Robonaissance
HugoA new renaissance in AI and robotics. Where technology depth meets investment insight.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 97 | Founded | 5 months ago | Last Issue | 7 days ago |
| Active | |||||
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robonaissance.comLatest Issues
Tokenomics, Part 3: The Agent Tax
The cleanest place to read the inversion is not a hyperscaler’s earnings call, where training and inference compute are bundled into capital expenditure footnotes. It is the income statement of the application company that has just bolted a...
Tokenomics, Part 2: The Great Inversion. From Training to Inference.
In 2023, the AI economy was a story about how much it cost to train a model. By 2026, it is a story about how much it costs to run one. The two are not the same story, and the difference matters more than almost any other structural shift t...
Tokenomics, Part 1: The Token Is the New Kilowatt-Hour
A million tokens cost roughly thirty dollars on a leading API in early 2023. By 2026 the same million tokens, at production quality on competitive APIs, cost in the range of ten to thirty cents. On cached inputs and small-model routes, sing...
The Humanoid Value Chain: Where Does the Money Actually Go?
Two years ago, Unitree had one humanoid robot. The H1 cost about as much as a Tesla Model S. $90,000, give or take.
Today Unitree has four. The R1 starts at $4,900. The G1 at $13,500. The H2 at $29,900. The H1 at $90,000 still anchors the...
Inside China’s Machine: Unitree
On March 20, 2026, Unitree filed for an initial public offering on Shanghai’s STAR Market (科创板) seeking to raise 4.2 billion yuan ($610 million). Reuters and other market reports estimate a target valuation of 40 to 50 billion yuan (approxi...
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Authors
The writers behind this newsletter.
Founder & Investor. Former AI researcher at Google. Writing about AI and robotics from the intersection of technology and capital.
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