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🔥🚨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...

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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.
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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.

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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.
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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

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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 →
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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

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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
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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

73,697 Aufrufe • vor 3 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."
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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

83,293 Aufrufe • vor 1 Jahr

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
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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 4 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 1 Monat

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
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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

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

44,620 Aufrufe • vor 11 Monaten

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 10 Tagen

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

##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

67,431 Aufrufe • vor 1 Jahr

🚨 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

180,825 Aufrufe • vor 1 Monat

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 22 Tagen

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

83,171 Aufrufe • vor 1 Monat

A single gigawatt of orbital compute requires roughly 200 Starship launches and Elon Musk is not satisfied with gigawatts (Save this). The target is 100 gigawatts of orbital compute per year which means SpaceX is staring down a launch requirement that no organization in human history has ever attempted at anything close to that scale. He acknowledges that scaling to gigawatts per year in orbit is a very hard challenge, but then points to something most people have missed entirely, SpaceX has already demonstrated the foundational capability, because building and launching thousands of Starlink satellites per year is the same industrial problem applied to a different payload. When you understand the orbital compute satellite as a larger version of Starlink V3 with an Nvidia GPU rack at the center instead of a communications payload, the manufacturing and launch scaling challenge stops looking like science fiction and starts looking like a production ramp. The infrastructure to support that ramp is already being built. SpaceX is currently capacitizing for thousands of launches per year, two launch towers and pads in South Texas are operational, the first pad at Cape Canaveral is nearly complete, a second is on the way at Launch Complex 37, and additional locations are already in discussion. As the CFO says it "You need to have those cost curves as you ramp up in volume and time, your costs go down." The vision he describes for what this eventually enables is striking in its specificity. He imagines asking Grok a question on his phone, the inference running on an orbital compute satellite, and the answer coming back down through Starlink direct-to-cell, a complete AI query processed entirely in space, from prompt to response, without touching a single terrestrial data center. That moment, he says, is closer than the industry thinks, with initial capability demonstrations possible as soon as next year. The bottleneck that stands between now and that moment is not the satellite design, the cooling physics, or the silicon, all of which SpaceX has already worked through.
4:23

A single gigawatt of orbital compute requires roughly 200 Starship launches and Elon Musk is not satisfied with gigawatts (Save this). The target is 100 gigawatts of orbital compute per year which means SpaceX is staring down a launch requirement that no organization in human history has ever attempted at anything close to that scale. He acknowledges that scaling to gigawatts per year in orbit is a very hard challenge, but then points to something most people have missed entirely, SpaceX has already demonstrated the foundational capability, because building and launching thousands of Starlink satellites per year is the same industrial problem applied to a different payload. When you understand the orbital compute satellite as a larger version of Starlink V3 with an Nvidia GPU rack at the center instead of a communications payload, the manufacturing and launch scaling challenge stops looking like science fiction and starts looking like a production ramp. The infrastructure to support that ramp is already being built. SpaceX is currently capacitizing for thousands of launches per year, two launch towers and pads in South Texas are operational, the first pad at Cape Canaveral is nearly complete, a second is on the way at Launch Complex 37, and additional locations are already in discussion. As the CFO says it "You need to have those cost curves as you ramp up in volume and time, your costs go down." The vision he describes for what this eventually enables is striking in its specificity. He imagines asking Grok a question on his phone, the inference running on an orbital compute satellite, and the answer coming back down through Starlink direct-to-cell, a complete AI query processed entirely in space, from prompt to response, without touching a single terrestrial data center. That moment, he says, is closer than the industry thinks, with initial capability demonstrations possible as soon as next year. The bottleneck that stands between now and that moment is not the satellite design, the cooling physics, or the silicon, all of which SpaceX has already worked through.

Milk Road AI

67,791 Aufrufe • vor 1 Monat

🚨 JUST IN: #Ripple's CEO just revealed a number that changes everything. Brad Garlinghouse said #Ripple cleared 16 trillion dollars in payments and prime brokerage volume last year. But here's the staggering part. The share of that 16 trillion that actually moved through a digital asset was close to zero percent. Think about what that means. Sixteen trillion dollars cleared through #Ripple's network, and almost none of it touched crypto yet. Garlinghouse didn't frame that as a weakness. He framed it as the opportunity. That near-zero percent is the entire runway. It's traditional finance waiting to move onto blockchain infrastructure. $XRP's utility is cross-border payments and the speed of its ledger for institutions. As that 16 trillion starts shifting onto digital rails, the upside isn't incremental. It's just beginning.
1:02

🚨 JUST IN: #Ripple's CEO just revealed a number that changes everything. Brad Garlinghouse said #Ripple cleared 16 trillion dollars in payments and prime brokerage volume last year. But here's the staggering part. The share of that 16 trillion that actually moved through a digital asset was close to zero percent. Think about what that means. Sixteen trillion dollars cleared through #Ripple's network, and almost none of it touched crypto yet. Garlinghouse didn't frame that as a weakness. He framed it as the opportunity. That near-zero percent is the entire runway. It's traditional finance waiting to move onto blockchain infrastructure. $XRP's utility is cross-border payments and the speed of its ledger for institutions. As that 16 trillion starts shifting onto digital rails, the upside isn't incremental. It's just beginning.

RippleXity

60,309 Aufrufe • vor 17 Tagen

Elon Musk: We'll try to catch the ship once we get through the high heating of reentry reliably. “There's recovering and reusing the ship. I think we will want to have at least two consecutive successes of a given design that lands at a specific point in the ocean, or smash into a specific point in the ocean, before we try to bring it back to the launch site. We do not want to rain debris over Mexico or the US. My guess is probably next year [in 2025] is when we will be able to reuse Starship. But I think it's highly likely that this year we will bring the ship side of it to a controlled point in the ocean and have it basically land on a virtual tower somewhere in the Pacific or the Indian Ocean. We just need to be confident that we can get through the high-heating portion of reentry reliably, and then we will bring the ship back, and it will land on the tower as well.” SpaceX Update, April 4, 2024
0:53

Elon Musk: We'll try to catch the ship once we get through the high heating of reentry reliably. “There's recovering and reusing the ship. I think we will want to have at least two consecutive successes of a given design that lands at a specific point in the ocean, or smash into a specific point in the ocean, before we try to bring it back to the launch site. We do not want to rain debris over Mexico or the US. My guess is probably next year [in 2025] is when we will be able to reuse Starship. But I think it's highly likely that this year we will bring the ship side of it to a controlled point in the ocean and have it basically land on a virtual tower somewhere in the Pacific or the Indian Ocean. We just need to be confident that we can get through the high-heating portion of reentry reliably, and then we will bring the ship back, and it will land on the tower as well.” SpaceX Update, April 4, 2024

ELON CLIPS

5,026,882 Aufrufe • vor 1 Jahr

You go into Russian hospitals to get sick. This is what a typical hospital in Putin's Russia looks like. A Stalin-era repair job, with beds dating back to the first Five-Year Plans, peeling walls, and tightly sealed windows. One of the advantages is that there's a TV in the ward where you can listen to stories about incredible military victories, NATO's anxieties, and all-encompassing geopolitical grandeur.
0:49

You go into Russian hospitals to get sick. This is what a typical hospital in Putin's Russia looks like. A Stalin-era repair job, with beds dating back to the first Five-Year Plans, peeling walls, and tightly sealed windows. One of the advantages is that there's a TV in the ward where you can listen to stories about incredible military victories, NATO's anxieties, and all-encompassing geopolitical grandeur.

Jürgen Nauditt 🇩🇪🇺🇦

18,502 Aufrufe • vor 5 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.
4:17

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

122,425 Aufrufe • vor 4 Monaten