特斯拉
What changed, and what is the evidence.
Humanoids
🗞️ Pulse first · 3 news posts
Coverage
- 🗓️ 2026-10-21 · ✍️ RoboterminalSchaeffler Will Buy Thousands of Humanoids From Its Actuator Customers. Its €400 Million Order Book Doesn't Count Those Deals.
- 🗓️ 2026-10-19 · ✍️ RoboterminalFifteen Humanoids Are Loading Car Parts at 98%. The Number That Decides Their Future Is 15 Seconds.
- 🗓️ 2026-10-15 · ✍️ RoboterminalThree Robots Packed Half a Million Orders. None of Them Can Walk.
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What changed, and what is the evidence.
Aug 27, 2026 · Post · posted
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机器人泡沫破了？ 中国巨头Unitree上市估值660亿，转眼腰斩，投资人都在追什么？ 物理AI现在是风投的宠儿，大把银子砸进去，就想把聊天机器人的技术搬到机器人身上。 可Unitree股价崩得这么快，分析师说根源就一个：机器人身体是灵活了，脑子却不会干活。 开发者大会上人头攒动，比去年多了三倍，但每个展台都在喊“数据荒”，缺好数据喂给AI模型。 物理AI还卡在GPT-2时代，想要突破，得堆更多数据、算力，尤其是能搞仿真的高端显卡。 自动驾驶为啥跑在前面？… |