「Jinqiu Spotlight」 追踪锦秋基金与被投企业的每一个光点与动态， 为创业者传递一线行业风向。 Unitree R1 荣获美国《时代周刊》2025年度 最佳发明 2025年10月9日 E 米米 荣获美国《时代周刊》2025年度 AI领域最具影响力100人 2025年8月27日 字树科技 荣获美国《时代周刊》2025年度 全球100大最具影响力企业 2025年6月26日 2025 宇树科技2025发布的R1人形机器人荣登美国《时代周刊》2025年度最佳发明，，代表了人形机器人发 展的新高度。同时，美国《时代周刊》还评选宇树科技创始人王兴兴为2025年度AI领域最具影响力100 人，评选宇树科技为2025年度全球100大最具影响力企业。 锦秋基金已完成对宇树科技投资。 锦秋基金，作为12 年期的 AI Fund，始终以长期主义为核心投资理念，积极寻找那些具有突破性技术 和创新商业模式的通用人工智能初创企业。 TIME R1重约55磅（约25公斤），配备内置AI，支持语音识别和图像处理，拥有26个关节（人类约有300个 关节），使其能够进行复杂的动作，如拳击、奔跑，甚至是侧手翻。 推荐阅读： | 錦殻 ...

「Jinqiu Spotlight」 追踪锦秋基金与被投企业的每一个光点与动态， 为创业者传递一线行业风向。 由创业邦主办的第19届DEMO CHINA活动落下帷幕。 本次大会以"觉醒、共生、超越"为主题，集结了优秀早期科技企业、产业巨头以及顶级投资机构共同 参与。 Jinqiu Spotlight 锦秋基金臧天宇：2025年AI创投趋势 尽管前路仍有挑战，但"具身智能"在未来世界里的价值已经清晰可见。 锦秋基金期待与那些兼具技术远见与务实精神的创新者同行，一起成为这场变革的定义者与先行者。 推荐阅读： | 锦秋 | 当宇树王兴兴、数美万物任利锋他们来到锦秋 小饭桌 …… | | --- | --- | | 小仮桌 | | | 锦秋 | Soil种子专项计划 | | Soil | | | Jingiu | 美国 Top 15的Al 天使投资人都投了哪些公 | | Select | 밀 3 | | Jingiu | 网友玩疯的 10 大整活测试，究竟谁能和 | | Scan | Nano-Banana 一战？ | 锦秋基金合伙人臧天宇受邀出席"机器人*智能硬件"专场活动 ，并与小苗朗程管理合伙人方正浩、海 尔资 ...

Core Insights - The article emphasizes that the development of artificial intelligence (AI) has transitioned from mere algorithmic iterations and computational power enhancements to a global competition involving trillions of dollars in capital, national strategies, and foundational scientific discoveries [1][2] - The "State of AI Report 2025" by Air Street Capital is presented as a strategic map for understanding the restructuring of global technological power, highlighting AI's rapid evolution into an industrial force permeating various sectors [1][2] Group 1: Key Findings - AI is moving from a "cutting-edge research field" to a global "industrial force," impacting science, security, entertainment, politics, culture, and law [1][3] - The report outlines ten core predictions for the next 12 months, including the redefinition of technological limits, reconstruction of business models, and the co-evolution of society and individuals with AI [3][4] Group 2: Infrastructure and Competition - The race for "superintelligence" has become a trillion-dollar global industrial competition, with energy becoming a critical bottleneck for AI development [4] - The U.S. has invested $500 billion in the "Stargate" project aimed at building a 10 GW GPU cluster, shifting the focus from chips to energy [4] Group 3: Emerging Trends - China's open-source AI ecosystem is rapidly rising, with models like Alibaba's Qwen surpassing Meta's Llama in global download rates and adoption [4] - AI is evolving from a mere tool to a collaborator in scientific discovery, as demonstrated by DeepMind's AlphaEvolve system discovering a new matrix multiplication algorithm [4] Group 4: Economic Impact - AI-native companies have entered the "billion-dollar revenue" era, leading to a "circular investment" model where giants like NVIDIA invest in startups that, in turn, purchase NVIDIA's hardware [4] - The impact of AI on the job market is becoming evident, with entry-level positions in software development and customer support seeing a decline, while demand for experienced professionals remains stable [4] Group 5: Technological Advancements - Video generation technology is transitioning to "world models," allowing for real-time interactive environments [4] - AI search applications like ChatGPT are capturing approximately 60% of the AI search market, leading to a significant decline in Google's search traffic [4] Group 6: Future Predictions - The report predicts that open-ended AI agents will achieve meaningful scientific discoveries, and AI-driven cyberattacks will prompt urgent discussions on AI safety at NATO or the UN [7] - The emergence of "AI neutrality" as a new diplomatic policy is anticipated, as some countries struggle to develop their sovereign AI capabilities [7]

需要说明的是 ，部分工具因条件限制未被纳入本次测评： 例如 Nvidia AI Blueprint 需本地下载且对硬件配置要求较高，使用门槛不具普适性； Marble 仍处于白名单阶段，尚未向大众开放； 字节跳动豆包的 3D Model Generator 仍在内测期，暂不稳定；而 Canva AI-3D 本质上是生成"3D 风格化"图片，而非严格意义上的建模。因此，它们未列入本次测评 范围。 | | ■ | 官方亮点 | 价格 | | --- | --- | --- | --- | | Hitems3D | | 结合 Ultra3D 的效率与 Sparc3D 的 | 免费:100积分 | | v1.5 | 数美万物 | 精度,无缝的工作流程中提供高速度 | 订阅起价: 9.9美元/月，1000积分 | | | | 和高保真度 | | | 混元3D | | 相比前代模型,建模精度提升 3 倍 | | | V3.0 | 腾讯 | 同时兼顾整体结构和局部细节 | 免费:20次/日 + 邀请好友30次/位 | | | | 在人物 /面部生成上有专项优化 | | | Tripo | VAST | 支持多种输入模式:文 ...

Group 1 - The event "2025 NVIDIA Startup Showcase - Beijing" focused on cutting-edge technologies in AI agents and physical AI, discussing topics such as AI globalization [1][4] - The event was co-hosted by Jinqiu Fund along with notable companies like NVIDIA, Amazon Web Services, and others, highlighting collaboration in the AI ecosystem [1][10] - A roundtable discussion featured experts from various fields, emphasizing a new paradigm for AI globalization driven by technology and ecosystem co-construction [1][4] Group 2 - The event showcased 13 member companies from NVIDIA's startup acceleration program, covering diverse fields such as embodied intelligence, smart manufacturing, and biotech [4] - Jinqiu Fund expressed enthusiasm for breakthroughs in frontier technologies and the inspiration gained from entrepreneurial ideas exchanged during the event [5] - The company aims to continuously monitor trends in AI agents and changes in the AI globalization landscape, seeking innovative teams and products [5][6] Group 3 - Jinqiu Fund, with a 12-year focus on AI investment, prioritizes long-termism and seeks startups with breakthrough technologies and innovative business models [9] - NVIDIA's Inception program aims to cultivate disruptive startups by providing a range of services to accelerate their development [10] - Amazon Web Services' cloud innovation program supports startups with cloud resources and technical services to facilitate business growth [11]

「Jinqiu Spotlight」 追踪锦秋基金与被投企业的每一个光点与动态， 为创业者传递一线行业风向。 作为一支12年的AI方向投资基金，锦秋基金不仅全力支持 敢于定义AI问题的优秀创始人，也积极与 身处技术前沿的那些AI先行者们对话，一起在产业变革的长坡厚雪中共同学习前进。 不久前， 锦秋基金合伙人臧天宇 作为评委参与首期「AI先行者」榜单评选。 锦秋基金被投企业宇树科技创始人兼CEO王兴兴，以及 中科院计算所副所长先进计算研究中心主任 包云岗、 卡内基梅隆大学助理教授陈天奇、 Manus 首席科学家 季逸超、 BosonAI创始人李沐、 DeepSeek创始人兼CEO梁文锋、 Qwen 大模型负责人 林俊旸、月之暗面研究员 苏剑林、 清华大 学电子工程系教授汪玉、晶泰科技联合创始人温书豪、 月之暗面创始人兼CEO杨植麟、开源项目 vLLM核心贡献者游凯超、地平线创始人余凯、 ControINet 开源项目作者张吕敏、Network Dissection技术开创者周博磊 共同上榜。 锦秋基金很荣幸收到知乎邀请，与同行一起， 发现并赋能这些 AI 领域最具潜力的创业者和学者， 让大家看到先行者们前行的路 ...

部署大模型到底需要多少钱？ 这几乎是所有想把生成式AI引入业务的企业，最焦虑的问题。 选商业API，就要面对持续攀升的token订阅费；自建本地部署，又要承担前期硬件投入与长期运维 开销。既怕超支，又怕浪费，而市场上始终缺乏一个清晰的量化参考框架。 现实的差距惊人：一块1600美元的消费级显卡，就能跑起一个小型开源模型；而高端API的年订阅 账单，却可能飙升至450万美元。 近期，卡内基梅隆大学的研究团队近期给出了系统化的答案。 文章以" 成本测算 "为核心，构建覆盖本地部署（硬件、电费）与商业API（订阅费）的总拥有成本 （TCO）模型，对比Qwen、Llama、Mistral等开源模型与OpenAI GPT-5、Anthropic Claude- 4、Google Gemini 2.5 Pro等商业服务的成本结构，明确不同方案的具体开支，帮企业快速算 清"大模型部署账"： 研究还进一步拆解商业API的定价层级对决策的影响，配套开发在线成本测算工具，能让企业按自身 workload定制分析，为中小企、中型企业、大型企业提供差异化成本指引。 需要说明的是：锦秋基金（公众号：锦秋集；ID：jqcapital）这 ...

「Jinqiu Spotlight」 追踪锦秋基金与被投企业的每一个光点与动态， 为创业者传递一线行业风向。 2024年锦秋基金领投星尘智能A轮融资，2025年锦秋基金继续追投星尘智能A+轮融资。 锦秋基金，作为12 年期的 AI Fund，始终以长期主义为核心投资理念，积极寻找那些具有突破性技 术和创新商业模式的通用人工智能初创企业。 锦秋基金被投企业—— 星尘智能 是绳驱AI机器人的定义者，是业界首个量产绳驱AI机器人的公司。 其 独特的绳驱传动设计，模仿人类肌腱的运动与力控方式 ，让机器人能实现传统刚性机器人难以兼 顾的高表现力与高安全力，尤其适合复杂灵巧操作和与人紧密交互的场景。目前，其Astribot S1机 器人已在科研、商业服务、文娱演出及工业等多个领域落地应用，结合AI大模型与具体场景探索，推 动机器人行业应用加速与商业化落地。 国庆前夕，深圳机场奏响了人机共融的温暖乐章。由中央广播电视总台央视网与星尘智能联合打造的 具身智能机器人乐队——小央乐队，携手深圳市青少年飞越彩虹合唱团与琵琶乐手，在深圳宝安机场 共同演绎了经典民歌《茉莉花》，与来往旅客共同度过了一首歌的美好时光。 这是深圳机场首次迎 ...

Core Insights - The workshop "Making Sense of Data in Robotics" emphasizes the critical role of data in the development and deployment of robotics technology, highlighting that without high-quality, context-matched data, even the most advanced models remain theoretical [1][14][10] - The event aims to address key questions regarding the types of data needed for robotics, how to extract valuable data from vast amounts of raw information, and the actual impact of data on robotic decision-making and behavior [1][11] Data-Related Core Themes - The workshop focuses on three main themes: data composition (what types of data should be included in datasets), data selection (which data to retain, discard, or collect next), and data interpretability (how data influences model behavior during testing) [11][14] - Understanding these themes is essential for designing targeted datasets that enhance data scalability and application effectiveness in robotics [11][14] Reports and Key Points - Joseph Lim's report discusses efficient data utilization in robotics, emphasizing the importance of data augmentation and task decomposition to extract more value from existing data [12][23] - Ken Goldberg highlights the need to bridge the data gap in robotics, arguing that while data is crucial, traditional engineering methods also play a significant role in achieving breakthroughs in the field [35][39] - Marco Pavone focuses on accelerating the data flywheel in physical AI systems, particularly in autonomous driving, by leveraging foundational models to enhance system development and performance [50][54] Data Utilization Strategies - Data augmentation techniques, such as synthetic data generation and trajectory stitching, are essential for maximizing the value of collected data [12][23] - The integration of traditional engineering practices with modern data-driven approaches is vital for optimizing robotic performance and ensuring safety [39][41] - The concept of a "data flywheel" is introduced, where data collected from operational systems is used to continuously improve and optimize those systems [45][54] Challenges and Solutions - The workshop identifies significant challenges in the robotics field, including the need for large-scale data collection and the difficulty of ensuring data quality and relevance [10][21] - Solutions proposed include the use of simulation for data generation and the exploration of alternative data sources, such as YouTube videos, to enhance the training datasets [43][44] Future Directions - The discussions at the workshop suggest a shift towards a more integrated approach that combines traditional engineering with advanced data analytics to drive innovation in robotics [39][41] - The emphasis on developing robust data management systems and leveraging foundational models indicates a trend towards more efficient and scalable robotics solutions [47][54]

以下文章来源于硅谷AI+ ，作者硅谷AI+ AI+ Multimodal Day Fri, 10/10/2025 10:30 AM - 5:00 PM San Francisco, CA 硅谷AI+ . 我们坚信AI和大语言模型会成为每个行业的基础设施，深度关注AI的企业级解决方案。 10月10日至11日，2025年 AI+ Multimodal Day & Agent Everywhere 2025 将在旧金山举办。本次峰 会聚焦 「多模态AI」 与 「智能体」 两大前沿方向，汇聚技术、资本与产生多方力量，致力于推动AI 技术落地与生态共建。 锦秋基金非常开心作为合作伙伴参与本次峰会 ，跟来自全球2000余名产品技术专家、AI创新家以及最 受关注的AI Agent公司一起，讨论智能体的场景落地与想象空间。 锦秋基金被投企业Pokee AI创始人 朱哲清、Wanderboat.ai CEO You Wu将在活动现场与大家交流。 ⬇️ 扫码海报二维码，即刻报名 ⬇️ RSVP Youna 7 Lei Xu CTO @ LanceDB Paul Klein IV CEO @ Browserbase Div Gar ...