具身智能Embodied AI
具身智能是什么?
通过与真实环境交互的物理载体来学习和运作的 AI，将感知、控制与学习耦合于机器人与人形机器人之中。它被视为通向通用机器人的关键路径，也是硬科技投资的重要前沿。
What is Embodied AI?
AI that learns and operates through a physical body interacting with real environments, coupling perception, control, and learning in robots and humanoids. It is seen as a key path toward general-purpose robotics and a major hard-tech investment frontier.
天际投资视角 · Agent 与企业智能
Agent 正从演示走向生产环境。价值向两端集中——掌握业务工作流的应用层,和按 token 计价的基础设施;中间的通用薄壳会被挤掉。