working together across varied industrial tasks. Demonstrated at Zeekr’s 5G-enabled smart factory, the breakthrough centers on UBTech’s “BrainNet” framework, which orchestrates cooperative behavior through a cloud-device intelligence system. BrainNet integrates a “super brain” for high-level decision-making with an “intelligent sub-brain” for distributed multi-robot control. The super brain, powered by a proprietary large-scale multimodal reasoning model, handles complex production-line scheduling and decision-making. Meanwhile, the sub-brain coordinates real-time tasks using cross-field perception and Transformer-based control for dynamic adaptability. Together, they enable the Walker S1 humanoid robots to move beyond isolated operations and perform coordinated tasks with high precision and speed. The system is built on DeepSeek-R1 reasoning technology and trained on real-world data from automotive factory settings. Leveraging Retrieval-Augmented Generation (RAG), the model adapts to specific job functions and improves scalability across workstations. At Zeekr’s facility, dozens of Walker S1s now collaborate on tasks like assembly, inspection, and part handling. Using semantic VSLAM and shared mapping, they coordinate seamlessly via vision-based navigation and agile manipulation. UBTech says this marks a transition to “Practical Training 2.0,” where humanoid robots operate as a swarm, maximizing efficiency and setting the stage for next-generation intelligent manufacturing.

Owen Gregorian

35,637 Aufrufe • vor 1 Jahr

In just one week, Binh Pham and I trained a full-body Unitree G1. Here's a recap: 1. Secured a Unitree G1 humanoid through a LinkedIn post 2. Deployed TWIST2 full-body teleoperation pipelines 3. Adapted TWIST2 for Zed stereo camera & collected full-body teleoperation samples (carried by Binh Pham ) 4. Adapted & fine-tuned NVIDIA Gr00T N1.5 VLA on the TWIST2 public datasets, which I fine-tuned on an 8xNVIDIA H100 Cluster. We picked Gr00T N1.5 as it was trained with Unitree G1 embodiment data. 5. Adapted the TWIST2 codebase to stream in the actions from Gr00T via ZMQ using a co-located NVIDIA H100 for ~200ms inference latency 6. Tested the model in sim, then deployed to the real-world Unitree G1. We streamed a training sample observation to the VLA (as we didn't want to break robot in case real observations were OOD) We were the first team in the world to deploy the full TWIST2 data collection pipeline to the unitree g1 :) Much more work ahead though, which I'll work on as a side-project over the next months: 1. Exploring the various types of 'world models': video backbones, dynamics models, v-jepa-2 models. I believe these will generalize better & train much more data-efficiently than VLM backbones 2. Speeding up inference - I believe low-latency robotics inference will be a big challenge. There are many works in video diffusion which I'd like to test (e.g. SageAttention, SparseAttention, Drifting Models). Perhaps also writing custom CUDA kernels. 3. Economics of inference scaling :) What will be the compute demands as we scale inference up to millions of humanoids? Will it run on edge or on distributed 'co-located' inference clusters? These are questions I'd like to answer. Adapted TWIST2 codebase: Adapted Gr00T-N1.5 codebase: The ETH Robotics Club are doing a cool GTC Golden ticket competition with NVIDIA , so this is my submission :) The DGX Spark compute will get me a long way with initial prototyping & especially working on inference optimization for next-gen Blackwell GPUs #NVIDIAGTC #GOLDENTICKET #ETHRC

Arnie Ramesh

14,815 Aufrufe • vor 5 Monaten

A truly staggering number of AI-powered humanoid robots are emerging from Shenzhen, the booming Chinese tech hub. Shenzhen Dobot, which rose from a Kickstarter campaign to become an industrial automation leader, says its first humanoid robot, Atom, has entered mass production. Atom is positioned as a general-purpose cross-industry worker. Priced around $27,000, Atom boasts fine motor control that’s precise enough to pick up a cherry by the stem. Another major player is Pudu Robotics, which recently shipped its 100,000th service robot. Pudu is commercializing its wheeled and bipedal humanoids using its sizable customer base. Its flagship is the PUDU D9, a full-sized biped built to serve in places like warehouses, stores, and hotels. It sells for between $20,000 and $30,000. A newer firm, AI Squared, recently closed a funding round worth hundreds of millions of yuan to rush its Alpha Bot 2 general-purpose humanoid to market. The startup, founded in 2023, says its AI combines slow reasoning and fast motion planning so its robots can plan, talk, and move simultaneously. An even newer firm, Lumos Robotics, has reportedly raised nearly $28 million in angel funding to develop a full-stack humanoid robotics platform. The second-generation iteration of its flagship robot, the LUS 2, recently demonstrated the ability to get up from the ground in just a second. According to Lumos, the next-gen bot features upgraded actuators and sensors for athletic-level dexterity. LimX Dynamics, known for its agile quadrupeds and bipeds, just shared footage showcasing its CL-3 humanoid’s lifelike walking gait and gestures. LimX says its flagship humanoid can watch human movement videos and replicate them via motion conversion, with no hand coding required. Just a year after its establishment, the startup DIGIT has unveiled multiple lines of sci-fi-inspired humanoids. Its Starwalker robots switch between legged and wheeled locomotion to cover more than 10,000 square meters across multiple floors. They’re available in five different colors. DIGIT also has a robot named Xia Lan with a humanlike face that can show a range of expressions and emotions. The leading Chinese robotics firm UBTECH also recently introduced its first hyper-realistic humanoid robot, Una, intended for applications like customer service and event marketing. UBTECH says it’s begun mass-producing its Walker S humanoid robots that are reportedly helping assemble iPhones for Foxconn. Footage of a so-called intelligent swarm of these humanoids at a Zeekr factory shocked the world. Another EV maker, Xpeng, plans to start mass-producing its Iron humanoids in 2026. The robot reportedly stole the show during the 2025 Shanghai Auto Week. The Shenzhen firm that’s gotten the most attention outside the usual tech echo chambers is Engine AI, which is planning the world’s first full-sized humanoid robot boxing tournament.

Mike Kalil

11,408 Aufrufe • vor 1 Jahr