Core Viewpoint - Manifold AI, founded by a former key member of SenseTime, aims to redefine embodied intelligence through its World Model technology, enabling robots to not only perceive but also predict physical interactions in their environment [1][4][12]. Group 1: Financing and Growth - Manifold AI has completed over 300 million yuan in financing within just seven months of its establishment, showcasing a rapid fundraising pace that reflects strong market interest in "Physical AI" [2][7]. - The company has successfully raised funds in three rounds: a seed round led by Inno Angel Fund, followed by two angel rounds, each exceeding 100 million yuan [4][7]. - The latest funding round included notable investors such as Meihua Venture Capital, Junlian Capital, and Huawei Hubble, indicating a strong backing from the industry [1][9]. Group 2: Technology Development - Manifold AI's technology focuses on World Model Action (WMA), which allows robots to predict physical state changes based on first-person perspective videos, moving beyond traditional visual-language models (VLM) [12][14]. - The company's WorldScape model enables robots to simulate and interact with their environment autonomously, marking a shift from mere execution of pre-set codes to possessing "brain-like" capabilities [14][15]. - Manifold AI is developing multiple specialized models, including DriveScape for autonomous driving, RoboScape for physical interaction, and AirScape for drones, all built on the foundational WorldScape model [15]. Group 3: Future Aspirations - The company aims to equip over 10% of robots in the market with its "Manifold Brain," pushing the boundaries of Physical AI agents [19][20]. - The long-term vision includes transitioning World Models from experimental stages to practical applications in warehouses, factories, and homes within the next three years [20][21]. - The strategy emphasizes creating a universal embodied world model while simultaneously commercializing sub-domain models to generate revenue and support further development [20].

Group 1 - Manifold AI recently completed a Series A+ funding round exceeding 100 million yuan, led by Junlian Capital and Tongchuang Weiye, with participation from Hubble Investment and other institutions [2] - The company, founded in May 2025, focuses on developing general spatial world models, with its core product WorldScape utilizing vast amounts of first-person perspective video data for pre-training [3] - The AirScape sub-model has achieved significant progress in the low-altitude economy, enabling drones to autonomously navigate complex environments [3] Group 2 - The funding will primarily be used for technology research and product iteration, aiming to optimize the performance and application scenarios of the WorldScape model [4] - The investment was attracted by the company's technological strength and market potential, particularly the innovative nature of the WorldScape model in the spatial intelligence field [5] - The financing is seen as a significant event in the spatial intelligence sector, with government policies supporting the development of AI and robotics, pushing technology from the lab to the market [6]

Core Insights - Manifold AI has completed over 100 million yuan in angel+ round financing, with Jinqiu Capital continuing to invest. The funding will be used for the iteration of its world model and the application of embodied intelligence [4] - The company has developed a universal spatial world model called WorldScape, which matches the quality and real-time capabilities of leading global models [6] - Manifold AI is the first team globally to deploy a comprehensive outdoor, indoor, and aerial embodied world model, significantly enhancing data efficiency and model performance [9] Financing and Investment - The latest funding round was led by Junlian Capital, with participation from Meihua Venture Capital, Huawei Hubble, and existing investors including Inno Fund and Jinqiu Capital [4] - Manifold AI has raised several hundred million yuan in total funding over the past six months [4] Technological Advancements - WorldScape enables single-image generation of interactive spaces, providing a foundation for physical AI applications [8] - The company utilizes a vast amount of physical video data for pre-training, enhancing WorldScape's operational interaction capabilities [8] - Manifold AI's approach replaces traditional VLM models with its world model, resulting in superior performance in real-world applications [10] Future Prospects - The integration of NVIDIA Jetson Thor for deploying embodied world models is a significant step towards scaling operations [14] - The involvement of Huawei Hubble is expected to facilitate the integration of domestic chips and robotic brains, laying the groundwork for large-scale implementation [14]