AI HARDWARE

2026 will be huge for robotics: the most important humanoid company on the planet is going public this year. And no, it's not Tesla. It's Unitree.

They ship more humanoids than anybody else (5500 last year!).

They dropped the price 72% in two years and still have Hermès-level… pic.twitter.com/bYQtugwOoN

— Andreas Klinger 🦾 (@andreasklinger) 31 mars 2026

2026 will be huge for robotics: the most important humanoid company on the planet is going public this year. And no, it's not Tesla. It's Unitree. They ship more humanoids than anybody else (5500 last year!). They dropped the price 72% in two years and still have Hermès-level margins. They're the only humanoid you can actually buy on Amazon. They get dismissed as a toy company a lot. Meanwhile they shipped 5,000+ humanoids in 2025 while most competitors ship in the hundreds if any (ignore announcements and pre-sales please). People are nervous about China – but no matter what your political POV is – Unitree and other robotics companies in China cannot be dismissed. They are shaping themselves into global leaders. The west needs to wake up and catch up here. The founder is part of a new generation of Chinese founders. The founder, Wang Xingxing, is part of what Chinese press calls the "Fantastic Four", the first generation of unicorn founders fully born, bred, and educated in China. Same generation as the founders of DeepSeek, ByteDance, and DJI. He couldn't get into his favorite university because his English wasn't good enough. Half the $600M IPO money is going into AI model development. They want to go vertical now. Their own VLA. Their own world model. They want to use all their shipped robots as training grounds, which gives them a data advantage almost nobody else has. Humanoids are still dismissed and their use cases to be discussed. But something in this space will be happening and we are right now only in the earliest earliest days. Most humanoids are still used for dancing and reception gimmicks. The real use cases haven't been unlocked yet. Which means everything you see now is the floor, not the ceiling. Full breakdown here and on our Youtube channel. IPO details, cap table, product roadmap, geopolitics, and why a nerd with 200 YouTube subscribers might be building one of the most important robotics companies in the world. 🦾

→ View original post on X — @andreasklinger, 2026-03-31 14:34 UTC