company-analysis

#company-analysis

@TaoRay: Previously, for cursing out my ancestors because of Unitree, Unitree has gone public, and I hope you go all-in on Unitree! Over the past few months, I have analyzed Unitree multiple times. I published an analysis in Lianhe Zaobao on the underlying technology and bottlenecks. At the same time, I analyzed the management's focus on hype over R&D through the prospectus. I am speaking the truth out of love, based on objective facts, and kindly reminding not to…

X AI KOLs Timeline ↗ · 2026-08-21 Cached

The author criticizes Unitree's management for focusing on hype over R&D after its IPO and warns of market risks on China's ChiNext board.

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#company-analysis

@zephyr_z9: DeepSeek's demand destruction strategy hasn't worked yet

X AI KOLs Timeline ↗ · 2026-08-19 Cached

A social media post comments that DeepSeek's demand destruction strategy has not yet succeeded.

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#company-analysis

@sandykory: Great analysis of Palantir tho I think it understates how ridiculously unconventional it was. For ex: -No sales people …

X AI KOLs Following ↗ · 2026-08-13 Cached

A tweet praising an analysis of Palantir, highlighting the company's unconventional practices like no salespeople for 15 years, founder-led sales, salary caps, and title deflation as key to its mission-first culture.

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company-analysis

@zephyr_z9: DeepSeek's demand destruction strategy hasn't worked yet

@sandykory: Great analysis of Palantir tho I think it understates how ridiculously unconventional it was. For ex: -No sales people …

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