对于硬件，对于AR，应该都不甚了解的某知名投资人朱啸虎，对自己出手的第一个AI硬件也是AI眼镜项目是如此评价： "Gyges Labs的DigiWindow技术相比其他等方案，有着一个非常重要的优势：它的显示模组隐形，能把内容投到眼睛，成本很低。这种技术能极大拓宽信 息提示型智能眼镜的使用场景，也能帮助眼镜厂商进行智能化升级。" 集成了Gyges Labs公司DigiWindow方案的Halliday Glasses眼镜，未用主流的衍射波导或组合光路设计的几何光学方案（如BirdBath、自由曲面等），而是 单目微型投影仪直投眼睛。 这个方案如果不了解原理，它的"直观效果"对行业不亚于一枚真正的深水炸弹，因为Gyges Labs的DigiWindow解决了太多AR近眼显示的根本性难题。 风险投资本质是为不确定性押注。如果风险很低，确定性非常高，那超额收益从哪里来？ 当一家顶级投资机构追求风险可控，能看中的拥有"确定性和安全感"的AI+AR眼镜，会是一种什么形态？ Halliday Glasses。 悲观者永远正确，乐观者赢得未来。但是技术上的难题，特别那种几十年都无法攻克的关键障碍，突然能够被一种"创新方案" ...

This is a Strut EV1. It's an autonomous personal mobility device. And what that means is it can help you navigate all sorts of spaces and avoid hitting objects.So, I'm gonna give this a go. We're going to go through this little obstacle course here. And all I'm going to do is once I'm in here, I'm just going to push this joystick forward. And I'm just going forward.And it's automatically turning so that I don't hit one of these walls. Again, I'm just going straight here, but it is autocorrecting for my mist ...

Core Viewpoint - Warren Buffett is reducing his investment in Apple, which has been Berkshire Hathaway's largest holding for a decade, due to concerns over Apple's valuation and slower revenue growth compared to competitors [1][2]. Financial Performance - Apple's revenue grew just under 7% year-over-year to $416 billion, with iPhone revenue at $210 billion and software services revenue at $109 billion [4]. - Over the last three years, Apple's revenue growth was only 7.4%, significantly lagging behind Alphabet's 37% and Microsoft's 44% growth [5]. Product Innovation - Despite some successful products like the Apple Watch and AirPods, these segments contributed only $37 billion to Apple's overall revenue, under 10% [6]. - Apple has not introduced new hardware to the mass market and has failed to invest in AI, which could jeopardize its iPhone and software services revenue streams [7][8]. Competitive Landscape - Start-ups like OpenAI are developing AI-native hardware, while competitors like Alphabet are integrating advanced AI into their products, posing a risk to Apple's market position [8]. - Apple is reportedly paying Alphabet $1 billion annually for AI services, raising concerns about the lack of innovation in its software offerings [9]. Valuation Concerns - Apple's current price-to-earnings (P/E) ratio is 37, higher than Alphabet's 27, despite Alphabet and Microsoft showing faster earnings growth [11]. - Berkshire Hathaway's decision to sell Apple shares while purchasing Alphabet indicates a shift towards companies with better growth prospects and lower valuations [12].

Core Insights - Apple has been operating in China for over 30 years, emphasizing deep collaboration with local supply chain partners, particularly in Jiangsu province, which plays a crucial role in Apple's global supply chain [3][5][7] - Over 80% of Apple's core suppliers have manufacturing facilities in China, with half of them located in Jiangsu, showcasing the region's industrial maturity and innovation [3][5][7] - Apple has significantly reduced its global carbon footprint by over 60% in the past decade and aims for 100% carbon neutrality across its supply chain and product lifecycle by 2030 [7][8] Supply Chain and Manufacturing - Apple's core supplier, Luxshare Precision, has expanded its operations in Jiangsu since partnering with Apple in 2011, covering key metal components and electronic modules [6] - AAC Technologies, another key supplier, has been collaborating with Apple since 2008, expanding its product range to include components for the latest iPhone models [7] - More than 90% of Apple's production in China utilizes renewable energy, with suppliers like Luxshare achieving 100% clean energy usage for Apple products [8] Talent Development and Training - Apple is committed to investing in talent development, providing world-class training opportunities for supply chain employees, including skills in robotics and leadership [8][9] - The company has established a $50 million Supplier Employee Development Fund, with 300,000 supply chain employees participating in various training programs this year [8][9] - Apple aims to continue supporting the growth of skilled professionals within its supply chain, contributing to the industry's overall talent pool [9]

来源：X研究媛 文｜JeffHill 从悲观到乐观 最近AI+AR 眼镜越来越热闹了，前有"掌握核心科技"的JBD获得天量融资，再有未披露具体金额却是行 业今年最大单笔融资的华南某企业，春江水终于暖了，也真心为一众AR创业公司庆幸。 作为曾在行业里两家标杆性公司工作的野生评论家，深知消费级AR极不成熟又身体力行的不易。 两年前，核心微显示屏和光机占了BOM成本一半，但是色彩、亮度始终不能匹配需求；近眼显示光学 方案复杂艰深且远未达成共识，量产一致性和良品率又十分感人，这些必须买单的高昂成本，成型终端 只有羸弱的场景和极为有限的扩屏和信息提示功能。 消费级AR不是真AR。要同时满足「消费级」、「AR」，那只能是假的。 一个代表，Video-See Through方案强大如苹果也难，无论光学模组、sensor、算法、算力再怎么推进， 本质上人类要适应"透过摄像头以望远镜方式"去观察世界（见文章），这似乎要等待智人完成进化， Apple Vision Pro在消费市场前景难测。 一群野蛮人，Optic-See Through方案乃至部分透光的BirdBath方案真正能被消费者接受，但做完整的AR 只有做成头盔，只能 ...

Core Insights - Loft Dynamics has partnered with Trifork to develop LoftHOME, a virtual reality pilot training kit for Apple Vision Pro, aimed at making high-quality pilot training more accessible and scalable [1][4] - The traditional pilot training model, reliant on full-motion simulators, is costly and limited in availability, which LoftHOME seeks to address by providing flexible, immersive training options [2][3] - LoftHOME offers a comprehensive training experience that integrates at-home learning with in-simulator instruction, allowing for remote participation and a seamless learning journey [3][4] Company Overview - Loft Dynamics is a leader in virtual reality flight training, with simulators qualified by both FAA and EASA, serving various sectors within the aviation ecosystem [7][8] - Trifork is a global technology company specializing in advanced software solutions across multiple industries, including aviation, and is focused on reshaping enterprise training through spatial computing [8] Future Developments - Loft Dynamics and Trifork plan to launch pilot programs for LoftHOME with select airlines and training centers, with future expansions to include various training scenarios [6]

Core Insights - Tim Cook, the current CEO of Apple, has turned 65 in November 2023, leading to speculation about his potential retirement next year, with John Ternus being the most likely successor [2] - Under Cook's leadership for over 14 years, Apple's market capitalization has reached $4 trillion, marking significant growth [2] - Ternus, aged 50, has been with Apple for approximately 24 years and is recognized for his engineering focus, contrasting with Cook's operational approach [3] Leadership Transition - The potential candidates for CEO succession include Craig Federighi, Greg Joswiak, and John Ternus, with Ternus being the frontrunner [2] - Ternus is known for his calm demeanor and cautious decision-making, earning him positive evaluations within the executive team [2][3] - Cook has previously expressed confidence in Ternus's ability to deliver effective presentations, indicating a favorable view of his leadership potential [2] Product Development and Innovation - Ternus has played a crucial role in major product launches, including the M1 chip and the anticipated iPhone Air, highlighting his engineering expertise [3] - There is a perception among some Apple fans that Ternus's leadership could revitalize innovation at Apple, which has been criticized for a perceived slowdown in groundbreaking advancements under Cook [3] - Recent criticisms of Apple include the failure of the Apple Vision Pro and delays in AI developments, suggesting a need for a leader with a strong engineering background to address these challenges [3]

从悲观到乐观 最近AI+AR 眼镜越来越热闹了，前有"掌握核心科技"的JBD获得天量融资，再有行业今年最大单笔融资但金额"未知"的华南某企业，春江水终于暖了，也真 心为一众AR创业公司庆幸。 作为曾在行业里两家标杆性公司工作的野生评论家，深知消费级AR极不成熟又身体力行的不易。 两年前，核心微显示屏和光机占了BOM成本一半，但是色彩、亮度始终不能匹配需求；近眼显示光学方案复杂艰深且远未达成共识，量产一致性和良品率 又十分感人，这些必须买单的高昂成本，成型终端只有羸弱的场景和极为有限的扩屏和信息提示功能。 消费级AR不是真AR。要同时满足「消费级」、「AR」，那只能是假的。 一个代表，Video-See Through方案强大如苹果也难，无论光学模组、sensor、算法、算力再怎么推进，本质上人类要适应"透过摄像头以望远镜方式"去观察 世界，这似乎要等待智人完成进化，Apple Vision Pro在消费市场前景难测。 图为 Apple Vision Pro的定制光学模组 一群野蛮人，Optic-See Through方案乃至部分透光的BirdBath方案真正能被消费者接受，但做完整的AR只有做成头盔，只能2B ...

Core Insights - The AI + AR glasses market is experiencing a shift from pessimism to optimism, highlighted by significant financing events for key players like JBD and a major undisclosed investment in a South China company [2] - Consumer-grade AR technology remains immature, with high costs and limited functionality, making it challenging for companies to deliver viable products [3][4] - The emergence of large language models (LLMs) has created new opportunities for product combinations and functionalities in consumer-grade AR, positioning it as a key hardware paradigm for AI applications [4][5] Industry Developments - Major tech companies such as Meta, Google, Microsoft, and Apple are heavily investing in R&D and acquiring key technologies to prepare for the upcoming market surge in AI + AR [7] - Meta's Ray-Ban and Orion products exemplify successful integration of audio and AI, with innovative optical designs that enhance user experience [7][9] - The four leading Chinese AR companies are navigating a complex landscape, with varying degrees of success and innovation in their product offerings [6][10][11][12][13] Technological Advancements - Advances in cloud-based large models and AI capabilities are expected to simplify the complexity and cost of AR functionalities, potentially leading to a new generation of consumer electronics [5][16] - The industry is witnessing a convergence of hardware and software, with a focus on creating unique user experiences that cannot be easily replicated by competitors [16][18] - The foundational technologies, such as micro LED displays and optical components, remain critical for the success of AR products, with companies needing to establish strong supply chains and proprietary technologies [14][19] Market Outlook - The consumer-grade AR market is gradually maturing, with increasing investment and interest from venture capital, indicating a potential for significant growth [19] - The integration of AI into AR devices is seen as a transformative opportunity, with the potential to create a multi-trillion-dollar market [19] - The competitive landscape is expected to intensify as established tech giants and agile startups vie for dominance in the evolving AR ecosystem [17][19]

编辑丨 量子位 点击下方 卡片 ，关注" 具身智能之心 "公众号 >> 点击进入→ 具身 智能之心 技术交流群 更多干货，欢迎加入国内首个具身智能全栈学习社区： 具身智能之心知识星球（戳我） ，这里包含所有你想要的! 近日，来自北京大学与BeingBeyond的研究团队提出 DemoHLM 框架，为人形机器人移动操作（loco-manipulation）领域提供一种新思 路——仅需1次仿真环境中的人类演示，即可自动生成海量训练数据，实现真实人形机器人在多任务场景下的泛化操作，有效解决了传统方 法依赖硬编码、真实数据成本高、跨场景泛化差的核心痛点。 DemoHLM的核心创新在于"分层控制+单演示数据生成"双引擎，既保证了全身运动的稳定性，又实现了极低数据成本下的泛化学习。 分层控制架构：兼顾灵活性与稳定性 DemoHLM采用"低层全身控制器+高层操作策略"的分层设计，解耦"运动控制"与"任务决策"： 此外，团队为机器人设计了 2DoF主动颈部+RGBD相机 （Intel RealSense D435），通过比例控制器实现"视觉追踪稳定"，模仿人类操作 时的视线调节能力，避免物体遮挡导致的感知失效。 核心挑战：人 ...