文 | 松果财经
renxingjiqirenhuolezhihou,jushensaidaozhengzaichuxianyuelaiyueduodemingxingqiye。
11yue4ri,xinghaitu、zibianliang、luobozhinengsanjiagongsitongshipilurongzi,zongechaoguo3yiyuan。
11yue11ri,qianxunzhinengxuanbuwanchengleyouboruizibendujiazhuzidetianshi+lunrongzi,zheishiningdeshidaitianshitouziren,lianhechuangshiren、fudongshizhanglipingchuzichuangbandetouzijigou。erzaiqianqi,zheijiagongsihaihuodeleleijunchuangbandeshunweizibendetianshiluntouzi。chenglicai10geyue,zheijiagongsiyijingnaxiasanlunhejijin2yiyuanderongzi。
jinnian9yue,huaweiyezhengshiqidonglejushenzhinengchanyechuangxinzhongxin。juxi,qishouqifanganjihua:jiangzhenghehuaweigebumendejushenzhinengxiangguannengli,gongjianjushenzhinengdanao、xiaonao、gongjuliandengguanjiangenjishu。
juitjiezishuju,jinnianjiezhi11yue5ri,renxingjiqirenlingyuyifashengle46qitourongzianli,hejitouzijine116.8yiyuan,yuanchaoqunianquanniande59.19yiyuan。
zheihuishiyichangxindekejigeminghezaofuyundongma?
人形机器人,具身智能落地的最佳硬载体
henduorenxihuanjiangrenxingjiqirenyuweijiqirenhuangguanshangdemingzhu,yinweizheishijichenglerengongzhineng、gaoduanzhizao、xincailiaodengsuoyouxianjinjishu,nengzhijiebiangerenleishengchanshenghuofangshidequanxinyidaishengchangongju,yejiangdailaiquanqiugejudeduozhongzhongsu。
youbixuanshouxipinpaiguantanminshiyecengbiaoshi,“rujin,renxingjiqirenbeirenweishijijisuanji、zhinengshouji、xinnengyuanqichehoudexiayidaidianfuxingchanpin”。
erfazhandaoxianzai,zheiyangdechanyegongshi,suizhejianduanjishudejiasutupoyijichanyelianshengtaidezhujianwanshanhou,gengquyizhile。
haineiwaikejidachangfenfenjiajintuichuhuokeshangpinhuadechanpinjiushizuihaozhengming。
dagai2025niandi,tesilaerdaioptimusrenxingjiqirenjiujiangliangchanxiaoshou;
guoneifangmian,youbixuanwalkerrenxingjiqirenriqianzhengshijinrubiyadigongchang;suihouxiaopengaijiqirenironzhengshiliangxiang,juxi,zheikuanrenxingjiqirenyijinruxiaopengqichechang“ningluosi”。
zheixiekejidachangdezuixindongxiangshijishangzhengzairang“weilairen”deshenxingyuefaqingxi,julirenxingjiqirenchanyedebaofa,buyuanle。
danyaozhuyideshi,“weilairen”de“dianfuxing”,huoxurengxuyaogengqiangdadejushenzhinengjishulaituoju。
congjishuweidulaishuo,renxingjiqirenjishukefenwei4gebufen,yishijiqirenbenti;ershiyundongkongzhixingneng,yongyukongzhipaotiao、shoubeihuiwuhezhuaqudeng;sanshijushenzhineng,yongyuganzhi;zuihoushitongyongdanao,yejiushiguihuahexuexinengli。erxianzai,chanyedefazhanzhenghaokazailejushenzhinenghetongyongdanaoshang。
suoweijushenzhineng,qiangdiaodeshizhinengti,rujiqirenbenti,tongguoyuhuanjingjinxingwulijiaohulaixuexi,bingshixianzhineng。
huanjuhualaishuo,jushenzhinengshiaiyujiqirenjishushendujiehedechanwu,shi“zhangleshentidezhineng”。zheigeshenti,keyishirenxingjiqiren,yekeyishiqitazhongduanyingjianxingtai。
renxingjiqiren,zhishidangqianbaokuomasike、huangrenxundengzhimingkejirendourentongdejushenzhinengluodidezuijiayingjianzaiti。anzhaozheiyidingyi,“zhinengchansheng”caishihexin,zaitizhishiwaihuazhiwu。
raner,zuihexindezheibufen,caishiguoneidaduojiqirenbentizhizaoqiyezuiboruodehuanjie。
jubuwanquantongji,muqian,quanqiu140duojiarenxingjiqirenbentichangshangzhong,zhongguochangshangzhanlewucheng;tongshi,guoneiyizaiguangzhou、shenzhendengdigoujianlejiaochengshudejiqirenchanyezhizaojiqun。
danshijiqingkuangshi,shimianshangxianyoudejushenzhinengrenxingjiqirenzaiyingjianshangtongzhihuayanzhong,erzhenzhengnengjuedingjiqirennengligaodideruanjianhuanjie,jinyoushaoshuqiyeyongyoujiaoqiangdezhinengfanhuajishu,nengrangjiqirenshiyinggezhongrenwuchangjing,jubeizhenzhengde“keyongxing”。
超强创始团队,千寻智能意在高泛化通用机器人
jinniandongzuopinpin、beizibengaodukanhaodeqianxunzhineng,kandaolezheiyichanyegongjifangmiandequekou。
tianyanchaappxianshi,2024nian1yuechuanglideqianxunzhineng,dingweiweiyijiajushenzhinengjiqirenyanfaqiye,erweileshixianjiqirendejiaohuxinghefanhuaxing,qihexinbileizhiyishigoujianlegaofanhua、gaotongyongjiqirendanao。
kejitouziquanzhong,chuangshiren、chuangshituanduidelvlizairongzichuqihenduoshihoubirongzifanganlaidegengzhongyao。
biru,zuijinhenhuodemoerxiancheng,chuangshirenzhangjianzhongcengrenyingweidazhongguoquzongjingli、yingweidaquanqiufuzongcaideshenfenjiuzuyirangqizairongzishichangbeigaokanyiyan。
jieguojiushi,moerxianchengwulunrongzixialai,chenggongjiqilehongshanzhongguo、zijietiaodong、tengxuntouzi、shenchuangtou、zhongguancunkexuechengdengzhimingtouzijigou、zhengfujijinyijihulianwangdachang。
qianxunzhinenghendachengduyeshiruci。ziliaoxianshi,qianxunzhinengdemuhoujishutuanduidoulaiziuc berkeley、cmu、ntu、qinghua、beida、zheda、huawei、tengxun、dajiang、xiaomidenghaineiwaidingjiangaoxiao、kejijutou。
qizhong,zuihexindezeshiqilianhechuangshirenjianshouxikexuejiagaoyang,tayeshiqianxunzhinengaijishuyanfadelinghunrenwu:benkeqinghuajisuanjixixiaoyou,houyouzaiquanqiurengongzhinengzhuanyepaimingdi4mingdemeiguojiazhoudaxuebokeligongdujisuanjishijueboshixuewei。
qijian,gaoyangcenggensuiqianghuaxuexilingyudingjianjiaoshoupieter abbeel(yeshisora、sdbeihouhexinjishu——kuosanmoxingdetichuzhezhiyi)kaizhanyanjiu。
ciqianyewairenshidaduobutailejiegaoyangciren,danzaiyeneitadeshengyubingbuxiao。jupaokucaijing,ciqianbaohuoquanqiudeaisousuochuchuangperplexity aidechuangshirenaravind srinivas,yijiqianopenailianchuangjohn schulman,doushitadexuesheng。muqian,gaoyanghaitongshidanrenqinghuadaxuejiaochaxinxiyanjiuyuanrenboshishengdaoshi,jixuzhugongjiqirenkuamotaijiaohuyanjiu。
zheixiedouzuyishuoming,gaoyangzairengongzhinengyujiqirenxuexilingyuyouzhejueduidekeyanshili。
ershizhishang,qianxunzhinenghuixuanzenandugengdadejiqirenzhinengfanhuafangxiang,yetongyangshijiyugaoyangzaizheiyilingyudeshengengyuchixukanhao。
zaoqian,gaoyangjiuyutongyangzhuzhongjiqirenfanhuanenglidedingjianxuezhesergey levinezhankaiguohezuo,shuangfangyizhirentongshujuzaijiqirenxuexizhongdezhongyaoxing,bingdoushitutongguoduoyanghuadeshujujixunlianchuyigejiqirenmoxing,yicilaikongzhiduozhongjiqiren。
xianzailaikan,tamenshizhengquede。bujiuqian,sergey levinecanyuchuangli,bingtigongguanjianjishuzhichengdemeiguophysical intelligence(pi)chenggongronghuo4yimeiyuanzijin,zhengtiguzhiyijingchao24yimeiyuan。
ergaoyangdailingdeqianxunzhinengyezhengzhengrishang。buzuyinianshijian,qianxunzhinenghuoyironghuochao2yirenminbizijin,bingchenggongyongzishendechengguo“shuofu”leshunweizibendengmingxingziben。
jiuzai9yuechu,qianxunzhinengyilvxiangongbuletongyongjiqirenfanhuajishuzuixinyanjiuchengguo:jiqirenjiyushenjingwangluojiagou,zaifeijiegouhuahuanjingxiachenggongwanchengchongpaokafei、shoudianpingguodengfuzadongzuo,shixianleduorenwulianxufanhuanengli。
ciwai,zheiyituanduihaifaxianlejushenzhinenglingyude“shengbei”--data scaling laws,rangjiqirenshixianlezhenzhengdelingyangbenfanhua,keyiwuxurenheweidiaojiunengfanhuadaoquanxindechangjinghewuti。
jinri,qianxunzhinengwanchengdetianshi+lunrongzitouzifang——boruiziben,shiyouningdeshidailianchuang、fudongshizhanglipingchuangban。erzheiyeshijiezhimuqian,boruizibenweierjintouziliangjiachuchuangqiye。weilai,duiyuchanpinluodixuyaoyigejutishangyeyingyongchangjingdeqianxunzhinenglaishuo,yexuningdeshidaizheiyangdezhizaoxingqiye,benshenjiushizhongyaodetupokou。
跑在前面,千寻智能下一步是商业化
chanyeshengjixuqiudejiasuqudong,diejiageleijianduanjishudefazhan,biranhuiyouyuelaiyueduo“congmingren”changshiquwajuejushenzhinenglingyujudadeshangyejihui。
zaozaiqunian,huaweitiancaishaonian“zhihuijun”chuanglidezhiyuanjiqirenyinianwanchengqilunrongzi,guzhichao70yiyuan;
jinnianchuquqianxunzhinengwai,haiyoutongyangjinchengliyiniandebeijingyinhetongyongjiqirengongsijinnianhuodemeituan、shangtangdengzhiminghulianwangqiye7yiyuanrenminbidetianshiluntouzihou,youhuodegangtougongsidetianshi+luncitouzi。
jiuzairiqian,yubeidalianhehezuodelingchuzhinengyexuanbuwanchengleyougaolingchuangtouhelanchichuangtoulingtoudetianshilunrongzi。
xingyeshengmingzhixia,shijijinzhanqueshaolexietupoxing。jiezhimuqian,bujuzheiyifangxiangdeqiyexianshaoyouzhenzhengjubeifanhuanenglidejushenzhinengjiqirenchanpin,“gainian”dao“shangpinhua”dekuayueyijiunanduhengao,renxingjiqirendaduoshurengtingliuzai“demo”jieduan。
qianxunzhinengyouyigeyuzhongbutongdedianjiuzaiyuci。
duiyushichangyunzuo,qianxunzhinengtongyangyouzheyibanzhuanyerenma。qichuangshirenjianceohanfengtaoshizhedakongzhigongchengzhuanyekemuchushen,cengrenqianluoshijiqirencpo;ciwai,lingyiweilianhechuangshirenzhenglingyincengshigongyejiqirenchuhaixianxingzhe,cengzujianhedailinghaiwaituanduishengengquanqiushichang,bingxunsushixianshangyehuachengguozhuanhua。
zheixiebeijing,rangqianxunzhinengduishichangyoudutelejie,shangyehuadelujingxianranyaobidanchundejishuxinggongsigengqingxi。
congjishu、chanpin,daoshiyerongzihuoban,zaidaoshichang,qianxunzhinengfazhandeluojixianzaoyimaixia。
hanfengtaobiaoshi:“jiezhuchantouziyuan,qianxunzhinengjiangkuaisuqierushichanghualuodijinxingjushenzhinengfanhuaxingzuoyeyanzheng,yujizaimingnianjiangjiaofushubaitaijushenzhinengchanpin,youwangchengweiquanqiushoujiazaigaofujiazhizhenshichangjingzhongshixianpiliangjiaofudeqiye。”
dangran,suosisuimeihao,danyiqiehaidekanqianxunweilairuhezuo,zuoderuhe。
zongzhi,ailangchaoxijuangexinggeye,shibirangjushenzhinengdefazhanjiasu。shenchuzheiduanlishizhong,jintiandemingxingqiyehenkenengjiushiweilaigaibianlishizouxiangderenxuan。wuluntamendeluxianyouhechayi,duojiyuyifenguanzhu,jiushiduoleyigeqiangxiankanjianweilaidejihui。tamenbeihoudemingxingziben,dadiyeshizheiyangdexintai。
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