美股IPO·2025-09-23 12:26Core Insights - Visual data is becoming a new "gold mine" for AI training, with companies that possess data collection capabilities gaining a competitive edge in the AI robotics race [1][4][10] Group 1: Tesla's Strategic Shift - Tesla is transitioning its Optimus robot training to a "pure vision" method, moving away from traditional remote control and VR technologies [5][6] - The new approach involves recording videos of workers performing tasks to create training data for the robots [5][6] Group 2: Meta's Wearable Technology - Meta is utilizing smart glasses to collect daily activity data, which is seen as a long-term strategic investment despite not having immediate financial impact [6][7] - The potential scale of Meta's smart glasses could lead to significant data generation, with projections of 20 million devices in operation within two years [7] Group 3: Brookfield and Figure AI Collaboration - Brookfield is recognized as a leader in executing large-scale AI infrastructure solutions, partnering with Figure AI to create a data collection network in the real estate sector [10] - This collaboration allows Figure AI to gather essential AI training data, enabling humanoid robots to navigate and interact in human-centric environments [10]