Video wird geladen...

Video konnte nicht geladen werden

Zur Startseite

🔥🚨JUST IN: China just revealed the world’s first fully functionally production ready mecha suit that is able to punch through brick walls that looks like it came straight out of a Hollywood film. The Unitree GD01 Starts at $574,000. Designed and classified as a civilian vehicle, the GD01 weighs...

dom_lucre's profile picture

Dom Lucre | Breaker of Narratives

1,687,531 subscribers

702,864 Aufrufe • vor 3 Monaten •via X (Twitter)

Nachrichten & PolitikWissenschaft & Technologie
LIVE

Anya Rossi• Live Now

Private livecam show

0 Kommentare

Keine Kommentare verfügbar

Kommentare vom Original-Post werden hier angezeigt

Ähnliche Videos

Unitree Unveils: GD01, A Manned Transformable Mecha, from $650,000 👏 The world's first production-ready manned mecha. It can transform. It's a civilian vehicle. It weighs ~500kg with you inside. Please everyone be sure to use the robot in a Friendly and Safe manner.
1:14

Unitree Unveils: GD01, A Manned Transformable Mecha, from $650,000 👏 The world's first production-ready manned mecha. It can transform. It's a civilian vehicle. It weighs ~500kg with you inside. Please everyone be sure to use the robot in a Friendly and Safe manner.

Unitree

9,129,467 Aufrufe • vor 3 Monaten

Meet the GD01: The world's first production-ready manned mecha personally test-driven by its creator, Wang Xingxing. Beyond the cool factor, it's a powerhouse designed for high-risk environments and special tasks. Weighing in at ~500kg with the ability to transform into quadruped mode, it navigates complex terrain like never before.
1:09

Meet the GD01: The world's first production-ready manned mecha personally test-driven by its creator, Wang Xingxing. Beyond the cool factor, it's a powerhouse designed for high-risk environments and special tasks. Weighing in at ~500kg with the ability to transform into quadruped mode, it navigates complex terrain like never before.

KABClub

18,916 Aufrufe • vor 3 Monaten

JUST IN: Unitree Robotics just unveiled the GD01, a manned "mecha" robot that transforms between two legs and four legs in real time. This is not a concept. This is a product. Starting price: $574,000. This robot weighs 500kg, is built from high-strength alloy, and has a torso-mounted cockpit. The demo video shows it walking upright, knocking down a brick wall with its hand, then reconfiguring into a four-legged crawl. Unitree calls it the world's first mass-produced transformable mecha. But the real story here is the bigger picture. Chinese companies accounted for nearly 90% of global humanoid robot sales in 2025. Unitree alone shipped 5,500+ humanoid robots last year. In the same period, Tesla, Figure AI and Agility Robotics each shipped around 150. And Unitree is now filing for an IPO on Shanghai's Star Market, targeting 4.2 billion yuan, 85% of which goes straight into R&D. The West is building incredible humanoid robots. China is building them faster, cheaper and at a scale nobody else is close to matching. Read more here: ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →
1:06

JUST IN: Unitree Robotics just unveiled the GD01, a manned "mecha" robot that transforms between two legs and four legs in real time. This is not a concept. This is a product. Starting price: $574,000. This robot weighs 500kg, is built from high-strength alloy, and has a torso-mounted cockpit. The demo video shows it walking upright, knocking down a brick wall with its hand, then reconfiguring into a four-legged crawl. Unitree calls it the world's first mass-produced transformable mecha. But the real story here is the bigger picture. Chinese companies accounted for nearly 90% of global humanoid robot sales in 2025. Unitree alone shipped 5,500+ humanoid robots last year. In the same period, Tesla, Figure AI and Agility Robotics each shipped around 150. And Unitree is now filing for an IPO on Shanghai's Star Market, targeting 4.2 billion yuan, 85% of which goes straight into R&D. The West is building incredible humanoid robots. China is building them faster, cheaper and at a scale nobody else is close to matching. Read more here: ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →

Lukas Ziegler

11,690 Aufrufe • vor 3 Monaten

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
0:44

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 5 Monaten

We asked Flood about his dynamic relationship with Arthur Hayes on Hyperliquid. "People fundamentally misprice Hyperliquid and Arthur is one of the people who actually has the best pricing and probably the most edge" 🦣 "The global perpetual swap market is anywhere from $20-30 billion in revenue a year, and Binance conservatively makes $10 billion a year in revenue." "Hyperliquid does about one-sixth to one-tenth the volume that Binance does on perps—if Hyperliquid is making a billion a year, that puts Binance at conservatively $10 billion annually just from perps."
1:22

We asked Flood about his dynamic relationship with Arthur Hayes on Hyperliquid. "People fundamentally misprice Hyperliquid and Arthur is one of the people who actually has the best pricing and probably the most edge" 🦣 "The global perpetual swap market is anywhere from $20-30 billion in revenue a year, and Binance conservatively makes $10 billion a year in revenue." "Hyperliquid does about one-sixth to one-tenth the volume that Binance does on perps—if Hyperliquid is making a billion a year, that puts Binance at conservatively $10 billion annually just from perps."

The Rollup

85,353 Aufrufe • vor 1 Jahr

Below is the performance by Unitree Robotics at the 2026 CCTV Spring Festival Gala. I take immense pride in having invested in Unitree as a fund partner prior to the first half of 2020. During my 2021 interview with 36Kr , which featured my discussion with founder Wang Xingxing—I spoke about my absolute confidence in this team. I also noted back then that Chinese policy would pivot toward providing strong support for this sector. Looking at where we are now, those predictions have fully come to fruition. Since the interview and the videos in the link all date back to 2021, this clearly isn't a case of Monday morning quarterbacking.
1:28

Below is the performance by Unitree Robotics at the 2026 CCTV Spring Festival Gala. I take immense pride in having invested in Unitree as a fund partner prior to the first half of 2020. During my 2021 interview with 36Kr , which featured my discussion with founder Wang Xingxing—I spoke about my absolute confidence in this team. I also noted back then that Chinese policy would pivot toward providing strong support for this sector. Looking at where we are now, those predictions have fully come to fruition. Since the interview and the videos in the link all date back to 2021, this clearly isn't a case of Monday morning quarterbacking.

Nathan 🧸

16,151 Aufrufe • vor 6 Monaten

10 years ago Wang Xingxing was a Shanghai University grad student building a $3,000 quadruped robot for his thesis. Today, the 36 year old founder is China's first humanoid robotics billionaire. Unitree closed day-2 of trading at 687 yuan, about a $40B market cap. Xingxing's stake: ~30% direct + indirect (via employee equity platform) Net worth: ~$12B USD XDog, a low-cost electric-motor quadruped he built as a grad student in 2015, went viral internationally. He quit his DJI job after 2 months, took ~$275K in angel funding, and founded Unitree in Hangzhou in Aug 2016 at age 26. His architectural bet: electric motors instead of Boston Dynamics-style hydraulics to make humanoids affordable, and selling them as hardware platforms instead of waiting for a finished product. 10 years, $275K angel round -> $12B net worth, and built a company primed to be a dominant force in a new technology paradigm.
0:46

10 years ago Wang Xingxing was a Shanghai University grad student building a $3,000 quadruped robot for his thesis. Today, the 36 year old founder is China's first humanoid robotics billionaire. Unitree closed day-2 of trading at 687 yuan, about a $40B market cap. Xingxing's stake: ~30% direct + indirect (via employee equity platform) Net worth: ~$12B USD XDog, a low-cost electric-motor quadruped he built as a grad student in 2015, went viral internationally. He quit his DJI job after 2 months, took ~$275K in angel funding, and founded Unitree in Hangzhou in Aug 2016 at age 26. His architectural bet: electric motors instead of Boston Dynamics-style hydraulics to make humanoids affordable, and selling them as hardware platforms instead of waiting for a finished product. 10 years, $275K angel round -> $12B net worth, and built a company primed to be a dominant force in a new technology paradigm.

The Humanoid Hub

16,865 Aufrufe • vor 10 Tagen

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 foundation for robots to actually start working Unitree has been deploying humanoids at NIO and Geely since 2024 with a 100% success rate on single tasks like simple parts assembly The real challenge is long-sequence complex tasks with 20+ steps—success rates struggle here especially when handling tiny parts Whole-body teleoperation is the key technical breakthrough for capturing high-quality physical world data to solve the industry's data scarcity Standardization is now the priority—setting unified task metrics, evaluation systems, and safety baselines to move beyond one-off lab innovations In 2025 Unitree shipped over 5,500 humanoids with more than 6,500 units coming off the production line leading the global market in volume The end goal is clear—Unitree wants humanoids working in its own factories to manufacture even more robots, closing the automation loop Source: HEIS Annual Meeting #Robot #Humanoid #Robotics #AI #EmbodiedAI #PhysicalAI #Unitree #SmartManufacturing #Automation
0:22

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 foundation for robots to actually start working Unitree has been deploying humanoids at NIO and Geely since 2024 with a 100% success rate on single tasks like simple parts assembly The real challenge is long-sequence complex tasks with 20+ steps—success rates struggle here especially when handling tiny parts Whole-body teleoperation is the key technical breakthrough for capturing high-quality physical world data to solve the industry's data scarcity Standardization is now the priority—setting unified task metrics, evaluation systems, and safety baselines to move beyond one-off lab innovations In 2025 Unitree shipped over 5,500 humanoids with more than 6,500 units coming off the production line leading the global market in volume The end goal is clear—Unitree wants humanoids working in its own factories to manufacture even more robots, closing the automation loop Source: HEIS Annual Meeting #Robot #Humanoid #Robotics #AI #EmbodiedAI #PhysicalAI #Unitree #SmartManufacturing #Automation

RoboHub🤖

31,755 Aufrufe • vor 6 Monaten

Nebius will be a TRILLION dollar company and here is exactly why (Save this). Brad Gerstner's Altimeter just said on camera that they are invested in ClickHouse, and explained exactly why in one sentence: "If you're in the data infrastructure layer, then token consumption is driving a lot more consumption of your basic services." The flip side of that point is equally important. Gerstner added that the closer you are to a point solution, a single use app built on top of AI, "that feels like you're on the front of the conveyor belt heading toward the guillotine." Models get better, apps get commoditized and the companies that own the foundational infrastructure that every AI application must run through keep compounding. ClickHouse is exactly that foundational layer. It is a real time analytical database engine originally built inside Yandex, optimized for the exact query patterns that AI agents, LLM observability pipelines, and machine learning infrastructure generate, massive write volumes, complex aggregations, and sub-second response at scale. It processes hundreds of billions of rows per second, serves over 2,000 enterprise customers including Cloudflare, Uber and ByteDance, and grew 300% in a single year. In January 2026, a $400 million Series D valued ClickHouse at $15 billion more than double its $6 billion valuation just eight months prior. Here is where Nebius comes in. Nebius holds a 28% stake in ClickHouse, an asset that traces back to its Yandex origins. At ClickHouse's current $15 billion valuation, that stake is worth approximately $4.2 billion, sitting largely unrecognized on Nebius's balance sheet while most market coverage focuses entirely on the AI cloud business. A ClickHouse IPO, which the company is actively positioning toward, would force the market to mark that position to full public market value for the first time and could alone reprice Nebius meaningfully. But that hidden asset is just one layer of the bull case. The core AI cloud business just printed 684% year over year revenue growth, $399 million in Q1 2026 against $50 million a year prior. AI specific revenue grew 841% and now represents 98% of total revenue. The moat underneath those numbers is 3.5 gigawatts of secured power capacity, a $27 billion five year contract with Meta, a $2 billion strategic investment from Nvidia, and a Microsoft partnership ramping to full run rate in 2027, all stacked on top of a ClickHouse stake that the market is still not fully pricing in. Milk Road Pro remains massively bullish on Nebius, we called it early, we are up huge on the position, and we continue to track every development across AI infrastructure before it becomes obvious to the rest of the market. Come join us to see our full Nebius thesis and every other position in the portfolio, link below!
0:20

Nebius will be a TRILLION dollar company and here is exactly why (Save this). Brad Gerstner's Altimeter just said on camera that they are invested in ClickHouse, and explained exactly why in one sentence: "If you're in the data infrastructure layer, then token consumption is driving a lot more consumption of your basic services." The flip side of that point is equally important. Gerstner added that the closer you are to a point solution, a single use app built on top of AI, "that feels like you're on the front of the conveyor belt heading toward the guillotine." Models get better, apps get commoditized and the companies that own the foundational infrastructure that every AI application must run through keep compounding. ClickHouse is exactly that foundational layer. It is a real time analytical database engine originally built inside Yandex, optimized for the exact query patterns that AI agents, LLM observability pipelines, and machine learning infrastructure generate, massive write volumes, complex aggregations, and sub-second response at scale. It processes hundreds of billions of rows per second, serves over 2,000 enterprise customers including Cloudflare, Uber and ByteDance, and grew 300% in a single year. In January 2026, a $400 million Series D valued ClickHouse at $15 billion more than double its $6 billion valuation just eight months prior. Here is where Nebius comes in. Nebius holds a 28% stake in ClickHouse, an asset that traces back to its Yandex origins. At ClickHouse's current $15 billion valuation, that stake is worth approximately $4.2 billion, sitting largely unrecognized on Nebius's balance sheet while most market coverage focuses entirely on the AI cloud business. A ClickHouse IPO, which the company is actively positioning toward, would force the market to mark that position to full public market value for the first time and could alone reprice Nebius meaningfully. But that hidden asset is just one layer of the bull case. The core AI cloud business just printed 684% year over year revenue growth, $399 million in Q1 2026 against $50 million a year prior. AI specific revenue grew 841% and now represents 98% of total revenue. The moat underneath those numbers is 3.5 gigawatts of secured power capacity, a $27 billion five year contract with Meta, a $2 billion strategic investment from Nvidia, and a Microsoft partnership ramping to full run rate in 2027, all stacked on top of a ClickHouse stake that the market is still not fully pricing in. Milk Road Pro remains massively bullish on Nebius, we called it early, we are up huge on the position, and we continue to track every development across AI infrastructure before it becomes obvious to the rest of the market. Come join us to see our full Nebius thesis and every other position in the portfolio, link below!

Milk Road AI

216,498 Aufrufe • vor 3 Monaten

FRIEDBERG: 2025 WILL BE THE YEAR OF THE ROBOT "We just placed an order today out of China called Unitree. Their Go2 robot is $1600, has an API. You can run a payload on it. It's got LiDAR on it. It's got kind of intelligence guidance systems on it. We're looking at using them on our test farms where it can wander the farm and take images and report data back to us." Source: david friedberg, The All-In Podcast
3:43

FRIEDBERG: 2025 WILL BE THE YEAR OF THE ROBOT "We just placed an order today out of China called Unitree. Their Go2 robot is $1600, has an API. You can run a payload on it. It's got LiDAR on it. It's got kind of intelligence guidance systems on it. We're looking at using them on our test farms where it can wander the farm and take images and report data back to us." Source: david friedberg, The All-In Podcast

Mario Nawfal

172,113 Aufrufe • vor 1 Jahr

Nebius will be a TRILLION dollar company and here is exactly why (Save this). Brad Gerstner's Altimeter said on camera that they are invested in ClickHouse, and explained exactly why in one sentence: "If you're in the data infrastructure layer, then token consumption is driving a lot more consumption of your basic services." The flip side of that point is equally important. Gerstner added that the closer you are to a point solution, a single use app built on top of AI, "that feels like you're on the front of the conveyor belt heading toward the guillotine." Models get better, apps get commoditized and the companies that own the foundational infrastructure that every AI application must run through keep compounding. ClickHouse is exactly that foundational layer. It is a real time analytical database engine originally built inside Yandex, optimized for the exact query patterns that AI agents, LLM observability pipelines, and machine learning infrastructure generate, massive write volumes, complex aggregations, and sub-second response at scale. It processes hundreds of billions of rows per second, serves over 2,000 enterprise customers including Cloudflare, Uber and ByteDance, and grew 300% in a single year. In January 2026, a $400 million Series D valued ClickHouse at $15 billion more than double its $6 billion valuation just eight months prior. Here is where Nebius comes in. Nebius holds a 28% stake in ClickHouse, an asset that traces back to its Yandex origins. At ClickHouse's current $15 billion valuation, that stake is worth approximately $4.2 billion, sitting largely unrecognized on Nebius's balance sheet while most market coverage focuses entirely on the AI cloud business. A ClickHouse IPO, which the company is actively positioning toward, would force the market to mark that position to full public market value for the first time and could alone reprice Nebius meaningfully. But that hidden asset is just one layer of the bull case. The core AI cloud business just printed 684% year over year revenue growth, $399 million in Q1 2026 against $50 million a year prior. AI specific revenue grew 841% and now represents 98% of total revenue. The moat underneath those numbers is 3.5 gigawatts of secured power capacity, a $27 billion five year contract with Meta, a $2 billion strategic investment from Nvidia, and a Microsoft partnership ramping to full run rate in 2027, all stacked on top of a ClickHouse stake that the market is still not fully pricing in. Long Nebius and make sure to follow me Melvin for more underlooked AI oppurtunities.
0:20

Nebius will be a TRILLION dollar company and here is exactly why (Save this). Brad Gerstner's Altimeter said on camera that they are invested in ClickHouse, and explained exactly why in one sentence: "If you're in the data infrastructure layer, then token consumption is driving a lot more consumption of your basic services." The flip side of that point is equally important. Gerstner added that the closer you are to a point solution, a single use app built on top of AI, "that feels like you're on the front of the conveyor belt heading toward the guillotine." Models get better, apps get commoditized and the companies that own the foundational infrastructure that every AI application must run through keep compounding. ClickHouse is exactly that foundational layer. It is a real time analytical database engine originally built inside Yandex, optimized for the exact query patterns that AI agents, LLM observability pipelines, and machine learning infrastructure generate, massive write volumes, complex aggregations, and sub-second response at scale. It processes hundreds of billions of rows per second, serves over 2,000 enterprise customers including Cloudflare, Uber and ByteDance, and grew 300% in a single year. In January 2026, a $400 million Series D valued ClickHouse at $15 billion more than double its $6 billion valuation just eight months prior. Here is where Nebius comes in. Nebius holds a 28% stake in ClickHouse, an asset that traces back to its Yandex origins. At ClickHouse's current $15 billion valuation, that stake is worth approximately $4.2 billion, sitting largely unrecognized on Nebius's balance sheet while most market coverage focuses entirely on the AI cloud business. A ClickHouse IPO, which the company is actively positioning toward, would force the market to mark that position to full public market value for the first time and could alone reprice Nebius meaningfully. But that hidden asset is just one layer of the bull case. The core AI cloud business just printed 684% year over year revenue growth, $399 million in Q1 2026 against $50 million a year prior. AI specific revenue grew 841% and now represents 98% of total revenue. The moat underneath those numbers is 3.5 gigawatts of secured power capacity, a $27 billion five year contract with Meta, a $2 billion strategic investment from Nvidia, and a Microsoft partnership ramping to full run rate in 2027, all stacked on top of a ClickHouse stake that the market is still not fully pricing in. Long Nebius and make sure to follow me Melvin for more underlooked AI oppurtunities.

Melvin

69,634 Aufrufe • vor 1 Monat

Sen. Okiya Omtatah: If you saw my audit on Busia, it established that KSh 5.2 billion was stolen in the 2022/2023 financial year. In just one year, 5.2 billion out of a budget of 8.6 billion — that is not even theft; it is looting. And when you go on the ground in Busia, there is nothing happening since the new governor came in. The real theft is done through the IFMIS. When I was reviewing the Busia case, we found, for example, a provision of 9 million for tea and snacks in the governor’s office. It was paid five times, meaning 27 million was paid out in one year for tea and snacks alone. #TheSituationRoom
2:57

Sen. Okiya Omtatah: If you saw my audit on Busia, it established that KSh 5.2 billion was stolen in the 2022/2023 financial year. In just one year, 5.2 billion out of a budget of 8.6 billion — that is not even theft; it is looting. And when you go on the ground in Busia, there is nothing happening since the new governor came in. The real theft is done through the IFMIS. When I was reviewing the Busia case, we found, for example, a provision of 9 million for tea and snacks in the governor’s office. It was paid five times, meaning 27 million was paid out in one year for tea and snacks alone. #TheSituationRoom

KTN News

44,623 Aufrufe • vor 1 Jahr

SFC Markets and Finance | China's GDP grew 4.8% year-on-year in the first nine months of 2024, with a 4.6% year-on-year expansion in Q3, despite a complicated external environment and emerging challenges at home. With more monetary and fiscal measures in place, how will China's economy perform in the fourth quarter? At the same time, how will an easing cycle affect global economy? What are the main challenges? Richard Yetsenga, ANZ Group Chief Economist, pointed out that ongoing stimulus measures and structural reforms can sustain China's economic growth at good rates well into 2025. ANZ Australia #China #economypolicy
27:13

SFC Markets and Finance | China's GDP grew 4.8% year-on-year in the first nine months of 2024, with a 4.6% year-on-year expansion in Q3, despite a complicated external environment and emerging challenges at home. With more monetary and fiscal measures in place, how will China's economy perform in the fourth quarter? At the same time, how will an easing cycle affect global economy? What are the main challenges? Richard Yetsenga, ANZ Group Chief Economist, pointed out that ongoing stimulus measures and structural reforms can sustain China's economic growth at good rates well into 2025. ANZ Australia #China #economypolicy

Glocal

103,868 Aufrufe • vor 1 Jahr

Anthropic is asking the public for $2 trillion using a revenue number from…2028. That valuation would make it the largest stock market debut in history, ahead of SpaceX, which went public in June at $1.77 trillion. The company last raised privately in May at $965 billion. Investors now expect roughly DOUBLE that in October. And the unusual part is not the size here: Public companies are normally priced off the last 12 months of results, or at a stretch off next year's estimate. Reuters reported on Friday that bankers and investors are applying revenue multiples to Anthropic's forecast for 2028, which is more than two years past the deal. That forecast is $190 billion to $200 billion of annual revenue. It is more than four times the run rate the company disclosed in May. Before dismissing it, look at what the company has actually done, because the growth is not imaginary: Anthropic's annualized revenue run rate was around $9 billion at the end of 2025. By May it was $47 billion and it passed $65 billion at the end of July, a 7x increase inside a year. Second quarter revenue came in above $11.5 billion against roughly $787 million in the same quarter of 2025. The company projected its first quarterly operating profit of $559 million. Investors expect the run rate to reach $100 billion to $120 billion before the year closes. By comparison, OpenAI's run rate sat near $40 billion at the end of July, around 60% of Anthropic's. So the growth is real. But the question is whether anyone can price three more years of it. Because the things that could bend that curve are already visible today: Anthropic's top model costs more than two and a half times OpenAI's flagship. Chinese open-weight models deliver usable performance at a fraction of either price. And revenue growth slowed in June when the Commerce Department temporarily restricted exports of the company's best models, which is a reminder that a single government decision can reach directly into the forecast. Now look at what the multiple HAS to be… Palantir trades at 53 times expected 2026 revenue, which already makes it one of the most expensive stocks on the market. Cloudflare and SpaceX both sit near 41.6 times. Those are the reference points bankers are using. One investor told the Financial Times that a company growing at 800% a year should command at least 30 times revenue, which on their own math points to $3 trillion rather than two. And there is one more thing worth holding onto: Anthropic filed confidentially with the SEC in June and has been in a quiet period since. Every figure in this post reached the public through people speaking anonymously, and the company has declined to comment on all of it. So the largest listing ever attempted is being marketed to public investors through numbers none of them can independently check, against a forecast for a year that has not started yet. This is becoming the house style of the 2026 IPO market rather than a one-off. Cerebras priced its listing on ramping infrastructure demand. SpaceX built its debut around an addressable market model that reached years past its actual financials. Both asked buyers to fund a shape rather than a result. Anthropic is the biggest version of that trade anyone has attempted. The bull case is straightforward and it MIGHT be correct: A business compounding this fast, already turning an operating profit, selling into enterprises that are rebuilding their workflows around it, may look cheap at $2 trillion in three years. The bear case is equally simple: Every dollar of that valuation above the current run rate is a forecast, and whoever buys the stock in October is the one holding that forecast if the curve bends. Do you believe in Anthropic?
0:50

Anthropic is asking the public for $2 trillion using a revenue number from…2028. That valuation would make it the largest stock market debut in history, ahead of SpaceX, which went public in June at $1.77 trillion. The company last raised privately in May at $965 billion. Investors now expect roughly DOUBLE that in October. And the unusual part is not the size here: Public companies are normally priced off the last 12 months of results, or at a stretch off next year's estimate. Reuters reported on Friday that bankers and investors are applying revenue multiples to Anthropic's forecast for 2028, which is more than two years past the deal. That forecast is $190 billion to $200 billion of annual revenue. It is more than four times the run rate the company disclosed in May. Before dismissing it, look at what the company has actually done, because the growth is not imaginary: Anthropic's annualized revenue run rate was around $9 billion at the end of 2025. By May it was $47 billion and it passed $65 billion at the end of July, a 7x increase inside a year. Second quarter revenue came in above $11.5 billion against roughly $787 million in the same quarter of 2025. The company projected its first quarterly operating profit of $559 million. Investors expect the run rate to reach $100 billion to $120 billion before the year closes. By comparison, OpenAI's run rate sat near $40 billion at the end of July, around 60% of Anthropic's. So the growth is real. But the question is whether anyone can price three more years of it. Because the things that could bend that curve are already visible today: Anthropic's top model costs more than two and a half times OpenAI's flagship. Chinese open-weight models deliver usable performance at a fraction of either price. And revenue growth slowed in June when the Commerce Department temporarily restricted exports of the company's best models, which is a reminder that a single government decision can reach directly into the forecast. Now look at what the multiple HAS to be… Palantir trades at 53 times expected 2026 revenue, which already makes it one of the most expensive stocks on the market. Cloudflare and SpaceX both sit near 41.6 times. Those are the reference points bankers are using. One investor told the Financial Times that a company growing at 800% a year should command at least 30 times revenue, which on their own math points to $3 trillion rather than two. And there is one more thing worth holding onto: Anthropic filed confidentially with the SEC in June and has been in a quiet period since. Every figure in this post reached the public through people speaking anonymously, and the company has declined to comment on all of it. So the largest listing ever attempted is being marketed to public investors through numbers none of them can independently check, against a forecast for a year that has not started yet. This is becoming the house style of the 2026 IPO market rather than a one-off. Cerebras priced its listing on ramping infrastructure demand. SpaceX built its debut around an addressable market model that reached years past its actual financials. Both asked buyers to fund a shape rather than a result. Anthropic is the biggest version of that trade anyone has attempted. The bull case is straightforward and it MIGHT be correct: A business compounding this fast, already turning an operating profit, selling into enterprises that are rebuilding their workflows around it, may look cheap at $2 trillion in three years. The bear case is equally simple: Every dollar of that valuation above the current run rate is a forecast, and whoever buys the stock in October is the one holding that forecast if the curve bends. Do you believe in Anthropic?

Ricardo

17,865 Aufrufe • vor 12 Tagen

##CantonFair | If you want to #trade with China, you must come to #Guangdong. Guangdong Province, a powerhouse of China's economy, has reported a new record in its foreign trade for the first three quarters of the year. Imports and exports reached 6.75 trillion yuan (about 951 billion U.S. dollars), an increase of 11.1 per cent year over year. And right now, the 136th Canton Fair is probably where those deals are happening. The first phase has just wrapped up, attracting over 130,000 buyers - a 4.6% increase compared to last time. The enthusiasm is undeniable at one of the world’s largest trade expos, but that brings us to a more central question: Are global merchants making money here? And if so, how much? #news #newsupdate #MakeAFortuneWithCantonFair
3:05

##CantonFair | If you want to #trade with China, you must come to #Guangdong. Guangdong Province, a powerhouse of China's economy, has reported a new record in its foreign trade for the first three quarters of the year. Imports and exports reached 6.75 trillion yuan (about 951 billion U.S. dollars), an increase of 11.1 per cent year over year. And right now, the 136th Canton Fair is probably where those deals are happening. The first phase has just wrapped up, attracting over 130,000 buyers - a 4.6% increase compared to last time. The enthusiasm is undeniable at one of the world’s largest trade expos, but that brings us to a more central question: Are global merchants making money here? And if so, how much? #news #newsupdate #MakeAFortuneWithCantonFair

Hi,GBA

67,434 Aufrufe • vor 1 Jahr

"We are likely to be in a situation where over the next twelve months, we see more supply come into the US stock market than has been the case in living memory" "We could be talking about five or six percent of aggregate US market cap coming in as supply." "If you look at the impact on the stock market, it's not when an IPO occurs, it's kind of in the twelve months afterwards" "The rule of thumb, if you looked at history, is that a one percent increase in supply is associated with a seven and a half percent worse return over the over the subsequent year." GMO Head of Asset Allocation Ben Inker on SpaceX and the other big IPOs likely coming this year.
2:47

"We are likely to be in a situation where over the next twelve months, we see more supply come into the US stock market than has been the case in living memory" "We could be talking about five or six percent of aggregate US market cap coming in as supply." "If you look at the impact on the stock market, it's not when an IPO occurs, it's kind of in the twelve months afterwards" "The rule of thumb, if you looked at history, is that a one percent increase in supply is associated with a seven and a half percent worse return over the over the subsequent year." GMO Head of Asset Allocation Ben Inker on SpaceX and the other big IPOs likely coming this year.

Excess Returns

32,586 Aufrufe • vor 1 Monat

🚨 China just announced — on Saturday, after Trump’s Beijing summit — that it will reduce tariffs on American farm products. This is being framed as a Trump trade win. Here is the part that framing leaves out. US farm exports to China collapsed 65.7% last year. They fell to $8.4 billion. China had been one of the top three buyers of American crops. Trump’s tariffs closed that market. China retaliated with its own tariffs. American farmers lost a year of sales while Brazil and Argentina took the business. Brazil’s soybean exports to China hit a record 85 million metric tons in 2025. Today’s “win” is China agreeing to partly reopen the door the US closed.
0:45

🚨 China just announced — on Saturday, after Trump’s Beijing summit — that it will reduce tariffs on American farm products. This is being framed as a Trump trade win. Here is the part that framing leaves out. US farm exports to China collapsed 65.7% last year. They fell to $8.4 billion. China had been one of the top three buyers of American crops. Trump’s tariffs closed that market. China retaliated with its own tariffs. American farmers lost a year of sales while Brazil and Argentina took the business. Brazil’s soybean exports to China hit a record 85 million metric tons in 2025. Today’s “win” is China agreeing to partly reopen the door the US closed.

Brian Allen

180,980 Aufrufe • vor 3 Monaten

The next two months put $IREN's entire pivot on one milestone. Horizon 1, its first GB300 super cluster at Childress, is targeted to hand off to $MSFT in Q3, roughly July through September, the opening delivery under the five year, $9.7 billion Microsoft contract and the point where that contract starts turning into revenue. For a year the company has been buying the hard things. Power, land, financing. Now it has to turn them into delivered compute. That is the whole test. "The world is structurally short compute, and the bottleneck is delivered data center and GPU capacity," said Daniel Roberts, Co-Founder and Co-CEO of $IREN. Horizon 1 is him putting that to the proof. Capacity nobody can energize is worthless. Capacity handed to a hyperscaler on schedule is the business. The rest of the window fills in around it. The Mirantis acquisition, signed in May, is pending close and adds the software layer to run the fleet. $3.1 billion of ARR sits under contract against a $4.4 billion target, so there is room for another customer, and management is openly chasing one. The $3.65 billion GPU financing that closed June 1 already funds most of the $MSFT hardware, with $NVDA and $DELL on the supply side. Sweetwater 1, energized in May, keeps ramping power behind all of it. The full year FY2026 results that put real numbers on all of this land just past the window, late August into September. The catalysts here are operational first, reported second. What makes that timeline credible is the record behind it. $IREN hit 50 EH/s on the schedule it set, energized Sweetwater 1 on schedule, and has Horizon 1-4 tracking for year-end. This is a team that keeps turning secured power into online capacity on time, and each build makes the next one faster. How many names in this AI buildout are actually delivering capacity on schedule, not just announcing it? It's not a sprint, it's a marathon.
0:31

The next two months put $IREN's entire pivot on one milestone. Horizon 1, its first GB300 super cluster at Childress, is targeted to hand off to $MSFT in Q3, roughly July through September, the opening delivery under the five year, $9.7 billion Microsoft contract and the point where that contract starts turning into revenue. For a year the company has been buying the hard things. Power, land, financing. Now it has to turn them into delivered compute. That is the whole test. "The world is structurally short compute, and the bottleneck is delivered data center and GPU capacity," said Daniel Roberts, Co-Founder and Co-CEO of $IREN. Horizon 1 is him putting that to the proof. Capacity nobody can energize is worthless. Capacity handed to a hyperscaler on schedule is the business. The rest of the window fills in around it. The Mirantis acquisition, signed in May, is pending close and adds the software layer to run the fleet. $3.1 billion of ARR sits under contract against a $4.4 billion target, so there is room for another customer, and management is openly chasing one. The $3.65 billion GPU financing that closed June 1 already funds most of the $MSFT hardware, with $NVDA and $DELL on the supply side. Sweetwater 1, energized in May, keeps ramping power behind all of it. The full year FY2026 results that put real numbers on all of this land just past the window, late August into September. The catalysts here are operational first, reported second. What makes that timeline credible is the record behind it. $IREN hit 50 EH/s on the schedule it set, energized Sweetwater 1 on schedule, and has Horizon 1-4 tracking for year-end. This is a team that keeps turning secured power into online capacity on time, and each build makes the next one faster. How many names in this AI buildout are actually delivering capacity on schedule, not just announcing it? It's not a sprint, it's a marathon.

Patient Investor

105,170 Aufrufe • vor 2 Monaten

Greg Brockman, President of OpenAI, said there is not enough compute in the world to satisfy AI demand, and OpenAI itself cannot launch products it has already built because it cannot find the infrastructure to run them (Save this). OpenAI is spending $50 billion on compute in 2026 alone and it still is not enough. That is the setup but here is the trade. Nebius is one of the most asymmetric infrastructure plays in public markets right now, and most people have never heard of it. Q1 2026 revenue came in at $399 million, up 684% year over year, with AI cloud revenue specifically growing 841% in a single quarter. The company entered 2026 with an exit ARR of $1.25 billion and is targeting $7 to $9 billion by year end, a number that would make it one of the fastest revenue ramps in the history of public infrastructure companies. The contracted backlog sits at $50 billion anchored by a $17.4 billion agreement with Microsoft through 2031 and a $27 billion five-year deal with Meta. They are decade-scale infrastructure commitments from the two largest enterprise AI spenders on earth, signed before the demand curve has even reached its steepest point. Nvidia took a direct equity stake in Nebius, one of only two neoclouds it has invested in alongside CoreWeave. That relationship is not just financial but rather means Nebius gets preferential access to GPU allocation at a moment when every lab and every hyperscaler is competing for the same constrained supply. Contracted power capacity now exceeds 3.5 gigawatts, with expansion plans targeting 5 to 6 GW by mid-2029. And power is the other binding constraint in AI infrastructure, you cannot build a data center without it and Nebius has already secured the capacity that competitors are still fighting to acquire. At full ramp, analysts project revenue in the $15 to $25 billion range by 2029, against a current market cap the contracted backlog alone already dwarfs. Come join Milk Road Pro and get our full Nebius deep-dive, the exact price levels we are watching, how we are sizing the position against the backlog and power capacity timeline, and our full AI thesis. link below!
1:00

Greg Brockman, President of OpenAI, said there is not enough compute in the world to satisfy AI demand, and OpenAI itself cannot launch products it has already built because it cannot find the infrastructure to run them (Save this). OpenAI is spending $50 billion on compute in 2026 alone and it still is not enough. That is the setup but here is the trade. Nebius is one of the most asymmetric infrastructure plays in public markets right now, and most people have never heard of it. Q1 2026 revenue came in at $399 million, up 684% year over year, with AI cloud revenue specifically growing 841% in a single quarter. The company entered 2026 with an exit ARR of $1.25 billion and is targeting $7 to $9 billion by year end, a number that would make it one of the fastest revenue ramps in the history of public infrastructure companies. The contracted backlog sits at $50 billion anchored by a $17.4 billion agreement with Microsoft through 2031 and a $27 billion five-year deal with Meta. They are decade-scale infrastructure commitments from the two largest enterprise AI spenders on earth, signed before the demand curve has even reached its steepest point. Nvidia took a direct equity stake in Nebius, one of only two neoclouds it has invested in alongside CoreWeave. That relationship is not just financial but rather means Nebius gets preferential access to GPU allocation at a moment when every lab and every hyperscaler is competing for the same constrained supply. Contracted power capacity now exceeds 3.5 gigawatts, with expansion plans targeting 5 to 6 GW by mid-2029. And power is the other binding constraint in AI infrastructure, you cannot build a data center without it and Nebius has already secured the capacity that competitors are still fighting to acquire. At full ramp, analysts project revenue in the $15 to $25 billion range by 2029, against a current market cap the contracted backlog alone already dwarfs. Come join Milk Road Pro and get our full Nebius deep-dive, the exact price levels we are watching, how we are sizing the position against the backlog and power capacity timeline, and our full AI thesis. link below!

Milk Road AI

14,578 Aufrufe • vor 2 Monaten

NEWS: SpaceX CFO Bret Johnsen walks investors through the entire business in the company's new IPO roadshow video. Johnsen, the only CFO SpaceX has ever had, lays out the numbers behind the listing. SpaceX raised just $9 billion to build its space and connectivity business. In 2025 alone it generated roughly $19 billion in revenue, up over 30%, with almost $7 billion in positive adjusted EBITDA. Starlink ended Q1 with 10.3 million users, up over 100% year over year. Its 9,600+ satellites represent 75% of all active maneuverable satellites in orbit. V3 satellites fly in the second half of this year. Each delivers roughly 1 terabit per second, a 20x jump in capacity per launch. On AI, Johnsen said orbital data centers are coming within the next couple of years and that SpaceX recently signed a deal to host Anthropic's models on its data centers. Long term, SpaceX is targeting roughly 70% gross margins and 45% net income margins against a $28 trillion addressable market.
17:23

NEWS: SpaceX CFO Bret Johnsen walks investors through the entire business in the company's new IPO roadshow video. Johnsen, the only CFO SpaceX has ever had, lays out the numbers behind the listing. SpaceX raised just $9 billion to build its space and connectivity business. In 2025 alone it generated roughly $19 billion in revenue, up over 30%, with almost $7 billion in positive adjusted EBITDA. Starlink ended Q1 with 10.3 million users, up over 100% year over year. Its 9,600+ satellites represent 75% of all active maneuverable satellites in orbit. V3 satellites fly in the second half of this year. Each delivers roughly 1 terabit per second, a 20x jump in capacity per launch. On AI, Johnsen said orbital data centers are coming within the next couple of years and that SpaceX recently signed a deal to host Anthropic's models on its data centers. Long term, SpaceX is targeting roughly 70% gross margins and 45% net income margins against a $28 trillion addressable market.

Muskonomy

83,565 Aufrufe • vor 2 Monaten