5 Take-Aways from the Unitree Filing (293)
Notas do episódio
This week’s podcast is about Unitree, which is about to go public.
Plus, there is a quick intro to Tencent's Robot Brain (Tairos).
You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.
Here is the link to TechMoat Consulting.
Here is the link to our Tech Tours.
Here are my 5 take-aways:
- A good growth story in robodogs and humanoids. Rapid growth. Highly diversified. In both product categories.
- Unitree has frontier-level expertise in robot bodies and agility.
- Unitree was late to embodied AI capabilities.
- The hands don’t appear advanced. Only 10 DoF?
- Operationally, Unitree is still a relatively small company
- 516 FTEs, versus 1,500 at Agibot
Disclosure. I have had a paid consulting relationship with Tencent in the past twelve months.
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