Samsung Next's David Lee challenged the market dominance premise.
Zephyr#883
China's Unitree Will Dominate Global Robotics The Fastest Iteration Cycle In Next-Gen Robotics Should See Unprecedented Acceleration
https://newsletter.semianalysis.com/p/chinas-unitree-will-dominate-global
Users dismiss predictions that Unitree will dominate global robotics, citing technical drawbacks like inefficient chips that limit battery life and model size.
"Dominate Global Robotics" doesn't seem great
Good read after @corememory @kyliebytes piece on Westmag, Atlas Motion Systems
China's Unitree Will Dominate Global Robotics The Fastest Iteration Cycle In Next-Gen Robotics Should See Unprecedented Acceleration
https://newsletter.semianalysis.com/p/chinas-unitree-will-dominate-global
@SemiAnalysis_ why isn't all the plastic on the BOM?
China's Unitree Will Dominate Global Robotics The Fastest Iteration Cycle In Next-Gen Robotics Should See Unprecedented Acceleration
https://newsletter.semianalysis.com/p/chinas-unitree-will-dominate-global
@SemiAnalysis_ Details of my stock holdings are as follows
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@SemiAnalysis_ disagree, they obv have manufacturing advantage, but there inefficient inferencing chips will hurt them on battery life and model size in a way it doesnt hurt china in the data center
@SemiAnalysis_ Tesla Optimus and Figure robotics need to move fast on both hardware and robotics AI models, otherwise, China will eat up the global market in no time leaving US companies to scramble through tarrifs while the rest of the world enjoys the benefits
@corememory @kyliebytes I should have studied actuators as a kid instead of watching Brady Bunch reruns
@SemiAnalysis_ 😂
@SemiAnalysis_ lol. Lmao
@SemiAnalysis_ *BOM excludes certain items that reduce gross margin.
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@SemiAnalysis_ 🚀I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅ Click below to join my group 👇
Reply with "666" to myWhatsApp: +12087605487
🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY https://api.whatsapp.com/send/?phone=12087605487&text=666
@SemiAnalysis_ They won't even be allowed in the USA (largest market), and most likely not in the EU either. How would it be the largest then?
Samsung Next's David Lee challenged the market dominance premise.
Zephyr#883China's Unitree Will Dominate Global Robotics The Fastest Iteration Cycle In Next-Gen Robotics Should See Unprecedented Acceleration
https://newsletter.semianalysis.com/p/chinas-unitree-will-dominate-global
