China Reins In Robot IPOs, Tesla's Optimus Ramps | Sep 18, 2026
This week on The Robot Investor, hosts Elena and Theo cover China's securities regulator tightening scrutiny of humanoid robot IPOs after Unitree Robotics' stock cratered 44 percent from its August debut high, wiping out roughly $30 billion in value and putting IPO hopefuls like Deep Robotics and Leju Robot under a higher bar for recurring revenue. UBTech's first home-delivered U1 companion robots landed on schedule September 16th, but early buyers say the real machines don't match the polished promotional videos. Tesla's robotics team audited its Chinese supply chain in Ningbo toward a…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.