2026 年有望继续是新品大年。 1 ）谷歌： 2025 年 12 月联合 Xreal 推出 Project Aura 。同时，据 ARVR 陀螺，谷歌重启独立 AI 眼镜项目，目标 2026 年底发布，显示消费级 AI 硬件的重视。 2 ）苹果：据 ARVR 陀螺，苹果暂停轻量版头显 Vision Air 研发工作，资源集中智能眼镜 Apple Glasses （预计 2026 年 WWDC 公布，无内置显示屏，定位为依赖 iPhone 的、以人工智能和音频为核心的可穿戴配件）。 3 ） Meta ：据 ARVR 陀螺， Meta 大幅削减 其元宇宙部门的预 (Reality Labs 自 2021 年以来已经亏损超 700 亿美元，回报未达预期，且 AI 眼镜与可穿戴设备领域的强劲势头），同时延期发布代号 为" Phoenix "的混合现实眼镜，主要是为争取时间优化产品体验。 4 ）字节：据 XR Vision ，字节跳动首款 AI 眼镜即预计于 2026 年 Q1 发布。 海外产品加速渗透，国内映射可期。 据维深信息， 2024 年全球智能眼镜销量 152 万台（其中 RayBan Meta 142 万 ...

黄仁勋：下一代英伟达 AI 芯片已进入「全面生产」阶段 蚂蚁、美团入局 AI 硬件， Looki 完成超 2000 万美元 A 轮融资 雷军回应 YU7 「丢轮保车」设计：奔驰 1959 年即采用类似结构 雷鸟 CEO：充话费送眼镜的时代要来了 波士顿动力全电动 Atlas 机器人首次「进厂干活」 能帮你做家务的机器人 LG CLOiD 首次亮相 CES Kimi K2-VL 提前现身？神秘模型引发开发者关注 曝小红书内测长文付费功能，进军付费网文市场 微信推出 AI 小程序成长计划，提供 1 亿 token 免费算力与变现支持 周冠宇加盟凯迪拉克 F1：出任 2026 赛季官方储备车手 微软 CEO 呼吁淡化「AI 垃圾内容」争议，「Microslop」外号却登上热搜 数据标注公司 CEO：AI 训练未来数十年仍离不开人类 卢伟冰：REDMI Turbo 5 Max 是「2.5K 档最佳选择」 ❌ 字节跳动否认「豆包 AI 眼镜即将出货」 ❄️ 目前的 Vera Rubin 平台由 6 款独立英伟达芯片组成，其中旗舰设备包含 72 个图形处理单元（GPU）和 36 个新型中央处理器（CPU）。这些芯片可连接 ...

IT之家 1 月 5 日消息，据 Founder Park 公众号报道，AI 硬件创业公司 Looki 已完成超 2000 万美元（IT 之家注：现汇率约合 1.4 亿元人民币） A 轮融资，本轮融资由蚂蚁集团领投，美团龙珠、华登、中关村 资本跟投，老股东 BAI 资本连续两轮超额追投，阿尔法公社、同歌创投持续加码。 IT之家注意到，Looki 上个月曾推出一款号称"AI 生活主理人"的产品 Looki L1，定价为 1499 元。根据 官方描述，该机号称可以"自动记录生活"，所有数据支持本地保存，"用户授权后才能将数据上传云 端"。产品支持 AI 自动生成 Vlog、AI 智能搜索，可实现"个人生活洞察"，让用户了解到自己与过去的 变化。 相机与影像 | 照片分辨率 | 4K | | --- | --- | | 视频录制 | 1080p @ 30fps | | 焦距 | 等效 16 mm | | 光圈 | f/2.2 | | 视场角(FOV) | 109° | | 感光度范围(ISO) | 自动100-4800 | | 电子防抖(EIS) | 支持 | | 高动态范围(HDR) | 支持 | 音频系统 麦克 ...

Founder Park 独家获悉，AI 硬件创业公司 Looki 已完成超 2000 万美元 A 轮融资，本轮融资由蚂蚁集团领投，美团龙珠、华登、中关村资本跟投，老股 东 BAI 资本连续两轮超额追投，阿尔法公社、同歌创投持续加码。 据了解，在完成了兼具技术与产业通路的资本矩阵后，Looki 将重点加强组织人才建设 、模型迭代、产品研发及供应链整合，加速公司在 AI 原生硬件赛 道上的技术积累和下一代交 互入口的探索。 在 AI 硬件百花齐放的 2025 年，这笔融资标志着资本重新聚焦于能够将多模态 AI 能力融合到硬件的头部品牌。 Looki 创始人兼 CEO 孙洋表 示：「 Looki AI 正在加速奔跑，寻找更多志同道合的伙伴，共同构建"以人为中心"的 AI，增强人，而非取代人。」 ⬆️关注 Founder Park，最及时最干货的创业分享 超 17000 人的「AI 产品市集」社群！不错过每一款有价值的 AI 应用。 邀请从业者、开发人员和创业者，飞书扫码加群： 进群后，你有机会得到： 01 创造一个全新的硬件品类 Looki 成立于 2024 年 5 月，截至目前，一年多时间已连续完成 4 轮融资 ...

Core Insights - The article discusses the vibrant atmosphere in the AI venture capital scene, particularly among Chinese entrepreneurs and companies, highlighting the interconnectedness of various AI-related tags such as embodied AI, AI hardware, and AI agents [2]. Group 1: Company Highlights - Noitom Robotics, founded by Dai Ruoli, has completed a Pre-A+ round financing of several hundred million RMB, led by Qiming Venture Partners, with a focus on motion capture and robotics [3]. - Wujie Power, founded by Zhang Yufeng, has raised over 500 million RMB in angel financing, focusing on building a "general brain" for robots and achieving breakthroughs in industrial manufacturing and commercial services [4]. - Looki, founded by Sun Yang, has launched its first product, L1, which has received positive sales and user feedback, and has completed multiple rounds of financing totaling over ten million USD [5]. - Yuanli Intelligence, founded by Zhang Fan, focuses on commercial reinforcement learning and has recently completed a seed round financing of nearly ten million USD [6]. - Aha, founded by Kay Feng, has developed a unique "AI employee-style" marketing platform and has served over 300 clients, receiving significant investment from various venture capital firms [7]. Group 2: Industry Trends and Insights - The Chinese AI hardware industry is seen as having advantages in the supply chain, with a focus on integrating AI into daily life, although the direction remains exploratory [11]. - The differences in market logic between Chinese and Western companies are highlighted, with Chinese firms often focusing on B2C growth while Western firms emphasize B2B specialization [12]. - The article notes that the Chinese market is characterized by a higher tolerance for new technologies and products, which can lead to rapid product development through collaboration with B2B clients [10]. - The emergence of reinforcement learning is viewed as a significant advancement, allowing for the transition from human-labeled data to self-optimizing models [15]. - The article emphasizes the importance of real-world data and the collaboration between real and synthetic data in developing effective AI models [26]. Group 3: Future Expectations - The participants express excitement about the potential breakthroughs in AI, particularly in reinforcement learning and the application of agentic AI in real business scenarios [16][17]. - There is a consensus that 2026 could be a pivotal year for AI, with expectations for significant advancements in the integration of AI into physical environments and the realization of commercial reinforcement learning [43][44].

Core Insights - Looki L1, a new wearable AI device, has gained significant popularity in China since its global launch in August, with viral marketing leading to millions of views on social media [2][3][4] - The device, described as a "lifelogging camera," allows users to capture their daily experiences through photos, videos, and audio recordings [6][11] - User engagement has exceeded expectations, with average daily usage increasing from 6.2 hours to 7.9 hours over a few months, indicating a strong product-market fit [8][34] Product Development and Market Strategy - Looki's initial marketing strategy was conservative, focusing on the "lifelogging" aspect rather than emphasizing its AI capabilities, which later proved to be a misstep [12][25] - The company adjusted its marketing approach to highlight the AI features, resulting in a significant increase in product visibility and sales [27][28] - Looki faced challenges with inventory management, initially underestimating demand and selling out quickly after the marketing push [27][28] User Experience and Feedback - Users have reported high engagement with the device, using it not just for specific activities but as a daily companion, which is a departure from traditional action cameras [9][33] - The device's privacy features, which store data locally and require user consent for uploads, have alleviated initial concerns about data security [38] - The community aspect of Looki is emphasized, with users actively sharing experiences and feedback, contributing to product improvements [35][37] Future Directions and Business Model - Looki aims to evolve its business model beyond hardware sales to a value-based approach, focusing on providing meaningful insights and recommendations to users [70][72] - The company is exploring subscription models for additional features, testing user willingness to pay for enhanced functionalities [70][72] - Long-term, Looki seeks to establish a trust-based relationship with users, positioning itself as a valuable partner in their daily lives [72][75]

Core Viewpoint - The article discusses the emergence of Looki, an AI hardware aiming to enhance human-machine interaction by transforming real-world scenarios into contextual data, moving from passive responses to proactive engagement [1][2]. Group 1: Looki's Purpose and Technology - Looki aims to fill the gap in large models' "sensory intelligence" by converting real-time visual and auditory signals into contextual data, thus driving AI to think and serve users more effectively [4][28]. - The Looki L1 device, weighing only 30g, is designed to operate as a multi-modal perception system, capturing the physical world continuously and efficiently [6][8]. - The founders of Looki, with backgrounds in autonomous driving and smart hardware, leverage their expertise to adapt perception algorithms from driving to everyday life [9][10]. Group 2: Data Management and User Context - Looki employs a "data flywheel" approach to create a personalized context for users, transforming raw data into structured memories that the AI can efficiently access [12][15]. - The system addresses two major challenges in multi-modal models: understanding long-sequence data and managing context explosion, ensuring privacy and security in data handling [14]. Group 3: Transition to Proactive AI - The article highlights a shift from manual prompts to proactive AI, where enriched context allows for anticipatory actions by the AI, marking a transition from chatbots to agentic AI [17][18]. - Looki's capabilities include automatic video editing, identifying significant moments in users' lives, and providing insights based on accumulated data, thus evolving into a second brain for users [20][24][30]. Group 4: Future Vision - Looki envisions its hardware as a data interface that evolves beyond its current form, aiming to address the data hunger of the physical world and help users accumulate valuable personal data assets [29]. - The ultimate goal is for AI to possess a sense of presence, transforming it from a mere tool into an integral part of users' daily lives [30][31].

Core Insights - The article discusses the launch of Looki, an AI hardware device designed to record daily experiences and provide insights, which is set to officially release in China on December 16, 2023 [4][10]. - The founder, Sun Yang, emphasizes the importance of data collection from the physical world for AI development, positioning Looki as a tool to gather "atomic data" that large companies have not yet captured [5][9]. - Looki aims to evolve from a simple recording device to a sophisticated AI assistant that understands user context and preferences, potentially transforming how users interact with digital services [15][16]. Product Overview - Looki is a wearable device that captures video and generates summaries in the form of comics, described as a "life review device" [4][10]. - The device's design is intentionally non-intrusive, resembling a large brooch, and it operates continuously to gather data without requiring high-resolution imagery [10][11]. - The first batch of Looki devices sold out quickly, indicating strong initial demand, including interest from high-profile users [10][11]. Market Positioning - Sun Yang believes that the future of AI hardware lies in the ability to connect physical experiences with digital services, allowing for more personalized recommendations and interactions [15][16]. - The company aims to leverage user data to create a network effect, enhancing the value of its services over time [15][16]. - Looki's business model is expected to evolve from hardware sales to information distribution and generative advertising, positioning it as a key player in the AI landscape [15][16]. Challenges and Opportunities - The company faces challenges related to privacy and user trust, particularly in the Chinese market, where data security is a significant concern [15][16]. - Competition is anticipated from larger tech companies, which may enter the market by 2027, but Looki currently benefits from a time advantage in establishing its user base [15][16]. - Sun Yang expresses a belief that 2025 could be a pivotal year for AI, suggesting that the current value of foundational AI technologies is underestimated [16].

Core Viewpoint - The global panoramic camera market is experiencing significant shifts in market share, with companies like影石 (Insta360) and 大疆 (DJI) competing fiercely, leading to a dynamic and competitive landscape in the smart imaging sector [5][6][7]. Market Dynamics - A report from 久谦咨询 indicates that 影石's market share dropped from 92% in Q2 to 49% in Q3, while 大疆 captured 43% of the market [5]. - Another report by 弗若斯特沙利文 shows 影石 and 大疆's market shares at 75% and 17.1% respectively, highlighting discrepancies in market data [6]. - The entry of 大疆 into the panoramic camera market with its Osmo 360 has significantly impacted 影石's dominance, showcasing the competitive nature of the industry [8]. Industry Trends - The rise of short video content globally has increased the demand for smart imaging devices, with 大疆's Osmo Pocket 3 achieving over 10 million units sold, generating revenue exceeding 300 billion [13]. - The current global user base for vlogs is estimated at 520 million, with outdoor sports consumers at 220 million, indicating a growing market for smart imaging devices [16]. Competitive Landscape - New entrants in the smart imaging sector are advised to avoid direct competition with established players like 大疆 and 影石, focusing instead on niche markets and differentiated product offerings [20]. - Companies like Looki and XbotGo are exploring unique use cases, such as AI-driven wearable cameras and solutions for sports event recording, respectively [23][24]. Technological Innovations - The integration of AI and advanced algorithms is becoming crucial for product differentiation in the smart imaging market, as seen with 光子跃迁's AI-enabled camera that responds to natural language commands [25]. - The industry is characterized by a low barrier to entry for basic imaging products, but achieving brand recognition and competitive pricing remains challenging [40][42]. Market Entry by Smartphone Manufacturers - Major smartphone manufacturers like OPPO and vivo are entering the smart imaging space, indicating a shift in focus towards handheld imaging devices [28][30]. - The competitive pressure from smartphone companies is seen as a defensive strategy to maintain market relevance in the face of declining smartphone sales [37]. Conclusion - The smart imaging market is poised for growth, with a penetration rate of only 6%, suggesting ample opportunities for innovation and competition [16][38]. - Companies entering this space must be prepared with sufficient resources and talent to navigate the competitive landscape effectively [45].

Core Insights - The competition for market share in the panoramic camera sector has intensified, with conflicting reports on the market shares of companies like Insta360 and DJI, highlighting the volatility of the market [1][2][6] - The entry of new players, including hardware companies and internet giants, into the smart imaging sector is reshaping the landscape, with significant investments and innovations being made [4][12][20] - The global user base for vlogging and outdoor activities presents a substantial opportunity for growth in smart imaging devices, with current penetration rates being low [6][18] Market Share Discrepancies - A report from Jiucheng Consulting indicated that Insta360's market share dropped from 92% to 49%, while DJI captured 43% in the third quarter [1] - Conversely, Frost & Sullivan reported that Insta360 held a 75% market share compared to DJI's 17.1%, suggesting significant discrepancies in market analysis [1][2] Competitive Landscape - The launch of DJI's Osmo360 has disrupted Insta360's dominance, showcasing strong market performance within just 90 days of release [2] - New entrants are focusing on niche markets and differentiated product offerings to avoid direct competition with established players like DJI and Insta360 [7][10] Emerging Trends - Companies like Looki and XbotGo are innovating by targeting specific user needs, such as AI-driven features and sports event recording, which are not directly competing with traditional action cameras [9][10][11] - The rise of smartphone manufacturers entering the smart imaging space is seen as a defensive move to protect their market share against emerging competitors [12][19] Industry Dynamics - The smart imaging market is characterized by low barriers to entry, with many startups able to develop products quickly due to a robust supply chain in regions like the Pearl River Delta [21][23] - However, achieving brand recognition and competitive pricing on a global scale remains a challenge for new entrants, as established companies like DJI and Insta360 have significant advantages in technology and market presence [23][25]