At the "2026 Finance Annual Conference: Forecast and Strategy & 2025 Global Wealth Management Forum" held in Beijing from December 18-20, 2025, Wang Xinyu, Partner at Meituan DragonBall, shared his insights on embodied intelligence and entrepreneurship.
Wang emphasized that the core value of embodied intelligence lies not in "replacing humans" but in liberating productivity, enabling people to access diverse services at affordable costs. He cited examples such as the universal demand for nannies, drivers, chefs, and personal assistants—needs often unmet due to supply-demand imbalances. Embodied intelligence, he argued, could bridge this gap across household, industrial, and service sectors.
He framed embodied intelligence integrated with AI as a decade-long technological wave still in its infancy. Chinese companies, Wang noted, are not merely following global trends but leading innovation, backed by robust engineering capabilities and supply chains—a critical factor in the global tech race.
Addressing debates about potential bubbles in embodied intelligence, Wang asserted that valuation should hinge on "real value creation." Chinese firms, he highlighted, achieve comparable or superior tech outcomes at 1/5-1/10 of overseas costs with faster turnaround—a testament to China's manufacturing and engineering prowess.
Wang identified China's competitive edge in implementation scenarios and data accumulation, particularly in manufacturing and services, where companies gather data more efficiently and cost-effectively. This data, he stressed, fuels the iterative advancement of embodied intelligence technologies.
Reflecting on entrepreneurship, Wang praised post-90s founders for their boldness: "They firmly believe in their visions, dare to experiment, and embrace failure—these are entrepreneurial essentials. When hundreds or thousands of such innovators emerge with investor support, diverse approaches will flourish. True technological pathways aren't debated; they're forged through relentless trial and error before being validated."
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