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晚点独家丨禾赛科技三位创始人再创新公司 Sharpa,目标是造通用机器人
晚点LatePost· 2026-01-20 06:09
Core Viewpoint - The article discusses the establishment of a new robotics company, Sharpa, by the co-founders of Hesai Technology, highlighting the significant potential and challenges in the robotics industry compared to the electric vehicle sector [4][10]. Company Overview - Sharpa was founded by Hesai's co-founders, including CTO Xiang Shaoqing and CEO Li Yifan, focusing on developing general-purpose robots and core components [4][6]. - The company operates independently from Hesai, with a team of over 100 members primarily recruited externally [4]. Market Potential - The general robotics market is estimated to have a trillion-dollar potential, with the founders aiming to create a world-class AI company [7]. - The founders believe that the AI era presents opportunities similar to those seen in the internet and new energy sectors, potentially leading to the creation of companies with valuations in the hundreds of billions [7]. Product Development - Sharpa's first product, the SharpaWave dexterous hand, is set to be mass-produced by October 2025, featuring 22 degrees of freedom and priced at several tens of thousands of dollars [8]. - The second product will be a general humanoid robot named Sharpa North, with a focus on versatility and operational capabilities [8][9]. Industry Challenges - The founders acknowledge that while the opportunity in robotics is ten times greater than in new energy vehicles, the difficulty of development is a hundred times higher [10]. - The robotics industry is still in its exploratory phase, with over 300 startups working on various applications and technologies [9]. Strategic Vision - The founders intend for the AI company to enhance Hesai's market reach and capabilities, potentially increasing its market ceiling by tenfold [8]. - They emphasize the importance of creating robots that can handle complex tasks and adapt to changing environments, bridging the gap between human capabilities and automation [9].