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@Rewkang We dont care to your post it wont make us money

@Rewkang 👆 If it’s not growing, it’s DYING.

@Rewkang 60% is insane

@Rewkang When will the world truly grasp where AI is going?

@Rewkang Robots with moats? Finally, hardware that prints money. 🤝 pleasure to connect

@Rewkang 60% now, but how much survives scale?

@Rewkang Those margins if true are very healthy.

@Rewkang so they're not banning the G1 etc

@Rewkang Unitree filing changed my mind on the commodity narrative. What other robotics cos have similar economics?

@Rewkang 机器人这波可能真不是拼成本了

@Rewkang Fair argument this could well be true for some period

@Rewkang Hardware edges fade quick. If you don't build solid dev tools around your SDK early on, people just swap your chassis for a cheaper option.

@Rewkang thats not true, anthropic has increased its margin from 30% to over 70% now

@Rewkang Hardware is becoming software with motors. Bullish for what is next

@Rewkang Progress is likely to be slower and more capital intensive than software for robotics

🇺🇸🇨🇳 Unitree’s IPO proves making robots is highly profitable, but the growing US-China trade war adds major risk for investors. Trade bans and supply chain fights are driving many toward domestic robot builders. Picking companies safe from global political drama will be key to winning this space.

@Rewkang Exactly. Once robots become programmable platforms, hardware starts looking a lot more like software.

@Rewkang Bullish for the ipo for sure Curious if they will be able to sustain this with competition at scale

@Rewkang DAMN WOW

@Rewkang wow this is insane