漫谈Light the Star

In-depth tech and business interviews; dense with firsthand figures and industry judgment

Deep reads here1 / 85 episodes

Cadence~1 every 7.0 days

Latest2026-08-31

TopicsChina

PriorityT2

1:02:50

卫诗婕｜漫谈Light the Star 0825

Twenty 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.

8 Points 7 Quotes Embodied AIHumanoid Robots