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ISSUE 193MORNING
China, Humanoid Robotics, IPO Scrutiny and Revenue Quality
China asked humanoid robot IPOs to prove the humans are buying
Regulators reportedly raised the listing bar after Unitree's volatile debut. The uncomfortable question is whether robot revenue comes from repeat customers or the machinery of promotion.
ISSUE 127MORNING
Humanoid Robotics, Manufacturing and Public Markets
Boston Dynamics is not ready to sell the Atlas story to public markets
A Hyundai executive says a 2027 IPO would be difficult. The robot can leave the stage before the business is ready to ring a bell.