连续融资6亿后，这家机器人公司与朱啸虎划清界线？

Core Viewpoint - The article discusses the ongoing debate in the embodied intelligence industry regarding the commercialization prospects, highlighting a divide between cautious investors and optimistic supporters of the technology [2][8]. Group 1: Investment and Financing - Starry Sky Technology, an embodied intelligence robotics company, recently completed A2 and A3 rounds of financing totaling over 300 million RMB, following a previous A round of nearly 300 million RMB, bringing the total financing to 1 billion USD [2][3]. - The investment was led by K2VC, with participation from Lenovo Capital, Haier Capital, IDG Capital, and Hillhouse Capital, indicating strong interest from both industry and venture capital [2][8]. Group 2: Industry Concerns and Responses - Concerns were raised by Zhu Xiaohu, General Manager of Jingshan Capital, regarding the commercial viability of embodied intelligence, suggesting that current customer profiles are largely speculative and that high prices limit market demand [3][4]. - In response, Starry Sky Technology clarified that Jingshan Capital had exited its angel investment in September 2024 and emphasized that there had been no direct communication between the two parties [6]. Group 3: Perspectives on Future Development - Supporters of embodied intelligence, including industry leaders and scholars, argue that the technology is on the verge of significant breakthroughs, with predictions that robots will become as ubiquitous as smartphones in the coming years [9][10]. - Tsinghua University Professor Zhang Yaqin noted that while humanoid robots may take 5-10 years to mature, vertical applications in logistics and food processing could see advancements within 1-2 years [9]. - Elon Musk predicts that by 2040, the number of humanoid robots could reach 10 billion globally, with prices dropping below $20,000, positioning them as foundational to human civilization [10][11]. Group 4: Technological Optimism and Market Dynamics - The article highlights a dichotomy in the industry, with some companies engaging in price wars to capture market share, while others, like Starry Sky Technology, focus on a technology-business model integration to validate their value in industrial applications [8]. - The CEO of Starry Sky Technology, Gao Jiyang, proposed a "one brain, multiple forms" strategy aimed at overcoming commercialization challenges, claiming a 10-fold reduction in single-task learning costs and a 100% increase in simulation training efficiency [7][8].