十字路口Crossing
Firsthand Chinese founder interviews spanning embodied AI, infra, AI4S; dense in detail and judgment
Deep reads here2 / 136 episodes
Cadence~1 every 6.7 days
Latest2026-10-18
TopicsInvesting & Business
PriorityT3
1:20:43十字路口Crossing
0920
Robots Are Still at the GPT-1 Stage — the Real Signal Is Success Rate, Not Loss
The Scaling Law signal for embodied intelligence has appeared, but we're measuring the wrong metric: low loss doesn't mean high success rate, and fitting the 17 steps that don't touch the object is meaningless.
8 Points
2 Quotes
Embodied AIRobotics
1:02:53十字路口Crossing
0823
A 22-Year-Old CEO, Five Rounds, Over $100 Million: The First Term Sheet Decides Everything
In a year and a half, 22-year-old Huang Yi has grown RoboParty to nearly 150 people: five rounds totalling over $100 million, and RPO shipping around 100 units a month. His calls: the first round's terms decide whether you live or die, open source is a moat because it lowers the friction of working with you, and the robot body is the entry point to embodied AI.
8 Points
2 Quotes
Embodied AIRobotics Fundraising