Huan Qiu Wang Zi Xun·2026-01-30 08:38Core Insights - Ant Group's Lingbo Technology has launched a series of four core models in the field of embodied intelligence, marking a significant shift towards open-source development in the world model competition [1][2][4] - The release of these models indicates a strategic move by a Chinese tech company to break the long-standing dominance of a few global giants in the world model space, transitioning from closed development to an open ecosystem [1][7] Group 1: Model Releases - On January 27, Lingbo released the LingBot-Depth model, designed to enhance the 3D visual accuracy and reliability of robots, achieving leading performance in multiple international benchmarks [2] - On January 28, the LingBot-VLA model was introduced, which is pre-trained on over 20,000 hours of real robot data and aims to address generalization challenges and high costs in embodied intelligence applications [2][4] - The LingBot-World model was unveiled on January 29, providing a high-fidelity, real-time controllable virtual environment for applications in embodied intelligence, autonomous driving, and game development, with performance metrics comparable to Google's Genie 3 model [2][4] - On January 30, the LingBot-VA model was announced, integrating video generation with robot control, allowing robots to simulate and act in real-time [3][4] Group 2: Competitive Response - Following the announcement of the LingBot-World model, Google quickly responded by opening an experience platform for its Project Genie, targeting specific users in the U.S. [5][6] - Project Genie allows users to create and explore interactive worlds through text prompts or image uploads, although it is still in an early stage with limitations on realism and operational delays [6][10] Group 3: Strategic Implications - Ant Group's open-source strategy aims to attract developers and establish a standard in emerging fields like embodied intelligence, potentially positioning the company as a core player in the humanoid robot and physical AI market [7][14] - In contrast, Google's cautious "controlled openness" strategy focuses on gathering user feedback while maintaining control over its core technology, reflecting different approaches to ecosystem development [10][14] - The open-source release by Ant Group is seen as a significant move to lower barriers for developers, providing access to industrial-standard technology that was previously proprietary and costly [14]