看看Unitree怎么用四足机器人的钱养人形机器人，和Figure、Tesla烧钱硬干的路子不一样。
Unitree Robotics通过四步策略7年内从四足机器人入局人形机器人：研究销售覆盖工具成本，消费/商业产品推动量产，政府采购实现规模部署，工业试点提供训练数据。其G1人形机器人当前处于第一步。相比之下，Figure和Tesla直接跳至第四步（工业劳动），依赖风投填补研发资金缺口。该报告基于Unitree IPO招股书和UBTECH公开文件。
源：https://t.co/ZKBLOdJeJX
源： x.com/michellelsun/s… Michelle @michellelsun How did China build humanoid demand before the market existed? @UnitreeRobotics shows the playbook: a four-rung ladder where each step funds the next. 1. Research sales fund tooling costs 2. Consumer/commercial fund volume manufacturing 3. State procurement funds fleet deployment at scale 4. Industrial pilots feed real-world training data Unitree’s quadrupeds climbed all four rungs in 7 years. Their humanoids are currently on step 1. US players like @Figure_robot and @Tesla skip straight to step 4, industrial labor. It’s the highest-stakes market, relying on venture capital to cover the massive R&D gap until the tech matures. Which path hits industrial scale first: the ladder, or the sprint? Deep dive through Unitree’s IPO prospectus and @UBTECHRobotics public filings in the report below: 🔗 View Quoted Tweet 💬 0 🔄 0 ❤️ 0 👀 132 ⚡