Core Insights - The company "Zhuji Dynamics" aims to position itself as the "NVIDIA of embodied intelligence," focusing on providing foundational tools for developing robotic systems rather than directly entering specific application scenarios [3][20]. Group 1: Company Vision and Strategy - The founder, Zhang Wei, emphasizes that the current performance of specific models is not the most critical factor; instead, the ability to extract useful information from diverse data sources is key [3][6]. - The company targets three types of customers: Innovators (research institutions and tech companies), Developers (who create new functionalities based on existing technologies), and System Integrators (who combine various technologies into practical solutions) [4][20]. - Zhang Wei believes that the deployment of robots is often misunderstood, as the initial hardware and software investments only account for 10%-20% of the total costs, with ongoing operational expenses being the most significant [6][8]. Group 2: Market Challenges and Observations - The company observes that many robot manufacturers struggle with the final stages of deployment, where the last 10% of integration can be more costly and time-consuming than the preceding 90% [6][9]. - Zhang Wei argues that the perception of robots easily replacing human workers is misleading, as the true costs of deployment and maintenance are often underestimated [8][9]. - The current landscape of robotics is characterized by a saturation of automation in factories, leaving only complex tasks that are not easily automated [10][12]. Group 3: Technological Focus and Development - The company focuses on humanoid robots, which are seen as a critical form factor that can leverage advanced AI capabilities for balance and control [15][18]. - Zhang Wei categorizes robots into four types, with a particular emphasis on the importance of legged robots for navigating diverse terrains [13][14]. - The company aims to create a foundational platform that provides the necessary tools for developers to build applications for robots, akin to how iOS and Xcode support app development [22][20]. Group 4: Data Utilization and Efficiency - Zhang Wei highlights the importance of simulation and video data over real-world data collection, arguing that the latter is often inefficient and costly [24][25]. - The company seeks to develop an "industrial mother machine" that can efficiently convert data into models, focusing on reducing the cost and time associated with data collection [25][26]. - The emphasis is placed on the ability to utilize video data effectively, as this capability differentiates companies in the robotics space [26][27].
专访逐际动力张巍:不搞定最后一公里,会“杀死”机器人落地