There's definitely initial hype here, but we kind of have to put things in perspective too. Unitree valuation sits at around 62 billion while OpenAI is at 852 b

There's definitely initial hype here, but we kind of have to put things in perspective too. Unitree valuation sits at around 62 billion while OpenAI is at 852 billion and Anthropic at 1.8 trillion. And direct commercial application for the tech that Unitree is building is far more clear. So, it is a bubble around tech with long term potential, and the scale of the bubble isn't as insane as the LLM bubble.