据文远知行披露的数据，截至1月12日，其全球Robotaxi部署总数已达1023辆。目前，文远知行的 Robotaxi已在广州、北京及阿布扎比实现纯无人商业化运营。其中，阿布扎比车队即将实现单车盈亏平 衡。小马智行方面披露，其Robotaxi车队规模于2025年达到1159辆，在北京、上海、广州、深圳实现全 无人商业化运营的同时，第七代Robotaxi已在广州实现单车盈利。 近日，谷歌母公司Alphabet旗下自动驾驶公司Waymo宣布完成160亿美元（约合人民币1110亿元）融 资，投后估值达到1260亿美元（约合人民币8744亿元），成为近年来自动驾驶领域规模最大的单笔融资 之一。 Waymo的巨额融资被业内视为自动驾驶市场竞速"升温"的重要信号。在国内市场，Robotaxi（自动驾驶 出租车）赛道也在加速"起量"，国内两家自动驾驶龙头企业——小马智行与文远知行顺利完成"美股+港 股"双重上市，并于近期先后宣布Robotaxi车队规模迈过"千辆"门槛。 上海证券报记者了解到，当前Robotaxi行业呈现"冷热并存"的特征：一方面，从资本投入到运营扩张， Robotaxi正从小范围试点走向更大规模的商业化探 ...

Welcome back to TechCrunch Mobility — your central hub for news and insights on the future of transportation. To get this in your inbox, sign up here for free — just click TechCrunch Mobility! Waymo’s acceleration over the past 18 months is undeniable. The Alphabet-owned self-driving company now operates commercial robotaxi services in six markets, including the San Francisco Bay Area, Phoenix, Los Angeles, Austin, Atlanta, and Miami. It has plans to grow its fleet of driverless taxicabs this year to more ...

Group 1: Claude Opus 4.6 Release - Anthropic launched Claude Opus 4.6, outperforming GPT-5.2 by approximately 144 Elo in GDPval-AA knowledge work assessment and achieving top scores in Terminal-Bench 2.0, Humanity's Last Exam, and BrowseComp [1] - The Opus model supports a context window of 1 million tokens and an output limit of 128,000 tokens, achieving 76% in long context retrieval tests, which is four times better than Sonnet 4.5 [1] - The product line has been updated with new features, including agent teams in Claude Code, an upgraded Excel, and a research preview for PowerPoint, along with new API functionalities like adaptive thinking and context compaction [1] Group 2: OpenAI GPT-5.3-Codex Release - OpenAI released GPT-5.3-Codex shortly after Claude Opus 4.6, achieving 77.3% in Terminal-Bench 2.0, regaining the highest score and being 25% faster than its predecessor, GPT-5.2-Codex [2] - This model is the first to participate in creating its own model, utilizing early versions for debugging its training process, managing deployment, and analyzing evaluation results [2] - The OSWorld-Verified score improved from 38.2% to 64.7%, nearing the human benchmark of 72%, with a cybersecurity CTF score of 77.6%, marking it as the first high-capability cybersecurity model [2] Group 3: Claude Opus 4.6 Fast Mode - Anthropic introduced a Fast Mode for Claude Opus 4.6, which is 2.5 times faster than the standard version, available to Claude Code and API users, with initial support from platforms like Cursor and GitHub Copilot [3] - Pricing for Fast Mode has significantly increased, with input costs at $30 per million tokens and output costs at $150 per million tokens, while long context pricing has doubled, offering a 50% discount until February 16 [3] - This mode is recommended for rapid code iteration and real-time debugging, with automatic fallback to the standard version after hitting rate limits [3] Group 4: Pony Alpha Model - The OpenRouter platform launched the mysterious anonymous model Pony Alpha, which excels in programming, logical reasoning, and role-playing, available for free [4] - Speculation surrounds the model's identity, with guesses including DeepSeek-V4, GLM new models, Opus 5.3, Codex 4.6, or Grok 4.2, but no consensus has been reached [4] - Pony Alpha supports reasoning with a context of 200,000 tokens, with users successfully creating complete web applications containing 500 lines of code, hinting at a possible Chinese origin due to its name [4] Group 5: ByteDance Seedance 2.0 Launch - ByteDance quietly launched Seedance 2.0, which supports self-storyboarding, synchronized audio-visual generation, multi-shot narratives, and up to 12 multimodal reference files [5] - The usability rate improved from under 20% to over 90%, with actual production costs reduced to near theoretical levels, fundamentally changing the industry's economics [5] Group 6: Tencent WorkBuddy Internal Testing - Tencent opened internal testing for WorkBuddy, a desktop AI agent capable of planning and executing complex multimodal tasks on local computers [7] - Core capabilities include automatic batch file processing, document/spreadsheet/PPT generation, deep data analysis, and industry research, with built-in model switching and high-risk command interception [7] - Since its internal testing began on January 19, it has served over 2,000 Tencent employees, targeting non-technical workplace groups like HR, administration, operations, and sales to lower the AI tool usage barrier [7] Group 7: Waymo and DeepMind Collaboration - Waymo introduced a world model built on DeepMind Genie 3, capable of generating highly realistic and interactive 3D environments, simulating rare driving scenarios like tornadoes and elephants [8] - The model supports three control mechanisms: driving behavior, scene layout, and language, converting ordinary driving record videos into multimodal simulations, showcasing the Waymo Driver's perspective [8] - Waymo Driver has completed nearly 200 million miles of fully autonomous driving, with the world model enabling the system to rehearse billions of miles of complex scenarios in a virtual environment [8] Group 8: Elon Musk's Future Plans - Elon Musk revealed SpaceX plans to launch 20,000 to 30,000 times annually, predicting that within five years, space computing power will exceed the global total [9] - The Tesla AI5 chip is set for mass production in Q2 next year, with the AI6 chip following within a year, and Optimus expected to reach a production capacity of 1 million units in three years and 10 million in four years [9] - Musk described Optimus as a "money-making perpetual motion machine," asserting that without breakthrough innovations, the U.S. will fall behind China in AI, electric vehicles, and humanoid robot manufacturing [9] Group 9: AI Growth Projections - ARK Invest forecasts that global GDP growth will exceed 7% by 2030, driven by the integration of five technologies, with a bullish Bitcoin price target of $1.5 million by 2030 [12] - The differentiated development of AI between China and the U.S. sees China breaking through with an open-source approach, while the U.S. leads in application-level global competitiveness, with proprietary data being a decisive advantage in the AI era [12] - Tesla is positioned to lead the Robotaxis market through vertical integration, with future travel costs potentially dropping to $0.20 per mile, and a market capitalization of a trillion dollars by 2030 is anticipated [12]

Investment Rating - The report maintains a "Recommendation" rating for the automotive industry, indicating a positive outlook for the sector [3]. Core Insights - The automotive industry experienced an overall increase of +0.5% from February 1 to February 7, with various companies reporting significant delivery numbers for January, including Geely with 260,000 units (+14% month-on-month), Chery with 200,000 units (120,000 units exported), and Xiaomi with over 39,000 units (+70% year-on-year) [1][2][6]. - Key developments include BYD announcing its new brand "Linghui" focused on B-end markets, Tesla's third-generation robot set to debut with a production target of one million units, and Waymo completing a $16 billion funding round [6][19][20]. Market Performance Overview - The automotive sector's secondary segments mostly saw gains, with the automotive services sector leading at +0.9%, while passenger and commercial vehicle segments rose by +0.5% and +0.4%, respectively [2][9]. - Individual stock performance varied, with notable gains for Kailong Gaoke (+72.8%), Xingmin Zhitong (+21.3%), and Yinlun Co. (+17.1%), while Spring X Precision (-13.6%) and Jingjin Electric (-10.2%) faced significant declines [12][14]. Industry Dynamics - The report highlights the automotive industry's growth potential, particularly in electric vehicles and autonomous driving technologies, with companies like Xpeng and WeRide making strides in new vehicle launches and strategic partnerships [19][22][24]. - Investment recommendations focus on companies with strong sales performance or potential blockbuster vehicles, such as BYD and Great Wall Motors, as well as commercial vehicle manufacturers like Yutong Bus and China National Heavy Duty Truck [6][19].

Core Insights - The article presents a counter-consensus viewpoint from Fei-Fei Li, emphasizing that large language models alone cannot lead to Artificial General Intelligence (AGI), and that spatial intelligence is a more foundational path [4][5][6]. Group 1: AGI Route Debate - Language is not the entirety of intelligence and is not its foundation; spatial intelligence, which has evolved over 500 million years, is crucial for AI development [5][6]. - If AI only possesses language capabilities, it will remain confined to the digital realm; true AGI requires understanding and interaction with the three-dimensional physical world [6]. Group 2: Redefining World Models - The newly introduced spatial intelligence model, Marble, can process multimodal inputs and create a navigable, interactive 3D world with physical consistency, differing from traditional video models [7][8]. - Marble has applications in various fields, including game development, visual effects, and even therapeutic settings for conditions like OCD [8]. Group 3: Scaling Law and Data Challenges - The slower development of physical world AI compared to language models is attributed to the noise in physical data and the difficulty in large-scale data acquisition [8][9]. - World Labs employs a hybrid data strategy, combining existing internet data with synthetic and real-world data to overcome these challenges [8][9]. Group 4: General Robotics vs. Autonomous Driving - General robotics is viewed as a higher-dimensional challenge compared to autonomous driving, which operates primarily in a 2D space [10][11]. - The core task of general robots involves interaction in 3D space, which presents significant technical challenges [10][11]. Group 5: AI as a Fundamental Infrastructure - AI is likened to electricity, with its success not measured by model size but by its ability to empower civilization and improve individual lives [11][12]. - The goal of World Labs is to integrate spatial intelligence into various industries, aiming for significant advancements by 2026 [12].

聚焦创投圈投融资最新情报。 2月2日，湖北社保科创股权投资基金合伙企业（有限合伙）在东湖高新区完成工商注册登记。 该基金由全国社会保障基金理事会、湖北省、武汉市、中国建设银行共同组建，首期规模200亿元。该基金定位为落实国家战略的市场化基金，是我国中 西部地区首只社保科创基金，将精准聚焦湖北光电子信息、汽车制造、生命健康、高端装备等特色产业、优势企业，服务传统产业改造升级、新兴产业培 育壮大、未来产业前瞻布局"三线并进"，打造兼顾政策目标与投资收益的长期资本、耐心资本，为湖北建设具有全国影响力的科技创新高地、加快建成中 部地区崛起的重要战略支点贡献力量。 2月3日，以"科创聚势，嘉速未来"为主题的嘉定科创产业发展合作联盟2025年度会议举行。会上，嘉定区未来产业基金启航。 作为由政府指导、市场化运作的政府投资基金，嘉定区未来产业基金总规模达8亿元，首期规模2亿元，由区级财政、区属国企及街镇集体企业共同出资。 该基金聚焦未来智能、未来能源、未来材料、未来健康、未来空间五大核心赛道，采用"子基金投资+直接投资"模式，重点支持具有颠覆性、多学科交叉 特点以及前沿平台性技术的早期孵化和项目投资。 近日，基金正式完成市 ...

Group 1 - The core viewpoint of the article highlights the active investment landscape in China's primary market, with a total of 124 financing events reported this week, an increase of 53 events compared to the previous week, and a total financing scale of 10.096 billion RMB [7] - The most active sectors in terms of financing events are artificial intelligence, intelligent manufacturing, and healthcare, with 29, 23, and 13 events respectively [9] - The total disclosed financing amount in the intelligent manufacturing sector reached approximately 3.651 billion RMB, with notable investments such as LimX Dynamics securing 200 million USD in Series A funding [9][10] Group 2 - The geographical distribution of disclosed investment events shows a concentration in Jiangsu, Guangdong, and Shanghai, with Jiangsu reporting 27 events, Guangdong 25 events, and Shanghai 16 events [13] - The stage distribution of the disclosed investment events indicates that 101 are early-stage, 18 are growth-stage, and 5 are late-stage [17] - This week, 13 completed M&A events were reported, with an increase of 4 events compared to the previous week, primarily in the intelligent manufacturing, enterprise services, and energy sectors [49]

RT Google DeepMind (@GoogleDeepMind)Genie 3 🤝 @WaymoThe Waymo World Model generates photorealistic, interactive environments to train autonomous vehicles.This helps the cars navigate rare, unpredictable events before encountering them in reality. 🧵 https://t.co/m6rlmkMFJH ...

Investment Rating - The industry investment rating is Neutral (maintained) [6] Core Insights - The upcoming release of Tesla's Optimus V3 is expected to catalyze the industry, with a focus on companies involved in the humanoid robot supply chain and those with significant advancements in autonomous driving technology [9] - The demand for gas turbines and generator sets is anticipated to surge due to increased overseas data center construction, benefiting companies in the gas turbine and robotics supply chains [9] - Companies with strong alpha characteristics in the automotive and parts sector are expected to withstand industry risks and achieve revenue and profit growth [3] Summary by Sections Investment Recommendations and Targets - Strong alpha automotive and parts companies are expected to resist industry risks and achieve revenue and profit growth; focus on advanced autonomous driving supply chains, data center liquid cooling, and gas turbine industries [3] - Suggested companies to watch include: - Humanoid robot-related: Xinquan Co., Ltd. (603179, Buy), Top Group (601689, Buy), Yinlun Co., Ltd. (002126, Buy), and others [4] - Gas turbine-related: Yinlun Co., Ltd. (002126, Buy) [4] - Liquid cooling-related: Yingweike (002837, Not Rated), Yinlun Co., Ltd. (002126, Buy), Top Group (601689, Buy), and others [4] - Autonomous driving-related: Jingwei Hengrun-W (688326, Buy), Bertley (603596, Buy), Desay SV (002920, Buy) [4]

RT Nic Cruz Patane (@niccruzpatane)Chief Safety Officer at Waymo says the company employs remote vehicle operators in the Philippines. 🤯 https://t.co/cOlY4Kk8lQ ...