Xi Niu Cai Jing·2025-09-30 09:36Core Insights - Meta has elevated humanoid robot development to the same strategic priority level as augmented reality (AR), planning to invest billions over the coming years to create a universal software platform for licensing, aiming to become the "Android of robotics" [2][3] - Unlike competitors like Tesla and Apple that focus on hardware, Meta will not manufacture hardware but will concentrate on software, seeking to reshape the industry landscape through a platform-based ecosystem [2][3] - Meta identifies software, rather than hardware, as the current bottleneck in humanoid robot development, emphasizing the need for precise modeling of the real world and real-time decision-making capabilities [2][3] Development Initiatives - Meta has established a "Super Intelligent AI Lab" to collaborate with its robotics team in creating a "world model" that simulates real-world physical laws, enabling robots to perform complex tasks in virtual environments before applying them in real-world scenarios [3] - This model aims to provide robots with spatial awareness, force control prediction, and real-time decision-making abilities, addressing the limitations of traditional "sensor-actuator" closed-loop systems [3] Strategic Goals - Robots are expected to integrate Meta's AI, sensor, and software capabilities, potentially creating synergies with AR/VR and the metaverse [4] - Meta's open strategy is not merely a replication of the Android model but aims to seize the platform's high ground in the robotics industry before a unified standard is established [4] - By licensing its software system to hardware manufacturers, Meta aims to rapidly expand its ecosystem influence and gain control over industry standard-setting [4] Collaborations - Meta has begun discussions with companies like Unitree Robotics and Figure AI to potentially build a comprehensive ecosystem that includes hardware manufacturers, AI developers, and application service providers [5]