王兴兴最新发声！谈具身智能“ChatGPT时刻”

Core Insights - The key element for embodied robots currently and in the future is the robot large model, with the current development stage being similar to the 1-3 years prior to the release of ChatGPT [1][3] - The industry of embodied intelligence has become one of the hottest technology sectors in recent years, with an estimated average growth of 50%-100% for intelligent machine companies in China this year [1][3] - The export growth rate of industrial robots in China has exceeded 51% this year, with expectations for even faster growth in intelligent robots [1] Industry Development - The progress of robot large models is slower than expected, and has not yet reached a critical point [3] - The company is conducting deep reinforcement learning for full-body motion control, with overall technological advancements being faster than expected but still not reaching the critical point [3] - A key capability for humanoid robots in the coming years will be the ability to quickly recover from being knocked down under strong interference [3] Model Preferences - Two mainstream models of embodied intelligence are discussed, with a preference for video-based world models [4] - The VLA+RL model is noted for its clear architecture and ability to train in simulation or real environments, but it faces challenges in generalization [5] - Video-based world models require significant computational power, which poses challenges for small and medium-sized robotics companies [5] Product Announcements - The company announced a new product on October 29, described as a compact robot with performance comparable to 2xGo2, likely a quadruped robot [7] - On October 20, the company officially launched the H2 bionic humanoid robot, which stands 180 cm tall and weighs 70 kg, capable of performing dance and martial arts [8][9] - The company has previously released three humanoid robots, with the latest model R1 launched on July 25, priced starting at 39,900 yuan, attracting market attention due to its cost-effectiveness [10] Company Background - The company recently changed its name to Yushu Technology Co., Ltd., with Wang Xingxing becoming the chairman [11] - Established in August 2016, the company has a registered capital of approximately 364 million yuan, focusing on the research and sales of intelligent robots and industrial robot manufacturing [11]