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Sensors Part 2: 2,500 vs 12 - Why Robots Still Can't Feel
Why a robot can crush a paper cup and not know it did anything wrong.
Jul 16
Materials Part 4: Who Profits When Robots Need Magnets
The supply gap is the trade. Demand hits before Western capacity comes online.
Jul 14
1X Built the Best Hand. Can They Build 10,000?
The hand race is no longer about dexterity. It's about manufacturing at scale.
Jul 11
Sensors Part 1: The $168M Nobody Sees
A rounding error in the robotics world. Until you do the math.
Jul 10
1
2
Start Here: Supply Chain Research Hub
Organized topics, series & archive. Updated regularly with new series on the real bottlenecks in humanoid robotics.
Jul 7
Power Part 5: The $3 Worker
When the machine costs less per hour than the worker's lunch break
Jul 7
Materials Part 3: China’s Magnet Monopoly
One country controls 94% of the magnets every robot needs. And they’ve already shown they’re willing to cut off supply.
Jul 7
2
The Agility IPO: $2.5 Billion for 100 Robots
The first humanoid to go public. Three squeezes say the price doesn’t work.
Jul 2
1
2
June 2026
Materials Part 2: The Engineering Case for NdFeB in Humanoid Actuators
The physics is unambiguous. For compact, high-torque motors inside a human-shaped frame, nothing else comes close.
Jun 30
1
Materials Part 1: NdFeB The Magnet Nobody Talks About
Each robot needs 40 motors. Every motor needs rare earth magnets. And one country controls 94% of them.
Jun 17
1
Power Part 3: The Watt Tax
The actuator choice that made sense at prototype scale is becoming a serious operational liability at fleet scale.
Jun 13
SemiAnalysis Got Unitree’s Cost Advantage Right — the Supply Chain Is Where the Real Value Sits.
Lower blended margins. Manufacturing moat instead of technology. The component supply chain wins whether Unitree or any of the other 200+ players leads.
Jun 11
2
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