具身智能机器人通过世界模型想象抓杯子任务 那么关键问题来了： 世界模型应该如何「放进」具身系统中？是作为一个独立的模拟器？还是作为策略网 络的一部分？ 长期以来，具身智能系统主要依赖「感知 - 行动」的反应式回路，缺乏对未来的预测能力。而世界模型的引 入，让智能体拥有了「想象」未来的能力。 近日，依托 北京中关村学院 ， 来自 中科大、哈工大、南开大学、清华大学、宁波东方 理工大 学 等机构的 研究团队发布了一篇全面综述，首次从架构集成（Architectural Integration） 的视角，将现有研究划分为三 大范式。 本文将带你一览这篇硬核综述的核心精华。 论文标题： Integrating World Models into Vision Language Action and Navigation: A Comprehensive Survey 原文链接： https://doi.org/10.36227/techrxiv.176531987.77979037/v1 基于世界模型的具身智能体框架 为什么具身智能需要「世界模型」？ 在 LLM 爆发之前，具身指令跟随系统通常将语言、感知和动作视为分 ...

"可变形底盘+模块化作业" 文 ｜ 李小霞 封面来源 ｜ Unsplash 过去5年，全球机器人行业获得了快速发展，围绕人类生活的方方面面，创新的技术与产品极大地改变了世界面貌。一支来自德国 的团队，用航空航天系统的工程方法，在新疆广阔天地打磨出了针对野外环境的大载重、全地形的模块化变形机器人。 36氪独家获悉，聚焦大载重全地形机器人的"觉物科技"已完成超亿元Pre-A轮融资，由日初资本领投，安克创新及部分老股东等 跟投。 本轮融资主要用于机器人技术研发、商业化落地及全球化布局上的加速推进。 "觉物科技"是一家2020年成立于深圳的机器人公司，团队选择新疆的严酷野外环境，用五年时间反复打磨产品与底层技术，以新 疆农业垂直场景的需求为牵引，用模块化架构实现了产品的规模化落地应用：运用机器人的模块组合，可以将一套模块快速重构 为分别针对大田的"鹤出T3000"和针对果园的"骥鹿G3000"两种机器人形态。 数据显示，2024年，全球农业产中服务市场（主要包括耕、种、管、收环节的农业机械化服务，病虫防治相关的植保服务，及其 他综合服务等）规模约为3000亿美元，其中植保环节约为700亿美元。但在这一庞大市场中，传统 ...

技术层面的标准化与开放性是模块化架构加速迭代的关键支撑。统一的数据接口规范确保各模块能无缝调用市场行情、企业财报、舆情动态等 多元数据，打破信息孤岛；分布式计算与实时处理技术则使模块间的数据交互效率提升数倍，支撑高频交易等对时效性要求极高的场景。此 外，开源生态的繁荣进一步降低了模块开发门槛——开发者可基于公开的算法库与工具链快速构建新模块，并通过社区协作持续优化功能。这 种"开放协作+快速迭代"的模式，使投资系统的功能更新周期从传统模式的数月缩短至数周，甚至实现实时动态调整。 模块化架构的敏捷性在应对市场不确定性时优势显著。当黑天鹅事件引发市场剧烈波动时，系统可通过快速集成极端情景模拟模块，对投资组 合进行压力测试，并自动生成风险对冲方案；面对监管政策变化，合规模块可独立升级，确保全系统符合最新要求，避免因局部调整影响整体 运行。这种"热插拔"式的更新能力，使投资者在复杂市场中始终保持决策韧性。 从行业生态视角看，模块化架构正在重塑投资领域的分工模式。专业机构可聚焦特定模块的深度开发，形成"模块供应商"角色；投资者则根据 自身需求选择模块组合，构建个性化策略工厂。这种分工既降低了中小机构的技术门槛，又通过市 ...

Core Insights - The domestic autonomous driving unicorn, Haomo Zhixing, has announced a work stoppage for all employees starting November 24, indicating significant operational challenges in the industry [1] - The recent IPOs of two major autonomous driving companies, Pony.ai and WeRide, did not lead to a surge in stock prices, with both companies experiencing a decline of about one-third from their peak values [3][8] - The market sentiment towards the Robotaxi sector is shifting from a focus on technology to a more pragmatic approach centered on commercial viability and efficiency, suggesting a potential industry reshuffle [8][9] Company Developments - Pony.ai and WeRide, despite their friendly public interactions during their IPO, are facing similar stock market challenges, indicating a broader skepticism about the outsourcing model in the autonomous driving sector [3][8] - Xpeng Motors announced plans to launch three Robotaxi models by 2026, reflecting ongoing enthusiasm from traditional automakers for Robotaxi services [5][20] - Tesla showcased its Cybercab, a dedicated autonomous vehicle for its Robotaxi fleet, at the China International Import Expo, highlighting its commitment to the Robotaxi market [7] Market Trends - The autonomous driving industry is witnessing a shift from outsourcing to in-house development, with major automakers like Tesla and Xpeng increasingly opting for self-developed solutions [9][10] - The cost advantages of in-house models are becoming apparent, as evidenced by Tesla's significantly lower operational costs compared to competitors like Waymo [16][19] - The transition from modular to end-to-end technology in autonomous driving is reshaping the competitive landscape, with traditional players like Pony.ai and WeRide struggling to adapt [35][45] Financial Performance - Pony.ai has reported cumulative losses of approximately $868 million over four and a half years, with a peak loss of $274 million in 2024, indicating severe financial strain [25][28] - WeRide's financial situation is even more dire, with total losses of about $759.6 million during the same period, reflecting the challenges faced by outsourcing players in the current market [26][30] - Both companies have invested heavily in R&D, with Pony.ai's R&D expenditures reaching $784 million, underscoring the financial burden of keeping pace with rapid technological advancements [28][30] Industry Outlook - The autonomous driving and Robotaxi sectors are entering a phase of intense competition, with established players facing existential threats from both traditional automakers and new entrants like Nvidia [24][46] - The success of companies like Momenta, which have embraced end-to-end solutions, suggests that there may still be opportunities for outsourcing models, albeit in a redefined market context [46]

Financial Data and Key Metrics Changes - The company reported a record revenue of $40.8 million, representing a 10% increase compared to the prior period [9][21] - Annual recurring revenue (ARR) reached $28.5 million, up 31% year-over-year, marking the first time the company provided ARR at a specific point in time [10][23] - The company achieved a record underlying EBITDA of $5.1 million, an improvement of $8.5 million over the previous year [12] - Positive operating cash flow of $5.8 million was generated during the year, a turnaround of $12.9 million from the prior year [13][29] Business Line Data and Key Metrics Changes - The company signed new total contract value (TCV) of $73.8 million, more than doubling the previous year's figures [12][30] - The UK market contributed 63% of total revenue, surpassing the ANZ region for the first time [25] - The modular architecture of the Mya Precision platform allows for incremental sales without extensive implementation efforts, enhancing customer flexibility [5][39] Market Data and Key Metrics Changes - The company operates in three main geographies: Australia, New Zealand, and the United Kingdom, with plans for potential expansion into Canada, Saudi Arabia, and the UAE [6][42] - The company has seen significant investment and attention in patient flow solutions, which are critical for hospital administrators [34] Company Strategy and Development Direction - The company aims to scale existing core products and markets, particularly in EPR flow and virtual care opportunities [42] - There is a focus on leveraging Mya Precision capabilities in other health verticals such as aged care and community care [42] - The company is exploring mergers and acquisitions that are strategic and synergistic in nature [43] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the growth trajectory, highlighting the importance of customer referenceability and the modular sales strategy [34][39] - The company anticipates continued growth in contracted revenue and expects EBITDA and positive operating cash flow for FY 2026 [41] Other Important Information - The company appointed new directors with extensive healthcare executive experience to strengthen its leadership team [15][17] - The North Cumbria contract, valued at over $39 million over ten years, is a significant milestone for the company [35] Q&A Session Summary Question: Can you provide more detail on the structure of capital license purchases? - The capital license includes an upfront component for a ten-year period, with ongoing support and maintenance fees that are annually recurring [46][47] Question: What does the pipeline look like for new contracts? - The pipeline continues to build due to customer deployments and market opportunities, but specific contract timelines cannot be predicted [48][49] Question: What are the expectations around staffing and expenses moving forward? - Staffing levels are expected to remain stable, with investments in sales and marketing capabilities [52][53] Question: How does the company plan to ensure future M&A activities deliver value to shareholders? - The company evaluates M&A opportunities based on valuation, expected returns, and support for future growth [55] Question: Should we expect gross margin expansion in FY 2026? - Gross margin expansion is expected to continue as ARR increases, barring any significant changes in product mix [57] Question: What is the opportunity in the UK market? - The UK market presents significant opportunities for digitization and modular solutions, although exact dollar values are uncertain [59][60] Question: Can the company offer trial software to new markets? - The company has successfully used trial software in the past to enter new markets and may consider similar approaches in the future [61][63]

Core Viewpoint - Notion is transforming into an All-In-One AI platform by integrating AI deeply into its core architecture, rather than as an add-on feature, allowing it to adapt to various user workflows and thinking styles [1][4]. Group 1: AI Features and Architecture - Notion introduced three new AI features in May, including AI Meeting Notes, which seamlessly integrates generated content into existing workflows [1]. - The modular "block" architecture of Notion allows for deep contextual information, reducing AI hallucinations and enhancing understanding of the workspace's structure and logic [2][8]. - Notion's AI is designed to match the best model for different tasks, considering quality, latency, and cost [5][10]. Group 2: Product Development and Evaluation - The modular technology architecture enables rapid product iteration and continuous performance evaluation through a unique "LLM referee system" managed by AI data experts [6][7]. - This system allows for quick assessment and deployment of new models from various sources, ensuring ongoing quality and performance improvements [6][11]. Group 3: Practical Applications - Notion's AI can construct complete project trackers, summarize project progress across teams, and use real data for roadmap reasoning, all based on a structured knowledge graph of user work content [11]. - The structured foundation of Notion's AI facilitates smarter model allocation, faster evaluations, and true integration with the product rather than a simple overlay [11].

Core Viewpoint - The automotive industry is undergoing a transformation towards electrification and intelligence, with "Chinese speed" becoming a benchmark for efficiency and competitiveness in product development [2][3][4]. Group 1: Industry Trends - The traditional automotive product development cycle, which used to take 3 years or more, has been significantly reduced to 12-18 months in China, reflecting a shift towards faster iteration and innovation [3][4]. - Major global automakers like Volkswagen and Nissan are adopting strategies to shorten their product development timelines, with Volkswagen aiming to reduce its new model development time from 54 months to 36 months [3][5]. - The shift towards a "fast consumer era" is prompting automotive companies to align their development processes more closely with those in the consumer electronics sector, leading to quicker product launches and iterations [3][6]. Group 2: Impact of Chinese Companies - Chinese automakers such as BYD, Chery, and Leap Motor are leveraging their rapid development capabilities to expand globally, responding quickly to local market demands [2][4]. - The competitive pressure from Chinese companies is forcing international automakers to accelerate their own product development cycles to keep pace [4][5]. - Nissan has committed to reducing its product development cycle in China to under 24 months, emphasizing the need to maintain "Chinese rhythm" in its global strategy [5][11]. Group 3: Technological Innovations - Advances in technology, including AI, big data, and cloud computing, are reshaping the automotive industry's development processes, enabling faster product iterations [6][8]. - The application of digital twin and virtual simulation technologies is significantly shortening vehicle development cycles, while modular architectures enhance efficiency [6][8]. - The integration of new technologies in electric and intelligent vehicles is allowing for more frequent product updates and iterations [6][8]. Group 4: Global Collaborations - International automakers are increasingly collaborating with Chinese companies to enhance their product development capabilities, as seen in partnerships between Volkswagen and local firms like Xpeng Motors [9][10]. - The trend of "reverse technology transfer" is emerging, where Chinese innovations are being adopted globally, with companies like Mercedes-Benz leveraging Chinese R&D for global projects [10][11]. - Chinese automotive companies are expanding overseas, establishing production bases and R&D centers in various countries, thus promoting "Chinese speed" on a global scale [12][13].