OpenAI回归机器人：想把大模型推向物理世界

Core Insights - OpenAI is refocusing its research and recruitment efforts on "embodied intelligence," particularly in humanoid systems, after a pause of several years [1][4] - The company is building a robotics research matrix aimed at real-world applications, indicating a shift from purely algorithmic development to hardware integration [1][4] Recruitment and Talent Acquisition - OpenAI has been actively recruiting talent with backgrounds in humanoid robotics and physical control algorithms, emphasizing teleoperation and simulation tools like Nvidia Isaac [3][8] - Job postings highlight the need for experience in designing mechanical systems for high-volume production, suggesting a focus on scalable robotics solutions [3][8] Strategic Direction - The appointment of Caitlin Kalinowski, former head of AR hardware at Meta, to lead robotics and consumer hardware initiatives signals a strong commitment to the robotics sector [4] - OpenAI's previous achievements in robotics, such as the Dactyl robotic hand, demonstrate its capability in sim-to-real applications, which the company is now revisiting [6] Technical Capabilities - OpenAI aims to extend its general model's understanding and reasoning to a complete loop of perception and control, requiring capabilities in data collection, model optimization, and hardware design [8] - The company is focusing on large-scale reinforcement learning and real-time inference to enhance the stability and timing of perception-control systems [8] Market Context - The humanoid robotics sector is competitive, with significant investments exceeding $5 billion since 2024, and a projected trillion-dollar market by 2050 [9] - OpenAI's recent adjustments in computing power, funding, and governance, including a new non-binding memorandum with Microsoft, may influence its robotics development pace and external collaborations [9]