当我们再说具身大小脑的时候究竟在说什么？

Core Viewpoint - The exploration towards Artificial General Intelligence (AGI) highlights embodied intelligence as a key direction, focusing on the interaction and adaptation of intelligent agents within physical environments [1][3]. Industry Analysis - In the past two years, numerous star teams in the field of embodied intelligence have emerged, establishing valuable companies such as Xinghaitu, Galaxy General, and Zhujidongli, driving advancements in embodied brain and cerebellum technologies [3]. - Major domestic companies like Huawei, JD.com, Tencent, Ant Group, and Xiaomi are actively investing and collaborating to build an ecosystem for embodied intelligence, while international firms like Tesla and investment institutions in the U.S. are focusing on foundational models and humanoid robot prototypes [5]. Technological Evolution - The development of embodied intelligence has progressed through several stages: - The first stage focused on grasp pose detection, which struggled with complex tasks due to a lack of context modeling [6]. - The second stage involved behavior cloning, allowing robots to imitate human tasks but revealing weaknesses in generalization and performance in multi-target scenarios [6]. - The third stage introduced Diffusion Policy methods, enhancing stability and generalization through sequence modeling [6][7]. - The fourth stage, emerging in 2025, explores the integration of VLA models with reinforcement learning and tactile sensing, addressing limitations in feedback and future prediction capabilities [9][11][12]. Product and Market Development - The evolution of embodied intelligence technologies has led to the emergence of various products, including humanoid robots, robotic arms, and quadrupedal robots, serving industries such as manufacturing, home services, and healthcare [14]. - The demand for engineering and system capabilities is increasing as the industry shifts from research to deployment, necessitating higher engineering skills [17]. Educational Initiatives - A comprehensive curriculum has been developed to assist learners in mastering the full spectrum of embodied intelligence algorithms, covering topics from basic tasks to advanced models like VLA and its integrations [14][20].