被王兴兴质疑的VLA，为何自变量机器人CEO王潜坚定看好？

Core Viewpoint - The development of humanoid robots is heavily reliant on advancements in AI and model capabilities, with a timeline of 3 to 5 years anticipated to reach levels comparable to ChatGPT or GPT-3.5 [2][7] Group 1: AI and Model Development - The consensus in the industry is that a fully unified end-to-end model, referred to as a foundational or general model, is essential for progress [6][13] - The scaling law observed in large language models is expected to similarly influence the development of embodied models, necessitating large data volumes and advanced model architectures [7][10] - The company emphasizes that embodied models should be independent of digital world models, focusing instead on physical world interactions [9][14] Group 2: Market Potential and Applications - The largest market for humanoid robots is anticipated to be in domestic and elder care applications, surpassing industrial use cases [3][14] - The company believes that the price point for consumer acceptance will likely be between $10,000 and $20,000, although current capabilities do not meet this price range [4][17] Group 3: Data Collection and Quality - The company employs a strategy of collecting data from real-world interactions rather than relying solely on simulation data, particularly for complex physical tasks [10][11] - The quality of data is a critical factor in model training, with the company focusing on ensuring high-quality data collection methods [12] Group 4: Future Outlook - The company plans to integrate hardware and software solutions, aiming to sell complete products or solutions rather than following traditional software distribution models [4][19] - The timeline for seeing humanoid robots in everyday consumer settings is projected to be within the next 2 to 4 years [15]