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Only Opinion#Data and simulation
  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.

  1. 线性资本62

    Interview with Tashi Intelligence's Chen Yilun: No VLA, no simulation—an embodied AI company's contrarian bets

    Linear Capital reposted LatePost's interview with Tashi Intelligence founder Chen Yilun, who laid out a technical path that differs from the mainstream: he rejects the VLA architecture that grows an action head on top of a VLM, and instead develops its own AWE (AI World Engine), aiming to represent physical quantities such as time, space, and force; it has also abandoned teleoperation data collection in favor of a self-developed collection device combining a wearable glove and a first-person-view camera.

    Why it matters: The interview systematically presents technical judgments and a data approach that differ from the mainstream VLA path, giving readers a basis for understanding the specific grounds of the divergence in embodied AI approaches.

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