
Tech • IA • Crypto
La société chinoise Unitree a dévoilé un robot piloté par un humain et disponible à l’achat, mettant en évidence des avancées rapides et une concurrence mondiale accrue dans la robotique humanoïde.
L’entreprise chinoise de robotique Unitree a présenté le GD01, décrit comme le premier robot habité prêt pour la production au monde. Proposé à environ 3,9 millions de yuans (soit 573 000 à 650 000 $), l’engin mesure 2,7 mètres et pèse environ 500 kg avec un pilote à bord. Construit en alliage haute résistance, il est destiné au transport civil et à la mobilité plutôt qu’à un usage de laboratoire.
Des démonstrations montrent le GD01 marchant debout avec une démarche bipède stable, brisant des parpaings et des murs de briques, tout en conservant son équilibre sous de forts impacts. Il peut aussi se transformer en configuration quadrupède, ajustant dynamiquement son centre de gravité pour franchir des terrains irréguliers. Le cockpit est intégré dans le torse, permettant à un opérateur humain de s’y installer.
Malgré ses capacités impressionnantes, le système reste expérimental. Unitree a émis des avertissements de sécurité contre les modifications extrêmes et reconnu des fonctionnalités limitées en conditions réelles. Les systèmes humanoïdes actuels, dont le GD01, manquent encore de dextérité et d’IA avancée pour des tâches quotidiennes complexes.
Le robot a suscité une large attention en ligne, avec notamment un bref soutien de Elon Musk. Les commentaires soulignent les progrès rapides de la Chine et ses avantages en coûts, certains observateurs notant que les systèmes chinois peuvent être produits à environ 20 % du coût américain, ce qui accentue la pression concurrentielle.
Selon des données sectorielles, les entreprises chinoises représentaient près de 90 % des ventes mondiales de robots humanoïdes en 2025. Unitree aurait à elle seule expédié plus de 5 500 robots l’an dernier, dépassant largement des concurrents comme Tesla, Figure AI et Agility Robotics, qui ont chacun livré environ 150 unités.
Les analystes attribuent l’avance de la Chine à son écosystème industriel intégré verticalement. L’accès domestique aux moteurs, capteurs, batteries et matériaux avancés permet de réduire les coûts et d’accélérer la production. Dans la robotique industrielle, la Chine installe 64 % des robots du secteur électronique mondial et en fournit 59 %.
Unitree propose une gamme de robots plus abordables, avec des modèles allant de 6 000 à 15 000 $, ainsi qu’un humanoïde modulaire (partie supérieure) à partir d’environ 4 290 $. Ces systèmes sont vendus à l’international via des plateformes comme AliExpress, visant l’Amérique du Nord, l’Europe et le Japon.
Les robots humanoïdes commencent à apparaître dans des environnements opérationnels. Japan Airlines a testé des machines Unitree à l’aéroport de Haneda à Tokyo, signalant une adoption précoce dans les services et la logistique.
La société américaine Figure AI progresse vers l’autonomie avec son modèle Helix, permettant à deux robots de nettoyer et organiser une pièce en collaboration sans communication directe. Le système repose sur l’apprentissage vision-langage-action et l’adaptation en temps réel, traitant des défis comme la manipulation de tissus et la coordination.
La startup Physical Intelligence, valorisée à 5,6 milliards de dollars, développe un « cerveau robotique » universel capable de s’adapter à différentes tâches et matériels. Ses modèles ont démontré une généralisation à des environnements inconnus, réalisant des activités comme plier du linge ou préparer du café — longtemps difficiles selon le paradoxe de Moravec.
Unitree a déposé une demande d’introduction en bourse visant à lever 4,2 milliards de yuans, principalement pour la R&D. Parallèlement, les investissements mondiaux en IA robotique s’accélèrent, avec des cycles de développement progressant 2 à 3 fois plus vite que prévu.
Le lancement du GD01 marque un passage de la robotique expérimentale à une première phase de commercialisation, avec une Chine en tête alors que les humanoïdes se rapprochent d’un usage concret.
So, Unitatry just dropped something that genuinely made people stop scrolling. And when I say people, I mean Elon Musk literally typed cool on X after watching the footage. That's what we're kicking off with today because there's a lot to unpack here. And this story goes well beyond just one wild robot video. The machine is called the GD01 and Unitry is building it as the world's first production ready manned Mecca. Not a concept, not a prototype behind glass at a tech expo. An actual product you can buy right now. Unitry confirmed to Wired that this is real and not an elaborate prank for $3.9 million yuan, which shakes out to somewhere between $573,000 and $650,000 depending on exchange rate. It stands 2.7 m or about 8.9 ft tall. weighs about 500 kg or roughly 1,100 lb with a person inside and is constructed from high strength alloy specifically for civilian transport applications. The company is based in Hjo, China, and they are completely serious about this thing. The intro video is set to a thundering rock guitar soundtrack, and it opens with Unit's founder and CEO, Wang Shing Shing, walking up to the machine, literally holding its hand, and then climbing into the open air cockpit mounted in its chest area. The robot then walks in a fully upright bipeedal stance, stable, smooth, no wobbling, approaches a stack of cinder blocks, and absolutely demolishes it. Later in the video, even without a pilot on board, the GD01 smashes through a wall of bricks entirely on its own. Then it bends backward, folds its legs underneath it, reconfigures its entire chassis into a four-legged quadriped form within seconds, and just keeps moving across uneven terrain without any external assistance. In that crawling configuration, the pilot would essentially be lying flat on their back staring at the sky, which is a genuinely absurd visual, but at that point, honestly, who cares? Wang sitting inside really hammers home the scale. The GD01 stands at roughly 1.6 times the height of an average adult. The system demonstrates stable bipedal walking, high force output capable of toppling walls, and maintains rigid structural integrity even under heavy impact. It dynamically adjusts its center of gravity during the mode switch, which is not a small engineering achievement. Unitry released very limited technical specs alongside this and issued a safety notice urging users not to attempt hazardous modifications or extreme tests, openly acknowledging that humanoid robotics remains in an early experimental stage with real functional limitations for personal users. The internet's reaction was exactly what you'd expect. Beyond Musk's brief endorsement, a YouTube commenter wrote that the US makes cool robots in Hollywood movies while China makes practical ones in real life. An American journalist in China named Jason Smith posted on X that China is building everything we dreamed of as kids and that China is way, way, way ahead of the rest of the world. A user from Texas was more pointed, raising concern about competitive pressure and noting that China can produce these systems for roughly 20% of US costs. That number actually matters a lot for where this industry is heading. Chen Jing, vice president of the technology and strategy research institute told the Global Times that the GD01 shows China has crossed a key engineering threshold in embodied AI. His core point is that this machine is no longer confined to a lab. It has a price tag and a commercialization roadmap. He also pushed back on the assumption that humanoid form is the ultimate endpoint for robots, suggesting the future might involve more diverse human machine hybrid configurations. The bigger shift he describes is robots moving from being tools to becoming mobility platforms. Once a robot can carry a human and perform tasks, it stops replacing labor and starts extending human capability, similar to how cars and airplanes transform mobility entirely. At a cultural level, Chen said it completes the loop for the sci-fi generation and strategically challenges the narrative that China only follows rather than leads in deep technology. Now, Unitry as a company is worth understanding in context. You've probably already seen their G1 humanoid in clips doing acrobatics, dancing, and performing kung fu online. A few months ago at China's televised spring festival, Unitry Robots performed synchronized parkour and martial arts routines using wireless communication between units to stay precisely in step. That multi-root coordination was a capability they were specifically showing off at scale. The company also recently launched a lowcost upper body humanoid starting at $26,900 yuan, about $4,290, featuring modular deployment options and up to 31 degrees of freedom aimed at research, light industry, and service applications. Their entry-level R1 humanoid runs about $6,000, and the cheapest G1 model comes in around $15,000. US-made humanoid robots routinely cost 10 times more. All of this, the G1, R1, and the Goto Robot Dog, is sold internationally through Alibaba's AliExpress, targeting North America, Europe, and Japan. The scale of Unit's output is also striking. They reportedly shipped more than 5,500 humanoid robots last year. For comparison, Tesla, Figure AI, and Agility Robotics each shipped around 150 units in that same time frame. According to Omdia, Chinese companies accounted for nearly 90% of global humanoid robot sales in 2025. Rival Agibbot sells a humanoid at around $14,000, while Musk has estimated that Tesla's Optimus could eventually fall between $20,000 and $30,000. Musk also said at the World Economic Forum in January that China is very good at AI, very good at manufacturing, and will definitely be the toughest competition for Tesla, adding that he doesn't see significant competitors outside of China. It's worth noting though, as Wired pointed out, that the GD01 is more geared toward generating publicity and demonstrating destructive force than everyday utility. Unit's humanoids aren't particularly dextrous yet and don't have the AI needed for genuinely complex real world tasks. That's a fair counterpoint to keep in mind. The cost advantage largely comes down to supply chain. Tech analyst Ma Jihao explained that China is the only country in the world with all major industrial categories domestically available. High performance motors, reducers, sensors, batteries, carbon fiber materials, all strong, all accessible. The International Federation of Robotics released a report on May 5th showing that 64% of industrial robots in the global electronics industry are installed in China and Chinese manufacturers supply 59% of that sector globally. In metal and machinery, Chinese robot suppliers hold an 85% domestic market share. Tesla has been leaning into this, too. The South China Morning Post reported the company has been engaging hundreds of Chinese component suppliers for Optimus since at least 3 years ago with some involved in actual R&D and hardware design, including curved glass head prototypes delivered in recent months. Unitry systems have also started appearing in real operational environments with Japan Airlines running humanoid trials at Tokyo's Haneda airport using Unitry and UB robotics machines. Morgan Stanley recently said China's early lead in humanoid robots could drive the next phase of its global manufacturing and export dominance. Unitry is also heading toward a public offering. In March, they filed for an IPO on Shanghai's star market, planning to raise around 4.2 billion yuan with roughly 85% earmarked for R&D, including more than 2 billion yuan specifically for robotics model development. Shifting over to figure AI now because they just released a demo that's impressive in a completely different way. Two humanoids, both running the company's Helix02 AI model, walk into a minimalist bedroom and reset it entirely in under 2 minutes fully autonomously. We're talking opening doors, hanging a coat, closing a laptop, putting headphones away, disposing of trash, repositioning furniture, and then making the bed together. And the coordination here is the key technical detail. They share nothing with each other directly. No shared planner, no central controller, no messages between units. Each robot has only its onboard cameras and its learned policy. The two signal intent through subtle head nods while working on the comforter together. And beyond that, they're reading each other purely through movement with every action changing the room's state and forcing both robots to continuously re-evaluate and adapt in real time. The comforter was specifically the hardest challenge. According to Figure, unlike rigid objects, fabric has no fixed geometry and no stable grasp points. It folds, stretches, and shifts under tension as both robots pull from different positions. They had to predict each other's next moves while simultaneously adjusting grip, posture, and motion as the material kept changing shape. The robots also balanced dynamically on one leg, operated foot pedals, and transition between tasks with no scripted handoffs. The whole system is driven by a single vision language action framework trained end to end through reinforcement learning and simulation using heavily randomized terrains and conditions. And those behaviors transfer directly to the real world without additional calibration, which directly addresses the simtoreal gap. That's been one of robotics's hardest persistent problems. The Helix system also got a meaningful upgrade recently. Previously, it relied only on proprioception. The robots understood their own joint positions and movement, but weren't visually interpreting their surroundings while in motion. The new version processes stereo camera input and converts RGB imagery into a real-time three-dimensional spatial map of the environment, meaning the robots are now simultaneously seeing and feeling the terrain beneath them. This enables better stability on stairs and uneven surfaces even as lighting conditions shift. On the manufacturing side, Figure says they've ramped Figure03 production at their bot Q facility in California from one robot per day to one robot per hour within 4 months. Then there's physical intelligence, a San Francisco startup approaching the problem from a fundamentally different angle. Rather than building robots for specific tasks, their goal is to build a generalpurpose foundational model, a single robot brain that can adapt across different hardware and handle the unpredictability of real world environments. They keep coming back to something called Moravec's paradox, which robot researcher Hans Moravec described in 1988. The observation that things easy for computers like arithmetic and chess are genuinely hard for humans. While things trivial for humans like walking, grasping objects or folding clothes are extremely difficult for machines. Nearly 40 years later, that remains the central obstacle in robotics and physical intelligence is trying to close it entirely. The company was co-founded by Lackey Groom, originally from Perth, Australia. He flew to Silicon Valley at 17, spent six years as an early employee at Stripe, and then in 2023 when several top scientists from DeepMind's robotics team, including Carl Hman, Sergey Lavine, and Chelsea Finn, were planning to leave, he joined them to build physical intelligence. They've raised over a billion dollars and currently sit at a $5.6 billion valuation. Walking through their office, you see a coffee-making robot picking up the handle, loading it into the machine, and pressing the button in one smooth, uninterrupted sequence. Next to it, a robotic arm folds a pair of shorts it has never handled before, working from knowledge built through tea operation data. Lackey actually admitted in an interview that he's bad at folding clothes himself, so having the robot do it is genuinely useful to him. Other setups tackle peeling fruit and assembling packages. The open plan office has researchers discussing algorithms on one side and data collectors running tea operation demonstrations on the other. All feeding a continuous cycle of hypothesis, data collection, model training and evaluation on the same robots. Their model has gone through three major versions. Pi Zero focused on proving functionality, getting robots to handle tasks previously considered out of reach with clothes folding as the anchor since tea operation data is easy to collect because everyone already knows how to do laundry. PI 0.5 focused on generalization and they got a result that surprised even the team. Training across roughly 100 home environments was enough for the model to generalize to a 100 home it had never seen. They expected to need thousands of environments, maybe millions. Their current version pushes toward performance and reliability, targeting high success rates on laundry, coffee prep, and package assembly consistently. Locky is honest that this isn't solved yet, and they can't claim to be close, but the pace has been striking regardless. Philip Clark at Thrive Capital, who invested when the company was four people working in a living room, said that great investments come down to two things: people and timing. The team here includes worldclass researchers, and the timing is right. Go back even 10 years, and the underlying model capabilities simply weren't there yet. His take on their progress is that it's been two to three times faster than his most optimistic projections. He thought it would take 3 to 5 years to reach current capability. It took about 18 months. Lackey's framing for where the field is right now is the GPT2 moment, not GPT4, not GPT5. Signs of real life, genuine potential, but significant scaling still needed before it's useful for most people globally. For the next 1 to 3 years, he thinks enterprise level deployment is within reach with a broader consumer product wave to follow. His longer term vision is straightforward. Robots should handle the work humans don't want to do. the boring, dangerous, repetitive, meaningless tasks people do out of necessity rather than choice. Free people from that and they can spend their time on things that actually matter to them. It's a weird time to be watching this space, but it's a good weird. Also, if you want more content around science, space, and advanced tech, we've launched a separate channel for that. Links in the description. Go check it out. Anyway, that's it for this one. Let me know what you think about Unit's new robot and whether you'd actually step inside one if you had the chance. Thanks for watching and I'll catch you in the next one.