On a sunny morning in June, I walked to work with a quadruped robot beside me. IâÂÂve never gotten more attention from strangers.
A bunch of people snapped pictures of my robot dog. Several people asked me questions. Was it mine? (Yes.) Did I build it? (No.) Was it being used for surveillance? (No.)
Biological dogs kept a safe distance from my mechanical companion. Some growled or barked at it.
Children were fascinated. I paused and had it do tricks for several of them: âÂÂshake hands,â do a handstand, or leap into the air.
I live in a leafy Washington, DC, neighborhood called Mount Pleasant. The neighborhood lives up to its name, so my morning commute is mostly downhill. My robot companion, manufactured by the Chinese company Unitree, walked the two miles to my office near the White House with battery capacity to spare.
I recharged the battery during the workday, but it still struggled on the afternoon walk home. We were now mostly walking uphill, and the temperature had risen to 87ðF (30ðC). The robotâÂÂs steps seemed increasingly labored as the path got steeper.
As I entered my own neighborhood, I glanced at two indicators in the corner of my phone screen. One showed that the robotâÂÂs battery was at 5 percentâÂÂdangerously close to empty. The other showed the internal temperature was 84ðC (183ðF).
We were within sight of my front door when the robot suddenly collapsed. IâÂÂm not sure if it ran out of power or overheated, but either way it didnâÂÂt shut down gracefullyâÂÂit rolled onto its back with its legs in the air.
Several people have asked me what my robot is useful for, and the honest answer is not much.
Unitree quadrupeds are widely used for academic research, and they are sometimes used for entertainment. But there donâÂÂt seem to be a ton of practical applications.
Wheeled robots are faster and more energy-efficient, making them better for deliveries. Flying drones are a better choice for a lot of surveying and inspection work. My robot has no arms or hands, making it mostly useless around the house.
But my robot did have one big thing going for it: It was astonishingly cheap.
I paid $4,017. ThatâÂÂs more money than IâÂÂve ever spent to review a product. But itâÂÂs also far less than I would have had to pay for this type of robot a few years ago. And itâÂÂs cheap enough that people may find uses for it that wouldnâÂÂt have made sense at higher prices.
Sometimes what changes the world isnâÂÂt the invention of a new technology; itâÂÂs figuring out how to make it affordable enough for a mass market. Xerox built the first personal computer with a graphical user interface, but companies like Apple, IBM, and Microsoft made the technology mainstream. Perhaps Unitree will play a similar role for quadruped robotsâÂÂthough, as IâÂÂll discuss later, UnitreeâÂÂs robots now face legal restrictions in the United States.
Unitree has also used quadruped robots as a stepping stone to another market that could be much more importantâÂÂhumanoids. Unitree launched its first humanoid robot in 2023. Leveraging its experience making cheap quadrupeds, Unitree is able to sell humanoid robots for as little as $13,500.
ThatâÂÂs still way out of my price range, which is why I bought a robot dog instead. But itâÂÂs dramatically cheaper than any humanoid you could buy a few years ago. And the low cost has made Unitree a global leader in humanoid robots.
Financial markets are bullish. Unitree debuted on the Shanghai stock market on August 19. On its first day of trading, shares shot up more than fivefold. It has lost some altitude since then, but at MondayâÂÂs closing price, the company was still valued at $34 billionâÂÂmore than triple its valuation before the IPO.
Earlier in June, I visited Professor Xuesu Xiao, a roboticist at George Mason University.
âÂÂTen years ago, only a very small set of research groups were working on quadruped locomotion because they were the only people on the planet who could build a quadruped,â Xiao told me. âÂÂThen Unitree came onto the market. And it basically democratized the entire world of quadruped locomotion research.âÂÂ
Xiao gave me a tour of his lab, which had four Unitree quadrupeds. Each cost around $15,000. The lab also had a quadruped robot called Spot. It was made by Boston DynamicsâÂÂwidely seen as the industry leader before Unitree came along. But Spot is expensive, starting around $75,000.
Unitree founder Wang Xingxing developed a crude quadruped robot called XDog for his masterâÂÂs thesis at Shanghai University.
âÂÂMarc Raibert from Boston Dynamics is my idol,â Wang told IEEE Spectrum in March 2016. âÂÂTheir papers helped me to design XDog.âÂÂ
Early Boston Dynamics prototypesâÂÂwith names like BigDog and WildCatâÂÂhad gasoline engines and hydraulic actuators. This made them too large, noisy, and polluting for practical use.
In that 2016 interview, Wang said that his goal was to âÂÂmake quadruped robots simpler and smaller, so that they can help ordinary people with things like carrying objects or as companions.âÂÂ
Boston Dynamics officially unveiled an electric quadruped called Spot in June 2016. But Spot didnâÂÂt become commercially available until 2020.
That created an opening for Unitree, which Wang founded in May 2016. The companyâÂÂs first quadruped productsâÂÂLaikago in 2017 and AlienGo in 2019âÂÂwere powered by electric motors. Designed for research labs, they cost tens of thousands of dollars.
In 2021, Unitree launched the Go1 line, which started at $2,700 for the âÂÂAirâ model. In 2023, Unitree unveiled the Go2, which was even cheaperâÂÂ$1,600 for the Air and $2,800 for the more capable Pro.
Today, UnitreeâÂÂs cheapest robotâÂÂthe Go2 AirâÂÂis more than 97 percent cheaper than Spot. But this is not an apples-to-apples comparison; Spot is larger than UnitreeâÂÂs Go2 line and can carry heavier payloads.
Still, the fact remains that Unitree made quadruped robots affordable to many people who could never afford SpotâÂÂincluding me! My wife never would have let me spend $75,000 or even $15,000 on a robot dog. But I convinced her to let me spend $4,017 (after tariffs and shipping costs) on a Go2 Pro.
Last year, the firm Simplexity tore a Go2 robot dog apart and made a video showing what they found.
Each of the robotâÂÂs four legs is powered by three motors. ThereâÂÂs a motor in the shoulder that controls the angle of the legs and a motor driving each of the two leg segments. âÂÂWith three motors, you get a really dynamic range of motion,â said Luis Elenes, a mechanical engineer at Simplexity.
âÂÂThey use all the same motors throughout,â Elenes added. âÂÂAll four shoulders are identical in arrangement. ThereâÂÂs tons of benefit to that. ThereâÂÂs reduced cost, thereâÂÂs reduced part count. The more you can reuse motors and reuse parts, the simpler your design gets, and the more robust overall your design will be.âÂÂ
Jakub Bartoszek, an expert on motors and legged robots at the startup MAB Robotics, argues that Unitree also saved money by using low-quality components. The motors in Unitree robotsâÂÂmany of which are made in-houseâÂÂtend to wear out more quickly than those in some other robot brands, he told me. But the cost savings make the robots affordable to more people.
Unitree seems to have designed its robots for easy repairs when they wear out.
âÂÂThey want these legs to be serviceable in the field,â Elenes said. Thanks to the simple way the robotâÂÂs legs are attached to its body, âÂÂyou can swap out a leg pretty easily. I would guess it would take you less than a minute.âÂÂ
Unitree also gets significant support from the Chinese government, including tax credits and large-scale purchases by public institutions. ItâÂÂs hard to quantify the scale of this support because the Chinese system blurs the line between public and private, military and civilian. But a supportive policy environment clearly helped Unitree to scale up its manufacturing operations and thereby drive down the cost of each robot.
Unitree has another counterintuitive cost-saving strategy: using large and powerful motors. More powerful motors arenâÂÂt inherently cheaper, of course. But they allow Unitree to save money on another component called the reducer that can be even more expensive
Suppose you have a lever where one side is five times longer than the other. If you push the long side down by five inches, the short side goes up by just one inch. But force is magnified: 10 pounds on the long side becomes 50 pounds on the short side.
Many robots use gear systems called reducers that serve the same function; they convert the fast, relatively weak movement of an electric motor into a slower but stronger movement of a robotâÂÂs body parts.
Traditional industrial robots require extreme precision, so they tend to have large reduction ratios.
A page on the Boston Dynamics website, for example, indicates that two of the motors in SpotâÂÂs legs are paired with reducers that have gear ratios of 51 to 1. In other words, the motor would need to do 51 full rotations in order to produce one full rotation of a leg joint.
This enables SpotâÂÂs movements to be very precise while magnifying the power of SpotâÂÂs motors. But it also has some disadvantages. One is cost. Reducers with 51:1 ratios are complex andâÂÂas a resultâÂÂtend to be significantly more expensive than reducers with lower ratios.
Another is rigidity. When a robotâÂÂs arm encounters physical resistance, it should yield gracefullyâÂÂa property called backdriveability. ItâÂÂs also helpful if a robot can sense this kind of physical resistance electrically. Robots with higher gear ratios perform badly on both these fronts; their limbs feel stiffer and they are less sensitive to physical resistance.
In contrast, Unitree uses large motors combined with a simple 6.33-to-1 gearbox. This makes its robots more nimble and dynamic while reducing costs. The simpler design is also easier to simulate, making Unitree robots easier to train.
UnitreeâÂÂs decision to use a lower gear ratio is part of an industry-wide trend. High gear ratios made sense for industrial robots that were programmed to perform simple, repetitive motions. In contrast, many modern robots perform complex actions in unpredictable environments. This requires sophisticated control software that can respond flexibly to changing conditions. The software is constantly making small corrections anyway, so it can compensate for less precise hardware.
One of the most impressive and crowd-pleasing capabilities of my Go2 Pro robot dog is handstands. The robot can balance on either its front or hind legs indefinitely, and can even move forward, backward, or side to side while doing so.
So it was natural for Unitree to expand into humanoids. Unitree first debuted a humanoid called the H1 in 2023. The next year, Unitree unveiled a cheaper and more capable robot called the G1.
I got to see one when I visited XiaoâÂÂs lab in June. He paid around $50,000 for a research-grade EDU version. The consumer version starts at $13,500. This is shockingly cheap given the robotâÂÂs capabilities.
A humanoid robot is more than a quadruped standing on its hind legs. My Go2 quadruped robot has three motors per leg, for a total of 12. The cheapest G1 humanoid has five motors in each arm, six in each leg, and one in the torso, for a total of 23. The leg motors in a humanoid robot also need to be more powerful, since itâÂÂs more work to balance on two legs than to stand on four.
Still, I suspect that UnitreeâÂÂs experience with quadrupeds gave it a leg up on humanoids. By the early 2020s, Unitree had been shipping quadruped robots for several years. The company had deep expertise in actuator design and an extensive network of suppliers.
According to filings connected to UnitreeâÂÂs August stock offering, the companyâÂÂs quadruped revenue tripled between 2024 and 2025âÂÂfrom RMB 230 million ($34 million) to RMB 697 million ($104 million). The comparable figures for UnitreeâÂÂs humanoids were RMB 107 million ($16 million) and RMB 867 million ($129 million)âÂÂan eightfold increase.
Humanoids accounted for 51 percent of UnitreeâÂÂs revenue in 2025. I expect this figure to be even higher for 2026.
âÂÂWe are witnessing the birth of another Chinese hardware giant,â wrote a team at SemiAnalysis in June. âÂÂThree years ago, Unitree was a quadruped company. By last year, they parlayed quadruped dominance into creating and leading the humanoid market.âÂÂ
The SemiAnalysis authors draw a parallel to DJI, the Chinese company that dominates the global drone market.
âÂÂDJIâÂÂs Phantom 1 shipped January 2013 at $679, and was not a fully-fledged product at the time,â the SemiAnalysis team writes. âÂÂIt had no built-in camera, no gimbal (stabilizer), ten minutes of flight, no live video feed, but it was roughly half the cost of the build-it-yourself drone.âÂÂ
Like DJI in 2013, UnitreeâÂÂs robots today have a lot of rough edges. Certainly mine does.
The app to control the robot is buggy. Features Unitree showcased in its launch videoâÂÂlike climbing stairs and following a human ownerâÂÂdonâÂÂt work well in real life. If I turn the robot on with its legs slightly out of place, they will often thrash around wildly and the robot will wind up on its back.
Then there was the time my robot collapsed just feet from my house. A more polished product might have detected the low battery (or high temperature) and shut itself down gracefully.
But for bleeding-edge technologies, this kind of polish may not be very important. Far more important is getting costs down.
âÂÂDJI chose to inhouse the most expensive and technically difficult component first: the flight controller,â SemiAnalysis writes. âÂÂLater on, DJI brought inhouse the gimbals, motors, and ESCs.âÂÂ
DJI figured out how to make these components more cheaply than they could be purchased from external suppliers, which in turn allowed it to undercut other drone makers. And that expanded the market for DJIâÂÂs drones.
Before DJI came along, âÂÂprofessional aerial photography was the domain of helicopters and Hollywood second-unit teams, but now, small businesses could perform this on their own. As such, whole new markets were unlocked for DJI, like real estate listings, wedding videos, local news, agricultural surveying.âÂÂ
ThereâÂÂs a flywheel here: The more units a company sells, the better deals it can negotiate with suppliers and the more money it can spend optimizing its manufacturing process. Larger sales volumes also allow a company to bring more components in-house. This allows the company to push costs even lower, which will mean more sales and even more money to invest in improving the production process.
Over a few years, this flywheel helped DJI to dominate the global drone market. SemiAnalysis argues that Unitree is on track to do the same thing for legged robots.
According to SemiAnalysis, Unitree has developed its own motors, gearboxes, lidar sensors, and cameras. âÂÂUnitreeâÂÂs self-produced motors can run as low as 30-40% of equivalent Western motors,â SemiAnalysis reports. âÂÂThey now make some of the cheapest humanoid gearboxes in the world.âÂÂ
This could enable Unitree to take over the global market for quadruped and humanoid robots in much the same way that DJI took over the global drone market.
Of course thatâÂÂs not guaranteed to happen. Unitree has a number of Chinese rivals. Unitree is the global leader in quadrupeds, but a Chinese rival, AgiBot, has sold more humanoid robots than Unitree in recent months. There are also many smaller robot companies in China that could challenge Unitree and AgiBot in the coming years.
But Unitree does not face much competition in the United States or the West more generally. Boston Dynamics sells excellent robots, but they tend to be significantly more expensive. There are a number of American startups aiming to build humanoid robots, including Tesla, Figure, and 1X, but consumers cannot buy a robot from any of these companies today.
That has alarmed some American policymakers. In June, a bipartisan group in the House introduced a bill to restrict importation of Chinese robots. The official press release for the legislation mentioned Unitree by name. Then in July, the FCC imposed broad new regulations on foreign-made robots that are likely to impact Unitree and other Chinese companies.
However, the robot market is global. Even if Chinese companies get locked out of the US market, Unitree or one of its Chinese rivals could still come to dominate the global market for humanoid robots.
ThereâÂÂs an obvious parallel here to electric vehicles, where Chinese companies like BYD are effectively banned from the US but are making rapid gains in the rest of the world. ThereâÂÂs a risk that a ban on Chinese robots could have a similar impact: rather than hampering the growth of companies like Unitree, it could make the US a robotics backwater.
