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H1 · 2022 $90,000 ATLAS: ~$150K G1 · 2024 $16,000 −5.6× VS H1 R1 · 2025 $4,900 −18× VS H1 · ON ALIEXPRESS TALOS
▸ FILE 003 ESSAY May 2026 · 12 min read

The $4,900 Humanoid — or, why we need to wake up and win the AI robotics race

Unitree just put a walking, dancing humanoid on AliExpress for less than a used car. Here's how they did it — and why the West should be paying close attention.

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▸ FILE 002 ESSAY May 2026 · 7 min read

How to build trust in physical AI before regulation kills it

The market can't afford to wait for regulation. Builders need to adopt a common safety standard that defines acceptable failure before courts and regulators define it for them.

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▸ WHO IS LIABLE? — TALOS / NOTES ON COVERAGE ? ? ? ? ▸ DEFENDANT 01 OPERATOR ▸ DEFENDANT 02 MANUFACTURER ▸ DEFENDANT 03 SOFTWARE DEV ▸ DEFENDANT 04 FOUNDATION MODEL ▸ INCIDENT ONE INCIDENT — FOUR POTENTIAL DEFENDANTS
▸ FILE 001 ESSAY April 2026 · 9 min read

Why underwriters, not legislators, will set the terms for physical AI

Europe withdrew the AI Liability Directive in early 2025. The US never had one. Cybersecurity already showed us what happens at this fork — and physical AI is sitting at it now.

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