杨帆1977的个人主页 - 老虎社区

杨帆1977

杨帆1977

长线价值投资

IP属地：上海

1649关注

139粉丝

61主题

0勋章

11-03

$谷歌(GOOG)$ 耐心

11-01

一万亿美金市值需要更多的营业收入和利润做支撑，或者拿出革命性的产品。当然，如果和各大科技公司利益绑定也可以做短期支撑，就目前这样。

10-28

$中国白银集团(00815)$ 耐心

10-23

$谷歌(GOOG)$ 耐心

10-20

还是纳指最稳啊

10-18

当然啦，不过赚钱一样可以让人成长，关键在于总结教训和经验啦。

10-16

长期持有amd

10-16

长期五倍杠杆估计很难赚钱。

10-14

$中国白银集团(00815)$ 耐心等待吧

10-08

当然是炒股赚钱周游世界啦

10-07

$迅雷(XNET)$ 耐心等待吧

10-04

当然是英伟达啦，两年十倍。

09-29

$谷歌(GOOG)$ 耐心

09-28

那必须是每日优鲜了，疫情的时候小区门口开了家，真方便啊。想着打点吧，结果基本归零了，好在买的少。所以说啊，草根调研只能参考啊，决定因素还是商业模式哈。

09-22

$Figure Technology Solutions(FIGR)$ 耐心等待吧

09-20

一年交易一次够了，合适位置买入美股大科技公司长期持有是最稳妥的策略。当然指数基金也可以。

09-20

看好

起底全球估值NO.1机器人公司，39岁创始人被称作“下一个马斯克” 背后站满硅谷巨头

09-17

看好英伟达，ai投资浪还在快速发展中。

09-16

$Figure Technology Solutions(FIGR)$ 信息老虎

09-12

多谢老虎，准备拿一段时刻看看。

去老虎APP查看更多动态

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耐心","images":[{"img":"https://static.tigerbbs.com/e9402539ed7c04c768527aa1906df1dc","width":"906","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/483645966700632","isVote":1,"tweetType":1,"viewCount":691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":483442799399808,"gmtCreate":1759057108833,"gmtModify":1759057111592,"author":{"id":"3555112578661940","authorId":"3555112578661940","name":"杨帆1977","avatar":"https://static.tigerbbs.com/7a5128c060dc9dbe1fdf91e73de72d5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555112578661940","authorIdStr":"3555112578661940"},"themes":[],"htmlText":"那必须是每日优鲜了，疫情的时候小区门口开了家，真方便啊。想着打点吧，结果基本归零了，好在买的少。所以说啊，草根调研只能参考啊，决定因素还是商业模式哈。","listText":"那必须是每日优鲜了，疫情的时候小区门口开了家，真方便啊。想着打点吧，结果基本归零了，好在买的少。所以说啊，草根调研只能参考啊，决定因素还是商业模式哈。","text":"那必须是每日优鲜了，疫情的时候小区门口开了家，真方便啊。想着打点吧，结果基本归零了，好在买的少。所以说啊，草根调研只能参考啊，决定因素还是商业模式哈。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/483442799399808","isVote":1,"tweetType":1,"viewCount":999,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481185936420992,"gmtCreate":1758501374773,"gmtModify":1758501386938,"author":{"id":"3555112578661940","authorId":"3555112578661940","name":"杨帆1977","avatar":"https://static.tigerbbs.com/7a5128c060dc9dbe1fdf91e73de72d5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555112578661940","authorIdStr":"3555112578661940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FIGR\">$Figure Technology Solutions(FIGR)$ </a> 耐心等待吧","listText":"<a href=\"https://laohu8.com/S/FIGR\">$Figure Technology Solutions(FIGR)$ </a> 耐心等待吧","text":"$Figure Technology Solutions(FIGR)$ 耐心等待吧","images":[{"img":"https://static.tigerbbs.com/42df9a540e5b249fb9fb8d62cdd5194f","width":"906","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481185936420992","isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":480588715827584,"gmtCreate":1758355393113,"gmtModify":1758355395667,"author":{"id":"3555112578661940","authorId":"3555112578661940","name":"杨帆1977","avatar":"https://static.tigerbbs.com/7a5128c060dc9dbe1fdf91e73de72d5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555112578661940","authorIdStr":"3555112578661940"},"themes":[],"htmlText":"一年交易一次够了，合适位置买入美股大科技公司长期持有是最稳妥的策略。当然指数基金也可以。","listText":"一年交易一次够了，合适位置买入美股大科技公司长期持有是最稳妥的策略。当然指数基金也可以。","text":"一年交易一次够了，合适位置买入美股大科技公司长期持有是最稳妥的策略。当然指数基金也可以。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/480588715827584","isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":480589053669736,"gmtCreate":1758355316644,"gmtModify":1758355318706,"author":{"id":"3555112578661940","authorId":"3555112578661940","name":"杨帆1977","avatar":"https://static.tigerbbs.com/7a5128c060dc9dbe1fdf91e73de72d5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555112578661940","authorIdStr":"3555112578661940"},"themes":[],"htmlText":"看好","listText":"看好","text":"看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/480589053669736","repostId":"2568645215","repostType":2,"repost":{"id":"2568645215","kind":"highlight","pubTimestamp":1758349289,"share":"https://www.laohu8.com/m/news/2568645215?lang=&edition=full","pubTime":"2025-09-20 14:21","market":"us","language":"zh","title":"起底全球估值NO.1机器人公司，39岁创始人被称作“下一个马斯克” 背后站满硅谷巨头","url":"https://stock-news.laohu8.com/highlight/detail?id=2568645215","media":"智通财经网","summary":"一家成立仅三年的机器人初创公司，凭借明星创始人、快速迭代的产品，在科技热潮中迅速崛起，成为全球估值最高的人形机器人公司，Figure的成名史非常具有“硅谷特色”。","content":"<html><head></head><body><p>一家成立仅三年的机器人初创公司，凭借明星创始人、快速迭代的产品，在科技热潮中迅速崛起，成为全球估值最高的人形机器人公司，Figure的成名史非常具有“硅谷特色”。</p><p>当地时间周二(9月16日)，Figure在官网宣布，公司C轮融资筹集了超10亿美元，投后估值达390亿美元，一举成为目前全球估值最高的人形机器人公司。本轮融资由知名投资机构Parkway Venture Capital领投，<a href=\"https://laohu8.com/S/BAM\">Brookfield Asset Management</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>资本、LG Technology Ventures、<a href=\"https://laohu8.com/S/CRM\">赛富时</a>、T-Mobile Ventures、<a href=\"https://laohu8.com/S/QCOM\">高通</a>创投等行业巨头参投。英伟达、英特尔等曾参与Figure此前的融资。</p><p>Figure于2022年1月诞生于美国硅谷，致力于研发自主通用人形机器人。2023年5月，Figure完成7000万美元的A轮融资，由Parkway Venture Capital领投，跟投方包括Aliya Capital、<a href=\"https://laohu8.com/S/BVLDF\">Bold Ventures</a>、Tamarack Global、FJ Labs和库卡机器人前CEO Till Reuter，两个月后，其又获得了英特尔资本等的900万美元A+轮投资;其在2024年2月完成约6.75亿美元的B轮融资时，估值约为26亿美元，其中贝索斯通过名下公司Explore Investments LLC承诺投资1亿美元，<a href=\"https://laohu8.com/S/MSFT\">微软</a>投资9500万美元，而英伟达和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>附属基金则各投资5000万美元。</p><p>立足当下，过去短短一年半的时间里，其估值增长了约14倍。同样站在热门风口，为什么这些知名资本、硅谷巨头选择押注Figure?</p><p><strong>超绝行动力和全栈式路线</strong></p><p>成立后不到12月的时间里，Figure团队从零设计出了人形机器人的大部分部件。2023年3月，Figure的第一款人形机器人Figure 01面世，不仅能完成搬箱子等简单的体力任务，还能通过观察人类示范学会煮咖啡。</p><p>2024年8月，续航能力和计算推理能力更强、软件更高级的Figure 02上线。</p><p>2025年2月初是个重要的时间点，Figure与OpenAI终止合作，转而进行完全自主研发的端到端机器人AI模型——Helix。据介绍，Helix是首款能对整个人形机器人上半身(包括头部、躯干、手腕和手指)进行高频率、连续控制的视觉-语言-动作(VLA)模型。通过直接将视觉语言模型中捕获的丰富语义知识，直接转化为机器人动作，克服了人形机器人领域的多个长期挑战——至少不需要为机器人的每一个动作进行大量训练了。</p><p>今年以来，Figure放出一系列演示视频，展示了其人形机器人在多种场景下的作业能力：</p><p>与OpenAI“分手”当月，2月20日，Figure便演示了Helix加持的两个机器人能“共脑合作”，即AI同时操控两台机器人;</p><p>3月25日，Figure更新拟人步态技术，其人形机器人Figure 02能够以每小时2.68英里(约1.2米/秒)的速度像人类一样以自然步态行走，机器人行走速度较前代产品提升近七倍;</p><p>5月，第三代产品Figure 03问世，Figure CEO Brett Adcock强调这是他迄今为止见过最先进的硬件系统;</p><p>6月，Figure的人形机器人成功学会了在物流产线上分拣包裹;</p><p>7月-8月，Figure展示了机器人作为“家政员”的能力，包括从筐中取出待洗衣物，并将其放入洗衣机滚筒、自主叠衣服;</p><p>最近的技能更新是在9月3日(见下图)，其机器人能够自主将碗碟放入洗碗机。尽管这项工作看似简单，但光滑或易碎物品的处理需要精准的操作，洗碗机篮筐的误差容忍度仅有厘米级。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3cf0a73d70dea60b4ee06fe132e184a\" title=\"\" tg-width=\"575\" tg-height=\"364\"/></p><p><a href=\"https://laohu8.com/S/601211\">国泰海通</a>最新研报认为，场景层面，Figure机器人折叠衣物任务的突破标志其从工业向家庭场景渗透，未来有望围绕日常服务需求(清洁、护理等)拓展能力边界。</p><p>也就是说，Figure用三年的时间，完成了人形机器人从概念到原型，再到商业化应用的跳跃，在AI模型构建、本体硬件、现实场景运行的数据采集和商业化上实现了闭环，现在正试图在B端场景落地，并延伸到C端场景。</p><p><strong>创始人被称作“下一个马斯克”</strong></p><p>Figure的创始人兼CEO、现年39岁的Brett Adcock(布雷特•阿德科克)已经有近20年的前沿科技创业经验。他曾创立eVTOL公司<a href=\"https://laohu8.com/S/ACHR\">Archer Aviation</a>，该公司于2020年底上市，更早时候Adcock创立了在线人才市场Vettery，该公司后被全球最大的招聘公司德科集团(Adecco Group)以1.1亿美元的价格收购。</p><p>Adcock曾喊出了“要做世界上第一个商业上可行的通用人形机器人”的口号，他在Figure首轮便投入了1000万美元，A轮追加2000万美元，并表示未来可能至少投入1亿美元资金进入Figure。</p><p>这种倾注自身家当、孤注一掷的投资风格让包括《福布斯》、TechCrunch在内的多家媒体将Adcock称为“下一个马斯克”或“马斯克2.0”。2023年9月，在《My First Million》节目中，主持人Sam Parr在视频封面将Brett贴上“埃隆•马斯克2.0”标签，标明其身价30亿美元，并表示在10年内他会成为霍德华•休斯、埃隆•马斯克这样的人物。</p><p>目前，Figure正积极推动机器人量产和B端应用。3月15日，Figure宣布BotQ量产工厂，第一代产线每年可量产12000台人形机器人，未来四年将扩展至年产10万台机器人或300万个执行器的规模。</p><p>在商业应用方面，Figure已经与宝马汽车建立了合作关系。宝马在南卡罗来纳州的斯帕坦堡工厂引进了Figure的人形机器人进行汽车产线测试。同时Figure将与C轮投资方<a href=\"https://laohu8.com/S/BN\">Brookfield</a>展开合作，帮助Helix开发预训练数据集。</p><p><strong>行业加速进入淘汰赛 机构聚焦头部厂商供应链</strong></p><p>有意思的是，据澎湃、投资界的报道，Adcock曾公开聊到王兴兴的宇树科技，坦言感受到来自中国同行的竞争压力。在他看来，中国工程团队在低成本、高效率等方面的优势，将使中国成为未来全球机器人技术的主要竞争者之一。</p><p>他还预测，“最终只有少数几个团队取得成功”。</p><p>当下，机器人热潮翻涌不止，Figure、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Optimus、宇树科技等均处于第一梯队。</p><p><a href=\"https://laohu8.com/S/601995\">中金公司</a>日前发布研报称，未来仅有少数具备全栈能力的机器人企业，有望进一步突破至“具身智能”层级。该机构认为机器人大模型是破解传统机器人控制瓶颈、迈向通用具身智能的关键路径。当前行业主要基于大语言模型、自动驾驶大模型及多模态大模型探索的发展方向，产业重心已转向“小脑+大脑”系统研发，而不同企业在研发与商业化路径上存在差异。只有极少部分具备全栈技术能力、资源整合优势与长期主义战略的企业，未来将通过收敛技术路径，最终定义“具身智能”的核心标准，进一步突破至“具身智能”层级。</p><p><a href=\"https://laohu8.com/S/601688\">华泰证券</a>也表示，本轮具身智能热潮起于大模型的技术突破，大模型决定了人形机器人泛化能力的天花板，是现阶段商业化的核心壁垒之一。当前众多科技大厂入局赛道，如<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、OpenAl、<a href=\"https://laohu8.com/S/META\">Meta</a>、英伟达等均在布局大脑，国内大厂虽然布局稍晚，但已有成型产品，如华为、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/002230\">科大讯飞</a>等，同时涌现出一批优秀初创公司，试图打造机器人“通用大脑”，以及Figure Al为代表的全球头部人形机器人创企开始自研基础大模型。这会加速行业进入淘汰赛，不具备一定AI能力的本体厂或被挤压生存空间。</p><p>该机构进一步表示，复盘2022年以来人形机器人的行情，从2022年特斯拉官宣进军人形机器人赛道开始，从早期的主题行情向趋势行情切换，并由T链向国产链扩散。赛道估值中枢随产业技术突破而不断抬高，市场的信心跟随产业进度不断加强，至今市场已深度认可人形机器人的广阔空间，对核心零部件公司给予了“终局估值法”(按特斯拉2029年出货100万台对应的利润空间，再乘相应市占率)。考虑当前特斯拉链估值水位已较高，该机构认为2025年下半年市场或更注重有头部主机厂订单的供应链、机器人业务布局边际变化大的个股、新技术方向如摆线针轮、或是国产链条。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>起底全球估值NO.1机器人公司，39岁创始人被称作“下一个马斯克” 背后站满硅谷巨头</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n起底全球估值NO.1机器人公司，39岁创始人被称作“下一个马斯克” 背后站满硅谷巨头\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-20 14:21 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1347578.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一家成立仅三年的机器人初创公司，凭借明星创始人、快速迭代的产品，在科技热潮中迅速崛起，成为全球估值最高的人形机器人公司，Figure的成名史非常具有“硅谷特色”。当地时间周二(9月16日)，Figure在官网宣布，公司C轮融资筹集了超10亿美元，投后估值达390亿美元，一举成为目前全球估值最高的人形机器人公司。本轮融资由知名投资机构Parkway Venture Capital领投，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1347578.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b7fb767c74ad79212c5fd4ec6b9fd89b","relate_stocks":{"LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4548":"巴美列捷福持仓","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","UFO":"Procure Space ETF","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" 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INC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","BK4550":"红杉资本持仓"},"source_url":"http://www.zhitongcaijing.com/content/detail/1347578.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2568645215","content_text":"一家成立仅三年的机器人初创公司，凭借明星创始人、快速迭代的产品，在科技热潮中迅速崛起，成为全球估值最高的人形机器人公司，Figure的成名史非常具有“硅谷特色”。当地时间周二(9月16日)，Figure在官网宣布，公司C轮融资筹集了超10亿美元，投后估值达390亿美元，一举成为目前全球估值最高的人形机器人公司。本轮融资由知名投资机构Parkway Venture Capital领投，Brookfield Asset Management、英伟达、英特尔资本、LG Technology Ventures、赛富时、T-Mobile Ventures、高通创投等行业巨头参投。英伟达、英特尔等曾参与Figure此前的融资。Figure于2022年1月诞生于美国硅谷，致力于研发自主通用人形机器人。2023年5月，Figure完成7000万美元的A轮融资，由Parkway Venture Capital领投，跟投方包括Aliya Capital、Bold Ventures、Tamarack Global、FJ Labs和库卡机器人前CEO Till Reuter，两个月后，其又获得了英特尔资本等的900万美元A+轮投资;其在2024年2月完成约6.75亿美元的B轮融资时，估值约为26亿美元，其中贝索斯通过名下公司Explore Investments LLC承诺投资1亿美元，微软投资9500万美元，而英伟达和亚马逊附属基金则各投资5000万美元。立足当下，过去短短一年半的时间里，其估值增长了约14倍。同样站在热门风口，为什么这些知名资本、硅谷巨头选择押注Figure?超绝行动力和全栈式路线成立后不到12月的时间里，Figure团队从零设计出了人形机器人的大部分部件。2023年3月，Figure的第一款人形机器人Figure 01面世，不仅能完成搬箱子等简单的体力任务，还能通过观察人类示范学会煮咖啡。2024年8月，续航能力和计算推理能力更强、软件更高级的Figure 02上线。2025年2月初是个重要的时间点，Figure与OpenAI终止合作，转而进行完全自主研发的端到端机器人AI模型——Helix。据介绍，Helix是首款能对整个人形机器人上半身(包括头部、躯干、手腕和手指)进行高频率、连续控制的视觉-语言-动作(VLA)模型。通过直接将视觉语言模型中捕获的丰富语义知识，直接转化为机器人动作，克服了人形机器人领域的多个长期挑战——至少不需要为机器人的每一个动作进行大量训练了。今年以来，Figure放出一系列演示视频，展示了其人形机器人在多种场景下的作业能力：与OpenAI“分手”当月，2月20日，Figure便演示了Helix加持的两个机器人能“共脑合作”，即AI同时操控两台机器人;3月25日，Figure更新拟人步态技术，其人形机器人Figure 02能够以每小时2.68英里(约1.2米/秒)的速度像人类一样以自然步态行走，机器人行走速度较前代产品提升近七倍;5月，第三代产品Figure 03问世，Figure CEO Brett Adcock强调这是他迄今为止见过最先进的硬件系统;6月，Figure的人形机器人成功学会了在物流产线上分拣包裹;7月-8月，Figure展示了机器人作为“家政员”的能力，包括从筐中取出待洗衣物，并将其放入洗衣机滚筒、自主叠衣服;最近的技能更新是在9月3日(见下图)，其机器人能够自主将碗碟放入洗碗机。尽管这项工作看似简单，但光滑或易碎物品的处理需要精准的操作，洗碗机篮筐的误差容忍度仅有厘米级。国泰海通最新研报认为，场景层面，Figure机器人折叠衣物任务的突破标志其从工业向家庭场景渗透，未来有望围绕日常服务需求(清洁、护理等)拓展能力边界。也就是说，Figure用三年的时间，完成了人形机器人从概念到原型，再到商业化应用的跳跃，在AI模型构建、本体硬件、现实场景运行的数据采集和商业化上实现了闭环，现在正试图在B端场景落地，并延伸到C端场景。创始人被称作“下一个马斯克”Figure的创始人兼CEO、现年39岁的Brett Adcock(布雷特•阿德科克)已经有近20年的前沿科技创业经验。他曾创立eVTOL公司Archer Aviation，该公司于2020年底上市，更早时候Adcock创立了在线人才市场Vettery，该公司后被全球最大的招聘公司德科集团(Adecco Group)以1.1亿美元的价格收购。Adcock曾喊出了“要做世界上第一个商业上可行的通用人形机器人”的口号，他在Figure首轮便投入了1000万美元，A轮追加2000万美元，并表示未来可能至少投入1亿美元资金进入Figure。这种倾注自身家当、孤注一掷的投资风格让包括《福布斯》、TechCrunch在内的多家媒体将Adcock称为“下一个马斯克”或“马斯克2.0”。2023年9月，在《My First Million》节目中，主持人Sam Parr在视频封面将Brett贴上“埃隆•马斯克2.0”标签，标明其身价30亿美元，并表示在10年内他会成为霍德华•休斯、埃隆•马斯克这样的人物。目前，Figure正积极推动机器人量产和B端应用。3月15日，Figure宣布BotQ量产工厂，第一代产线每年可量产12000台人形机器人，未来四年将扩展至年产10万台机器人或300万个执行器的规模。在商业应用方面，Figure已经与宝马汽车建立了合作关系。宝马在南卡罗来纳州的斯帕坦堡工厂引进了Figure的人形机器人进行汽车产线测试。同时Figure将与C轮投资方Brookfield展开合作，帮助Helix开发预训练数据集。行业加速进入淘汰赛 机构聚焦头部厂商供应链有意思的是，据澎湃、投资界的报道，Adcock曾公开聊到王兴兴的宇树科技，坦言感受到来自中国同行的竞争压力。在他看来，中国工程团队在低成本、高效率等方面的优势，将使中国成为未来全球机器人技术的主要竞争者之一。他还预测，“最终只有少数几个团队取得成功”。当下，机器人热潮翻涌不止，Figure、特斯拉Optimus、宇树科技等均处于第一梯队。中金公司日前发布研报称，未来仅有少数具备全栈能力的机器人企业，有望进一步突破至“具身智能”层级。该机构认为机器人大模型是破解传统机器人控制瓶颈、迈向通用具身智能的关键路径。当前行业主要基于大语言模型、自动驾驶大模型及多模态大模型探索的发展方向，产业重心已转向“小脑+大脑”系统研发，而不同企业在研发与商业化路径上存在差异。只有极少部分具备全栈技术能力、资源整合优势与长期主义战略的企业，未来将通过收敛技术路径，最终定义“具身智能”的核心标准，进一步突破至“具身智能”层级。华泰证券也表示，本轮具身智能热潮起于大模型的技术突破，大模型决定了人形机器人泛化能力的天花板，是现阶段商业化的核心壁垒之一。当前众多科技大厂入局赛道，如谷歌、OpenAl、Meta、英伟达等均在布局大脑，国内大厂虽然布局稍晚，但已有成型产品，如华为、百度、科大讯飞等，同时涌现出一批优秀初创公司，试图打造机器人“通用大脑”，以及Figure 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加油","images":[{"img":"https://static.tigerbbs.com/ce5ed793e691138b7e23dc7e663f2ed2","width":"906","height":"1406"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/303618170990792","isVote":1,"tweetType":1,"viewCount":3383,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582202693603061","authorId":"3582202693603061","name":"茜禾","avatar":"https://static.tigerbbs.com/c6b1ebf083aab3b0fbf75c9811b07efb","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3582202693603061","idStr":"3582202693603061"},"content":"更高的在这里[流泪]","text":"更高的在这里[流泪]","html":"更高的在这里[流泪]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":686988603,"gmtCreate":1658031219807,"gmtModify":1704868820136,"author":{"id":"3555112578661940","authorId":"3555112578661940","name":"杨帆1977","avatar":"https://static.tigerbbs.com/7a5128c060dc9dbe1fdf91e73de72d5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555112578661940","idStr":"3555112578661940"},"themes":[],"title":"小米加油加油加油","htmlText":"小米想要改变汽车行业格局，但必须先遵守行业的客观规律。7月15日，据新浪科技报道，小米造车即将迎来一个重大节点——在8月的一场公开活动上，雷军将会带着小米的工程样车亮相，随后便开启一系列测试。但随后，小米公关负责人对此回应表示，“绝无可能，这个小米相关人士一定不靠谱，请大家不要道听途说。”诚然，从2021年3月正式宣布造车至今，小米进入汽车行业满打满算才15个月的时间。如果按照传统汽车行业的研发流程，15个月的时间至多也就完成了整车开发，下一个阶段才是模拟样车试装和工程车测试——到这，一款车的研发才走了一半的流程。更何况，小米汽车目前的团队搭建并不够完善。据虎嗅了解到，小米汽车目前正在招聘公关总监。即便是公关总监火速到岗，让其在一个月内配合如此重要的新车首秀，恐怕也是一项不小的挑战。造车的第一张答卷，小米无需着急交卷。只不过，拖得越久，消费者对小米汽车的期待值就越高。能否满足、甚至超越大家的期待，成为一个更要命的难题。小米造车，还没走过半程通常，一款全新的车型要经历架构阶段、产品战略阶段、概念阶段、开发阶段、产品及生产成熟阶段，最后才是SOP，开始量产。“这个大流程跑完，不同车企耗时不一样，德国品牌需要6-7年，一般合资品牌需要5年，自主品牌只要3年，非传统车企不太遵循流程的2年也能搞定。”一位汽车行业内人士向虎嗅分析道，小米能够在2024年能出车，就已经算很快了。“还得是爆款，我觉得难度不小。”更何况，这还是一家新的汽车品牌。","listText":"小米想要改变汽车行业格局，但必须先遵守行业的客观规律。7月15日，据新浪科技报道，小米造车即将迎来一个重大节点——在8月的一场公开活动上，雷军将会带着小米的工程样车亮相，随后便开启一系列测试。但随后，小米公关负责人对此回应表示，“绝无可能，这个小米相关人士一定不靠谱，请大家不要道听途说。”诚然，从2021年3月正式宣布造车至今，小米进入汽车行业满打满算才15个月的时间。如果按照传统汽车行业的研发流程，15个月的时间至多也就完成了整车开发，下一个阶段才是模拟样车试装和工程车测试——到这，一款车的研发才走了一半的流程。更何况，小米汽车目前的团队搭建并不够完善。据虎嗅了解到，小米汽车目前正在招聘公关总监。即便是公关总监火速到岗，让其在一个月内配合如此重要的新车首秀，恐怕也是一项不小的挑战。造车的第一张答卷，小米无需着急交卷。只不过，拖得越久，消费者对小米汽车的期待值就越高。能否满足、甚至超越大家的期待，成为一个更要命的难题。小米造车，还没走过半程通常，一款全新的车型要经历架构阶段、产品战略阶段、概念阶段、开发阶段、产品及生产成熟阶段，最后才是SOP，开始量产。“这个大流程跑完，不同车企耗时不一样，德国品牌需要6-7年，一般合资品牌需要5年，自主品牌只要3年，非传统车企不太遵循流程的2年也能搞定。”一位汽车行业内人士向虎嗅分析道，小米能够在2024年能出车，就已经算很快了。“还得是爆款，我觉得难度不小。”更何况，这还是一家新的汽车品牌。","text":"小米想要改变汽车行业格局，但必须先遵守行业的客观规律。7月15日，据新浪科技报道，小米造车即将迎来一个重大节点——在8月的一场公开活动上，雷军将会带着小米的工程样车亮相，随后便开启一系列测试。但随后，小米公关负责人对此回应表示，“绝无可能，这个小米相关人士一定不靠谱，请大家不要道听途说。”诚然，从2021年3月正式宣布造车至今，小米进入汽车行业满打满算才15个月的时间。如果按照传统汽车行业的研发流程，15个月的时间至多也就完成了整车开发，下一个阶段才是模拟样车试装和工程车测试——到这，一款车的研发才走了一半的流程。更何况，小米汽车目前的团队搭建并不够完善。据虎嗅了解到，小米汽车目前正在招聘公关总监。即便是公关总监火速到岗，让其在一个月内配合如此重要的新车首秀，恐怕也是一项不小的挑战。造车的第一张答卷，小米无需着急交卷。只不过，拖得越久，消费者对小米汽车的期待值就越高。能否满足、甚至超越大家的期待，成为一个更要命的难题。小米造车，还没走过半程通常，一款全新的车型要经历架构阶段、产品战略阶段、概念阶段、开发阶段、产品及生产成熟阶段，最后才是SOP，开始量产。“这个大流程跑完，不同车企耗时不一样，德国品牌需要6-7年，一般合资品牌需要5年，自主品牌只要3年，非传统车企不太遵循流程的2年也能搞定。”一位汽车行业内人士向虎嗅分析道，小米能够在2024年能出车，就已经算很快了。“还得是爆款，我觉得难度不小。”更何况，这还是一家新的汽车品牌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":7,"commentSize":10,"repostSize":1,"link":"https://laohu8.com/post/686988603","isVote":1,"tweetType":1,"viewCount":13296,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494204942582501","authorId":"3494204942582501","name":"不过如此V","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3494204942582501","idStr":"3494204942582501"},"content":"造产品整合供应链的能力恰恰是雷布斯的长项，别人要三四年出样车但小米不用那么久是肯定的！年轻人的第一辆电动车值得期待！2024年8月16号小米汽车正式推出！","text":"造产品整合供应链的能力恰恰是雷布斯的长项，别人要三四年出样车但小米不用那么久是肯定的！年轻人的第一辆电动车值得期待！2024年8月16号小米汽车正式推出！","html":"造产品整合供应链的能力恰恰是雷布斯的长项，别人要三四年出样车但小米不用那么久是肯定的！年轻人的第一辆电动车值得期待！2024年8月16号小米汽车正式推出！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617211801,"gmtCreate":1654397588505,"gmtModify":1704859366930,"author":{"id":"3555112578661940","authorId":"3555112578661940","name":"杨帆1977","avatar":"https://static.tigerbbs.com/7a5128c060dc9dbe1fdf91e73de72d5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555112578661940","idStr":"3555112578661940"},"themes":[],"htmlText":"：1、三家的财务亮点体现在不同指标中：阿三国里当前更追求稳大盘、提质量，营收规模、盈利能力、用户规模仍占上风；京东通过对物流、供应链基础设施的打造，来增强穿越经济周期、抵抗环境风险的能力；拼多多延续强调农业战略，通过减营销，重投研发和农业需求可持续增长。2、虽然三家营收均保持了增长，但增速明显放缓；三家在活跃用户数上均有所提升，但单季度增长开始放缓。电商平台，整体从「流量时代」进入了「留量时代」。过去的两周，国内电商三巨头阿里巴巴、京东、拼多多先后发布了截至2022年3月31日的新一季度财报。财报发布后，公司股价都迎来大涨。尽管持续受到疫情影响，但总体而言，相比较市场预期，三家业绩都较为乐观，降本增效等成效明显。增速全员放缓 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href=\"https://laohu8.com/S/XNET\">$迅雷(XNET)$ </a> 最近走的很强啊","listText":"<a href=\"https://laohu8.com/S/XNET\">$迅雷(XNET)$ </a> 最近走的很强啊","text":"$迅雷(XNET)$ 最近走的很强啊","images":[{"img":"https://static.tigerbbs.com/75662f61af5a51c11ee4c5d4a970391f","width":"906","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/412529396535680","isVote":1,"tweetType":1,"viewCount":2591,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4195469937236302","authorId":"4195469937236302","name":"太空小飞侠","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"4195469937236302","idStr":"4195469937236302"},"content":"大侠在1.72是怎么选中迅雷的，感觉很冷门啊","text":"大侠在1.72是怎么选中迅雷的，感觉很冷门啊","html":"大侠在1.72是怎么选中迅雷的，感觉很冷门啊"},{"author":{"id":"4195469937236302","authorId":"4195469937236302","name":"太空小飞侠","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"4195469937236302","idStr":"4195469937236302"},"content":"他最近涨起来，因为那个影石科技要上市，公司8.7%股份可能值52亿rmb，可能还有翻倍空间","text":"他最近涨起来，因为那个影石科技要上市，公司8.7%股份可能值52亿rmb，可能还有翻倍空间","html":"他最近涨起来，因为那个影石科技要上市，公司8.7%股份可能值52亿rmb，可能还有翻倍空间"}],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}