Core Viewpoint - The article discusses the emergence of a new industrial revolution driven by AI, focusing on the company's innovative joint module products and their market strategies in the robotics sector [2]. Financing Progress - The company has completed two rounds of financing, Pre-A and Pre-A+, raising several tens of millions of yuan. The Pre-A round was led by Sequoia Seed, with follow-on investments from Honghui Fund and Xingniu Capital, while the Pre-A+ round was exclusively invested by Honghui [9][10]. Product and Business - The company offers integrated joint module products, including the flagship RobStride series and the upcoming EduLite developer series. The product strategy focuses on standard product shipments rather than customized deliveries [11][12]. - The RobStride series features joint modules with torque ranging from 1.5N.m to 120N.m, while the EduLite series aims to support the developer ecosystem with open-source hardware products [13][14]. - Since its establishment, the company has launched seven mass-produced joint modules, averaging one new product release per quarter, with plans to introduce 3-4 new products by the second half of 2025 [15]. Core Barriers - The company's joint module products have three main advantages: reliability, consistency, and a developer ecosystem. The flagship RobStride product is made from alloy steel and aluminum die-casting, ensuring high strength [17][18]. - The core asset is the self-developed POMA technology architecture, which guarantees rapid product iteration and industry-leading reliability, consistency, and production yield [19]. Founder Insights - The company is optimistic about embodied intelligence over a 5-10 year horizon but anticipates potential industry fluctuations in the coming year due to the need for extensive data collection to validate current technologies [21][22]. - The company aims to diversify its client base beyond embodied intelligence, with approximately 30%-40% of total revenue coming from this sector, while also exploring opportunities in electric vehicles, pool robots, and industrial automation [24]. - The EduLite series is designed for individual developers, offering similar performance to flagship products at half the price, with components that support 3D printing and standard materials available online [25][26][28]. Engineering Ecosystem - The company adopts a partnership strategy with engineers, engaging in technical discussions on platforms like GitHub to build a community of young engineers. This approach helps improve product development and fosters a feedback loop for continuous improvement [29][31]. - The evaluation of joint modules is based on parameters such as response time and torque density, but reliability and consistency during mass production are emphasized as critical factors for long-term success [32][33]. Cost Management - The company believes that cost is designed rather than managed, focusing on structural design and process optimization to eliminate redundancies while ensuring reasonable profits for supply chain partners [34][35]. Industry Challenges - The joint module sector faces challenges in customer acquisition, as the industry is still in its early stages. Finding applications in other scenarios is crucial for long-term sustainability [36][37]. - The company recognizes the need to maintain technological leadership through research and development, aiming to find better materials and configurations while building a comprehensive user ecosystem [41].