对话自变量机器人创始人王潜：国内具身智能行业的融资速度不是太快，甚至还有些慢

Core Viewpoint - The conference highlighted the growing interest in embodied intelligence, with the CEO of Self-Variable Robotics discussing the company's funding strategy and the current state of the industry, emphasizing that the investment pace in China is relatively slow compared to the U.S. market [1][4]. Funding and Investment - Self-Variable Robotics has completed seven rounds of financing, raising over 1 billion yuan, indicating a strong financial backing despite the industry's need for capital [1]. - The CEO believes that the current investment climate in embodied intelligence does not exhibit significant bubbles, likening it to a rich coffee without foam, suggesting a healthy market environment [4]. - There is a notable disparity in funding scale and company valuations between Chinese and American firms, with the CEO stating that Chinese companies lag by an order of magnitude [4]. Market Dynamics - The CEO pointed out that the competition in embodied intelligence between China and the U.S. is at a similar starting line, but the support and funding levels differ significantly [4]. - The industry requires substantial patient capital to support technological iterations and market adaptations, highlighting the need for continued investment [4]. Talent Acquisition - There is a shift in the job market, with recent graduates showing a preference for stable, mature industries rather than cutting-edge projects, which is viewed as a concerning trend for the sector [5]. Application and Technology - Self-Variable Robotics focuses on developing the "brain" of robots through general embodied models, contrasting with other companies that emphasize physical robot capabilities [6]. - The CEO noted that industrial applications do not align well with the capabilities of general embodied models, as industrial tasks often require high precision but not complex reasoning or interaction [6]. - The company prefers to target commercial and service sectors where complex tasks can enhance model capabilities and meet customer demands [6]. Robot Design - The company has opted for a wheeled chassis for its robots, citing advantages in cost and reliability over bipedal designs, which are not deemed necessary at this stage [7].