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云启资本·· 2026-09-16AI score57

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

Summary

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.

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Source: 云启资本 · mp.weixin.qq.com