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硅谷101|中国版E216｜对话机器人投资人：投资也得看论文，规模性商业化还很远最近，人形机器人仍然在“泡沫”与“前夜”的争论中。硅谷人形机器人初创公司1X，近期发布的 Neo演示视频，在社交媒体上引发热议，但随即而来的，是外界对其依赖远程操控（Teleoperation）而非自主能力的质疑。这让人不禁联想到2023年那些声称拥有AI能力、实则依赖人工后台处理的初创公司。与此同时，高盛的一份最新调研报告，揭示了中国机器人供应链的“现实温差”：尽管资本市场情绪高涨，企业产能规划激进——普遍在年产10万至100万台之间——但实际的大规模订单尚未落地。高盛甚至预测，到2035年，全球人形机器人总出货量或仅为138万台。尽管面临质疑与产能过剩的风险，具身智能（Embodied AI）赛道在过去两三年间仍吸引了巨额资本注入，并展现出与 AI 技术同步演进的强劲势头。本期节目，我们邀请到两位深耕中美市场的资深投资人，透过资本的迷雾，审视具身智能赛道的真实格局。当下的繁荣究竟是泡沫的预演，还是技术爆发的前夜？中美企业在战略布局与核心优势上呈现何种差异？在商业化落地的竞赛中，哪些场景有望率先突围？【主播】刘一鸣，硅谷101特约研究员【嘉宾】Jonathan邱谆，华映资本海外合伙人。1998 年来到硅谷，长期关注中美两地科技投资，曾任斯坦福大学工程和商学院客座讲师，坚定的“具身智能派”。Christine Qing，Shanda Group合伙人/投资副总裁。曾多年在软银负责机器人在美国市场的商业化落地，也曾在小马智行负责海外市场，目前主要在硅谷关注 AI 和机器人赛道。【你将听到】02:19 当下是GPT-3爆发前夜，还是泡沫破裂前夕？07:51 中美机器人战事：战略与打法的异同10:14 在深圳，机器人甚至可以一天迭代三次11:26 投资逻辑大辩论：投“具身智能”还是“先进制造”？13:58 国内机器人商业化的优势：场景和数据的开放性21:41 先投“上半身”（大脑/灵巧手）还是“下半身”（运动控制）？31:52 技术突破决定投资方向，追逐热点不如多看论文34:13 Rodney Brooks的预言：没有触觉数据，机器人学不会灵巧性？42:43 对1X家庭机器人的争议：远程操控（Teleoperation）是造假还是“特洛伊木马”？44:45 真实的商业化落地：谁在买单？58:11 硬件产业链：会像智能手机一样模块化吗？01:02:57 大胆预测：未来5年的机器人世界【延伸阅读】相关论文如有需要请微信联系：liuyiming0010SemiAnalysis：Robotics Levels of AutonomyMorgan Stanley：China Industrials Asia Pacific Humanoids How Far Apart Are Reality and IdealGoldman Sachs：China Humanoid Robot- Supply chain field trip takeawaysBernstein：Asia Emerging Robotics Embrace the Humanoid EraRodney Brooks：Why Today’s Humanoids Won’t Learn DexterityWSJ：The ‘Hands Problem’ Holding Back the Humanoid Revolution
2025-11-281h 07
硅谷101E216｜对话机器人投资人：投资也得看论文，规模性商业化还很远最近，人形机器人仍然在“泡沫”与“前夜”的争论中。硅谷人形机器人初创公司1X，近期发布的Neo演示视频，在社交媒体上引发热议，但随即而来的，是外界对其依赖远程操控（Teleoperation）而非自主能力的质疑。这让人不禁联想到2023年那些声称拥有AI能力、实则依赖人工后台处理的初创公司。
与此同时，高盛的一份最新调研报告，揭示了中国机器人供应链的“现实温差”：尽管资本市场情绪高涨，企业产能规划激进——普遍在年产10万至100万台之间——但实际的大规模订单尚未落地。高盛甚至预测，到2035年，全球人形机器人总出货量或仅为138万台。
尽管面临质疑与产能过剩的风险，具身智能（Embodied AI）赛道在过去两三年间仍吸引了巨额资本注入，并展现出与AI技术同步演进的强劲势头。
本期节目，我们邀请到两位深耕中美市场的资深投资人，透过资本的迷雾，审视具身智能赛道的真实格局。当下的繁荣究竟是泡沫的预演，还是技术爆发的前夜？中美企业在战略布局与核心优势上呈现何种差异？在商业化落地的竞赛中，哪些场景有望率先突围？
【主播】
刘一鸣，硅谷101特约研究员
【嘉宾】
Jonathan邱谆，华映资本海外合伙人。1998年来到硅谷，长期关注中美两地科技投资，曾任斯坦福大学工程和商学院客座讲师，坚定的“具身智能派”。
Christine Qing，Shanda Group合伙人/投资副总裁。曾多年在软银负责机器人在美国市场的商业化落地，也曾在小马智行负责海外市场，目前主要在硅谷关注AI和机器人赛道。
【你将听到】
02:19 当下是GPT-3爆发前夜，还是泡沫破裂前夕？
07:51 中美机器人战事：战略与打法的异同
10:14 在深圳，机器人甚至可以一天迭代三次
11:26 投资逻辑大辩论：投“具身智能”还是“先进制造”？
13:58 国内机器人商业化的优势：场景和数据的开放性
21:41 先投“上半身”（大脑/灵巧手）还是“下半身”（运动控制）？
31:52 技术突破决定投资方向，追逐热点不如多看论文
34:13 Rodney Brooks的预言：没有触觉数据，机器人学不会灵巧性？
42:43 对1X家庭机器人的争议：远程操控（Teleoperation）是造假还是“特洛伊木马”？
44:45 真实的商业化落地：谁在买单？
58:11 硬件产业链：会像智能手机一样模块化吗？
01:02:57 大胆预测：未来5年的机器人世界
【延伸阅读和相关术语】
相关论文如有需要请微信联系：liuyiming0010
SemiAnalysis：Robotics Levels of Autonomy
Morgan Stanley：China Industrials Asia Pacific Humanoids How Far Apart Are Reality and Ideal
Goldman Sachs：China Humanoid Robot- Supply chain field trip takeaways
Bernstein：Asia Emerging Robotics Embrace the Humanoid Era
Rodney Brooks：Why Today’s Humanoids Won’t Learn Dexterity
WSJ：The ‘Hands Problem’ Holding Back the Humanoid Revolution
本期播客中提到的公司：
1X
Figure AI
特斯拉Optimus
Physical Intelligence（PI）
Skild AI
Agility Robotics
宇树科技
智元机器人
优必选（UBTech）
【监制】
泓君
【后期】
AMEI
【运营】
朱婕
【BGM】
Hidden Agenda
fauna - bomull
【在这里找到我们】
公众号：硅谷101
收听渠道：Apple Podcast｜Spotify｜小宇宙｜喜马拉雅｜蜻蜓FM｜荔枝FM｜网易云音乐｜QQ音乐
其他平台：YouTube｜Bilibili 搜索「硅谷101播客」
联系我们：podcast@sv101.netSpecial Guests: Christine Qing and Jonathan邱谆.
2025-11-281h 07
Get Reelisms | An Ode to FilmmakingS4E171 | Empowering Diversity in Entertainment - A Conversation with Panny WeiEmpowering Diversity in Entertainment: A Conversation with Panny WeiIn this episode of the Get Reelisms podcast, host Christine Chen talks with Panny Wei, an entrepreneur, restaurateur, creative professional, and activist in the entertainment industry. The discussion highlights the importance of activism, community building, the challenges faced by Asian Americans in entertainment, and the significance of positive social impact. Panny shares her journey from activism to producing Broadway-bound musicals, emphasizing the need for resilience, a strong mindset, and purposeful networking in fundraising and project development. The episode also touches on the positive influence and mentorship essential for...
2025-11-0450 min
Books and BobaMay 2025 Book NewsOn our mid-month check in for May 2025, we highlight some of the latest Asian American publishing announcements, celebrate some Asian American authors on the NYT bestsellers list, and check in on some increasingly bummer news happening in the industry (and society)!Upcoming books mentioned in our publishing news:Julia Song is Undateable by Susan LeeShoe Box Dreams by Qing ZhuangRoar by Varsha Bajaj The Stolen Queen by Kendare BlakeAh Ma's Home by Gillian Sze; illust by Leah HongThe Oks Are Not O.K. by Grace K. ShimWhen Shadows Burn by Vanessa LeAt Fifteen by Remy Lai; il...
2025-05-171h 05
Thriving The Future PodcastEp. 158 - Thriving the Future Community Shares Our Spring PlansMatt from FarmHopLife, Joseph the Homestead Padre from Smith Homestead, and Grant Payne from Christine Acres Farm join me on a community call to share our Spring plans.Matt is growing mini cactusHomestead Padre is growing Ayote squash which tastes like chocolate. He also shares his farmers market success with selling freeze dried herbs, teas, and candy.I am growing new types of chestnuts, and grafting Asian pears onto invasive Callery pears.And Grant is doing everything. Greenhouses, IBC totes with comfrey as far as the eye can see, ducks...
2025-04-1349 min
The 229 PodcastTownHall: Transforming Healthcare with AI with Christine Silvers, MD, Praveen Meka, MD, & Qing LiuFebruary 25: In this episode of TownHall, Albert Villarin, MD, VP and CMIO at Nuvance Health, Christine Silvers, MD, Healthcare Executive Advisor at Amazon Web Services, Praveen Meka, MD, Senior Physician/Hospitalist at Dana-Farber Cancer Institute, and Qing Liu, Senior Solutions Architect (Healthcare) at Amazon Web Services explore the transformative impact of AI in healthcare. They discuss real-world applications such as AI for patient referrals, document processing, diagnostic tools, and personalized medicine. Examples include the development of ConsultBot for interpreting complex blood tests and the use of AI for remote patient monitoring in underserved areas. How can AI improve patient outcomes and...
2025-02-2541 min
This Week Health: ConferenceTownHall: Transforming Healthcare with AI with Christine Silvers, MD, Praveen Meka, MD, & Qing LiuFebruary 25: In this episode of TownHall, Albert Villarin, MD, VP and CMIO at Nuvance Health, Christine Silvers, MD, Healthcare Executive Advisor at Amazon Web Services, Praveen Meka, MD, Senior Physician/Hospitalist at Dana-Farber Cancer Institute, and Qing Liu, Senior Solutions Architect (Healthcare) at Amazon Web Services explore the transformative impact of AI in healthcare. They discuss real-world applications such as AI for patient referrals, document processing, diagnostic tools, and personalized medicine. Examples include the development of ConsultBot for interpreting complex blood tests and the use of AI for remote patient monitoring in underserved areas. How can AI improve patient outcomes and...
2025-02-2541 min
Wide Open Air ExchangeEconomic historian, Dr Nora Yitong QiuDr Nora Yitong Qiu is an economic historian of East Asia, specialising in the Qing Empire and 20th century China. Nora is currently a postdoctoral fellow at the University of Oxford in the Faculty of History as part of a research group studying Global Correspondent Banking 1870–2000. At the time of this conversation, Nora was in China for archival research.
2023-07-0341 min
商海名人访 SHANGHAI TALK OF FAMECL English Academy | Christine Lee Qing Yi全马第一线上成人英语教学 轻松突破英语障碍隔膜！
你的英文用得正统吗？还是你一直在寻找适合的成人英文教学？很多马来西亚成人都没有办法掌握正统英语用于日常和职场上，导致自己在职场上屡屡受挫。
今天《商海名人访》就带你认识全马第一线上成人英语学院CL English Academy创办人导师Christine Lee，教你如何正确掌握正统英语用于日常与职场上。
名人嘉宾：Christine Lee
名人主播：蒋珮珮
2023-04-1935 min
TCM Lover69. Een podcast over pediatrie en het schrijven van een kinderboekje met Christine van Toor-ZaalbergAu au au zei Liam, mijn buikje doet alweer zo'n pijn. Hij rommelt en hij steekt, dit is echt niet fijn.
Ach wat naar zei oma Ien, wil je een warm kruikje? Of is dat niet genoeg voor je zere buikje?
Zo begint het boekje van Christine. Een boekje voor kinderen over acupunctuur, Chinese kruiden en Tui Na.
Christine van Toor-Zaalberg is acupuncturist en herbalist met als specialisme het behandelen van kinderen. Haar opleiding tot herbalist rondde ze af in 2002 bij Academie Qing-Bai, in 2005 behaalde ze hier ook haar diploma acupunctuur. In 2004-2005...
2022-04-1252 min
Warm Mass of Full Audiobooks in Self Development, Health & WellnessNature Is a Human Right: Why We're Fighting for Green in a Grey World - Ellen MilesListen to this audiobook in full for free onhttps://epod.spaceTitle: Nature Is a Human Right: Why We're Fighting for Green in a Grey WorldAuthor: Ellen MilesNarrator: Olivia DowdFormat: UnabridgedLength: 8:00:25Language: EnglishRelease date: 02-03-2022Publisher: Dorling Kindersley LTDGenres: Politics, Health & Wellness, Science & Technology, Animals & Nature, Naturopathy & New Age, Political IdeologiesSummary:Having access to natural, green spaces is vital to our physical and mental wellbeing. But, as urban development spreads, grey has become the new green.
Already...
2022-02-038h 00
Love your libraryMini episode 5 | Stephen Moss interviewThis mini episode features an interview with Stephen Moss talking about his new book The Accidental Countryside Hidden Havens for Britain’s Wildlife. Stephen’s book takes a journey of discovery through Britain, in search of the unexpected corners where wildlife survives against all odds. In the interview he talks about his childhood introduction to wildlife on the edges of the urban landscape as well as why these hidden nature havens can seem more inclusive and less excluding than other more traditional nature reserves.
Stephen is a naturalist, author and broadcaster: in a distinguished career at the BBC...
2020-05-2017 min
Elemental Podcast | Finanzas Personales, Productividad y Estilo de Vida#008 - El camino de Michael Puett y Christine Gross-LohResumen del Libro: A través del estudio de la filosofía China antigua, los autores intentan rescatar ideas y formas de ver el mundo que aún están vigentes. En el libro se estudian a grandes filósofos como Confucio, Lao Tse, Xunzi, entre otros.
Pedro García-Huidobro (@pedroghg) y Santiago Allamand (@stgoallamand) discuten sobre distintos libros todas las semanas. El libro de esta semana es The Path: A New Way to Think About Everything (El Camino: Una nueva forma de pensar acerca de todo).
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2017-05-2450 min