对话它石智航陈亦伦：不做 VLA，不仿真，一家具身智能公司的非主流判断

Core Viewpoint - The article discusses the emergence of a new company, It Stone, founded by Chen Yilun, focusing on embodied intelligence and its unique approach to data collection and model development, diverging from mainstream methods like VLA (Vision-Language-Action) [4][38]. Group 1: Company Overview - It Stone has raised a record $1.2 billion in angel funding, marking a significant milestone in China's embodied intelligence sector [4]. - The company aims to develop its own model, AWE (AI World Engine), which emphasizes the expression of physical quantities and world information rather than relying on visual and language models [4][38]. Group 2: Data Collection Strategy - It Stone has developed wearable devices for data collection, allowing workers to gather real-world task data without the high costs associated with remote operation methods [5][24]. - The company has already collected approximately 100,000 hours of data, with plans to significantly increase this volume in the coming year [31]. Group 3: Technical Insights - Chen Yilun emphasizes that the current bottleneck in embodied intelligence is data acquisition, which is challenging and expensive compared to the vast amounts of data available for language models [15]. - The company’s approach to data collection is designed to be more efficient and scalable, aiming for a foundational scale of at least 10 million hours of data for effective training [27][28]. Group 4: Market Position and Future Outlook - It Stone is positioning itself to address complex tasks in industrial manufacturing, particularly in areas like wire harness assembly, which traditional robots struggle to perform [41]. - The company believes that the embodied intelligence sector is on the verge of significant advancements, with expectations for scaling and performance improvements in the coming years [40].