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whoa unitree humanoid robot becomes extremely good at everything he does. Full fire from start to finish! Top-tier motion control The OmniXtreme framework keeps pushing the Unitree G1 body past its physical limits. From : @ 铁卫士

12,827 görüntüleme • 1 ay önce •via X (Twitter)

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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 görüntüleme • 3 ay önce

Not a preplanned motion sequence. A robot deciding mid-jump what to do next. [📍 paper + demo] Researchers just showed a humanoid doing real parkour using only onboard perception. No motion script, no fixed obstacle layout. The system is called Perceptive Humanoid Parkour (PHP). Instead of memorizing a path, the robot reads depth from its cameras and continuously chooses actions. Step, vault, climb, or roll depending on what geometry appears in front of it. To make that possible, they combine three ideas: First, they stitch together human motion clips into long movement references so the robot learns fluid transitions instead of isolated tricks. Second, they train tracking policies with reinforcement learning so contacts land at the right time and the robot keeps balance during dynamic moves. Finally, everything is distilled into one perception policy that runs directly from depth input to action selection. The result on a Unitree G1: about 3 m/s vaults wall climbs up to 1.25 m nearly one minute continuous obstacle traversal adapting when obstacles move What matters is not the tricks. It is the shift in capability. Earlier humanoids executed motions. This one navigates situations. Once robots react to geometry instead of replaying trajectories, environments stop needing to be predictable. Warehouses, homes, and outdoors suddenly become the same problem. Thanks for sharing, Zhen Wu! Paper + demo: ——— Weekly robotics and AI insights. Subscribe free:

Ilir Aliu

22,080 görüntüleme • 4 ay önce

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

Arnie Ramesh

14,815 görüntüleme • 5 ay önce

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 görüntüleme • 4 ay önce