Industry Notes / Robots: Tesla and Unitree / Chapter 7 of 10 · Table
Hard ≠ rich
The chain’s biggest cognitive mismatch
| Dimension | Thick profit | Thin profit | |
|---|---|---|---|
| Hard | Screws / hands / 6-axis force | Brain (pure spend) | |
| Easier | Full-stack branded OEMs (Unitree) | Motors / structure / pure assembly |
The hardest brain earns nothing today; scarcity and switching costs pay. High OEM gross comes from owning upstream.
Source：调研正文第 8 章难度≠利润四象限
Research notes, not investment advice.