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The Embodied Internet | Ben Bolte

ben.bolte.cc · 1,486 words · saved by 2 readers

In the same way that a free and open internet laid the foundation for most of AI today, a free and open "robonet" will lay the foundation for the future of embodied AI. If you're following the humanoid robot space, you're probably aware that a few Chinese companies are becoming extremely dominant. There are two companies in particular, Unitree and Engine AI (and to a lesser extent, AGI Bot), which will start shipping very strong sub-$6k consumer-oriented robots to the US in Q1 2026, and intend to dominate the humanoid ecosystem in the same way that DJI dominated the early drone ecosystem. I think they will probably succeed - they have very high-velocity, well-capitalized engineering teams, with the ability to do both hardware and software very effectively. On one hand, I think this is pretty cool, because I think a good, low-cost humanoid robot will be the most transformative hardware product of my lifetime, and it will be here much more quickly than many people expect. On the other ha

If you're following the humanoid robot space, you're probably aware that a few Chinese companies are becoming extremely dominant. There are two companies in particular, Unitree and Engine AI (and to a lesser extent, AGI Bot), which will start shipping very strong sub-$6k consumer-oriented robots to the US in Q1 2026, and intend to dominate the humanoid ecosystem in the same way that DJI dominated the early drone ecosystem. I think they will probably succeed - they have very high-velocity, well-capitalized engineering teams, with the ability to do both hardware and software very effectively. On

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