Industry Overview - The embodied intelligence industry is experiencing rapid growth, with a projected market size of 400 billion yuan by 2030 and over 1 trillion yuan by 2035 in China, driven by innovation and demand release [1] - The industry is expected to grow at an annual rate exceeding 50% in recent years [1] Company Developments - SenseTime's co-founder and executive director, Wang Xiaogang, has been appointed as the chairman of the embodied intelligence company "Daxiao Robot," which will launch several leading technologies and products on December 18 [1] - Following this announcement, SenseTime's stock price rose by 3.38%, closing at 2.14 HKD on December 4 [1] Technological Advancements - Daxiao Robot has assembled a team of top AI scientists and industry experts, including the chief scientist Tao Dacheng, an academician of the Australian Academy of Science, and award-winning professionals from prestigious universities [3] - The company focuses on embodied intelligence and has developed the ACE R&D paradigm, creating a comprehensive technology system based on visual data [4] - SenseTime has released and open-sourced the multi-modal model architecture NEO, providing robust technical support for applications in embodied interaction and video understanding [4] Strategic Positioning - SenseTime views embodied intelligence not as a trend but as a natural extension of its technological path, evolving from computer vision to multi-modal models and integrating various capabilities into the "Wuneng" platform [5] - The continuous technological breakthroughs and systematic integration of capabilities have become a rare resource among tech companies [5]

Core Insights - The article discusses the release of a paper titled "Thinking with Cameras" by SenseTime in collaboration with Nanyang Technological University and other academic institutions, introducing the AI model named "Puffin" [1] - The "Puffin" model is designed to understand and create scenes from any perspective and direction, with the ability to expand into complex cross-perspective understanding and generation tasks [1] - These capabilities will be applied to the development of SenseTime's world model and can also be transferred to the development of embodied world models, promoting the implementation of physical AI [1]