Why Musk’s Visit to the Optimus Factory and Unitree’s IPO is a Win-Win for the Entire Industry ?
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Signals Matter More Than Products
Writing
Why China’s Embodied AI Boom Is Attracting So Much Money
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China’s capital markets are not short of money.
Why So Many Startups Are Ultimately Destroyed by Someone Who Never Learned to Feel Loved
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One of the most fascinating observations in psychology is this:
What’s the hardest part of being a product manager in embodied AI?
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Someone once asked me what embodied AI product managers struggle with most every day.
Why So Many Embodied AI Startups Start with RealSense Cameras ?
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If π0.5 (Physical Intelligence) can learn from videos as small as 240×320, why do so many embodied AI startups begin with RealSense cameras instead of using a cheap webcam or building their own camera solution?
The First Check Wasn’t for the BP
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The founder spent three weeks perfecting his pitch deck.
Why Embodied AI Needs Local AI: A Practical Reality
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Everyone is talking about Anthropic restricting access to Fable for non-U.S.
2017, An 11-layer neural network learned to fold a towel after just 21 training attempts
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Tokyo Big Sight , November 30, 2017, An 11-layer neural network learned to fold a towel after just 21 training attempts.
Schulung & RoboticsFAQ: Two Free Communities — The Most Underrated Chapter in My Hard Tech Arc
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Yong’s Field Memo | June 2026For hard tech founders, GPs/LPs, and anyone still debugging a line at 2 a.m.
Three Books. Three Journeys. One Builder’s Perspective.
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Over the past 20 years, I’ve worked across robotics, industrial automation, IoT, AI, SaaS, and startups.
Letting Go of Ego
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The longer I build companies, the more I believe that founders need to let go of their ego.
Statement
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Two months ago, I joined the founding team of a humanoid robotics startup in Hangzhou as a co-founder and Head of Product, helping initiate and prepare the company during its early formation stage.
What Founders Can Learn from Unitree Robotics’ IPO Prospectus
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Source: 002178_20260320_QY8F.pdf — Unitree Robotics Co., Ltd.
Beyond Growth: Four Things That Matter More When Building a Startup
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Have enough capital to support not only the company’s day-to-day operations, but also the lives of the people building it.
My 4 Books： about Mesh Network,AI & Entrepreneurship
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Over the past 20 years, I’ve operated at the intersection of physical AI, edge networking, and SaaS—building and exiting ventures spanning industrial connectivity, mesh VPNs, and AI-driven fashion design.
Where the money comes from determines where the technology goes
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I’m Yong (涌). I’ve spent over 20 years grinding in the trenches of industrial automation, robotics, and edge AI. I’ve programmed precision force-control loops for Stäubli in Switzerland, integrated heavy-duty robotics...
Bridging a Century of Engineering with Embodied Intelligence: Strategic Mandates for Today’s Robotics Leaders
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I’ve spent my career bridging worlds that rarely meet: the disciplined, century-old precision of Stäubli in Switzerland (founded in 1892, a global leader in industrial and mechatronic solutions) and the engineering ex...
The Humanoid Industrial Revolution: A Strategic Analysis of Transatlantic Robotics Convergence and Geopolitical Competition
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The global industrial landscape is witnessing a structural shift as artificial intelligence transitions from purely cognitive, screen-based applications to embodied physical systems.
I Built a 20MB Binary That Thinks Before It Codes — Here’s Why $100M+ AI Tools Still Can’t Do This
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Every AI coding tool you use is a draft generator. I built one that reviews its own work.
When One Person Can Run a Team
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Organizational Rewiring and the New Boundaries of Startups in the AI Era
The Invisible Nervous System: Shipping OmniEdge 1.0 at the Speed of Thought
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In the history of software development, we have long been governed by the "Man-Month"—the idea that complex systems require vast teams and predictable, often grueling, timelines.
From Manus to Machines: What Humanoid Startups Should Learn Before 2026
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The real race is for legibility, not locomotion
2025 Annual Review: AI, Robotics, and My Journey of Transformation
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A joint summary by Grok, Gemini, and ChatGPT of my 2025
The Foolish Old Man’s Mountains Are Actually The Bias In The Human Heart
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In the fable of The Foolish Old Man(Yugong) Removes the Mountains, what is truly being shifted is the “bias”—that colossal mountain entrenched in the human heart.
The Unique Nature of Product Management in Embodied Intelligence
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This Isn’t Just About “Adding One More Feature”
Embodied AI Needs More Moments of Humility
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I’ve been grinding in the robotics field for years—from industrial automation to today’s AI-driven projects.
The High-Wire Act of Building (and Unbuilding) Startups
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Lessons from a Robotics & AI Veteran
Embodied AI The Next Global Industrial Race[Slides]
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Embodied AI vs History’s Greatest Battles Who Will Win the Next Industrial Race?
The Role of a Product Manager in Embodied Intelligence
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A great product is built by a team that shares vision, trust, and accountability.
The economic foundation shapes the superstructure
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The gap between China and the United States in embodied intelligence stems fundamentally from differences in markets and capital structures—differences that shape the very intentions of their entrepreneurs.
Robotics Industry Landscape: Observations from IROS 2025
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The exhibition hall was filled with the hum of conversation, the whirring of motors, and the glow of robotic arms in motion.
Humanoids That Help People, Not Just Impress Them
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I don’t want a humanoid that wins a demo.
OpenAI is entering embodied AI
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It’s quite plausible that OpenAI is exploring embodied AI and may eventually integrate it as a core pillar of its technology stack.
Navigating the GenAI Divide: High Adoption, Low Transformation
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A Brief of MIT's 26 pages report
The xAI Lawsuit Against Li Xuechen: What’s Really at Stake
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how a personnel dispute became a flashpoint in the AI arms race and geopolitics
Data Collection for Humanoid Robots: Hardware, Software, and Emerging Technologies
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Humanoid robots – general-purpose, bipedal machines designed to operate in human environments – rely on vast sensory and training data to function.
The short life of the Humane AI Pin — and what first-time founders should learn from it
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Fail small, learn quickly, and iterate — that’s the “Fail Faster!” principle.
Unitree’s Trajectory Towards Hardware Dominance in Robotics
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Unitree is not just building robots; it is building the foundational infrastructure upon which the future of embodied AI will operate.
Analysis of Agibot’s Genie Envisioner and Figure AI’s Helix Models for Generalist Robotics
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The New Era of Generalist Robotics
Zhiyuan Robotics’ Acquisition Strategy Dramatic Industry Shifts Driven by Capital Leaps and Ecosystem Overhaul
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Zhiyuan Robotics' recent dual acquisition strategy signals a profound shift in the embodied AI sector, moving beyond singular technological breakthroughs to comprehensive ecosystem building.
Zhiyuan Robotics’ Acquisition Strategy Dramatic Industry Shifts Driven by Capital Leaps and Ecosystem Overhaul
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The coming wave of bankruptcies among China’s 100-plus humanoid robot startups will arrive sooner than many expect.
China’s Humanoid Robot Shakeout Why Smaller Players May Struggle to Survive
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The next wave of bankruptcies among China’s 100-plus humanoid robot startups is likely to hit sooner than expected.
Vision–Language–Action Models in Humanoid Robotics Practical Limits, Strategic Bets, and Market Implications
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In the recent speech, Unitree’s founder pointed out that the bigger problem is model architecture, not data quantity, and he also commented that the VLA is too limited.
China’s Humanoid Robot Race: Who Will become the next DJI ?
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China’s humanoid robotics boom is real.
Vision–Language–Action Models in Humanoid Robotics Practical Limits, Strategic Bets, and Market Implications
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A fixed space is friendly for VLA.
JAKA Robotics: Can China’s Cobot Champion Deliver Post-IPO?
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Several years ago, when I was building my first industrial IoT startup—a platform designed to connect robots, PLCs, and a wide range of industrial devices—I reached out to JAKA Robotics.
JAKA Robotics: Can China’s Cobot Champion Deliver Post-IPO?
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From a market position standpoint, JAKA’s credentials are hard to ignore.
Understanding the Entrepreneurship Penalty
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The entrepreneurship penalty represents a systematic bias in corporate hiring practices that significantly disadvantages former startup founders.
Understanding the Entrepreneurship Penalty
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The entrepreneurship penalty represents a systematic bias in corporate hiring practices that significantly disadvantages former startup founders.
The Impact of Leadership Departures on Zhiyuan Robotics’ Trajectory in 2026
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AgiBot, also known as Zhiyuan Robotics, is making waves in China’s robotics industry, but it’s at a critical moment.
The Impact of Leadership Departures on Zhiyuan Robotics’ Trajectory in 2026
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Its valuation is now more than ¥400 B yuan in August, 2025
Analysis of DeepSeek’s IPO Absence Amid China’s AI and Embodied Intelligence Boom
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China’s economic policies have significantly shaped market sentiment, propelling the embodied intelligence sector—encompassing AI-driven robotics and autonomous systems—into a position of prominence.
In-Depth Analysis of Humanoid Robot Startups Founded Within the Past 3 Years(2022-2025)
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The podcast is generated from the report:
In-Depth Analysis of Humanoid Robot Startups
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Investment, Technology, Market Dynamics, and 5-Year Development Forecast for Companies Founded Within the Past 3 Years
Why Chinese and American Humanoid Robots Look So Different
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In 2025, humanoid robots have emerged as a global tech spotlight.
Adapting to the Digital Shift: Maximizing Online Reach in B2C and B2B Markets
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5 strategies for CEOs in the digital shift
Behind the Showcase: Why Chinese and American Humanoid Robots Look So Different
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How Capital and Public Opinion Shape Diverging Paths in Robotics
Analysis of DeepSeek’s IPO Absence Amid China’s AI and Embodied Intelligence Boom
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Introduction
Looking Back : Could My Industrial Internet Startup Have Exited by 2025?
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Back in late 2018, I kicked off my first startup in Hangzhou, diving headfirst into the industrial internet space—think IoT, smart manufacturing, the whole Industry 4.0 vibe.
Sttoke’s Success Story: Building a Global Coffee Cup Brand
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You have to go slow to go fast
Post-IPO Market Vibes for Chinese Industrial and Humanoid Robots, with Zhiyuan and Unitree in the Spotlight
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The robot revolution is heating up in China, and the post-IPO scene is a wild ride.
When Global Sovereign Funds Bet on China’s Tech Out of FOMO, Local Entrepreneurs Are Ditching Their “Executor” Labels
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01 | The Crossing: A Tipping Point Between Old and New Orders
The Struggles of the Chinese Machine Vendors
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DeepFashion My Journey from Idea to Sale
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DeepFashion AI Revolutionizing Fashion and Education with AI
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The fashion industry is undergoing a transformative shift, driven by the power of artificial intelligence (AI). At a recent event in Beijing, the founder of DeepFashion.us（Exited) shared how their innovative platform ...
The Hard Thing About The Hard Things
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Hey, everyone! I’m Yong（涌）—yep, the one with the three-dot water radical in my name if you know Chinese. Since late 2018, I’ve been grinding through five years of entrepreneurship, diving into robotics, cars, IoT, Saa...
How to Choose AI Cloud Platforms for Physical AI (2025)
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Yo, what’s good? Welcome to my channel where we break down the tech you need to crush it in 2025! I’m Yong, and today we’re diving into something super exciting for robotics and Edge AI startups: picking the right AI ...
The Next Ten Years
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From last year into early this year, several projects gradually came to an end or were shut down.
Oasa‘s Rise and Wipeout
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Day 3 Countdown: Preparing for Launch - Iterating, Marketing, and Scaling the SaaS Startup
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On Day 3 as a SaaS founder, after completing the initial Day 1 and Day 2 tasks, here's what I would focus on:
Resilient Entrepreneurship: Navigating Adversities and Defying Fate with Composure, Solitude, Decisiveness, and Fortitude
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In the realm of entrepreneurial endeavors, those who have genuinely withstood and transcended adversities, beyond mere financial constraints, exemplify a remarkable convergence of four salient attributes:
Day 2 Strategy: Refining, Marketing, and Scaling the SaaS Startup for Success
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On Day 2 as a SaaS founder, after completing the initial Day 1 tasks, here's what a SaaS founder would focus on:
历史和未来，我们的未来在哪里？
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日本历史学家陈舜臣写的历史小说，从开始的曹操，到秦始皇，鸦片战争，太平天国，已经看到甲午战争了，下一本辛亥革命。在甲午战争期间，孙文花费巨资委托 FA 得以交给李中堂的 BP 完全没有回应，已经转向海外募资。
Day 1 Blueprint: Launching a Successful SaaS Startup from Idea to Execution
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On Day 1, as a SaaS founder with a new idea, here's what I would typically do:
旅途感悟：18年近300万公里的行程中的六大心得
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我自2005年起就开始频繁出差，成为了一位长久在路上徜徉的旅人，穿梭在车轮、铁轨、出租车、云端和海洋之间，近18年的时间里，行程已接近300万公里。回首往事，我思考了这些旅程，总结出了大约六个原则，为了在路上，还有在生活中，能够尽力做到。
The Advantages of Self-Funded Startups: Unleashing Entrepreneurial Autonomy
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Embracing Ownership, Flexibility, and Long-Term Growth Opportunities
创业失败：拥抱学习态度，避免责怪他人
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当谈到创业失败时，采取一种不将自己视为受害者的心态至关重要。将失败归咎于客户、市场或风险投资家是没有益处的。此外，个人化这些经历也应该避免。相反，创业者应该将注意力集中在企业发展的整体过程上，并从其他创业者的错误中吸取教训。通过这样做，可以获取宝贵的经验教训，以避免类似的困境。
Entrepreneurial Failure: Embrace a Learning Mindset, Avoid Blaming Others
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Entrepreneurial failure: Avoid a victim mentality
Entrepreneurship is ultimately a human endeavor
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In the world of entrepreneurship, one undeniable truth stands tall: people are the driving force behind success and failure. Whether it is identifying a demand, transforming it into a tangible product, designing and d...
Founded by a Single Tweet Startup OmniEdge’s effort to let connect without concern
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First he tried connecting robotics, now he is trying connecting all devices.
