Tesla(US:TSLA) Robot猎场备忘录·2025-07-02 05:00Core Viewpoint - Mondo Tech, a startup founded by former DJI and Tesla engineers, has successfully completed its angel round of financing, indicating strong investor interest in the embodied intelligence robotics sector [3][6]. Company Overview - Mondo Tech was established in January 2025, with offices in both Silicon Valley and Shenzhen, and plans for a Shanghai branch [6][7]. - The founding team includes Yang Shuo, a former technical director at DJI and engineer at Tesla, and Gao Jianrong, a senior director at DJI [10][11]. Investment Landscape - The angel round financing for Mondo Tech includes investments from prominent firms such as Matrix Partners, Meituan Longzhu, and Sequoia Capital, highlighting the high caliber of its founding team [3][6]. - The trend of major tech companies investing in embodied intelligence robotics is evident, with firms like Google, OpenAI, and Meta leading the charge, followed by domestic giants like Ant Group and JD Group [6][19]. Team Composition - Mondo Tech is actively recruiting top talent from leading tech companies and universities, focusing on both hardware and algorithm development [11][12]. - The team is expected to leverage the strengths of both the US and China, with the US focusing on algorithms and China on hardware [11][12]. Product Strategy - Mondo Tech plans to initially develop smaller consumer-oriented robots before progressing to full-sized humanoid robots, adopting a pragmatic approach to commercialization [15][19]. - The company aims to create products that cater to family scenarios, including companion robots and small humanoid robots [15][19]. Market Context - The consumer robotics market is still in its infancy, with few successful products, indicating a challenging landscape for new entrants [19][21]. - The success of Mondo Tech and similar startups will depend on breakthroughs in robotics "brains" and the integration of AI, robotics, and autonomous driving technologies [21][22].