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Tesla, Figure, and Unitree’s Supplier Wars
"Three companies, three procurement strategies — whoever controls the actuator supply chain will dictate the winners."
20 hrs ago
May 2026
The 4-Hour Robot
Everyone's betting on robot brains. The bottleneck is the battery pack.
May 28
The Chinese Are Coming
Japan held 80% of harmonic drives for 40 years. China just crossed 30%. The disruption that hit solar and EVs is now remaking robotics.
May 26
From Harmonic Drives to Torque Motors
How a tiny Japanese gear company built a monopoly — and why it's finally crumbling
May 20
The Actuator Cartel: Who Controls the Robot Muscle Supply Chain
The hidden chokepoint behind every humanoid robot — and the four companies that control it.
May 20
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