美国人形机器人初创公司：连我们都觉得，外界吹得太过了

Core Viewpoint - Despite billions of dollars flowing into the humanoid robot sector, executives from startups are collectively voicing concerns to temper the overheated market expectations [1][2]. Group 1: Industry Concerns - Executives express worries that while recent technological advancements have been made, the hype surrounding humanoid robots has become detached from reality, with significant technical challenges remaining for commercial deployment [3]. - Agility Robotics' CTO emphasizes the distinction between creating a robot and one capable of performing "useful work," highlighting that current robots lack the reliability for complex tasks [4]. - The CEO of Weave Robotics compares the current state of humanoid robots to Apple's Newton, indicating that while the concept is promising, the technology is not yet mature enough for commercial success [6]. Group 2: Investment and Cost Considerations - Approximately $5 billion has been invested in the humanoid robot field this year, showcasing a stark contrast between the industry's cautious perspective and the capital market's enthusiasm [5]. - Cost-effectiveness is a critical consideration for investors, as installation costs are a primary reason companies avoid deploying robots, with only about $20 of every $100 spent on robots going towards the purchase itself, while the remaining $80 is for safety measures [6]. Group 3: Design and Efficiency Debate - The industry may be overly fixated on humanoid form as the ultimate robot design, with some engineers suggesting that specialized robots could be more efficient in factory settings [8]. - Challenges such as stability and tactile feedback in mimicking human form are noted, with predictions that future robots may not replicate human shapes but instead exceed them, potentially using designs like four arms or suction grips [8]. Group 4: Industry Outlook - Despite optimistic predictions from figures like Elon Musk regarding the production of Tesla's Optimus robot, startup executives advocate for a more cautious approach, urging the industry to be responsible with timelines and avoid overpromising [9].