When Will the Humanoid Robot Market Open? SenseTime's Guo Xiang Capital Partner Yu Jun: Costs Falling, Intelligence Escaping the "Uncanny Valley"

Deep News01-15

When discussing the future of humanoid robots, Yu Jun stated that the convergence of two curves—supply and demand—is key. Today, with components, hardware, large language models, and embodied AI models coming together from various companies, robots possessing both high intelligence and excellent physical capabilities are emerging.

Returning to economic principles, the core question is the shape of the curve that emerges when costs fall to a certain level and when intelligence reaches a state that escapes the "uncanny valley."

"When the cost drops to the equivalent of one or two years' salary for an industrial worker or service staff, the potential for mass demand and practical implementation truly opens up. Essentially, everyone can estimate the answer by considering the wage level of an industrial worker or service staff in different cities and where it intersects with the current supply curve for robots," he concluded.

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