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对话京东何晓冬:不担心具身智能过热,卖大模型API并非健康商业模式
Tai Mei Ti A P P·2025-07-29 03:37

Core Insights - The 2025 World Artificial Intelligence Conference (WAIC 2025) showcased significant advancements in AI by JD.com, including the upgrade of the Yanxi model to JoyAI and the launch of the JoyAgent intelligent agent [2] - JD.com has formed partnerships with numerous leading robotics brands and has made substantial investments in AI and robotics technology, indicating a strong commitment to the development of embodied intelligence [6][8] Company Developments - JD.com has developed a high-expandable embodied intelligence system architecture, achieving an 80% success rate in practical applications such as coffee robots [6] - The company has established a dedicated business unit for embodied intelligence and has recruited talent in this field to explore its feasibility [7] - JD.com has multiple foundational large models, including a 30 billion parameter model and a 750 billion parameter model, which are being applied across various sectors [5] Market Strategy - JD.com aims to avoid unhealthy competition in the AI model market, advocating for a focus on creating unique value in specific applications rather than engaging in price wars [3] - The company is promoting the "embodied intelligence" concept, which encompasses a wide range of interactive robots and devices, not limited to humanoid robots [7][8] - JD.com is actively seeking partnerships to accelerate industry development through its JoyInside platform, which offers a comprehensive solution for AI toys and smart hardware [8] Future Outlook - The company envisions a future where robots serve as companions and knowledge tools, potentially transforming everyday life by integrating into various service roles [10] - JD.com believes that the path to developing embodied intelligence will mirror the evolution of autonomous driving, emphasizing the importance of data collection and technology advancement [9]