卫诗婕｜漫谈Light the Star
In-depth tech and business interviews; dense with firsthand figures and industry judgment
1:26:15Faceless running isn't inelegant—it's the optimum reinforcement learning selected
To run faster, Tiangong (天工) Omni automatically abandoned the human intuition of arm-swing balance, instead using waist rotation—the solution the machine learned may not look elegant, but it obeys the physics-constrained optimum.
1:15:21Individual productivity tripled, but company delivery only went from 20 days to 17
AI armed everyone, but the organization didn't get faster — because the weak link in the barrel isn't people, it's process. The real dividing line is whether you can transform process and organization, not whether you hand out tokens to employees.
2:29:07Zhong Tou Yushu but missed the follow-on: patient capital also gets stuck by fund cycles
Vertex was the sole institutional investor in Unitree's Pre-A+ round in 2020, but in the 2023 round it couldn't follow on because its own USD fund was expiring and it was raising a new fund. Doubling down tests not just vision, but the rhythm match between fund and project.
1:02:50Twenty Thousand Robots Shipped, Nine in Ten Idle: Embodied AI Enters Its ROI Era
Beneath the heat of WRC, there may be only one or two startups genuinely doing pre-training, real deployment demand may be only 10% of shipments, and the industry has moved on from demo theater into a hands-on phase where ROI has to be calculated.