Michelle (@michellelsun)
@michellelsun
Writing on Physical AI between SF and Shenzhen.
MIT CSAIL, Forbes 30 Under 30
Newsletter on Physical AI supply chain:
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How did China build humanoid demand before the market existed?
@UnitreeRobotics shows the playbook: a four-rung ladder where each step funds the next.
1. Research sales fund tooling costs
2. Consumer/commercial fund volume manufacturing
3. State procurement funds fleet deployment at scale
4. Industrial pilots feed real-world training data
Unitree’s quadrupeds climbed all four rungs in 7 years. Their humanoids are currently on step 1.
US players like @Figure_robot and @Tesla skip straight to step 4, industrial labor. It’s the highest-stakes market, relying on venture capital to cover the massive R&D gap until the tech matures.
Which path hits industrial scale first: the ladder, or the sprint?
Deep dive through Unitree’s IPO prospectus and @UBTECHRobotics public filings in the report below:
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