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Unitree wants to charge buyers $80-100k per-unit (at scale) in order to actually make money on their humanoids. So we're not in the era of $20k humanoids, despi

Unitree wants to charge buyers $80-100k per-unit (at scale) in order to actually make money on their humanoids. So we're not in the era of $20k humanoids, despite appearances.

bluGill 1y ago
What scale? If Toyota sold 1 car per year they would need to charge hundreds of millions to pay for the engineering. Just making an engine to meet modern emissions will cost more than a billion, but since that engine will be made for a decade we can amortize it and say the cost of the engine is 100 million per car. However because they make many more than that their costs go down. Because they make many cars they have developed assembly lines - to build the whole factory is likely another billion dollars (I don't have real numbers), but if you are only building one car a skilled machinist could do that in a year for much less cost than a factory. Thus my question - what scale are they targeting. At some level of sales their expected costs are right. However if demand is a lot more than they expect it could probably scale down to $10k, maybe less, while if it is less costs go up...
- datadrivenangel 1y ago
  The point is that the list price of $22k is basically fake if a full system costs $80-100k. It's like saying that a car costs $22k, but you can't buy it without also getting a $60k lifetime support contract.
  - matthewdgreen 1y ago
    There is "fake" as in, we offer the thing at $22k but this is a made-up price and we'd be losing tens of thousands per unit if we couldn't upsell the necessary tooling. Then there's "not fake" as in, the hardware is profitable (or at least break-even) at a list price of $22k, and the tooling is expensive because it makes sense to charge a lot to developers. These things put you at different places when scale starts to increase. It's extremely common for dev tooling to be extremely expensive, even for widgets that sell for a few bucks at the retail level.
  - bluGill 1y ago
    Why does the full system cost 80-100k though? Can I buy 1 full system at 100k, and then 10,000 at the list price? What is the difference. If I sign a contract to buy 1 million next year (thus giving you time to build an better assembly line) can you get the per unit price down?
  - Animats 1y ago
    It's worse than that for light trucks: - Ford F-150 base price: $39,645. - Ford F-150 Raptor R: $115,015.

Unitree wants to charge buyers $80-100k per-unit (at scale) in order to actually make money on their humanoids. So we're not in the era of $20k humanoids, despite appearances.

bluGill 1y ago

What scale? If Toyota sold 1 car per year they would need to charge hundreds of millions to pay for the engineering. Just making an engine to meet modern emissions will cost more than a billion, but since that engine will be made for a decade we can amortize it and say the cost of the engine is 100 million per car. However because they make many more than that their costs go down. Because they make many cars they have developed assembly lines - to build the whole factory is likely another billion dollars (I don't have real numbers), but if you are only building one car a skilled machinist could do that in a year for much less cost than a factory. Thus my question - what scale are they targeting. At some level of sales their expected costs are right. However if demand is a lot more than they expect it could probably scale down to $10k, maybe less, while if it is less costs go up...

datadrivenangel 1y ago
The point is that the list price of $22k is basically fake if a full system costs $80-100k. It's like saying that a car costs $22k, but you can't buy it without also getting a $60k lifetime support contract.
- matthewdgreen 1y ago
  There is "fake" as in, we offer the thing at $22k but this is a made-up price and we'd be losing tens of thousands per unit if we couldn't upsell the necessary tooling. Then there's "not fake" as in, the hardware is profitable (or at least break-even) at a list price of $22k, and the tooling is expensive because it makes sense to charge a lot to developers. These things put you at different places when scale starts to increase. It's extremely common for dev tooling to be extremely expensive, even for widgets that sell for a few bucks at the retail level.
- bluGill 1y ago
  Why does the full system cost 80-100k though? Can I buy 1 full system at 100k, and then 10,000 at the list price? What is the difference. If I sign a contract to buy 1 million next year (thus giving you time to build an better assembly line) can you get the per unit price down?
- Animats 1y ago
  It's worse than that for light trucks: - Ford F-150 base price: $39,645. - Ford F-150 Raptor R: $115,015.