Group 1 - The core point of the article highlights that the financing record in the embodied intelligence sector continues to be refreshed, with the company "Self-Variable Robotics" completing a 1 billion yuan A++ round of financing [2] - The financing round was led by top investment institutions including ByteDance, Sequoia China, and others, marking the first investment by the Shenzhen Capital Group's AI fund since its establishment [2] - Self-Variable Robotics is the only company in China to receive strategic investments from major internet giants such as Meituan, Alibaba, and ByteDance, indicating a collective consensus among large companies on the foundational model of embodied intelligence [2] Group 2 - The company focuses on developing an end-to-end general embodied large model, aiming to create a unified "brain-cerebellum" system, differing from the traditional layered architecture of "large language models + action modules" [3] - Self-Variable Robotics has established initial barriers in hardware development and data collection, having released two high-performance robot models and achieved comprehensive self-research on core components [3] - The company emphasizes real physical interaction data over simulation data, utilizing self-developed equipment for large-scale data collection and establishing a model-driven data pipeline [3] Group 3 - The competition in the embodied intelligence industry is shifting focus from "limbs" to "brains," with the ability to understand the physical world and make autonomous decisions being crucial for robots to enter factories and homes [4] - The next stage of competition in embodied intelligence is fundamentally about the competition of foundational models and model evolution capabilities based on data closed-loop construction [4] - Despite the industry's growing interest, challenges remain, particularly in ensuring stability and low-cost deployment in complex real-world environments, which will be a significant hurdle for leading players by 2026 [4]
集齐字节、阿里、美团投资!自变量机器人获10亿元新融资