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Only First party#Opinions
Oct 27Tue
  1. SOSV20

    SOSV discusses Physical AI at TechCrunch Disrupt: it is far more than robots

    At TechCrunch Disrupt, SOSV discussed Physical AI, emphasizing that its scope is far broader than robots, spanning areas such as materials discovery, programmable biology, and specialized chips. An SOSV partner noted that unlike IoT, which transmits data one way, Physical AI creates a two-way data pathway that enables closed-loop control of complex systems. SOSV has invested in the physical world for 12 years, backing about 60 new companies each year, and has roughly 85,000 square feet of laboratory space to support startups as they grow.

Oct 26Mon
  1. 数字华夏20

    Digital Huaxia appears at CEIC 2026: the path from technical prototype to large-scale commercial embodied humanoid robots

    At the CEIC 2026 Embodied Intelligence Industry Forum, Digital Huaxia shared a three-stage roadmap for humanoid robots moving from technical prototypes to large-scale commercial use, and proposed building an "Agent+Robot" collaborative system based on its self-developed RoboEase scenario platform. Company co-founder Chen Junmin noted that going from prototype to commercial use requires clearing four hurdles: scenario definition, engineering reliability, a closed business model loop, and a data flywheel.

Oct 23Fri
  1. Beijing Humanoid Robot Innovation Center38

    Caixin Time X Xiong Youjun: No Bubble Industry, Only Bubble Companies

    In an exclusive interview with Caixin Time, Xiong Youjun, CEO of the Beijing Humanoid Robot Innovation Center, said the humanoid robot industry has no bubble, only bubble companies, and that the share of prototype robots actually doing real work remains limited. He disclosed that about 80% of Tiangong's data training comes from virtual simulation and 20% from real-world scenarios, that the Pelican-Unify unified representation embodied world model can improve execution accuracy but has high computing power requirements, and that the next funding round is already being planned.

Oct 16Fri
Oct 13Tue
  1. Hexagon25

    Hexagon Robotics AEON: Scaling humanoid robots is not simple copy-paste

    A Forbes article explores how Hexagon Robotics is moving its humanoid robot AEON from single-unit tasks toward industrial deployment at a scale of 1,000 units. AEON uses a wheel-legged design that combines efficient mobility with obstacle-crossing capability, and is positioned as a multi-purpose industrial platform supporting manipulation, inspection, and real-world data collection. Hexagon Robotics uses a sim-to-real-to-sim closed loop to collect real-world data and feed it back into training, and cites BMW Group and Schaeffler as examples of the path from pilots to repeatable performance and industrial-scale deployment.

Oct 12Mon
Oct 10Sat
Oct 7Wed
  1. TUM MIRMI30

    TUM MIRMI neurorobotics scholar Enrica Tricomi establishes new research group

    Professor Enrica Tricomi of TUM MIRMI has established a new research group focused on neurorobotics and intelligent assistance, studying how wearable robots can understand and adapt to their users. She focuses on hybrid systems combining robotics with neuromodulation, acting on nerves and muscles through mechanical assistance and electrical or sensory stimulation to provide immediate movement assistance and help people with movement disorders (such as multiple sclerosis and Parkinson's disease) recover motor function over the long term. The lab is recruiting researchers with backgrounds in robotics, mechanical, electrical, and biomedical engineering, as well as neuroscience and rehabilitation.

Oct 2Fri
  1. Main Sequence36

    Main Sequence's view on Physical AI

    Main Sequence outlines its investment perspective on Physical AI, arguing that Physical AI is not limited to embodied intelligence but also includes digitization of the physical world, spatial simulation, physical product design, and enabling technologies.

Oct 1Thu
Sep 28Mon
  1. Tsinghua Embodied Intelligence and Robotics Institute28

    Excerpt from Professor Zhang Tao's Lecture at the Tsinghua Humanities Forum: Embodied Intelligence Empowers Everything

    Professor Zhang Tao, Dean of Tsinghua University's Institute for Embodied Intelligence and Robotics, delivered a lecture titled "Embodied Intelligence Empowers Everything" at the Tsinghua Humanities Forum. He described three major characteristics of embodied intelligence—generality, interactivity, and autonomy—and noted that key technologies still need to be breakthroughs, including multimodal embodied large models, environmental perception, dynamic planning and control, and dexterous bodies.

Sep 24Thu
  1. Atom Robotic/阿童木机器人24

    Atom Robots Appears at Private Economy Investment and Financing Fair: Industrial Technology Goes Down, Embodied Intelligence Comes Up

    At the 2026 China Private Enterprise Investment and Financing Fair held in Tianjin on September 22-23, Atom Robots presented its judgment that "industrial technology goes down, embodied intelligence comes up" at two forums. The company has focused on high-speed industrial robots for 13 years, with cumulative shipments exceeding 10,000 units and service to more than 1,000 customers, and its parallel robots rank first in market share among all brands; its Tianjin Haihe Dairy packaging project won the 2025 Tianjin Science and Technology Progress Award First Prize. During the 15th Five-Year Plan period, it will focus on advancing three major directions: intelligent cleaning robots, space robots, and full force-controlled humanoid arms.

Sep 20Sun
  1. Robotphoenix/翼菲科技18

    RoboCT Robot Wins 2026 China Embodied Intelligence "Yingxing Benchmark Enterprise Award"

    On September 18, at the EBC 2026 Embodied Intelligence and Humanoid Robot Brain Technology Conference in Shanghai, RoboCT Robot received the 2026 China Embodied Intelligence "Yingxing Benchmark Enterprise Award." At the conference, software algorithm engineer Liu Xiaopeng delivered a keynote speech titled "Engineering Practice of VLA Models in Complex Assembly for Humanoid Robots." Its second-generation Hongjun wheeled dual-arm robot has entered small-batch pilot procurement and completed deployments across multiple industries, and the YiBrain large model has been validated on real production lines.

Sep 19Sat
  1. Keenon Robotics/擎朗智能22

    KEENON Robotics COO Wan Bin Discusses Embodied Intelligence Deployment at Inaugural Fortune Leaders Forum

    On September 8, KEENON Robotics COO Wan Bin joined UBTECH's Pang Jianxin and AgiBot's Yao Maoqing on stage at the inaugural Fortune Leaders Forum, held at the Grand Lisboa Palace Resort Macau, to discuss the commercialization and data challenges of embodied intelligence. Citing the deployment at Shangri-La Traders Hotel as an example, Wan Bin introduced the "general-purpose + specialized" service model, in which the XMAN-R1 humanoid service robot works alongside specialized robots such as the T10, T3, W3, C40, and S100.

Sep 18Fri
  1. 数字华夏26

    Digital Huaxia Appears at Embodied Intelligence and Humanoid Robot Brain Technology Conference, Wins "Yingxing Benchmark Enterprise Award"

    Digital Huaxia won the "2026 China Embodied Intelligence Yingxing Award — Yingxing Benchmark Enterprise Award" at the 2026 Embodied Intelligence and Humanoid Robot Brain Technology Conference. Deputy General Manager Shi Biao delivered a speech titled "Exploration of Embodied Robot Applications in Interactive Scenarios," proposing a four-layer capability model for "warm interaction" covering perception, memory, understanding, and expression. Founded in March 2024, the company has delivered products to ICBC, China Mobile, and State Grid, with applications in finance, elderly care, and cultural tourism scenarios.

Sep 17Thu
  1. 豪鹏科技32

    Highpower Technology CTO details the "technology compound effect" from AI edge devices to AIDC

    Highpower Technology CTO Liao Xingqun detailed the technical logic behind the three growth curves of AI edge devices, AIDC, and robotics under the "AI edge battery + solid-state" strategy. The next-generation solid-state battery will be released in May 2026, with a volumetric energy density of 1200Wh/L and a gravimetric energy density of 400Wh/kg, about 30% higher than mainstream mass-production levels in the industry; it has so far only completed small-scale trial validation, while 950Wh/L solid-liquid batteries are already in mass supply. Robot batteries have been stably mass-produced and delivered to AgiBot, Zhishen, and UBTech, with related revenue expected to approach 100 million yuan in 2026.

  2. 中控技术39

    SUPCON Deeply Participates in the 2026 Petroleum and Chemical Industry Conference on Accelerating the Building of World-Class Enterprises

    The 2026 Petroleum and Chemical Industry Conference on Accelerating the Building of World-Class Enterprises, supported and co-organized by SUPCON, was held in Luoyang, Henan, from September 10 to 11. Its Autonomous Operation Plant (AOP) system, formed by integrating the Time-series Pre-trained Transformer (TPT) and the Universal Control System (UCS), became a focus of discussion.

Sep 16Wed
  1. 云启资本57

    Yunqi Partner Q&A Excerpt: Four Guests Discuss Divergences on Data, Intelligence, and Scenarios in Embodied AI

    This article is excerpted from the roundtable "Physical Intelligence: Divergences and Choices" at the 2026 Inclusion·Bund Conference, moderated by Koji of Crossroads, with Han Zheng of Sudo Technology, Shen Yujun of Ant Lingbo, Wang Qian of X Square Robot, and Xu Huazhe of PoKe Robot participating. The discussion centered on three sets of divergences: data sources (simulation versus real machines), whether Astra will deliver a crushing blow to embodied AI, and what metrics can prove that embodied AI has moved past the bubble.

Sep 12Sat
  1. 华控基金29

    Huako Fund's Zhang Yang: Improve Cognition to Achieve Sustained, Stable High Returns

    Speaking at the 2026 Annual Fund of Funds Forum and the 7th Lujiang Venture Capital Forum, Huako Fund founder Zhang Yang said super returns come from investing in "cognitive value" before technological value reaches consensus. He breaks returns into roughly 10x in the 0-to-1 stage, 5x to 10x in the 1-to-100 stage, and 2x to 3x after the 100 stage; multiplied together, these yield 100x. Huako invested in Zhipu in 2021 and added to its position across five consecutive rounds; Zhipu's valuation rose from several billion yuan to more than 20 billion yuan within a year. In the next stage, Huako will focus on quantum computing, controllable nuclear fusion, and robotics.

  2. Foundation Robotics · YouTube7

    Ranking Iconic Robots

    Foundation Robotics released the video "Ranking Iconic Robots" on YouTube, ranking iconic robots. The video's caption says "AI is always biased," and the music used is "Russian Dance" recorded by PM Music.

Sep 11Fri
  1. Fudan Multimodal Embodied Intelligence32

    Fudan Intelligent Robotics and Advanced Manufacturing Lecture Series Session 12: Professor Su Hao on "A New Journey Toward General Physical Intelligence"

    The 12th session of Fudan University's Intelligent Robotics and Advanced Manufacturing Lecture Series invited Su Hao, Haoqing Distinguished Professor and inaugural dean of the Institute of General Physical Intelligence, to give an academic talk. Nearly 500 faculty and students from on and off campus attended, and the event was held in a combined online and offline format for the first time.

Sep 10Thu
  1. 云启资本60

    Yunqi Podcast Roundtable: Three Embodied AI Founders Discuss World Models, Scaling, and Deployment Bottlenecks

    During the World Robot Conference, Yunqi Capital co-hosted a themed roundtable with SEE Fund, which was included in the podcast Attent!on. Three founders—Xu Huazhe of PokeBot, Li Qiang of Quantum Dynamics, and Liu Nianqiu of Feimo Yi Technology—shared their views on world models, scaling, and deployment.

    Why it matters: The three entrepreneurs approached the topic from models, hardware systems, and mobility respectively, specifically breaking down where the bottlenecks in embodied intelligence deployment lie and where they diverge on scaling efficiency.

  2. Robotphoenix/翼菲科技33

    RoboTechnik appears at 2026 Global Industrial Internet Conference, Li Xiangming shares paths for industrial robot breakthrough

    Li Xiangming, general manager of RoboTechnik's Embodied Intelligence Business Unit, gave a keynote titled "How Industrial Robots Can Break Through in the AI Era" at the 2026 Global Industrial Internet Conference held in Liaoning, proposing four breakthrough paths: reliability, ease of use, full-category plus embodied intelligence, and going global.

Aug 27Thu
  1. Boston Dynamics30

    Ask a Roboticist: Meet Mark, the "Robot Doctor" on the Atlas Repair Team

    Mark DiLeo, lead technician on Boston Dynamics' Atlas service and repair team, shares how he repairs the bipedal humanoid robot. He reveals that the worst case was when the robot fell and its leg completely split from its torso; the research version R1 requires one to two days of downtime each time it falls, while the production version D1 was designed for manufacturing and on-site customer repair, making it easier to service, and the team can usually repair it within one to two hours, getting the robot back to performing backflips.

Aug 25Tue
  1. 君联资本24

    Legend Capital: After Backing Trillion Zhipu and ChangXin

    Legend Capital has achieved 9 IPOs since the start of the year; Zhipu's market value briefly surpassed 1 trillion yuan, and ChangXin Technology's market value briefly surpassed 4 trillion yuan. The Social Security Zhongguancun Special Fund it manages (5 billion yuan in its first phase) has seen its first batch of portfolio companies—Zhipu AI, SJ Semiconductor, and Jingfeng Medical—go public. The fund has leveraged more than 30 billion yuan in social capital cumulatively, a leverage ratio of more than 9x.

Aug 24Mon
  1. 云启资本41

    WRC Recap: Yunqi's Embodied Partners' "Real-World" Report Card | Yunqi x WRC

    Yunqi Capital brought its embodied portfolio companies, including Zibianliang Robotics, Stardust Intelligence, Zhi Ping Fang, Realman, and Keenon Robotics, to the 2026 World Robot Conference. Zibianliang's WALL-B-driven logistics sorting solution reached 1,911 items per hour in testing and has been deployed on real production lines; Stardust's rope-driven body has completed batch deliveries at the thousand-unit level and plans to reach 10,000-unit annual capacity within the year; Zhi Ping Fang open-sourced its brain-inspired VLA model NeuroVLA; and Keenon released its service-industry VLA architecture KOM 3.0.

Aug 18Tue
Aug 14Fri
  1. 慧闻科技22

    Official Announcement | Huiwen Robot Strategic Upgrade: Building Industrial Agents on an AMR Foundation

    Huiwen Robot officially announced that it is elevating industrial agents to the company strategy level, building a "brain" on an AMR foundation, with a long-term goal of "one brain, multiple machines." The industrial agent is divided into three layers: the intelligence layer, the robot layer, and the industrial system layer, with a unified hub responsible for task understanding, resource scheduling, and capability invocation. The iBen X series AMRs cover 100 kg to 1500 kg and have been delivered in batches in industries including 3C electronics, semiconductors, precision manufacturing, auto parts, and footwear and apparel. Embodied intelligence is under research and development, with wheeled dual-arm systems and VLA large models as the direction.

Aug 13Thu
  1. Skydio32

    Skydio DFR vs. Flock ALPR: Privacy, Surveillance, Intelligence, and Transparency in Public Safety Technology

    Skydio compares its Drone as First Responder (DFR) with Flock's automated license plate recognition (ALPR) network point by point: Flock cameras run continuously, record every vehicle that passes, and retain data for 7 days by default, with city and county deployments ranging from dozens to thousands of units. DFR, by contrast, collects data only when a named human pilot launches for an authorized police, fire, or EMS mission, and video is uploaded to a secure digital evidence management system; most cities and counties currently have fewer than 10 DFR drones.

Aug 4Tue
  1. Boston Dynamics38

    Ask a Roboticist: Meet Taylor, Engineer on Boston Dynamics Atlas Compute and Perception Team

    In an interview, Boston Dynamics mechanical engineer Taylor Frey-Baker discusses the design of the electric Atlas's head and how she entered the field. She is responsible for the compute core inside the head, which houses four perception modules with stereo vision; the head's modular design allows the entire unit to be swapped out and the compute core upgraded like a game cartridge. The hydraulic Atlas did not need a head because it performed movement demonstrations, whereas the electric Atlas relies on head cameras for a wider field of view and uses lights and sound to signal its status to people nearby.

Aug 3Mon
Jul 28Tue
  1. 线性资本58

    Tashi Intelligence's Ding Wenchao: Embodied AI May Reach a True Emergence Moment in 24 Months

    Ding Wenchao, co-founder and chief scientist of Tashi Intelligence, judges that embodied AI is currently close to the level of autonomous driving in 2021-2022, and may enter the 3.0 era with in-context learning capability in about 24 months. At WAIC, Tashi Intelligence released its new-generation embodied AI native foundation model AWE 3.5, which greatly increases data volume compared with 3.0, moves toward a native model architecture, and collects data in a human-centric way with tactile gloves, working with a 21-DOF dexterous hand to complete manipulation.

Jul 20Mon
  1. 云启资本62

    Yunqi Capital roundtable transcript: Manycore, Shengshu, and Galbot discuss the next paradigm after Agentic AI

    Yunqi Capital released a transcript of a roundtable at Tencent WAIC Night, hosted by Managing Partner Chen Yu, in which Huang Xiaohuang of Manycore, Luo Yihang of Shengshu Technology, and Zhang Zhizheng of Galbot discussed the next paradigm after Agentic AI.

    Why it matters: The three guests' disagreements over the world-model approach and their differing judgments on the pace of deployment offer a multi-party reference for understanding the Physical AI debate.

  2. Elite Robots/艾利特机器人28

    Elite Robots' Cao Yunan Discusses Physical AI Deployment Challenges and Solutions at WAIC 2026

    At the "Intelligent Trends Forum" at WAIC 2026, Cao Yunan, Chairman of Elite Robots, delivered a speech titled "Optically Connected Intelligence: The Strategic Outpost of Physical AI," noting that physical AI deployment faces four bottlenecks: data, models, execution, and scale. The company's self-developed "Yuanqi Primo" solution enables on-site cold start with a small number of samples, keeps sensitive data resident locally, and evolves through federated intelligence; it has already achieved scaled deployment in optical communications manufacturing. Its Suzhou super factory is expected to be completed and put into operation by the end of 2026, and the company has accumulated millions of robot operation trajectories and hundreds of millions of force-tactile sensor sampling data points.

Jul 17Fri
  1. 云启资本29

    Yunqi WAIC Talk | What Did AI, Which "Waits for No One" in 2026, Rewrite?

    Yunqi Capital published a talk on July 17, when WAIC 2026 opened, titled "The Year of Action," using five numbers to observe AI moving from "answering questions" to "completing tasks." As of early July, OpenClaw had received 380,000+ GitHub stars; after the same model was switched to a more complete Harness architecture, the task success rate on a coding Agent benchmark rose from 71.75% to 81.36%.

  2. 阶跃星辰26

    WAIC 2026 Opening Ceremony Main Forum | Yin Qi: When Agents Enter the Physical World

    Yin Qi delivered a keynote titled "When Agents Enter the Physical World" at the WAIC 2026 opening ceremony main forum, proposing the formula "agent capability = model capability × agent operating system capability." The talk centered on three structural shifts in the agent era—new systems, new devices, and new networks—and noted that an Agentic OS and the A2A network will become key infrastructure. StepFun is conducting frontier research with the Shanghai Qi Zhi Institute, led by Turing Award winner Andrew Yao.

Jul 9Thu
  1. 云启资本43

    The non-sci-fi story of brain-computer interfaces: A conversation with Wang Ximing of Kongshanci | Yunqi Podcast Attent!on

    Yunqi Podcast Attent!on speaks with Wang Ximing, co-founder of the brain-computer interface project Kongshanci, about its approach of using brain-computer interfaces and neuromodulation to address psychiatric and cognitive disorders: the company was founded in October 2024 and has completed angel, Pre-A, and A rounds of financing (with Yunqi continuing to invest); it currently has three products, one of which has entered clinical use at hospitals, one is a home-oriented sleep product combining EEG with electrical stimulation (internal testing completed), and another ultrasound brain-computer interface technology is in development.

Jul 8Wed
  1. Union Square Ventures45

    Union Square Ventures view: Data moves to the edge, and a data flywheel for the physical world begins to take shape

    Union Square Ventures believes that as the cost of models handling messy unstructured input falls and sensors and hardware become widespread, data loops are expanding beyond software into areas that were previously out of reach. Ambient speech, once transcribed and structured, becomes a usable dataset, giving rise to vertical applications and horizontal tools such as Abridge and Granola; in the physical world, robots are becoming more capable and cheaper, and related scenarios are moving from experiments toward commercialization.

Jul 6Mon
  1. Keenon Robotics/擎朗智能23

    KEENON Robotics to Showcase Sustainable Intelligence at Interclean Amsterdam 2026

    KEENON Robotics announced it will attend Interclean Amsterdam 2026, presenting cleaning service robot solutions related to sustainable intelligence. The body text on which the summary is based is actually an industry analysis: China is already the world's largest and fastest-growing robotics market, with the service robot market exceeding 28 billion RMB and growing nearly 40% year on year; funding jumped 344% year on year in 2020, and in the first half of 2021 most leading manufacturers were at B/C rounds, with funding mostly between 300 million and 1 billion RMB.