Marko Bjelonic：重塑都市自动化新蓝图

Core Insights - RIVR aims to solve the "last mile" delivery challenge using general physical AI technology, focusing on the integration of robotics in urban automation [1][3][4] Group 1: Company Background and Vision - RIVR was founded to address the lack of scalable training data for bipedal robots, which is crucial for developing general physical AI [3][5] - The company views "last mile" delivery as an ideal scenario for training data collection, with millions of potential delivery tasks in the U.S. alone [3][4] - RIVR's unique approach combines the advantages of wheeled and legged robots, enabling efficient long-distance transport and flexibility in navigating obstacles [6] Group 2: Key Lessons and Strategies - A significant lesson learned is that success requires not only advanced technology but also a deep understanding of the market and timing [5] - The company emphasizes the importance of focusing on a vertical application that generates high-value real-world data to drive the development of general physical AI [5][8] - RIVR's clear focus on the "last mile" delivery has aligned team goals and accelerated progress in solving robotic delivery challenges [8] Group 3: Funding and Partnerships - In late 2024, RIVR secured $22 million in seed funding led by Sequoia and Jeff Bezos, which provided the impetus to concentrate on the "last mile" delivery sector [8][11] - The partnership with Sequoia China has enhanced RIVR's supply chain efficiency and cost-effectiveness, showcasing the role of top-tier venture capital in empowering entrepreneurs [11] Group 4: Future Outlook - RIVR aims to become a leading player in the urban robotics sector, starting with wheeled-legged robots and potentially integrating humanoid robots in the future [12] - The company believes its data collection capabilities will create significant barriers to entry for competitors, positioning RIVR as the preferred choice for robotic tasks in urban environments [12]