company
Robotics maker owned by Hyundai, cited as domestic competition for LG.
Reuters reports that Unitree's Go2 descends from openly published, US military-funded locomotion work. Anyone buying legged robots now inherits that dual-use history.
Reality
Unitree is pricing at roughly 36 times revenue while Shein seeks under one times. China's primary market is re-rating sectors wholesale, not picking companies.
Reality
With Uber Eats, DoorDash and now Grubhub all able to summon the same robots, Serve is betting the fleet is the asset. The unit economics are still unproven.
Reality
LG will unveil a bipedal humanoid on Nvidia's Jetson Thor, Isaac GR00T and Halos in Q1 2027. The deployment that matters lands first: CLOiD on a washing machine line in Tennessee.
Reality