Core Viewpoint - The article discusses the competitive landscape in the embodied intelligence sector, highlighting recent investments by JD.com and Meituan in startups focused on this technology, indicating a growing interest and potential in the industry [3][4]. Investment Activities - JD.com has made significant investments in two embodied intelligence companies, Qianxun Intelligent and Zhongqing Robotics, following its previous investment in Zhiyuan Robotics [3][4]. - Qianxun Intelligent raised nearly 600 million CNY in a Pre-A+ round led by JD.com, with participation from various investment funds [3]. - Zhongqing Robotics completed nearly 1 billion CNY in two rounds of financing, with JD.com also leading the A1 round [3][5]. Company Profiles - Qianxun Intelligent focuses on embodied models and has developed the VLA (Vision-Language-Action) model "Spirit v1," capable of performing office tasks such as organizing desks and throwing away trash [4]. - Zhongqing Robotics emphasizes its capabilities in control systems, integrating traditional control techniques with reinforcement learning to develop humanoid robots [5]. Competitive Landscape - The investment strategies of JD.com and Meituan in the embodied intelligence sector are becoming more distinct, with Meituan focusing on "embodied brains" and JD.com investing in a broader range of robotics companies [6][7]. - JD.com has established a dedicated department for embodied intelligence and has recruited a vice president from SenseTime to lead this initiative [7]. Technological Development - JD.com launched the "JoyInside platform" aimed at enhancing human-robot interaction by integrating its AI capabilities with robotics manufacturers [8][9]. - The platform is designed to create AI systems with human-like conversational abilities, improving user experience in various scenarios [8][9].
京东和美团的战火，烧到具身智能丨36氪独家