Unitree and the Humanoid Robot Revolution
ChinaTalk4 Juli

Unitree and the Humanoid Robot Revolution

Robots are here, and they’re going to change the world, with Unitree currently in pole position. Joining me to discuss are Niko Ciminelli, longtime SemiAnalysis advisor, robot kid and VC along with Reyk Knuhtsen, robotics lead at SemiAnalysis. Lily Ottinger cohosts. Our conversation covers: Why robots are the real general-purpose technology because, for the first time in history, we can decouple capital from human labor. How everyone keeps underestimating Unitree: the DJI and BYD playbooks, the danger of dismissing “robot dogs,” and why iteration speed matters more than dancing demos. China’s edge: vertical integration, actuator manufacturing, and supply chains that make Chinese humanoids much cheaper than American ones. Why you can’t AI your way out of a hardware problem or from a supply chain that makes your robot far more expensive to build. What America should do next: allied supply chains, special economic zones, and industrial policy. suno song: https://suno.com/s/EBSxwT7ltOerJJGD Learn more about your ad choices. Visit megaphone.fm/adchoices

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(558)

North Korea's Messiah

North Korea's Messiah

Why is North Korea so weird? Is it Stalinism? Maoism? Japan-style emperor worship? Ancient Korean hermit kingdom energy? No, argues Jonathan Cheng, Beijing bureau chief for The Wall Street Journal and...

19 Aug 1h 59min

The Rise of China’s Electric Vehicle Industry

The Rise of China’s Electric Vehicle Industry

How did China grow its EV industry? Hint: it wasn’t really central planning from Beijing. It was a magical concoction of entrepreneurs and local officials using their guanxi to dance around giant SOEs...

17 Aug 1h 54min

China's Best Music in 2026 (So Far)

China's Best Music in 2026 (So Far)

Jake Newby is the author of the Concrete Avalanche Substack, which covers the best music coming out of China. If you enjoy this playlist, check out Jake’s sets from 2025, 2024, and 2023, as well as hi...

14 Aug 54min

$75k Contest Launch! ChinaTalk Hiring + Evals for the Situation Room

$75k Contest Launch! ChinaTalk Hiring + Evals for the Situation Room

Contest links: General $50k https://www.chinatalk.media/p/50k-chinatalk-submission-hiring-contest we're looking at submissions on a rolling basis! AI evals: Due Over the past few years, we’ve seen ...

10 Aug 48min

WarTalk: Out of Ammo for Real + Are CCAs Dumb?

WarTalk: Out of Ammo for Real + Are CCAs Dumb?

Six months into the war with Iran, the United States has fired 850 Tomahawks, emptied its LRASM and JASSM-ER inventories, expended essentially every ATACMS and PrSM in the arsenal, and burned through ...

7 Aug 1h 17min

The FCC's New Robot Rules

The FCC's New Robot Rules

The FCC has spent the past year quietly rewiring the American import market, first routers, then drones, next undersea cables, and as of last week, robots. Adam Chan is national security counsel and ...

6 Aug 51min

Jordan talks AI with Sebastian Mallaby on his show 'The Spillover'

Jordan talks AI with Sebastian Mallaby on his show 'The Spillover'

Don't sorry I put two ChinaTalk Records songs at the end! their show notes: On this episode of The Spillover, Sebastian Mallaby sits down with Jordan Schneider of ChinaTalk to unpack a frantic mont...

1 Aug 1h 20min

WarTalk: Odyssey Edition

WarTalk: Odyssey Edition

Roel Konijnendijk of Oxford returns to talk Nolan's Odyssey, ancient PTSD, siege warfare, and the choices we'd all make in adapting. Justin McIntosh cohosts. YoungBoy Never Broke Again as well as ...

30 Juli 1h 28min

Populärt inom Politik & nyheter

aftonbladet-krim
p3-krim
aftonbladet-daily
svenska-fall
rss-krimstad
flashback-forever
rss-krimreportrarna
motiv
rss-sanning-konsekvens
svd-ledarredaktionen
spar
rss-flodet
politiken
rss-expressen-dok
rss-frandfors-horna
mannen-utan-spar
tv4-nyheterna-story
de-fyras-gang
rss-aftonbladet-krim
fordomspodden