陈亦伦和李震宇创立的具身公司它石智航，不做 VLA、不仿真，不走主流路线

Core Viewpoint - The article discusses the emergence of a new company, It Stone, founded by Chen Yilun and others, focusing on embodied intelligence and its unique approach to data collection and model development, diverging from mainstream methods like VLA (Vision-Language-Action) [4][5][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 data [5][38]. Group 2: Data Collection Strategy - It Stone has developed a wearable data collection device that allows 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 since August 2025, 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 the difficulty in obtaining large-scale, high-quality data, which is essential for training complex models [15]. - The company’s approach to data collection is designed to be low-cost and scalable, aiming to gather at least 10 million hours of data to support its AI systems [27][28]. Group 4: Market Position and Future Outlook - It Stone is positioning itself to enter the industrial manufacturing sector, particularly in complex tasks like wire harness assembly, which traditional robots struggle to perform [41]. - The company believes that the embodied intelligence industry is on the verge of significant advancements, with expectations of scaling and improved performance in the coming years [40].