Unitree Robotics – the most spectacular evidence that AI is finally getting a body!

For me, the 629% debut of Unitree is far more than just a Chinese market spectacle – it is the moment when the capital market elevates "physical AI” to its own asset class. Simply put, Unitree builds robots that can walk, jump, and grasp, combining this hardware with AI brains, such as those from DeepSeek. Herein lies my fascination: After years of pure language models, capital is now shifting to real applications. With over 5,500 humanoids sold, a gross margin of over 60%, and a clear cost advantage due to in-house manufacturing, Unitree...