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China Built the Exam Before the Robots
Twenty events now demand full autonomy and twenty more score it double, while under 5% of China's first-half humanoid shipments do steady factory work.
Aug 26
•
Poe Zhao
7
11
Unitree’s $50bn Valuation Meets a Longer Robot Timeline
One year after saying robotics’ “ChatGPT moment” could take one to five years, Wang Xingxing put the range at two to ten.
Aug 20
•
Poe Zhao
7
8
The Folklore Ledger of China’s Robot Boom
Rmb 43.8bn raised by June 12; the spending record is mostly rumor, and the few mandatory filings disagree.
Aug 18
•
Poe Zhao
5
10
The Robot Data Moat Has No Common Denominator
Five Chinese robot startups are valued above Rmb 20bn on data claims measured in hours, trajectories, skills and units nobody defines.
Aug 7
•
Poe Zhao
and
Yanting
8
10
UBTECH Bets on China’s Loneliness
13,000 people ordered a companion robot before they knew the price.
Jul 10
•
Poe Zhao
5
7
Galaxy General and the Chip Bag Test
China’s best-funded embodied-AI startup raised nearly Rmb 7 billion on a brain-first bet. A Beijing convenience store reveals what a brain alone cannot…
Jun 30
•
Poe Zhao
and
Yanting
4
7
What Working Robots Actually Sell
China’s second embodied-AI IPO shows why robots sell first where terrain, safety, and reliability matter more than general intelligence.
May 25
•
Poe Zhao
and
Yanting
9
6
Unitree Opened a Robot Store. What It Really Sells Is Time
Unitree is selling robots. The real product is time.
May 4
•
Poe Zhao
4
5
China’s Robot Marathon Has a Winner: It’s a Smartphone Brand
Honor beat every specialist robotics entrant in Beijing. The harder race, for intelligence and data, starts now.
Apr 20
•
Poe Zhao
13
3
Unitree Files for $610M IPO — Its Best Customer Isn’t a Factory
Unitree’s IPO Reveals the Most Honest Numbers in Robotics. They’re Complicated.
Mar 25
•
Poe Zhao
14
9
Robots for Rent, Humans Included
China built a robot rental industry in months. Its economics reveal more about embodied AI than any funding round.
Mar 16
•
Poe Zhao
7
2
5
Two Unicorns, 28,000 Robots
Two days, two $1.4 billion valuations, and a sector projected to ship just 28,000 units this year.
Feb 25
•
Poe Zhao
6
5
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