Daniil Liaimer

In the Offseason.
Sharing good ideas I came across

[Daniil Liaimer @daniilliaimer]

@JasonrShuman @egor_folley Doesnt this then also theoretically advantage the chinese? Re: their installed base/capacity of industrial robotics + pace of "real world" deployments of Unitree robots (and the like). Unitree with ~6k+ robots already sold / deployed.

[Daniil Liaimer @daniilliaimer]

@hkanji

[Daniil Liaimer @daniilliaimer]

If you enjoyed the @SemiAnalysis_ piece on Unitree and what its borrowed from @DJIGlobal, you might like the DJI profile I wrote: https://t.co/2OsHWwhlAz

[Dominique Paul @DominiqueCAPaul]

Unitree started in 2016 when Wang Xingxing, a former DJI employee, developed a low-cost quadruped robot called XDog for his master's thesis.

Wang had no PhD - just a master's thesis and an unreasonable amount of persistence. Most of us only discovered Unitree 2-3y ago.

80% of the story happened while nobody cared. Now everybody is going crazy about Unitree. Great things take time.

[Daniil Liaimer @daniilliaimer]

@kokoxs @novaholdings Should have a look at SG Lee / Toss in South Korea https://t.co/sfffaP2n1m

[Daniil Liaimer @daniilliaimer]

@Giuliano_Mana Born to be Wired is a fun one! Looking forward to your thoughts

[Daniil Liaimer @daniilliaimer]

@lukas_m_ziegler @andreasproesch for sure

[Daniil Liaimer @daniilliaimer]

@krishkhubchand Samwer brothers would be proud ;)

[Piotr Mazurek @tugot17]

deepdive into the economics of DeepSeek Sparse Attention (DSA) and how it affects the profit margins of serving a Claude-Code-like products

link in the thread 1/x

[krish @krishkhubchand]

I'm happy to launch 'The Analyst #3 Fellowship' ---- A micro-grant programme for those who want to embark on daring adventures across supply chains, conflict zones, and frontier markets.

cc @citrini @dannytook @publicinte @OGshoots @Jack_Raines @Shaughnessy119 @lessin

[Daniil Liaimer @daniilliaimer]

@EdgarVisi Point being that Robotics at scale seems like more of a industrialization / manufacturing problem than strictly a tech-problem. And I'm not holding my breath for Europe spinning up enormous amounts of heavy-industry capacity over the coming years...

[Daniil Liaimer @daniilliaimer]

@EdgarVisi Critical inputs to robotics from minerals to processing to scale productions seems to be completely dominated by China. If they out-produce and out-deploy robots by 10,000 - to-1 relative to Europe, its hard to see how anything we dohere matters, no?

[Daniil Liaimer @daniilliaimer]

@SleepwellCap @k_zandiyeh at Sturgeon Capital would be up there

[Daniil Liaimer @daniilliaimer]

@MartinShkreli @MartinShkreli should check out https://t.co/F5IqrBDBrD. Building a general purpose optical computing chip out of Germany

[Daniil Liaimer @daniilliaimer]

@__paleologo Reminds me of that anecdote from Bell Labs, where a study revealed that the most productive group often shared breakfast/lunch with Harry Nyquist. Supposedly made a point out of meeting stranger / random folks at the lab

[Daniil Liaimer @daniilliaimer]

@rohitdotmittal Naspers buying ~47% of Tencent for $30m would like to have a word

[Daniil Liaimer @daniilliaimer]

@_daniildanilov

[Daniil Liaimer @daniilliaimer]

@paulswaney3 Integration

[Daniil Liaimer @daniilliaimer]

@tugot17 Man is going viral ;)

[Daniil Liaimer @daniilliaimer]

@kokoxs Where's this from? Tried reverse searching but nothing comes up. Would love to have a read

[Poetiq @poetiq_ai]

Is more intelligence always more expensive? Not necessarily.

Introducing Poetiq. We’ve established a new SOTA and Pareto frontier on @arcprize using Gemini 3 and GPT-5.1.