具身 Sora
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北京跑出未来独角兽:要用“具身 Sora ”做机器人大脑,已融资数千万
Sou Hu Cai Jing· 2025-08-28 00:03
Core Insights - The main argument presented by Yang Hongbing, founder of LingSheng Technology, is that the lack of large-scale deployment of robots is primarily due to the inadequacy of models rather than hardware limitations [2][3] - LingSheng Technology has introduced the RealDualVLA framework, which supports asynchronous operation for complex robotic tasks, leveraging their unique video generation model called "Embodied Sora" [2][3] - The company aims to develop a "brain" for robots that allows them to think and act independently, moving beyond mere remote-controlled operations [6][9] Group 1: Technological Innovations - LingSheng Technology has open-sourced its VLA model and employs a "learn by watching" approach to train robotic models, achieving a success rate of over 95% in task execution [3][17] - The company emphasizes the importance of integrating AI with robotics to create intelligent systems capable of understanding the physical world and executing complex tasks [6][8] - The "Embodied Sora" technology allows robots to learn from generated videos, addressing the data scarcity issue in the industry [15][16] Group 2: Market Position and Strategy - LingSheng Technology positions itself as a key player in the robotics sector by focusing on the development of robotic brains rather than hardware, differentiating itself from traditional robotics companies [9][10] - The company has established partnerships with several large clients, moving from proof of concept (POC) to small-scale orders, indicating a strong market presence [28][30] - The business model is based on an open platform with value-added services, allowing for sustainable commercialization while fostering ecosystem development [23][25] Group 3: Challenges and Future Directions - The industry faces challenges such as data scarcity, the complexity of real-world applications, and the need for high accuracy and stability in robotic operations [31][32] - LingSheng Technology aims to overcome these challenges by enhancing its engineering capabilities and utilizing video generation technology to fill data gaps [32][33] - The company plans to expand its client base significantly while continuing to promote its open-source strategy to attract developers and enhance industry collaboration [44]