Vol.232 产业观察44|具身智能+AI4S,能诞生什么新物种?
【主持人】欢迎大家来到这一期的产业漫谈。我是峰瑞资本的合伙人李峰。正好在北京在开世界机器人大会,WRC,也包括这两天正在进行的机器人体育比赛。结合这两个事件的热点,我们就请回在两年多以前做过一期,那时候机器人才刚火未火的时候请来的我们一位CEO嘉宾,叫盖文昭。我们这次做一次返场回顾,因为机器人行业也经历了如火如荼的两年,同时这一周正好宇树机器人也刚刚上市。虽然上市之后表现也是跌宕起伏,但不管怎么样也是一个机器人的标志性事件。所以说在今天这个特殊的时间点,我们就请盖文昭、盖博士重新返场,再来跟我们讨论一下机器人这个行业,从他的视角经历这两年来看到的这些变化,当然也包括远铸科技自己的一些变化。还是请盖博士先简单介绍一下他自己和他们远铸科技这个公司相关的情况。
【嘉宾】我们是一家做AI机器人方面的创业公司,2023年成立。我们持续做机器人的硬件本体,整个一个类人型的机器人,当然现在也有更多种的硬件架构。同时我们在大脑算法模型这一侧投入越来越大,现在也在推我们的OPN,以物理为中心的物理原生模型,在这一块我们也在持续地把模型的可靠性和泛化性提升。我们其中的场景是科学智能AI4Science,选取了泛实验室场景的大类任务,来去做我们的一个练兵场和试金石。这些行业中现在也跟一些企业还有科研单位部署了很多机器人,至少证明在这个最难的考场上,我们也能实现很多高柔性、高精度的技能。在未来也希望把这些技能延用到其他的场景,像生产、服务,甚至生活中。
【嘉宾】然后关于我自己,我再简要介绍一下。现在一方面是在部署我们整个远铸这方面的研发运营,同时也在上海交大人工智能学院担任带人教授一职,带了很多同学一起去探索具身智能和AI机器人一些技术的边界,尤其是在如何让他们安全地在那些未知的环境中去运动,以及如何去泛化到一些没有见过的场景中,我们也在做一些前沿探索。之前从美国回来,之前在美国的时候有三段工作经历。刚博士毕业是在硅谷一家AGI的初创公司,叫Vicarious,历史上很上古时代做通用人工智能的一家企业,据传跟OpenAI齐名的,然后跟DeepMind齐名的一家公司。当时我们做了内脑神经网络,然后把机器人用到了像物流搬箱子、拣货,现在大家在机器人大会上很常见的这些,因为我们当时做了极大的探索,也部署了很多机器人在美国的一些客户场地,像美国邮政等等。
【嘉宾】后来去了Google X,[Insert],参与了一个早期的机器人项目,后来公开叫Intrinsic。然后也很神奇,Intrinsic在今年早些又被并回了Google。然后我们在Intrinsic主要做的是机器人操作系统,各种各样的硬件载体,做一套统一的软件架构,类比于手机里面的安卓。然后在那边,我继续在负责在推进怎么用模仿学习、用强化学习来能把这个机器人的通用性给它做得更好,甚至跨各种的硬件的载体。2023年也加入了硅谷一家人形机器人企业,叫Figure,就是早期有很强很强的硬件团队,然后逐渐的,我们对AI方面的投入也越来越大,在那边也搭建了最早的一些数据采集链路和模仿学习框架。然后后来伴随着机器人行业之火愈热,现在Figure也成了美国那边一个机器人行业的一个标杆体。
【主持人】对,这是个信息量挺多的,我们回到一个最简单的现实问题,因为你每次也参加了这个WRC,叫世界机器人大会。在参加这次的WRC和之前的一届或两届横向比较而言,你能给大家谈谈现场有什么感受吗?就作为从业者目睹了这两三年的变化。
【嘉宾】我觉得今年是特别有意思。这肯定是展馆越来越大,然后从数量上越来越多,像今年可能几百家的企业都在进行不同方向的探索。会在展馆里面,大家会看到有各行各业的场景,像搬箱子的、分拣的,然后像工业装配的,还有做饭的,以及端茶倒水的服务,这些各种各样的场景。因为我们现在做事,是给科学指导,就像几百家公司都在做几百个平行的实验。这说明整个行业,大家还没有一个共识,都在从自己的过去的经验上,以及自己的一些思考上,在探索一些自己的路。然后方法上也是百花齐放的,也有是点到点,预编程的方式,也有是依靠视觉语言动作模型的,也有依靠这个生成世界模型的,就是各种各样方法。
【嘉宾】大家也还没有收敛,所以这是一个很好的事情,证明行业的天花板,或者说未来的预期是有共识的,一定很高、一定很好,但是如何去走到对线这个预期,大家都还是在努力地去回答这个问题,去如何让机器人真的从一个demo走向真正的生产力。这是今天很明显的一个——大家都在强调场景,要实现真正的产业价值。像去年更不用提前年,当时基本上还是机器人只要能够稍微做一个很短的任务、展示一个小的能力就结束了。这个双足是另外一个故事,双足跳舞的还是很热闹,这个情绪价值是一个真正的价值,还是在持续地发展。而我关注的更多是操作这一层,上肢操作这一层,确实逐渐成之前的那个能力,像可靠性,确实还是行业上的目标,明显是在往这个方面牵引。
【主持人】因为我没去现场,所以我能大概猜想一下,可能是不是去年大家比较偏向新奇特,就比如说机器人能唱歌跳舞、能打拳、能跑步,能干一些更多跟行动有关、加一部分操作上肢相关的事情。去年也许大家都还在做一些机器人的小demo,不管是叠衣服、倒咖啡之类。然后因为没去现场,按你的说法,我想象是说,今年最少在操作这个相关的能力上,大家想办法做了更复杂、更多样、更场景化的各种各样的任务,比去年而言。
【嘉宾】大部分是对的,还是需要把预期稍微调整一下,就是其实展示出来的能力是差不多的,叠衣服呀、折盒子装箱子呀、抓东西,比如说超市抓水。当然技术肯定在发展,但是今年是明显一个场景化,之前更多的是一个展示性,这个还是稍微有不太一样。我们其实比较一致,原洛这边去年第一次参展,今年第二次,一直是在以生命科学AI for Science科学智能这个行业,我们是以长序列、高柔性、高精度的这些操作来去牵引我们的研发,也去对外展示了我们这样的一些能力。包括去年也是展示这种细胞学实验,包括细胞毒性检验这种长序列的实验流程,如何能让机器人处理移液枪啊、移液器啊、试管啊、离心机啊,各种各样的仪器。所以我们认为机器人肯定要柔性、要精度、要智能、要可靠。
【主持人】明白了。对,关于咱们做的这会儿一会儿再来展开。就是我看新闻报道说,这次的WRC里面有非常多的外国人来参会,我不知道这个在体感上是怎么回事?
【嘉宾】确实是,我自己也有体感,昨天还跟朋友在说,明显的就是非华人面孔确实会多了起来,有来自欧洲的、日本、韩国也不用说了,然后中东的、东南亚,很多地方的。有些是做商业方面的,他们希望在当地去引入我们中国产的智能机器人,去导入、去推广;然后也有一些很神奇的,比如说欧洲这边,大家希望自己去做,这些人想来学习我们是怎么做的,然后他们去当地去做,也有这样的。我觉得其实从海外来讲……
[517.0s -> 518.0s] 确实对中国的,
[518.0s -> 519.0s] 机器人的,
[519.0s -> 520.0s] 研发,
[520.0s -> 521.0s] 和,
[521.0s -> 522.0s] 生产制造能力,
[522.0s -> 523.0s] 是绝对认可的,
[523.0s -> 524.0s] 所以当我们,
[524.0s -> 525.0s] 真正做这么一个,
[525.0s -> 526.0s] 机器人大会,
[526.0s -> 527.0s] 是真正兑现的,
[527.0s -> 528.0s] 它叫,
[528.0s -> 529.0s] 世界机器人大会,
[529.0s -> 530.0s] 这个比例还是很高的,
[530.0s -> 531.0s] 比如说,
[531.0s -> 532.0s] 到我们这儿,
[532.0s -> 533.0s] 展台的就很多这样的,
[533.0s -> 534.0s] 就希望跟我们合作,
[534.0s -> 535.0s] 能不能帮你们,
[535.0s -> 536.0s] 其实推广到,
[536.0s -> 537.0s] 这个欧洲啊,
[537.0s -> 539.0s] 包括这个中东啊,
[539.0s -> 540.0s] 这个日韩也有,
[540.0s -> 541.0s] 包括像,
[541.0s -> 542.0s] 半岛电视台,
[542.0s -> 543.0s] 就是中东,
[543.0s -> 544.0s] 这个,
[544.0s -> 545.0s] 半岛电视台,
[545.0s -> 546.0s] 特地跑到我们展台,
[546.0s -> 547.0s] 就一直在我们这儿,
[547.0s -> 548.0s] 这个,
[548.0s -> 549.0s] 举景,
[549.0s -> 550.0s] 跟我们去聊,
[550.0s -> 551.0s] 也交流一下,
[551.0s -> 552.0s] 我们对整个,
[552.0s -> 553.0s] 行业,
[553.0s -> 554.0s] 包括整个,
[554.0s -> 555.0s] 机器人的发展,
[555.0s -> 556.0s] 如何在,
[556.0s -> 557.0s] 他们那边,
[557.0s -> 558.0s] 去推广起来,
[558.0s -> 559.0s] 他们对这方面,
[559.0s -> 560.0s] 是极其关注,
[560.0s -> 561.0s] 也认可我们现在,
[561.0s -> 562.0s] 真正的逐渐,
[562.0s -> 563.0s] 成为一个,
[563.0s -> 564.0s] 事实上的,
[564.0s -> 565.0s] 机器人的一个,
[565.0s -> 566.0s] 全球的中心。
[566.0s -> 567.0s] 对,好,
[567.0s -> 568.0s] 那你觉得,
[568.0s -> 569.0s] 接待的这些,
[569.0s -> 570.0s] 外国友人里边,
[570.0s -> 571.0s] 有多少是,
[571.0s -> 572.0s] 带着,
[572.0s -> 573.0s] 不是学习,
[573.0s -> 574.0s] 而是,
[574.0s -> 575.0s] 商业和,
[575.0s -> 576.0s] 需求目的,
[576.0s -> 577.0s] 来,
[577.0s -> 578.0s] 确定想找,
[578.0s -> 579.0s] 解决方案,
[579.0s -> 580.0s] 或者想找,
[580.0s -> 581.0s] 机器人的,
[581.0s -> 582.0s] 有多少是,
[582.0s -> 583.0s] 就是,
[583.0s -> 584.0s] 看看热闹,
[584.0s -> 585.0s] 说,
[585.0s -> 586.0s] 大概是个什么样,
[586.0s -> 587.0s] 因为毕竟,
[587.0s -> 588.0s] 中国现在免签,
[588.0s -> 589.0s] 所以说,
[589.0s -> 590.0s] 来变得比以前,
[590.0s -> 591.0s] 容易了很多,
[591.0s -> 592.0s] 就是,
[592.0s -> 593.0s] 前者,
[593.0s -> 594.0s] 希望真的,
[594.0s -> 595.0s] 能够有,
[595.0s -> 596.0s] 实质的合作,
[596.0s -> 597.0s] 至少是,
[597.0s -> 598.0s] 尝试,
[598.0s -> 599.0s] 实质的合作,
[599.0s -> 600.0s] 他们去当地,
[600.0s -> 601.0s] 就是,
[601.0s -> 602.0s] 去做这样的事情,
[602.0s -> 603.0s] 这样比例,
[603.0s -> 604.0s] 是很高的,
[604.0s -> 605.0s] 而非,
[605.0s -> 606.0s] 就是像后者,
[606.0s -> 607.0s] 可能后者,
[607.0s -> 608.0s] 我们也没有怎么,
[608.0s -> 609.0s] 去交流,
[609.0s -> 610.0s] 如果是,
[610.0s -> 611.0s] 前者,
[611.0s -> 612.0s] 带着,
[612.0s -> 613.0s] 需求来的,
[613.0s -> 614.0s] 就你能够,
[614.0s -> 615.0s] 接触到的,
[615.0s -> 616.0s] 这个小样本,
[616.0s -> 617.0s] 范围里,
[617.0s -> 618.0s] 他们提出的,
[618.0s -> 619.0s] 需求有多少是,
[619.0s -> 620.0s] 可行的,
[620.0s -> 621.0s] 有多少是,
[621.0s -> 622.0s] 还暂时,
[622.0s -> 623.0s] 机器人能力上,
[623.0s -> 624.0s] 范围之外的,
[624.0s -> 625.0s] 我觉得,
[625.0s -> 626.0s] 其实,
[626.0s -> 627.0s] 从能力来讲,
[627.0s -> 628.0s] 绝大多数,
[628.0s -> 629.0s] 是都可以做到的,
[629.0s -> 630.0s] 因为,
[630.0s -> 631.0s] 在机场上,
[631.0s -> 632.0s] 要上一个机床商量,
[632.0s -> 633.0s] 我们要做一个,
[633.0s -> 634.0s] 装配,
[634.0s -> 635.0s] 甚至有时候,
[635.0s -> 636.0s] 我们要装配自行车,
[636.0s -> 637.0s] 我不知道他们,
[637.0s -> 638.0s] 为什么,
[638.0s -> 639.0s] 当地做自行车,
[639.0s -> 640.0s] 应该从中国买,
[640.0s -> 641.0s] 当地还是有一些,
[641.0s -> 642.0s] 这样的,
[642.0s -> 643.0s] 提议劳动,
[643.0s -> 644.0s] 包括这个,
[644.0s -> 645.0s] 超市服务的,
[645.0s -> 646.0s] 包括像,
[646.0s -> 647.0s] 找到我们这边,
[647.0s -> 648.0s] 有很多做,
[648.0s -> 649.0s] Bio-type公司,
[649.0s -> 650.0s] 有做治药公司,
[650.0s -> 651.0s] 他们是,
[651.0s -> 652.0s] 实实在在,
[652.0s -> 653.0s] 有这样的诉求的,
[653.0s -> 654.0s] 如果这些诉求,
[654.0s -> 655.0s] 发生在中国,
[655.0s -> 656.0s] 我们同样,
[656.0s -> 657.0s] 肯定也是能做的,
[657.0s -> 658.0s] 但发生在海外,
[658.0s -> 659.0s] 是不是,
[659.0s -> 660.0s] 这时候,
[660.0s -> 661.0s] 可以去,
[661.0s -> 662.0s] 投入大量的人力,
[662.0s -> 663.0s] 去,
[663.0s -> 664.0s] 双方协同起来,
[664.0s -> 665.0s] 因为当地,
[665.0s -> 666.0s] 这方面的,
[666.0s -> 667.0s] 工程师,
[667.0s -> 668.0s] 其实是,
[668.0s -> 669.0s] 适缺,
[669.0s -> 670.0s] 是对,
[670.0s -> 671.0s] 数量,
[671.0s -> 672.0s] 是低于国内,
[672.0s -> 673.0s] 所以,
[673.0s -> 674.0s] 这个可能是一个挑战,
[674.0s -> 675.0s] 所以,
[675.0s -> 676.0s] 投入肯定是更大一些的,
[676.0s -> 677.0s] 另外一方面,
[677.0s -> 678.0s] 当然这个,
[678.0s -> 679.0s] 地位政治,
[679.0s -> 680.0s] 肯定也是一个因素的,
[680.0s -> 681.0s] 这个不可控,
[681.0s -> 682.0s] 你刚才已经隐含了,
[682.0s -> 683.0s] 我想,
[683.0s -> 684.0s] 好奇的另外一个小问题,
[684.0s -> 685.0s] 就是,
[685.0s -> 686.0s] 听起来假定,
[686.0s -> 687.0s] 需求绝大部分,
[687.0s -> 688.0s] 就看起来,
[688.0s -> 689.0s] 当时谈的,
[689.0s -> 690.0s] 没有谈到价格,
[690.0s -> 691.0s] 就是,
[691.0s -> 692.0s] 从他们,
[692.0s -> 693.0s] 角度讲,
[693.0s -> 694.0s] 初期的,
[694.0s -> 695.0s] 我觉得,
[695.0s -> 696.0s] 小量,
[696.0s -> 697.0s] 肯定都是可以做的,
[697.0s -> 698.0s] 然后,
[698.0s -> 699.0s] 如果真的上量的话,
[699.0s -> 700.0s] 这个要看,
[700.0s -> 701.0s] 还是回到,
[701.0s -> 702.0s] 之前的本质,
[702.0s -> 703.0s] 你是不是能够,
[703.0s -> 704.0s] 可靠的去做,
[704.0s -> 705.0s] 比如说,
[705.0s -> 706.0s] 给人,
[706.0s -> 707.0s] 推一台,
[707.0s -> 708.0s] 这一台,
[708.0s -> 709.0s] 是一个,
[709.0s -> 710.0s] 特定了一个东西,
[710.0s -> 711.0s] 不管怎么定价,
[711.0s -> 712.0s] 上方可以谈,
[712.0s -> 713.0s] 但是你,
[713.0s -> 714.0s] 总共要形成一个标准,
[714.0s -> 715.0s] 然后规模化,
[715.0s -> 716.0s] 那你这个标准,
[716.0s -> 717.0s] 可靠的,
[717.0s -> 718.0s] 为什么叫可靠,
[718.0s -> 719.0s] 在某一个地方以后,
[719.0s -> 720.0s] 他跑了一天,
[720.0s -> 721.0s] 他第二天,
[721.0s -> 722.0s] 他是不是还愿意开机,
[722.0s -> 723.0s] 如果他自己,
[723.0s -> 724.0s] 主动都愿意开机,
[724.0s -> 725.0s] 他肯定付费愿是强的,
[725.0s -> 727.0s] 那他愿意付出的,
[727.0s -> 728.0s] 就可以覆盖这个成本,
[728.0s -> 730.0s] 如果他不愿意开机,
[730.0s -> 731.0s] 你说你不来,
[731.0s -> 732.0s] 你们工程师不来,
[732.0s -> 733.0s] 你就不开机,
[733.0s -> 734.0s] 那肯定这个成本,
[734.0s -> 735.0s] 是高的,
[735.0s -> 736.0s] 这个,
[736.0s -> 737.0s] 确实还是要,
[737.0s -> 738.0s] 筛选一下,
[738.0s -> 739.0s] 是一个动态的过程,
[739.0s -> 740.0s] 你这个也涉及,
[740.0s -> 741.0s] 我们过去,
[741.0s -> 742.0s] 行业,
[742.0s -> 743.0s] 传递出来的,
[743.0s -> 744.0s] 信心,
[744.0s -> 745.0s] 或者预期,
[745.0s -> 746.0s] 就造成市场的预期,
[746.0s -> 748.0s] 有点是偏高的,
[748.0s -> 749.0s] 因为如果不偏高,
[749.0s -> 750.0s] 肯定是百分之百去,
[750.0s -> 751.0s] 我们绝对都可以满足,
[751.0s -> 752.0s] 但是,
[752.0s -> 753.0s] 就是过去几天停下来,
[753.0s -> 754.0s] 有一些预期,
[754.0s -> 755.0s] 确实是比较高的,
[755.0s -> 757.0s] 经常会举一个很,
[757.0s -> 758.0s] 复杂的一个,
[758.0s -> 759.0s] 生产流程,
[759.0s -> 761.0s] 一个场景流程,
[761.0s -> 762.0s] 说,
[762.0s -> 763.0s] 这个感觉,
[763.0s -> 764.0s] 你们应该很容易做呀,
[764.0s -> 765.0s] 就是他们那儿都能,
[765.0s -> 766.0s] 做什么什么东西了,
[766.0s -> 767.0s] 是吧,
[767.0s -> 768.0s] 这样的这个预期,
[768.0s -> 769.0s] 还是过高,
[769.0s -> 770.0s] 但是,
[770.0s -> 771.0s] 我觉得,
[771.0s -> 772.0s] 也是一个好事,
[772.0s -> 773.0s] 这也造成了,
[773.0s -> 774.0s] 我们有很多这样的,
[774.0s -> 775.0s] 需求,
[775.0s -> 776.0s] 可以从一个更大的,
[776.0s -> 777.0s] 池子里面,
[777.0s -> 778.0s] 来去筛学。
[778.0s -> 779.0s] OK,
[779.0s -> 780.0s] 对,那看起来,
[780.0s -> 781.0s] 再往下这个,
[781.0s -> 782.0s] 机器人的国际化,
[782.0s -> 783.0s] 确实有可能是,
[783.0s -> 785.0s] 中国在新出口当中的,
[785.0s -> 786.0s] 一个潜在增相了,
[786.0s -> 787.0s] 虽然现在还很小,
[787.0s -> 788.0s] 那这个话题,
[788.0s -> 789.0s] 我们先放一边,
[789.0s -> 790.0s] 还有另外一个,
[790.0s -> 791.0s] 今天比较热点,
[791.0s -> 792.0s] 和时髦的话题,
[792.0s -> 793.0s] 就是,
[793.0s -> 794.0s] 在两年以前,
[794.0s -> 795.0s] 我们录上一期的时候,
[795.0s -> 796.0s] 那个时候你就提了一个,
[796.0s -> 798.0s] 当时其实不太受关注,
[798.0s -> 800.0s] 当时在创业方向上,
[800.0s -> 802.0s] 也没有很多人做的事情,
[802.0s -> 804.0s] 那时候你的词汇叫做,
[804.0s -> 805.0s] 怎么解决直觉物理的问题,
[805.0s -> 807.0s] 就是人有个直觉物理,
[807.0s -> 808.0s] 就是说白了,
[808.0s -> 810.0s] 你知道怎么拿东西,
[810.0s -> 811.0s] 这个东西,
[811.0s -> 812.0s] 用什么姿态,
[812.0s -> 813.0s] 或者用什么力道,
[813.0s -> 814.0s] 或者用什么状况来,
[814.0s -> 815.0s] 这个执行,
[815.0s -> 816.0s] 或者,
[816.0s -> 817.0s] 来对这个物体做动作,
[817.0s -> 818.0s] 那,
[818.0s -> 819.0s] 当然也包括一些,
[819.0s -> 820.0s] 常识性的物理,
[820.0s -> 821.0s] 那这个,
[821.0s -> 822.0s] 那时候你把它称之为,
[822.0s -> 823.0s] 直觉物理,
[823.0s -> 824.0s] 说这个是当时,
[824.0s -> 825.0s] 你们在国外的时候,
[825.0s -> 826.0s] 就一直在考虑,
[826.0s -> 827.0s] 怎么解决这个问题,
[827.0s -> 828.0s] 那我提这个话题的,
[828.0s -> 829.0s] 原因是,
[829.0s -> 830.0s] 从圈年里,
[830.0s -> 831.0s] 年间初开始,
[831.0s -> 832.0s] 那个机器人相关的,
[832.0s -> 833.0s] 创业方向,
[833.0s -> 834.0s] 教世界模型,
[834.0s -> 835.0s] 或物理模型,
[835.0s -> 836.0s] 反正这个,
[836.0s -> 837.0s] 定义有非常多,
[837.0s -> 838.0s] 总而言之,
[838.0s -> 839.0s] 就是解决这个交互,
[839.0s -> 840.0s] 物理状态改变,
[840.0s -> 841.0s] 怎么让机器人,
[841.0s -> 842.0s] 理解这种,
[842.0s -> 843.0s] 带物理量的世界,
[843.0s -> 844.0s] 这些事情,
[844.0s -> 845.0s] 我们也投了几件,
[845.0s -> 846.0s] 这样的初创公司,
[846.0s -> 847.0s] 当然他们确实也是,
[847.0s -> 848.0s] 很热,
[848.0s -> 849.0s] 因为他们的估值,
[849.0s -> 850.0s] 都上涨得非常快,
[850.0s -> 851.0s] 在过去的六个月,
[851.0s -> 852.0s] 好,
[852.0s -> 853.0s] 我的问题是,
[853.0s -> 854.0s] 考虑到,
[854.0s -> 855.0s] 你两年以前,
[855.0s -> 856.0s] 就一直在思考,
[856.0s -> 857.0s] 这样的问题,
[857.0s -> 858.0s] 你觉得,
[858.0s -> 859.0s] 今天,
[859.0s -> 860.0s] 世界模型,
[860.0s -> 861.0s] 和世界模型,
[861.0s -> 862.0s] 因为中国非常热,
[862.0s -> 863.0s] 美国也算比较热,
[863.0s -> 864.0s] 今天,
[864.0s -> 865.0s] 这个事情的出现,
[865.0s -> 867.0s] 这个事情的发展阶段,
[867.0s -> 868.0s] 和这个事情的解决方案,
[868.0s -> 869.0s] 大概是个什么样子,
[869.0s -> 870.0s] 过去很多年,
[870.0s -> 871.0s] 思考这个问题,
[871.0s -> 872.0s] 相比较而言。
[872.0s -> 873.0s] 这是,
[873.0s -> 874.0s] 挺有意思的一个问题,
[874.0s -> 875.0s] 当时,
[875.0s -> 876.0s] 确实提了,
[876.0s -> 877.0s] 这个,
[877.0s -> 878.0s] 直觉物理,
[878.0s -> 879.0s] 然后怎么去,
[879.0s -> 880.0s] 理解世界,
[880.0s -> 881.0s] 怎么去跟世界交互,
[881.0s -> 882.0s] 然后后来,
[882.0s -> 883.0s] 发生了,
[883.0s -> 884.0s] 像分数总结的,
[884.0s -> 885.0s] 各种各样的路线,
[885.0s -> 886.0s] 都在致力于解决,
[886.0s -> 887.0s] 这样的问题,
[887.0s -> 888.0s] 因为机器人,
[888.0s -> 889.0s] 需要做的事情,
[889.0s -> 890.0s] 就是,
[890.0s -> 891.0s] 我要知道,
[891.0s -> 892.0s] 去动到什么地方,
[892.0s -> 893.0s] 第二个点,
[893.0s -> 894.0s] 就是,
[894.0s -> 895.0s] 怎么,
[895.0s -> 896.0s] 安全可靠的,
[896.0s -> 897.0s] 动到脑,
[897.0s -> 898.0s] 其实,
[898.0s -> 899.0s] 本质上,
[899.0s -> 900.0s] 就是在解决这两个问题,
[900.0s -> 901.0s] 抽离出来,
[901.0s -> 902.0s] 一个,
[902.0s -> 903.0s] 我们可以把,
[903.0s -> 904.0s] 运动大体的,
[904.0s -> 905.0s] 分成两类,
[905.0s -> 906.0s] 一类,
[906.0s -> 907.0s] 是这种,
[907.0s -> 908.0s] 自由空间,
[908.0s -> 909.0s] 我要从,
[909.0s -> 910.0s] 任何的,
[910.0s -> 911.0s] A点到B点,
[911.0s -> 912.0s] 以及呢,
[912.0s -> 913.0s] 如果有,
[913.0s -> 914.0s] 接触,
[914.0s -> 915.0s] 有交互,
[915.0s -> 916.0s] 我怎么,
[916.0s -> 917.0s] 接触这东西,
[917.0s -> 918.0s] A点到B点,
[918.0s -> 919.0s] 这个A点到B点,
[919.0s -> 920.0s] 不光是空间上,
[920.0s -> 921.0s] 也是状态上,
[921.0s -> 922.0s] 另外一个问题,
[922.0s -> 923.0s] 就是,
[923.0s -> 924.0s] 如何去决定,
[924.0s -> 925.0s] 我的B点在哪?
[925.0s -> 926.0s] 是,
[926.0s -> 927.0s] 目标是什么?
[927.0s -> 928.0s] 所以,
[928.0s -> 929.0s] 之前,
[929.0s -> 930.0s] 行业,
[930.0s -> 931.0s] 包括,
[931.0s -> 932.0s] 学界也好,
[932.0s -> 933.0s] 还是,
[933.0s -> 934.0s] 工业界也好,
[934.0s -> 935.0s] 很多在推的,
[935.0s -> 936.0s] 不管是,
[936.0s -> 937.0s] 世界圆动的模型,
[937.0s -> 938.0s] 还是,
[938.0s -> 939.0s] 这个世界模型,
[939.0s -> 940.0s] 想去,
[940.0s -> 941.0s] 理解这个东西,
[941.0s -> 943.0s] 想去理解这个常识,
[943.0s -> 944.0s] 现在的方式,
[944.0s -> 945.0s] 是,
[945.0s -> 946.0s] 通过数据采集,
[946.0s -> 947.0s] 更多的是,
[947.0s -> 948.0s] 说,
[948.0s -> 949.0s] 我采完这个数据,
[949.0s -> 950.0s] 以后,
[950.0s -> 951.0s] 我要去做一个,
[951.0s -> 952.0s] 回归,
[952.0s -> 953.0s] 我从,
[953.0s -> 954.0s] 我观测到的量,
[954.0s -> 955.0s] 直接去决定,
[955.0s -> 956.0s] 我被来往哪儿动,
[956.0s -> 957.0s] 它,
[957.0s -> 958.0s] 其实是一个,
[958.0s -> 959.0s] 结尽,
[959.0s -> 960.0s] 绕过了理解,
[960.0s -> 961.0s] 直接去生成动作,
[961.0s -> 962.0s] 但是,
[962.0s -> 963.0s] 后来,
[963.0s -> 964.0s] 大家可能发现,
[964.0s -> 965.0s] A这个好像,
[965.0s -> 966.0s] 有点,
[966.0s -> 967.0s] 对,
[967.0s -> 968.0s] 有点问题,
[968.0s -> 969.0s] 这个是过你和的,
[969.0s -> 970.0s] 对,
[970.0s -> 971.0s] 是点,
[971.0s -> 972.0s] 确实,
[972.0s -> 973.0s] 但是,
[973.0s -> 974.0s] 它的繁华性,
[974.0s -> 975.0s] 没有大家想象的好,
[975.0s -> 976.0s] 这个东西,
[976.0s -> 977.0s] 从一个1厘米,
[977.0s -> 978.0s] 往左移,
[978.0s -> 979.0s] 0.5厘米,
[979.0s -> 980.0s] 还能抓,
[980.0s -> 981.0s] 就叫繁华了,
[981.0s -> 982.0s] 我就是,
[982.0s -> 983.0s] 从来不觉得,
[983.0s -> 984.0s] 这个叫繁华,
[984.0s -> 985.0s] 就是,
[985.0s -> 986.0s] 这是很自然的,
[986.0s -> 987.0s] 应该有的能力,
[987.0s -> 988.0s] 所以,
[988.0s -> 989.0s] 反而,
[989.0s -> 990.0s] 大家往这个,
[990.0s -> 991.0s] 世界圆动的模型,
[991.0s -> 992.0s] 去走的时候,
[992.0s -> 993.0s] 反而把这个,
[993.0s -> 994.0s] 标准降的,
[994.0s -> 995.0s] 低了一点,
[995.0s -> 996.0s] 对,
[996.0s -> 997.0s] 然后,
[997.0s -> 998.0s] 那,
[998.0s -> 999.0s] 慢慢的,
[999.0s -> 1000.0s] 大家意识到的这个问题,
[1000.0s -> 1001.0s] 又开始,
[1001.0s -> 1002.0s] 做这个世界模型,
[1002.0s -> 1003.0s] 世界模型,
[1003.0s -> 1004.0s] 其实是,
[1004.0s -> 1005.0s] 模型,
[1005.0s -> 1006.0s] 再去,
[1006.0s -> 1007.0s] 提特征,
[1007.0s -> 1008.0s] 然后用,
[1008.0s -> 1009.0s] 用这些特征,
[1009.0s -> 1010.0s] 去做决策的时候,
[1010.0s -> 1011.0s] 不希望,
[1011.0s -> 1012.0s] 去丢掉,
[1012.0s -> 1013.0s] 那些,
[1013.0s -> 1014.0s] 理解世界,
[1014.0s -> 1015.0s] 那些信息,
[1015.0s -> 1016.0s] 对,
[1016.0s -> 1017.0s] 不光要生生动作,
[1017.0s -> 1018.0s] 我说,
[1018.0s -> 1019.0s] 理解世界,
[1019.0s -> 1020.0s] 理解,
[1020.0s -> 1021.0s] 客观,
[1021.0s -> 1022.0s] 物体的,
[1022.0s -> 1023.0s] 发展规律,
[1023.0s -> 1024.0s] 但是,
[1024.0s -> 1025.0s] 过去呢,
[1025.0s -> 1026.0s] 这些世界模型,
[1026.0s -> 1027.0s] 往往还是,
[1027.0s -> 1028.0s] 一个pixel to pixel,
[1028.0s -> 1029.0s] 对,
[1029.0s -> 1030.0s] 从,
[1030.0s -> 1031.0s] 像素领到像素领,
[1031.0s -> 1032.0s] 对,
[1032.0s -> 1033.0s] 一个像素,
[1033.0s -> 1034.0s] 把大量的,
[1034.0s -> 1035.0s] 这个,
[1035.0s -> 1036.0s] 表达能力,
[1036.0s -> 1037.0s] 都用于去重建了,
[1037.0s -> 1038.0s] 去,
[1038.0s -> 1039.0s] 去恢复这个,
[1039.0s -> 1040.0s] 也有一些,
[1040.0s -> 1041.0s] 学术界,
[1041.0s -> 1042.0s] 会提些方法,
[1042.0s -> 1043.0s] 比如说,
[1043.0s -> 1044.0s] 我是不是不用关心,
[1044.0s -> 1045.0s] 所有的,
[1045.0s -> 1046.0s] 那是不是,
[1046.0s -> 1047.0s] 能够去,
[1047.0s -> 1048.0s] 压缩,
[1048.0s -> 1049.0s] 我只去预测一些,
[1049.0s -> 1050.0s] 物体的状态,
[1050.0s -> 1051.0s] 或者去做一些分类,
[1051.0s -> 1052.0s] 分割,
[1052.0s -> 1053.0s] 可能会加一些职任物,
[1053.0s -> 1054.0s] 然后,
[1054.0s -> 1055.0s] 我们其实很早,
[1055.0s -> 1056.0s] 但是一直在,
[1056.0s -> 1057.0s] 渐行着,
[1057.0s -> 1058.0s] 以物体为中心的,
[1058.0s -> 1059.0s] 一个,
[1059.0s -> 1060.0s] 思路去走,
[1060.0s -> 1061.0s] 不用去过度的,
[1061.0s -> 1062.0s] 去建模,
[1062.0s -> 1063.0s] 视觉世界模型里面,
[1063.0s -> 1064.0s] 没有的,
[1064.0s -> 1065.0s] 反而,
[1065.0s -> 1066.0s] 我们是要关心的,
[1066.0s -> 1067.0s] 比如说,
[1067.0s -> 1068.0s] 力的模态,
[1068.0s -> 1069.0s] 就是一个很关键的模态,
[1069.0s -> 1070.0s] 所以,
[1070.0s -> 1071.0s] 当我们在做,
[1071.0s -> 1072.0s] 预测能力模型的时候,
[1072.0s -> 1073.0s] 我们姑且,
[1073.0s -> 1074.0s] 也称之为,
[1074.0s -> 1075.0s] 是这个,
[1075.0s -> 1076.0s] 世界动作模型,
[1076.0s -> 1077.0s] 当我们做,
[1077.0s -> 1078.0s] 这个模型的时候呢,
[1078.0s -> 1079.0s] 我们一方面,
[1079.0s -> 1080.0s] 会去建模,
[1080.0s -> 1081.0s] 这个原始的,
[1081.0s -> 1082.0s] 这个图像,
[1082.0s -> 1083.0s] 以及我的,
[1083.0s -> 1084.0s] 动作,
[1084.0s -> 1085.0s] 进来以后,
[1085.0s -> 1086.0s] 我希望能够预测未来,
[1086.0s -> 1087.0s] 我在预测未来,
[1087.0s -> 1088.0s] 图像的同时,
[1088.0s -> 1089.0s] 我也希望预测未来的力,
[1089.0s -> 1090.0s] 因为,
[1090.0s -> 1091.0s] 力的这个模态,
[1092.0s -> 1094.0s] 眼睛可能换个角度,
[1094.0s -> 1095.0s] 你得到的信息,
[1095.0s -> 1096.0s] 是跟你的,
[1096.0s -> 1097.0s] 本体,
[1097.0s -> 1099.0s] 跟人是没有那么大关系的,
[1099.0s -> 1100.0s] 最多是,
[1100.0s -> 1101.0s] 角度有一个差异,
[1101.0s -> 1102.0s] 但是力,
[1102.0s -> 1103.0s] 力这个东西,
[1103.0s -> 1104.0s] 它是,
[1104.0s -> 1105.0s] 跟你的本体,
[1105.0s -> 1106.0s] 施加到环境中的,
[1106.0s -> 1107.0s] 完全决定于你,
[1107.0s -> 1108.0s] 你自己的,
[1108.0s -> 1109.0s] 就是说,
[1109.0s -> 1110.0s] 你施加力大,
[1110.0s -> 1111.0s] 你反馈的力就大,
[1111.0s -> 1112.0s] 施加的小,
[1112.0s -> 1113.0s] 就反馈的小,
[1113.0s -> 1114.0s] 所以,
[1114.0s -> 1115.0s] 它是一个,
[1115.0s -> 1116.0s] 跟动作,
[1116.0s -> 1117.0s] 极其绑定偶和的东西,
[1117.0s -> 1118.0s] 所以,
[1118.0s -> 1119.0s] 我们做的模型,
[1119.0s -> 1120.0s] 一方面在,
[1120.0s -> 1121.0s] 预测未来的图像,
[1121.0s -> 1122.0s] 会把这个,
[1122.0s -> 1123.0s] 预测的结果,
[1123.0s -> 1124.0s] 会跟实际的,
[1124.0s -> 1125.0s] 施加的一个动作,
[1125.0s -> 1126.0s] 实测出来一个力,
[1126.0s -> 1127.0s] 又会去比较,
[1127.0s -> 1128.0s] 去做避缓,
[1128.0s -> 1130.0s] 它不能只单做一个前馈,
[1130.0s -> 1131.0s] 而说,
[1131.0s -> 1132.0s] 当我预测出来,
[1132.0s -> 1134.0s] 感受到多大的力之后,
[1134.0s -> 1135.0s] 我也预测我的一个动作,
[1135.0s -> 1137.0s] 那我施加我预测的动作,
[1137.0s -> 1138.0s] 到环境中,
[1138.0s -> 1139.0s] 又会感觉到一个新的力,
[1139.0s -> 1140.0s] 那拿这个新的力,
[1140.0s -> 1142.0s] 跟我预测的力去比较,
[1142.0s -> 1143.0s] 来反补,
[1143.0s -> 1145.0s] 来纠正我的预测能力,
[1145.0s -> 1147.0s] 所以我们形成这么一个避缓,
[1147.0s -> 1148.0s] 就可以把这个,
[1148.0s -> 1149.0s] 比解,
[1149.0s -> 1150.0s] 直觉的一些物体,物体,
[1150.0s -> 1151.0s] 交互规律,
[1151.0s -> 1152.0s] 或者人,
[1152.0s -> 1153.0s] 机器人,
[1153.0s -> 1154.0s] 跟物体的交互规律,
[1154.0s -> 1155.0s] 就能够,
[1155.0s -> 1156.0s] 逐渐的随着数据增多,
[1156.0s -> 1157.0s] 能够把这个,
[1157.0s -> 1158.0s] 估计误差,
[1158.0s -> 1159.0s] 把他的理解能力,
[1159.0s -> 1161.0s] 就是提的越来越好。
[1161.0s -> 1162.0s] 因为我们也看,
[1162.0s -> 1163.0s] 我们也投,
[1163.0s -> 1164.0s] 你们也在实践,
[1164.0s -> 1165.0s] 而且大家今天,
[1165.0s -> 1167.0s] 各个机器人企业,
[1167.0s -> 1168.0s] 多多少少,
[1168.0s -> 1169.0s] 在这个行业里都来到了,
[1169.0s -> 1170.0s] 要解决,
[1170.0s -> 1172.0s] 跟整个环境,
[1172.0s -> 1173.0s] 和状态相关的,
[1173.0s -> 1175.0s] 这些操作和改变的问题,
[1175.0s -> 1176.0s] 今天这些方向,
[1176.0s -> 1177.0s] 就像我们刚才讲的,
[1177.0s -> 1178.0s] 肯定是没有收敛的,
[1178.0s -> 1179.0s] 就像你刚才讲,
[1179.0s -> 1180.0s] 你已经涉及到了,
[1180.0s -> 1181.0s] 这个,
[1181.0s -> 1182.0s] 模式迁移过程当中的,
[1182.0s -> 1184.0s] 或者名词的弱干都变化了,
[1184.0s -> 1185.0s] VLA,
[1185.0s -> 1186.0s] VLM,
[1186.0s -> 1187.0s] 就word action,
[1187.0s -> 1188.0s] 等等等等,
[1188.0s -> 1189.0s] 还有WM,
[1189.0s -> 1190.0s] 那,
[1190.0s -> 1191.0s] 我们先不管,
[1191.0s -> 1192.0s] 这些所有的名词,
[1192.0s -> 1193.0s] 也不管他们没有收敛,
[1193.0s -> 1195.0s] 大家都在积极探索,
[1195.0s -> 1196.0s] 你觉得,
[1196.0s -> 1197.0s] 从你的角度,
[1197.0s -> 1198.0s] 当然这肯定只代表,
[1198.0s -> 1199.0s] 个人观点了,
[1199.0s -> 1200.0s] 最终大家在,
[1200.0s -> 1201.0s] 接下来的一步,
[1201.0s -> 1202.0s] 或两步,
[1202.0s -> 1203.0s] 或三步,
[1203.0s -> 1204.0s] 在探索,
[1204.0s -> 1205.0s] 怎么能够,
[1205.0s -> 1206.0s] 建模世界,
[1206.0s -> 1207.0s] 或者理解世界的,
[1207.0s -> 1208.0s] 这个过程当中,
[1208.0s -> 1210.0s] 大家可能会,
[1210.0s -> 1211.0s] 向哪,
[1211.0s -> 1212.0s] 一两三个方向,
[1212.0s -> 1213.0s] 进行收敛,
[1213.0s -> 1214.0s] 我觉得这个呢,
[1214.0s -> 1215.0s] 是需要从,
[1215.0s -> 1216.0s] 最终,
[1216.0s -> 1217.0s] 想要达到的,
[1217.0s -> 1218.0s] 来倒推,
[1218.0s -> 1219.0s] 最终,
[1219.0s -> 1220.0s] 我们肯定是想,
[1220.0s -> 1221.0s] 达到,
[1221.0s -> 1222.0s] 灵样本,
[1222.0s -> 1223.0s] 小样本,
[1223.0s -> 1224.0s] 的方法,
[1224.0s -> 1225.0s] 扔到一个新环境,
[1225.0s -> 1226.0s] 这,
[1226.0s -> 1227.0s] 一次展示,
[1227.0s -> 1228.0s] 甚至灵展示,
[1228.0s -> 1229.0s] 它就可以,
[1229.0s -> 1230.0s] 动起来,
[1230.0s -> 1231.0s] 它就可以,
[1231.0s -> 1232.0s] 理解任务去做,
[1232.0s -> 1233.0s] 第二点呢,
[1233.0s -> 1234.0s] 它需要是,
[1234.0s -> 1235.0s] 能够去,
[1235.0s -> 1236.0s] 绝对的,
[1236.0s -> 1237.0s] 安全,
[1237.0s -> 1238.0s] 知道自己的边界,
[1238.0s -> 1239.0s] 如果有异常,
[1239.0s -> 1240.0s] 它是能够处理,
[1240.0s -> 1241.0s] 这个肯定是,
[1241.0s -> 1242.0s] 我们最终,
[1242.0s -> 1243.0s] 希望达到的,
[1243.0s -> 1244.0s] 就是,
[1244.0s -> 1245.0s] 可翻发,
[1245.0s -> 1246.0s] 且可靠,
[1246.0s -> 1247.0s] 那这个倒推回来,
[1247.0s -> 1248.0s] 那肯定是,
[1248.0s -> 1249.0s] 希望,
[1249.0s -> 1250.0s] 数据最高效的,
[1250.0s -> 1251.0s] 一个方式,
[1251.0s -> 1252.0s] 才能到,
[1252.0s -> 1253.0s] 这种,
[1253.0s -> 1254.0s] 程度,
[1254.0s -> 1255.0s] 另外一个呢,
[1255.0s -> 1256.0s] 它是需要,
[1256.0s -> 1257.0s] 能够保证,
[1257.0s -> 1258.0s] 自主的,
[1258.0s -> 1259.0s] 安全性,
[1259.0s -> 1260.0s] 所以需要,
[1260.0s -> 1261.0s] 能够,
[1261.0s -> 1262.0s] 有一个方式,
[1262.0s -> 1263.0s] 达出的,
[1263.0s -> 1264.0s] 不确定性,
[1264.0s -> 1265.0s] 边界,
[1265.0s -> 1266.0s] 所以,
[1266.0s -> 1267.0s] 倒推回来,
[1267.0s -> 1268.0s] 应该是,
[1268.0s -> 1269.0s] 沿着这两个路线走,
[1269.0s -> 1270.0s] 按下来,
[1270.0s -> 1271.0s] 我们正向的,
[1271.0s -> 1272.0s] 这个世界模型,
[1272.0s -> 1273.0s] 再往前,
[1273.0s -> 1274.0s] 去,
[1274.0s -> 1275.0s] 发展的路径上,
[1275.0s -> 1276.0s] 大家也,
[1276.0s -> 1277.0s] 逐渐的去,
[1277.0s -> 1278.0s] 对世界模型,
[1278.0s -> 1279.0s] 去做一些,
[1279.0s -> 1280.0s] 各种各样的,
[1280.0s -> 1281.0s] 方便的,
[1281.0s -> 1282.0s] 尝试,
[1282.0s -> 1283.0s] 去提高,
[1283.0s -> 1284.0s] 数据效率,
[1284.0s -> 1285.0s] 比如说,
[1285.0s -> 1286.0s] 有去做这个,
[1286.0s -> 1287.0s] 让数据采集的更便宜,
[1287.0s -> 1288.0s] 对啊,
[1288.0s -> 1289.0s] 一个,
[1289.0s -> 1290.0s] Ego Century,
[1290.0s -> 1291.0s] 对,
[1291.0s -> 1292.0s] 出现的时候,
[1292.0s -> 1293.0s] 其实,
[1293.0s -> 1294.0s] 就是,
[1294.0s -> 1295.0s] 已经在采集,
[1295.0s -> 1296.0s] 大量的,
[1296.0s -> 1297.0s] Ego Century,
[1297.0s -> 1298.0s] 在这个,
[1298.0s -> 1299.0s] 在这个,
[1299.0s -> 1300.0s] 在这个,
[1300.0s -> 1301.0s] 在这个,
[1301.0s -> 1302.0s] 就是,
[1302.0s -> 1303.0s] 这个方面,
[1303.0s -> 1304.0s] 肯定是一个尝试,
[1304.0s -> 1305.0s] 如何能够,
[1305.0s -> 1306.0s] 把数据采集,
[1306.0s -> 1307.0s] 变得更便宜,
[1307.0s -> 1308.0s] 对,
[1308.0s -> 1309.0s] 第二个呢,
[1309.0s -> 1310.0s] 是如何能,
[1310.0s -> 1311.0s] 让这些数据,
[1311.0s -> 1312.0s] 榨取出来的信息,
[1312.0s -> 1313.0s] 更,
[1313.0s -> 1314.0s] 密度更高,
[1314.0s -> 1315.0s] 更,
[1315.0s -> 1316.0s] 能够去,
[1316.0s -> 1317.0s] 贴近,
[1317.0s -> 1318.0s] 直觉物理,
[1318.0s -> 1319.0s] 比如说,
[1319.0s -> 1320.0s] 现在,
[1320.0s -> 1321.0s] 从,
[1321.0s -> 1322.0s] 二地,
[1322.0s -> 1323.0s] 或者多视角的二地中,
[1323.0s -> 1324.0s] 隐释的推出来3D,
[1324.0s -> 1325.0s] 因为3D,
[1325.0s -> 1326.0s] 是一个更,
[1326.0s -> 1327.0s] 本质的,
[1327.0s -> 1328.0s] 对,
[1328.0s -> 1329.0s] 环境的一个,
[1329.0s -> 1330.0s] 所以像,
[1330.0s -> 1331.0s] 这些方法,
[1331.0s -> 1332.0s] 大家也都,
[1332.0s -> 1333.0s] 逐渐在尝试,
[1333.0s -> 1334.0s] 然后另外一个,
[1334.0s -> 1335.0s] 唯独就是,
[1335.0s -> 1336.0s] 刚才说的,
[1336.0s -> 1337.0s] 如何保证安全这一点,
[1337.0s -> 1338.0s] 就是过去呢,
[1338.0s -> 1339.0s] 我们采的这些数据,
[1339.0s -> 1340.0s] 通常都是,
[1340.0s -> 1341.0s] 视觉为主,
[1341.0s -> 1342.0s] 甚至只有视觉,
[1342.0s -> 1343.0s] 然后,
[1343.0s -> 1344.0s] 现在行业里面,
[1344.0s -> 1345.0s] 也在采集,
[1345.0s -> 1346.0s] 立觉,
[1346.0s -> 1347.0s] 甚至触觉,
[1347.0s -> 1348.0s] 对,
[1348.0s -> 1349.0s] 也有做触觉手套,
[1349.0s -> 1350.0s] 传感器的,
[1350.0s -> 1351.0s] 这样的数据,
[1351.0s -> 1352.0s] 越来越多,
[1352.0s -> 1353.0s] 我们自己呢,
[1353.0s -> 1354.0s] 自己在探索,
[1354.0s -> 1355.0s] 怎么把视力,
[1355.0s -> 1357.0s] 触觉都融合起来,
[1357.0s -> 1358.0s] 也做了自己的,
[1358.0s -> 1359.0s] 处于采集,
[1359.0s -> 1360.0s] 连络,
[1360.0s -> 1361.0s] 这个也是一个,
[1361.0s -> 1362.0s] 比较显著的,
[1362.0s -> 1363.0s] 一个趋势,
[1363.0s -> 1364.0s] 那这个话题,
[1364.0s -> 1365.0s] 我们先放一放,
[1365.0s -> 1366.0s] 回到,
[1366.0s -> 1367.0s] 原络跟中国的,
[1367.0s -> 1368.0s] 机器人相关的话题,
[1368.0s -> 1369.0s] 就是你觉得,
[1369.0s -> 1370.0s] 在过去的这两年,
[1370.0s -> 1371.0s] 或者三年的,
[1371.0s -> 1372.0s] 创业里面,
[1372.0s -> 1373.0s] 从,
[1373.0s -> 1374.0s] 发展过程来看,
[1374.0s -> 1375.0s] 在整个中国的,
[1375.0s -> 1376.0s] 机器人行业里边,
[1376.0s -> 1377.0s] 软的,
[1377.0s -> 1378.0s] 我们讲软的,
[1378.0s -> 1379.0s] 和硬的,
[1379.0s -> 1380.0s] 硬的就是,
[1380.0s -> 1381.0s] 这些具体的,
[1381.0s -> 1382.0s] 硬件,
[1382.0s -> 1383.0s] 就不管它是电机,
[1383.0s -> 1384.0s] 关节,
[1384.0s -> 1385.0s] 等等这些事情,
[1385.0s -> 1386.0s] 控制,
[1386.0s -> 1387.0s] 就是包括手啊,
[1387.0s -> 1388.0s] 所有这些,
[1388.0s -> 1389.0s] 软的和硬的,
[1389.0s -> 1390.0s] 看起来,
[1390.0s -> 1391.0s] 比三年以前,
[1391.0s -> 1392.0s] 就各自进步的,
[1392.0s -> 1393.0s] 状态和,
[1393.0s -> 1394.0s] 进展的速度,
[1394.0s -> 1395.0s] 和进展的规模,
[1395.0s -> 1396.0s] 是啥样?
[1396.0s -> 1397.0s] 我是觉得,
[1397.0s -> 1398.0s] 硬件上,
[1398.0s -> 1399.0s] 看起来,
[1399.0s -> 1400.0s] 发展是,
[1400.0s -> 1401.0s] 没有那么快,
[1401.0s -> 1402.0s] 但是实质上,
[1402.0s -> 1403.0s] 工程上,
[1403.0s -> 1404.0s] 取得的进展,
[1404.0s -> 1405.0s] 是很快,
[1405.0s -> 1406.0s] 软件上,
[1406.0s -> 1407.0s] 大家直觉上,
[1407.0s -> 1408.0s] 这个,
[1408.0s -> 1409.0s] 演示的,
[1409.0s -> 1410.0s] 漂亮程度,
[1410.0s -> 1411.0s] 是,
[1411.0s -> 1412.0s] 很高很高,
[1412.0s -> 1413.0s] 变得特别特别快,
[1413.0s -> 1414.0s] 但是,
[1414.0s -> 1415.0s] 拉长时间纬度,
[1415.0s -> 1416.0s] 来看,
[1416.0s -> 1417.0s] 可能,
[1417.0s -> 1418.0s] 进展没有想象,
[1418.0s -> 1419.0s] 那么快,
[1419.0s -> 1420.0s] 就是硬件上呢,
[1420.0s -> 1421.0s] 很多人会说,
[1421.0s -> 1422.0s] 三年前,
[1422.0s -> 1423.0s] NRC,
[1423.0s -> 1424.0s] 展示各种,
[1424.0s -> 1425.0s] 这个,
[1425.0s -> 1426.0s] 协作币,
[1426.0s -> 1427.0s] 也有一些人生机器人,
[1427.0s -> 1428.0s] 那现在还是这些,
[1428.0s -> 1429.0s] 然后,
[1429.0s -> 1430.0s] 用的关节,
[1430.0s -> 1431.0s] 可能还是,
[1431.0s -> 1432.0s] 写播,
[1432.0s -> 1433.0s] 行星,
[1433.0s -> 1434.0s] 然后现在,
[1434.0s -> 1435.0s] 也有一些,
[1435.0s -> 1436.0s] 想,
[1436.0s -> 1437.0s] 包括设计上,
[1437.0s -> 1438.0s] 包括系统机程上,
[1438.0s -> 1439.0s] 实质的发展,
[1439.0s -> 1440.0s] 还是比想象,
[1440.0s -> 1441.0s] 快很多的,
[1441.0s -> 1442.0s] 成本上,
[1442.0s -> 1443.0s] 就自不必说了,
[1443.0s -> 1444.0s] 然后,
[1444.0s -> 1445.0s] 另外是,
[1445.0s -> 1446.0s] 它的可耗性上,
[1446.0s -> 1448.0s] 像新一代的机器人,
[1448.0s -> 1449.0s] 这么一两年,
[1449.0s -> 1450.0s] 已经慢慢能做到,
[1450.0s -> 1451.0s] 像我们自己做,
[1451.0s -> 1452.0s] 已经重新定义,
[1452.0s -> 1453.0s] 绝对定义,
[1453.0s -> 1454.0s] 已经能逼近,
[1454.0s -> 1455.0s] 以往,
[1455.0s -> 1456.0s] 工业机器人的级别了,
[1456.0s -> 1457.0s] 就是这个,
[1457.0s -> 1458.0s] 在两年前,
[1458.0s -> 1459.0s] 不是那么敢想象的,
[1459.0s -> 1460.0s] 所以,
[1460.0s -> 1461.0s] 硬件的发展程度,
[1461.0s -> 1462.0s] 我们国内,
[1462.0s -> 1463.0s] 确实有这个优势,
[1463.0s -> 1464.0s] 它的硬件迭代程度,
[1464.0s -> 1465.0s] 甚至,
[1465.0s -> 1466.0s] 已经到了,
[1466.0s -> 1467.0s] 软件迭代速度,
[1467.0s -> 1468.0s] 能够逼近到这种,
[1468.0s -> 1470.0s] 发展的有曲线,
[1470.0s -> 1471.0s] 而且,
[1471.0s -> 1472.0s] 这些硬件的,
[1472.0s -> 1473.0s] 也是得益于,
[1473.0s -> 1475.0s] 国家在大量的投入,
[1475.0s -> 1476.0s] 得益于,
[1476.0s -> 1477.0s] 我们百花齐放,
[1477.0s -> 1478.0s] 这么多企业,
[1478.0s -> 1479.0s] 包括,
[1479.0s -> 1480.0s] 高校也都在投入研究,
[1480.0s -> 1481.0s] 所以,
[1481.0s -> 1482.0s] 造成,
[1482.0s -> 1483.0s] 上游一些,
[1483.0s -> 1484.0s] 不管是,
[1484.0s -> 1485.0s] 极加工,
[1485.0s -> 1486.0s] 还是电磁的,
[1486.0s -> 1487.0s] 传感器的,
[1487.0s -> 1488.0s] 这方面,
[1488.0s -> 1489.0s] 确实,
[1489.0s -> 1490.0s] 上游很成熟,
[1490.0s -> 1491.0s] 愿意去做这行,
[1491.0s -> 1492.0s] 那人也越来越多,
[1492.0s -> 1493.0s] 整个生态,
[1493.0s -> 1494.0s] 做得越来越好了,
[1494.0s -> 1495.0s] 然后,
[1495.0s -> 1496.0s] 整个协议呢,
[1496.0s -> 1497.0s] 整个标准,
[1497.0s -> 1498.0s] 也逐渐在形成,
[1498.0s -> 1499.0s] 这个,
[1499.0s -> 1500.0s] 是比大家体感的,
[1500.0s -> 1501.0s] 会快一些,
[1501.0s -> 1502.0s] 然后,
[1502.0s -> 1503.0s] 模型,
[1503.0s -> 1505.0s] 上海这一侧呢,
[1505.0s -> 1506.0s] 我们确实是,
[1506.0s -> 1507.0s] 看到了,
[1507.0s -> 1508.0s] 很多,
[1508.0s -> 1509.0s] 新的成果,
[1509.0s -> 1510.0s] 不管是,
[1510.0s -> 1511.0s] 基于,
[1511.0s -> 1512.0s] 纯,
[1512.0s -> 1513.0s] 端道端像,
[1513.0s -> 1514.0s] VLA这种的,
[1514.0s -> 1515.0s] 还是,
[1515.0s -> 1516.0s] 基于世界模型这样,
[1516.0s -> 1517.0s] 可能,
[1517.0s -> 1518.0s] 学一个预测模型,
[1518.0s -> 1519.0s] 然后,
[1519.0s -> 1520.0s] 再做一个,
[1520.0s -> 1521.0s] 模型预测控制这样的,
[1521.0s -> 1522.0s] 资路,
[1522.0s -> 1523.0s] 展示出来的能力,
[1523.0s -> 1524.0s] 也都越来越强,
[1524.0s -> 1525.0s] 但是,
[1525.0s -> 1526.0s] 如果透过,
[1526.0s -> 1527.0s] 这些,
[1527.0s -> 1528.0s] 展示能力,
[1528.0s -> 1529.0s] 看本质的话,
[1529.0s -> 1530.0s] 研发的方式,
[1530.0s -> 1531.0s] 其实是,
[1531.0s -> 1532.0s] 没有特别大的颠覆,
[1532.0s -> 1533.0s] 所以,
[1533.0s -> 1534.0s] 还是在那儿以往的,
[1534.0s -> 1535.0s] 比如说,
[1535.0s -> 1536.0s] 你可以讲,
[1536.0s -> 1537.0s] 我们在,
[1537.0s -> 1538.0s] 超大圆模型,
[1538.0s -> 1539.0s] 的作业,
[1539.0s -> 1540.0s] 对,
[1540.0s -> 1541.0s] 还是在,
[1541.0s -> 1542.0s] 以这种,
[1542.0s -> 1543.0s] 去预测未来,
[1543.0s -> 1544.0s] 然后,
[1544.0s -> 1545.0s] 去,
[1545.0s -> 1546.0s] 用这样的数据,
[1546.0s -> 1547.0s] 来去训我们的,
[1547.0s -> 1548.0s] 具身质能模型,
[1548.0s -> 1549.0s] 但是,
[1549.0s -> 1550.0s] 我其实更期待的,
[1550.0s -> 1551.0s] 学校,
[1551.0s -> 1552.0s] 这边研究上,
[1552.0s -> 1553.0s] 所做的,
[1553.0s -> 1554.0s] 也是希望能找到,
[1554.0s -> 1555.0s] 一个不一样的方式,
[1555.0s -> 1556.0s] 因为,
[1556.0s -> 1557.0s] 本质上,
[1557.0s -> 1558.0s] 预言,
[1558.0s -> 1559.0s] 它是一个,
[1559.0s -> 1560.0s] 维度,
[1560.0s -> 1561.0s] 就是,
[1561.0s -> 1562.0s] 那么多,
[1562.0s -> 1563.0s] 这个,
[1563.0s -> 1564.0s] 文本的token space,
[1564.0s -> 1565.0s] 是一个理想的空间,
[1565.0s -> 1566.0s] 我的,
[1566.0s -> 1567.0s] 观测空间,
[1567.0s -> 1568.0s] 和我的预测空间,
[1568.0s -> 1569.0s] 而且是一致的,
[1569.0s -> 1570.0s] 对,
[1570.0s -> 1571.0s] 它是一个,
[1571.0s -> 1572.0s] 很特殊的问题,
[1572.0s -> 1573.0s] 但是,
[1573.0s -> 1574.0s] 在,
[1574.0s -> 1575.0s] 机器人行业,
[1575.0s -> 1576.0s] 我的输入空间,
[1576.0s -> 1577.0s] 是如此之多,
[1577.0s -> 1578.0s] 这个,
[1578.0s -> 1579.0s] 对,
[1579.0s -> 1581.0s] 不是视觉观测到的一些状态,
[1581.0s -> 1582.0s] 比如说,
[1582.0s -> 1583.0s] 这个水是满的,
[1583.0s -> 1584.0s] 还是,
[1584.0s -> 1585.0s] 给看不见的水是满的,
[1585.0s -> 1586.0s] 还是空的,
[1586.0s -> 1587.0s] 包括,
[1587.0s -> 1588.0s] 一个电器,
[1588.0s -> 1589.0s] 还是开的,
[1589.0s -> 1590.0s] 还是关的,
[1590.0s -> 1591.0s] 有些状态,
[1591.0s -> 1592.0s] 就是各种各样的状态,
[1592.0s -> 1593.0s] 都要融合进来,
[1593.0s -> 1594.0s] 而你输出空间,
[1594.0s -> 1595.0s] 就是,
[1595.0s -> 1596.0s] 机器人自己的,
[1596.0s -> 1597.0s] 一些控制,
[1597.0s -> 1598.0s] 所以它,
[1598.0s -> 1599.0s] 跟大原木星,
[1599.0s -> 1600.0s] 其实,
[1600.0s -> 1601.0s] 本质是不一样的一个问题,
[1601.0s -> 1602.0s] 但是,
[1602.0s -> 1603.0s] 我们现在呢,
[1603.0s -> 1604.0s] 还是在大原木星的方式,
[1604.0s -> 1605.0s] 再去推,
[1605.0s -> 1606.0s] 所以这是我为什么说,
[1606.0s -> 1607.0s] 如果,
[1607.0s -> 1608.0s] 拉长时间,
[1608.0s -> 1609.0s] 就是,
[1609.0s -> 1610.0s] 机器人模型的,
[1610.0s -> 1611.0s] 训练推理饭市场,
[1611.0s -> 1612.0s] 可能还需要,
[1612.0s -> 1613.0s] 更多的思考,
[1613.0s -> 1614.0s] 因为我不是,
[1614.0s -> 1615.0s] 相关,
[1615.0s -> 1616.0s] 技术专业背景的,
[1616.0s -> 1617.0s] 但是,
[1617.0s -> 1618.0s] 我们也,
[1618.0s -> 1619.0s] 做了不同方向,
[1619.0s -> 1620.0s] 各种,
[1620.0s -> 1621.0s] 类型的投资,
[1621.0s -> 1622.0s] 从我的角度,
[1622.0s -> 1623.0s] 有一个这样的,
[1623.0s -> 1624.0s] 简单规纳,
[1624.0s -> 1625.0s] 我不知道,
[1625.0s -> 1626.0s] 从内行的角度来看,
[1626.0s -> 1627.0s] 这边,
[1627.0s -> 1628.0s] 多少正确,
[1628.0s -> 1629.0s] 多少错误,
[1629.0s -> 1630.0s] 就是,
[1630.0s -> 1631.0s] 我们先,
[1631.0s -> 1632.0s] 把大原模型的,
[1632.0s -> 1633.0s] 技术和架构问题,
[1633.0s -> 1634.0s] 先放在一边,
[1634.0s -> 1635.0s] 就比如说,
[1635.0s -> 1636.0s] 它是个多少围,
[1636.0s -> 1637.0s] 它是个几千围的,
[1637.0s -> 1638.0s] 生成式的,
[1638.0s -> 1639.0s] 文本内容,
[1639.0s -> 1640.0s] 来打比方,
[1640.0s -> 1641.0s] 那这种,
[1641.0s -> 1642.0s] 因为语言和语言,
[1642.0s -> 1643.0s] 或者叫字和词,
[1643.0s -> 1644.0s] 和词之间的关系,
[1644.0s -> 1645.0s] 我把它称之为,
[1645.0s -> 1646.0s] 叫是个逻辑关系,
[1646.0s -> 1647.0s] 相对不是,
[1647.0s -> 1648.0s] 绝对零和一的关系,
[1648.0s -> 1649.0s] 就是,
[1649.0s -> 1650.0s] 简单来讲,
[1650.0s -> 1651.0s] 咱们一句话,
[1651.0s -> 1652.0s] 可以有很多个表达方法,
[1652.0s -> 1653.0s] 也有很多个,
[1653.0s -> 1654.0s] 用很多个词,
[1654.0s -> 1655.0s] 或者用很多不同的词,
[1655.0s -> 1656.0s] 都可以表达同一个意思,
[1656.0s -> 1657.0s] 这是,
[1657.0s -> 1658.0s] 所谓逻辑关系,
[1658.0s -> 1659.0s] 但是它有一些,
[1659.0s -> 1660.0s] 简单约束,
[1660.0s -> 1661.0s] 比如说,
[1661.0s -> 1662.0s] 通常动词,
[1662.0s -> 1663.0s] 它是个,
[1663.0s -> 1664.0s] 就是能,
[1664.0s -> 1665.0s] 很多可能性,
[1665.0s -> 1666.0s] 去达到同一个目的,
[1666.0s -> 1668.0s] 或者完成同一个生成,
[1668.0s -> 1669.0s] 在这个机器人上,
[1669.0s -> 1670.0s] 它不是个逻辑关系,
[1670.0s -> 1672.0s] 它是个纯物理关系,
[1672.0s -> 1673.0s] 就比如说,
[1673.0s -> 1674.0s] 你肯定不能,
[1674.0s -> 1675.0s] 把手穿过桌面,
[1675.0s -> 1676.0s] 对吧,
[1676.0s -> 1677.0s] 就是,
[1677.0s -> 1678.0s] 你也不能,
[1678.0s -> 1679.0s] 直接把瓶子捏破,
[1679.0s -> 1680.0s] 就大概,
[1680.0s -> 1681.0s] 它有一些,
[1681.0s -> 1682.0s] 非常零一零一的问题,
[1682.0s -> 1683.0s] 就是,
[1683.0s -> 1684.0s] 它不是说,
[1684.0s -> 1685.0s] 什么样都可以,
[1685.0s -> 1686.0s] 或者哪种执行方法都可以,
[1686.0s -> 1687.0s] 它受到了一些,
[1687.0s -> 1688.0s] 非常,
[1688.0s -> 1689.0s] 严格的,
[1689.0s -> 1691.0s] 物理和环境条件的约束,
[1691.0s -> 1692.0s] 甚至为,
[1692.0s -> 1693.0s] 有非常强的物理约束,
[1693.0s -> 1694.0s] 就它有很多,
[1694.0s -> 1695.0s] 零和一之间,
[1695.0s -> 1696.0s] 没有零点一,
[1696.0s -> 1697.0s] 零点三这样的,
[1697.0s -> 1698.0s] 这个过程,
[1698.0s -> 1699.0s] 那,
[1699.0s -> 1700.0s] 所以回到,
[1700.0s -> 1701.0s] 你刚才那个问题,
[1701.0s -> 1702.0s] 就是,
[1702.0s -> 1703.0s] 假定,
[1703.0s -> 1704.0s] 之前经历过的,
[1704.0s -> 1705.0s] 不管是VLAVLM,
[1705.0s -> 1706.0s] 不管是哪一个,
[1706.0s -> 1707.0s] 就是,
[1707.0s -> 1708.0s] 从视觉,
[1708.0s -> 1709.0s] 到语言,
[1709.0s -> 1710.0s] 到再往下去,
[1710.0s -> 1711.0s] 预测,
[1711.0s -> 1712.0s] 机器人的这些,
[1712.0s -> 1713.0s] 模型,
[1713.0s -> 1714.0s] 都是过了一下,
[1714.0s -> 1715.0s] 跟语言类似的,
[1715.0s -> 1716.0s] 结构,
[1716.0s -> 1717.0s] 演绎,
[1717.0s -> 1718.0s] 但我刚才讲的这个,
[1718.0s -> 1719.0s] 粗浅外行理解,
[1719.0s -> 1720.0s] 它是两个逻辑上的事情,
[1721.0s -> 1723.0s] 相对存关系和关系,
[1723.0s -> 1725.0s] 一个是有硬的物理约束的,
[1725.0s -> 1726.0s] 我不知道,
[1726.0s -> 1727.0s] 从你的角度来看,
[1727.0s -> 1729.0s] 因为它们存在这样的,
[1729.0s -> 1730.0s] 我这个,
[1730.0s -> 1731.0s] 这种外行理解的差别,
[1731.0s -> 1732.0s] 它最终,
[1732.0s -> 1733.0s] 有多大可能性,
[1733.0s -> 1734.0s] 它会,
[1734.0s -> 1736.0s] 借鉴大圆模型的,
[1736.0s -> 1737.0s] 一部分能力,
[1737.0s -> 1738.0s] 或者架构,
[1738.0s -> 1739.0s] 或技术,
[1739.0s -> 1740.0s] 但是有,
[1740.0s -> 1742.0s] 多大一部分比例,
[1742.0s -> 1743.0s] 最终会,
[1743.0s -> 1744.0s] 超过,
[1744.0s -> 1745.0s] 或者叫做,
[1745.0s -> 1746.0s] 最少是,
[1746.0s -> 1747.0s] 差异化和,
[1747.0s -> 1748.0s] 语言,
[1748.0s -> 1749.0s] 模型,
[1749.0s -> 1750.0s] 的发展,
[1750.0s -> 1752.0s] 这是一个挺难的问题,
[1752.0s -> 1753.0s] 首先,
[1753.0s -> 1754.0s] 我是完全赞同,
[1754.0s -> 1755.0s] 对大圆模型的抽象,
[1755.0s -> 1756.0s] 它,
[1756.0s -> 1757.0s] 本质确实在学一个,
[1757.0s -> 1758.0s] 逻辑关系,
[1758.0s -> 1759.0s] 对,
[1759.0s -> 1760.0s] 而且这个,
[1760.0s -> 1761.0s] 约束,
[1761.0s -> 1762.0s] 是,
[1762.0s -> 1763.0s] 更简单的,
[1763.0s -> 1764.0s] 它的解空间,
[1764.0s -> 1765.0s] 是更大的,
[1765.0s -> 1766.0s] 以前上课的时候,
[1766.0s -> 1767.0s] 我们会学习最优化,
[1767.0s -> 1768.0s] 最优化的时候,
[1768.0s -> 1769.0s] 你有可能是一个,
[1769.0s -> 1770.0s] 不是全局,
[1770.0s -> 1771.0s] 不是一个,
[1771.0s -> 1772.0s] 担任,
[1772.0s -> 1773.0s] 拖优化问题,
[1773.0s -> 1774.0s] 有可能很多局部,
[1774.0s -> 1775.0s] 最终解,
[1775.0s -> 1776.0s] 大圆模型,
[1776.0s -> 1777.0s] 有可能很多,
[1777.0s -> 1778.0s] 局部,
[1778.0s -> 1779.0s] 最终都是好的,
[1779.0s -> 1780.0s] 就是物理世界方面,
[1780.0s -> 1781.0s] 它,
[1781.0s -> 1782.0s] 约束更多一些,
[1782.0s -> 1783.0s] 然后,
[1783.0s -> 1784.0s] 我认为它,
[1784.0s -> 1785.0s] 不单单,
[1785.0s -> 1786.0s] 不是逻辑,
[1786.0s -> 1787.0s] 而说,
[1787.0s -> 1788.0s] 它,
[1788.0s -> 1789.0s] 也运寒的逻辑,
[1789.0s -> 1790.0s] 当然,
[1790.0s -> 1791.0s] 在此之上,
[1791.0s -> 1792.0s] 它还有,
[1792.0s -> 1793.0s] 物理和集合,
[1793.0s -> 1794.0s] 对,
[1794.0s -> 1795.0s] 就是,
[1795.0s -> 1796.0s] 集合呢,
[1796.0s -> 1797.0s] 是一些,
[1797.0s -> 1798.0s] 运动学相关的,
[1798.0s -> 1799.0s] 尺寸大小啊,
[1799.0s -> 1800.0s] 包括,
[1800.0s -> 1801.0s] 我这个关节,
[1801.0s -> 1802.0s] 动多少度,
[1802.0s -> 1803.0s] 相应的,
[1803.0s -> 1804.0s] 我这个关节,
[1804.0s -> 1805.0s] 带着这个鸽,
[1805.0s -> 1806.0s] 动了多少,
[1806.0s -> 1807.0s] 这个感的末端,
[1807.0s -> 1808.0s] 动了多少,
[1808.0s -> 1809.0s] 动力学相关的,
[1809.0s -> 1810.0s] 施加多大力,
[1810.0s -> 1811.0s] 那,
[1811.0s -> 1812.0s] 这个东西,
[1812.0s -> 1813.0s] 会被推多远,
[1813.0s -> 1814.0s] 我擦是多少,
[1814.0s -> 1815.0s] 相应的,
[1815.0s -> 1816.0s] 会断多少度,
[1816.0s -> 1817.0s] 所以,
[1817.0s -> 1818.0s] 它是一个,
[1818.0s -> 1819.0s] 更高级,
[1819.0s -> 1820.0s] 更复杂的问题,
[1820.0s -> 1821.0s] 当然,
[1821.0s -> 1822.0s] 也包括,
[1822.0s -> 1823.0s] 这个任务层面,
[1823.0s -> 1824.0s] 就是逻辑问题,
[1824.0s -> 1825.0s] 就是大象,
[1825.0s -> 1826.0s] 放平产,
[1826.0s -> 1827.0s] 分析不是那种,
[1827.0s -> 1828.0s] 所以,
[1828.0s -> 1829.0s] 是逻辑,
[1829.0s -> 1830.0s] 集合和物理,
[1830.0s -> 1831.0s] 对,
[1831.0s -> 1832.0s] 所以,
[1832.0s -> 1833.0s] 具身质呢,
[1833.0s -> 1834.0s] 我觉得,
[1834.0s -> 1835.0s] 可以给一个,
[1835.0s -> 1836.0s] 不是那么,
[1836.0s -> 1837.0s] 正式的定义的话,
[1837.0s -> 1838.0s] 改变,
[1838.0s -> 1839.0s] 目标物体的状态,
[1839.0s -> 1840.0s] 对,
[1840.0s -> 1841.0s] 那它,
[1841.0s -> 1842.0s] 是一个,
[1842.0s -> 1843.0s] 很多时候是有,
[1843.0s -> 1844.0s] 精确解的,
[1844.0s -> 1845.0s] 做到,
[1845.0s -> 1846.0s] 就是做到,
[1846.0s -> 1847.0s] 没做到,
[1847.0s -> 1848.0s] 就是没做到,
[1848.0s -> 1849.0s] 但是语言,
[1849.0s -> 1850.0s] 就,
[1850.0s -> 1851.0s] 肯定是可以,
[1851.0s -> 1852.0s] 很模棱两可的,
[1852.0s -> 1853.0s] 所以,
[1853.0s -> 1854.0s] 这个好像是对的,
[1854.0s -> 1855.0s] 这个是错的,
[1855.0s -> 1856.0s] 之前这块,
[1856.0s -> 1857.0s] 确实是,
[1857.0s -> 1858.0s] 它是一个,
[1858.0s -> 1859.0s] 比,
[1859.0s -> 1860.0s] 大圆谋星,
[1860.0s -> 1861.0s] 更难的一个问题,
[1861.0s -> 1862.0s] 所以,
[1862.0s -> 1863.0s] 如果这个假事对的话,
[1863.0s -> 1864.0s] 我们肯定是可以借借,
[1864.0s -> 1865.0s] 大圆谋星,
[1865.0s -> 1866.0s] 很多东西过来的,
[1866.0s -> 1867.0s] 应该是做到,
[1867.0s -> 1868.0s] 这种方式,
[1868.0s -> 1869.0s] 去学,
[1869.0s -> 1870.0s] 过去看到的,
[1870.0s -> 1871.0s] 和未来的一些关联,
[1871.0s -> 1872.0s] 对,
[1872.0s -> 1873.0s] 我们用这个关联,
[1873.0s -> 1874.0s] 来近似因果,
[1874.0s -> 1876.0s] 那这个关联近似因果的,
[1876.0s -> 1877.0s] 范氏,
[1877.0s -> 1879.0s] 一定是可以借借到,
[1879.0s -> 1880.0s] 机权里面的,
[1880.0s -> 1881.0s] 是,
[1881.0s -> 1882.0s] 但是如果,
[1882.0s -> 1883.0s] 只有这个,
[1883.0s -> 1884.0s] 它是不够的,
[1884.0s -> 1885.0s] 因为,
[1885.0s -> 1886.0s] 在,
[1886.0s -> 1887.0s] 这个文字上,
[1887.0s -> 1888.0s] 它其实没有时间概念,
[1888.0s -> 1889.0s] 物理上,
[1889.0s -> 1890.0s] 它是有时间纬度,
[1890.0s -> 1891.0s] 然后,
[1891.0s -> 1892.0s] 你就设计了几颗,
[1892.0s -> 1893.0s] 它的约束也有很多,
[1893.0s -> 1894.0s] 所以在,
[1894.0s -> 1895.0s] 机权人领域,
[1895.0s -> 1896.0s] 时间,
[1896.0s -> 1897.0s] 大圆谋形的这个,
[1897.0s -> 1898.0s] 训练,
[1898.0s -> 1899.0s] 和数据,
[1899.0s -> 1900.0s] 选择以后,
[1900.0s -> 1901.0s] 推理的范氏,
[1901.0s -> 1902.0s] 同时,
[1902.0s -> 1903.0s] 我相信,
[1903.0s -> 1904.0s] 如可白,
[1904.0s -> 1905.0s] 因果,
[1905.0s -> 1906.0s] 约束,
[1906.0s -> 1907.0s] 加进来,
[1907.0s -> 1908.0s] 时间纬度,
[1908.0s -> 1909.0s] 加进来,
[1909.0s -> 1910.0s] 这个是一个必须的,
[1910.0s -> 1911.0s] 一个东西,
[1911.0s -> 1912.0s] 那我们先把这个,
[1912.0s -> 1913.0s] 稍微抽象一点的问题,
[1913.0s -> 1914.0s] 这个讨论题,
[1914.0s -> 1915.0s] 先越过,
[1915.0s -> 1916.0s] 我们回到,
[1916.0s -> 1917.0s] 言诺本身,
[1917.0s -> 1918.0s] 最少两年半以前,
[1918.0s -> 1919.0s] 在确定应用,
[1919.0s -> 1920.0s] 场景方向的时候,
[1920.0s -> 1921.0s] 你就选了一些,
[1921.0s -> 1922.0s] 相对于中不同的,
[1922.0s -> 1923.0s] 因为那个时候,
[1923.0s -> 1924.0s] 大家都还在做各种各样,
[1924.0s -> 1925.0s] 就像我们讲的,
[1925.0s -> 1926.0s] 点衣服,
[1926.0s -> 1927.0s] 什么倒咖啡之类的,
[1927.0s -> 1928.0s] 你稍微选了一个,
[1928.0s -> 1929.0s] 比较不同,
[1929.0s -> 1930.0s] 而且是,
[1930.0s -> 1932.0s] 相对难做的方向,
[1932.0s -> 1933.0s] 那,
[1933.0s -> 1934.0s] 你能给大家,
[1934.0s -> 1935.0s] 解释和描述一下,
[1935.0s -> 1936.0s] 当时你是怎么考虑的,
[1936.0s -> 1937.0s] 以及那个方向,
[1937.0s -> 1938.0s] 最终,
[1938.0s -> 1939.0s] 它可能会,
[1939.0s -> 1940.0s] 难在什么地方,
[1940.0s -> 1941.0s] 对于当时的,
[1941.0s -> 1942.0s] 极其人,
[1942.0s -> 1943.0s] 和现在的,
[1943.0s -> 1944.0s] 极其人能力来看,
[1944.0s -> 1945.0s] 上次我们,
[1945.0s -> 1946.0s] 跟佛如谈的时候,
[1946.0s -> 1947.0s] 提到这个,
[1947.0s -> 1948.0s] 不可能三角,
[1948.0s -> 1949.0s] 通行性,
[1949.0s -> 1950.0s] 可耗性,
[1950.0s -> 1951.0s] 和速度,
[1951.0s -> 1952.0s] 当时我们在,
[1952.0s -> 1953.0s] 选场景的时候,
[1953.0s -> 1954.0s] 说,
[1954.0s -> 1955.0s] 我如果,
[1955.0s -> 1956.0s] 同时达到,
[1956.0s -> 1957.0s] 那我们牺牲哪一个点,
[1957.0s -> 1958.0s] 我们当时的选择,
[1958.0s -> 1959.0s] 就是,
[1959.0s -> 1960.0s] 在速度上,
[1960.0s -> 1961.0s] 不用那么苛求,
[1961.0s -> 1962.0s] 只要达到,
[1962.0s -> 1963.0s] 一定的预知,
[1963.0s -> 1964.0s] 就可以了,
[1964.0s -> 1965.0s] 然后在通行性上,
[1965.0s -> 1966.0s] 我们,
[1966.0s -> 1967.0s] 会把它拉下来一些,
[1967.0s -> 1968.0s] 我们不追求,
[1968.0s -> 1969.0s] 以下能解决,
[1969.0s -> 1970.0s] 一万件事情,
[1970.0s -> 1971.0s] 我们能解决,
[1971.0s -> 1972.0s] 可能几十件,
[1972.0s -> 1973.0s] 上百件,
[1973.0s -> 1974.0s] 就是,
[1974.0s -> 1975.0s] 会多一些事情,
[1975.0s -> 1976.0s] 就够了,
[1976.0s -> 1977.0s] 所以我们,
[1977.0s -> 1978.0s] 基于这个假设,
[1978.0s -> 1979.0s] 我们会去,
[1979.0s -> 1980.0s] 寻找一些,
[1980.0s -> 1981.0s] 场景领域,
[1981.0s -> 1982.0s] 能够去,
[1982.0s -> 1984.0s] 在可预见的时间内,
[1984.0s -> 1985.0s] 去落地,
[1985.0s -> 1986.0s] 去能摆,
[1986.0s -> 1987.0s] 现在的,
[1987.0s -> 1988.0s] 智能机器人,
[1988.0s -> 1989.0s] 或者点点角,
[1989.0s -> 1990.0s] 能够得到的一些,
[1990.0s -> 1991.0s] 场景,
[1991.0s -> 1992.0s] 但是同时呢,
[1992.0s -> 1993.0s] 也不希望这个场景,
[1993.0s -> 1994.0s] 会把我们的天花本哈死,
[1994.0s -> 1995.0s] 会把我们,
[1995.0s -> 1996.0s] 牵引到,
[1996.0s -> 1997.0s] 另外一些,
[1997.0s -> 1998.0s] 更短视的一些,
[1998.0s -> 1999.0s] 技术路线上,
[1999.0s -> 2000.0s] 所以我们,
[2000.0s -> 2001.0s] 希望选一些,
[2001.0s -> 2002.0s] 难的场景,
[2002.0s -> 2003.0s] 那,
[2003.0s -> 2004.0s] 怀穿着这个,
[2004.0s -> 2005.0s] 我们是希望找这种,
[2005.0s -> 2006.0s] 让又有长序列,
[2006.0s -> 2007.0s] 要严格考打,
[2007.0s -> 2008.0s] 这个逻辑,
[2008.0s -> 2009.0s] 能力的,
[2009.0s -> 2010.0s] 然后,
[2010.0s -> 2011.0s] 比较高精度的,
[2011.0s -> 2012.0s] 对,
[2012.0s -> 2013.0s] 要去,
[2013.0s -> 2014.0s] 考问这个,
[2014.0s -> 2015.0s] 几何和屋里,
[2015.0s -> 2016.0s] 同时要高柔性,
[2016.0s -> 2017.0s] 那,
[2017.0s -> 2018.0s] 它一定是一个,
[2018.0s -> 2019.0s] 智能的东西,
[2019.0s -> 2020.0s] 去别于以往的,
[2020.0s -> 2021.0s] 机器人,
[2021.0s -> 2022.0s] 或者工业自动化,
[2022.0s -> 2023.0s] 所以这是,
[2023.0s -> 2024.0s] 我们希望,
[2024.0s -> 2025.0s] 在一个,
[2025.0s -> 2026.0s] 最难的,
[2026.0s -> 2027.0s] 考场里面,
[2027.0s -> 2028.0s] 去,
[2028.0s -> 2029.0s] 去嵌延我们的,
[2029.0s -> 2030.0s] 技术研发,
[2030.0s -> 2031.0s] 去提升这个能力,
[2031.0s -> 2032.0s] 如果能把,
[2032.0s -> 2033.0s] 这些事情做好,
[2033.0s -> 2034.0s] 那一定能够,
[2034.0s -> 2035.0s] 解决,
[2035.0s -> 2036.0s] 所有,
[2036.0s -> 2037.0s] 未来走向,
[2037.0s -> 2038.0s] 家用的,
[2038.0s -> 2039.0s] 一万点事情,
[2039.0s -> 2040.0s] 从本身来讲,
[2040.0s -> 2041.0s] 它,
[2041.0s -> 2042.0s] 一方面,
[2042.0s -> 2043.0s] 具备了,
[2043.0s -> 2044.0s] 我们,
[2044.0s -> 2045.0s] 从做,
[2045.0s -> 2046.0s] 军生智能,
[2046.0s -> 2047.0s] 机器人的一些诉求,
[2047.0s -> 2048.0s] 同时,
[2048.0s -> 2049.0s] 从行业本身,
[2049.0s -> 2050.0s] 它又是一个,
[2050.0s -> 2051.0s] 真的需求,
[2051.0s -> 2052.0s] 就是,
[2052.0s -> 2053.0s] 整个,
[2053.0s -> 2054.0s] 科业智能,
[2054.0s -> 2055.0s] 算实验室,
[2055.0s -> 2056.0s] 生化环采行业,
[2056.0s -> 2057.0s] 生物医药行业,
[2057.0s -> 2058.0s] 他们,
[2058.0s -> 2059.0s] 确实是,
[2059.0s -> 2060.0s] 需要这样的,
[2060.0s -> 2061.0s] 高柔性,
[2061.0s -> 2062.0s] 高精度,
[2062.0s -> 2063.0s] 高智能的,
[2063.0s -> 2064.0s] 这些,
[2064.0s -> 2065.0s] 智能体,
[2065.0s -> 2066.0s] 来做,
[2066.0s -> 2067.0s] 这些物理操作,
[2067.0s -> 2068.0s] 一方面,
[2068.0s -> 2069.0s] 来做的,
[2069.0s -> 2070.0s] 大家在做,
[2070.0s -> 2071.0s] 实验的时候,
[2071.0s -> 2072.0s] 通常,
[2072.0s -> 2073.0s] 很大一个,
[2073.0s -> 2074.0s] 碰点,
[2074.0s -> 2075.0s] 就是,
[2075.0s -> 2076.0s] 实验不可浮现,
[2076.0s -> 2077.0s] 你就是,
[2077.0s -> 2078.0s] 人做这些事情,
[2078.0s -> 2079.0s] 就是,
[2079.0s -> 2080.0s] 不可浮现的,
[2080.0s -> 2081.0s] 即使是,
[2081.0s -> 2082.0s] 实验流程,
[2082.0s -> 2083.0s] 写好,
[2083.0s -> 2084.0s] 我要把,
[2084.0s -> 2085.0s] ABCD,
[2085.0s -> 2086.0s] 在25度,
[2086.0s -> 2087.0s] 去混云,
[2087.0s -> 2088.0s] 那,
[2088.0s -> 2089.0s] 有的人对它,
[2089.0s -> 2090.0s] 理解,
[2090.0s -> 2091.0s] 就是,
[2091.0s -> 2092.0s] 我从,
[2092.0s -> 2093.0s] 自度的冰箱里面,
[2093.0s -> 2094.0s] 拿出来,
[2094.0s -> 2095.0s] 拿到25度,
[2095.0s -> 2096.0s] 放,
[2096.0s -> 2097.0s] 一个小时,
[2097.0s -> 2098.0s] 其实还是4度的,
[2098.0s -> 2099.0s] 然后,
[2099.0s -> 2100.0s] 倒完以后,
[2100.0s -> 2101.0s] 发现,
[2101.0s -> 2102.0s] 才想起,
[2102.0s -> 2103.0s] 我要C,
[2103.0s -> 2104.0s] 去冰箱,
[2104.0s -> 2105.0s] 又拿,
[2105.0s -> 2106.0s] 拿完以后,
[2106.0s -> 2107.0s] 夸一刀,
[2107.0s -> 2108.0s] 那反应条件,
[2108.0s -> 2109.0s] 自然就是不一样,
[2109.0s -> 2110.0s] 就是,
[2110.0s -> 2111.0s] 类似这样的,
[2111.0s -> 2112.0s] 细节很多,
[2112.0s -> 2113.0s] 更别提,
[2113.0s -> 2114.0s] 它做的时间,
[2114.0s -> 2115.0s] 还可能打过困体,
[2115.0s -> 2116.0s] 你就是,
[2116.0s -> 2117.0s] 这种小细节,
[2117.0s -> 2118.0s] 就导致,
[2118.0s -> 2119.0s] 它,
[2119.0s -> 2120.0s] 很难浮现,
[2120.0s -> 2121.0s] 就是,
[2121.0s -> 2122.0s] 所谓的,
[2122.0s -> 2123.0s] 10年,
[2123.0s -> 2124.0s] 10个亿,
[2124.0s -> 2125.0s] 成功力,
[2125.0s -> 2126.0s] 感知识,
[2126.0s -> 2127.0s] 就是,
[2127.0s -> 2128.0s] 我每一个步骤,
[2128.0s -> 2129.0s] 都是,
[2129.0s -> 2130.0s] 忠诚的,
[2130.0s -> 2131.0s] 细腻的做下来,
[2131.0s -> 2132.0s] 今天能做,
[2132.0s -> 2133.0s] 第二天还是能做,
[2133.0s -> 2134.0s] 每个条件,
[2134.0s -> 2135.0s] 参数,
[2135.0s -> 2136.0s] 都能记录下来,
[2136.0s -> 2137.0s] 这样,
[2137.0s -> 2138.0s] 提升它的可靠性,
[2138.0s -> 2139.0s] 另外一个点的,
[2139.0s -> 2140.0s] 就是,
[2140.0s -> 2141.0s] 现在的这些,
[2141.0s -> 2142.0s] 大量的,
[2142.0s -> 2143.0s] 实验室,
[2143.0s -> 2144.0s] 研发,
[2144.0s -> 2145.0s] 依赖仪器,
[2145.0s -> 2146.0s] 这些仪器,
[2146.0s -> 2147.0s] 是依赖于人去操作的,
[2147.0s -> 2148.0s] 如果,
[2148.0s -> 2149.0s] 一旦人不工作,
[2149.0s -> 2150.0s] 人可能,
[2150.0s -> 2151.0s] 就是,
[2151.0s -> 2152.0s] 着酒晚午这样,
[2152.0s -> 2153.0s] 那,
[2153.0s -> 2154.0s] 一旦不工作,
[2154.0s -> 2155.0s] 仪器,
[2155.0s -> 2156.0s] 利用率可能,
[2156.0s -> 2157.0s] 只有百分之三四十,
[2157.0s -> 2158.0s] 这些仪器,
[2158.0s -> 2159.0s] 往往都是很贵的,
[2159.0s -> 2160.0s] 所以就,
[2160.0s -> 2161.0s] 导致它的研发流程,
[2161.0s -> 2162.0s] 就会被无限的拉长,
[2162.0s -> 2163.0s] 这相比于,
[2163.0s -> 2164.0s] 我们在集权机领域,
[2164.0s -> 2165.0s] 在AI领域,
[2165.0s -> 2166.0s] 我们是,
[2166.0s -> 2167.0s] 能够把时间维度缩短,
[2167.0s -> 2168.0s] 我们通常,
[2168.0s -> 2169.0s] 会并行的,
[2169.0s -> 2170.0s] 跑一大堆实验,
[2170.0s -> 2171.0s] 但是,
[2171.0s -> 2172.0s] 在这样的行业里面,
[2172.0s -> 2173.0s] 它是很难去,
[2173.0s -> 2174.0s] 做这些事情的,
[2174.0s -> 2175.0s] 所以如果,
[2175.0s -> 2176.0s] 我们一旦能有机器人,
[2176.0s -> 2177.0s] 去做一个实验助理,
[2177.0s -> 2178.0s] 去,
[2178.0s -> 2179.0s] 天然地把,
[2179.0s -> 2180.0s] 这些仪器,
[2180.0s -> 2181.0s] 来调动起来,
[2181.0s -> 2182.0s] 那就可以,
[2182.0s -> 2183.0s] 把它研发效率,
[2183.0s -> 2184.0s] 大大的提升,
[2184.0s -> 2185.0s] 所以一方面,
[2185.0s -> 2186.0s] 是在质量上,
[2186.0s -> 2187.0s] 我们能够提升,
[2187.0s -> 2188.0s] 另一方面,
[2188.0s -> 2189.0s] 在这个,
[2189.0s -> 2190.0s] 提高它的吞吐量上,
[2190.0s -> 2191.0s] 体质又能提亮,
[2191.0s -> 2192.0s] 这两块,
[2192.0s -> 2193.0s] 我们都能够,
[2193.0s -> 2194.0s] 产生更大的价值,
[2194.0s -> 2195.0s] 更不用说,
[2195.0s -> 2196.0s] 有一些是危险的,
[2196.0s -> 2197.0s] 本身就不适合,
[2197.0s -> 2198.0s] 人去做的事情,
[2198.0s -> 2199.0s] 所以我们从,
[2199.0s -> 2200.0s] 行业的需求来讲,
[2200.0s -> 2201.0s] 也是希望,
[2201.0s -> 2202.0s] 来去做,
[2202.0s -> 2203.0s] 能够真正的,
[2203.0s -> 2204.0s] 负能真正的,
[2204.0s -> 2205.0s] 去产生一些,
[2205.0s -> 2206.0s] 产业价值,
[2206.0s -> 2207.0s] 我们现在,
[2207.0s -> 2208.0s] AI已经,
[2208.0s -> 2209.0s] 能够让我们,
[2209.0s -> 2210.0s] 快速的走向,
[2210.0s -> 2211.0s] 这个,
[2211.0s -> 2212.0s] 好吃懒惰,
[2212.0s -> 2213.0s] 至少是,
[2213.0s -> 2214.0s] 现在已经,
[2214.0s -> 2215.0s] 不用怎么思考了,
[2215.0s -> 2216.0s] 也来帮我们思考,
[2216.0s -> 2217.0s] 机器人呢,
[2217.0s -> 2218.0s] 应该能够比较快的,
[2218.0s -> 2219.0s] 帮助我们,
[2219.0s -> 2220.0s] 不用怎么做事情,
[2220.0s -> 2221.0s] 另外一个理想,
[2221.0s -> 2222.0s] 产生不老,
[2222.0s -> 2223.0s] 应该也能比较,
[2223.0s -> 2224.0s] 快速的达到,
[2224.0s -> 2225.0s] 如果,
[2225.0s -> 2226.0s] 它的科研方式,
[2226.0s -> 2227.0s] 研发方式,
[2227.0s -> 2228.0s] 是能够有一个,
[2228.0s -> 2229.0s] 比较好的变革的话,
[2229.0s -> 2230.0s] 对,
[2230.0s -> 2231.0s] 这个,
[2231.0s -> 2232.0s] 跟你这个,
[2232.0s -> 2233.0s] 方向相关,
[2233.0s -> 2234.0s] 就是生化还材,
[2234.0s -> 2235.0s] 当然生化还材,
[2235.0s -> 2236.0s] 在我们念书的时候,
[2236.0s -> 2237.0s] 都是所谓,
[2238.0s -> 2239.0s] 那今天他们都变成,
[2239.0s -> 2240.0s] 重要和,
[2240.0s -> 2241.0s] 热门的方向了,
[2241.0s -> 2242.0s] 那个,
[2242.0s -> 2243.0s] 就跟你讲的这个,
[2243.0s -> 2244.0s] 饭食变化里面,
[2244.0s -> 2245.0s] 还有个,
[2245.0s -> 2246.0s] 多多少少,
[2246.0s -> 2247.0s] 最近的好消息,
[2247.0s -> 2248.0s] 就是,
[2248.0s -> 2249.0s] 因为就在这周,
[2249.0s -> 2250.0s] 原来在新冠期间,
[2250.0s -> 2252.0s] 做这个MRI疫苗的这个,
[2252.0s -> 2253.0s] Moderna这个公司,
[2253.0s -> 2254.0s] Moderna这个公司,
[2254.0s -> 2255.0s] 这三期零创,
[2255.0s -> 2256.0s] 得到显著结果,
[2256.0s -> 2257.0s] 虽然还没有最后,
[2257.0s -> 2258.0s] 披露所有数据,
[2258.0s -> 2259.0s] 但是,
[2259.0s -> 2260.0s] 它已经claim,
[2260.0s -> 2261.0s] 三期有显出结果,
[2261.0s -> 2262.0s] 里面也包括了,
[2262.0s -> 2263.0s] 药物联用,
[2263.0s -> 2264.0s] 但总而言之,
[2264.0s -> 2265.0s] 大家把它,
[2265.0s -> 2266.0s] 总结为的,
[2266.0s -> 2267.0s] 就是,
[2267.0s -> 2268.0s] 个性化的,
[2268.0s -> 2269.0s] 某种,
[2269.0s -> 2270.0s] 肿瘤,
[2270.0s -> 2271.0s] 疫苗,
[2271.0s -> 2272.0s] 算严正成功,
[2272.0s -> 2273.0s] 然后,
[2273.0s -> 2274.0s] 这算是个大的突破,
[2274.0s -> 2275.0s] 当然,
[2275.0s -> 2276.0s] 在新闻里面,
[2276.0s -> 2277.0s] 他们也说了,
[2277.0s -> 2278.0s] 这件事情,
[2278.0s -> 2279.0s] 在筛选的时候,
[2279.0s -> 2280.0s] 用了AI,
[2280.0s -> 2281.0s] 当然,
[2281.0s -> 2282.0s] 看起来,
[2282.0s -> 2283.0s] 不一定是,
[2283.0s -> 2284.0s] 用了大圆模型,
[2284.0s -> 2285.0s] 但是,
[2285.0s -> 2286.0s] 用了一些AI,
[2286.0s -> 2287.0s] 那所以,
[2287.0s -> 2288.0s] 它导致的结果,
[2288.0s -> 2289.0s] 就你讲的,
[2289.0s -> 2290.0s] 科研前面的,
[2290.0s -> 2291.0s] 发现方式,
[2291.0s -> 2292.0s] 有了一些变化,
[2292.0s -> 2293.0s] 然后,
[2293.0s -> 2294.0s] 为什么这事,
[2294.0s -> 2295.0s] 跟你有关呢,
[2295.0s -> 2296.0s] 发现,
[2296.0s -> 2297.0s] 就是,
[2297.0s -> 2298.0s] 跟药物发现有关的,
[2298.0s -> 2299.0s] 前面那部分,
[2299.0s -> 2300.0s] 犯事的话,
[2300.0s -> 2301.0s] 最大的瓶颈,
[2301.0s -> 2302.0s] 就来到了湿试验,
[2302.0s -> 2303.0s] 因为,
[2303.0s -> 2304.0s] 只有湿试验,
[2304.0s -> 2305.0s] 能提供,
[2305.0s -> 2306.0s] 需要配套,
[2306.0s -> 2307.0s] 这个发现效率,
[2307.0s -> 2308.0s] 提供足够多,
[2308.0s -> 2309.0s] 足够快,
[2309.0s -> 2310.0s] 足够整齐的,
[2310.0s -> 2311.0s] 大量的数据,
[2311.0s -> 2312.0s] 来进行,
[2312.0s -> 2313.0s] 执行,
[2313.0s -> 2314.0s] 和数据循环,
[2314.0s -> 2315.0s] 就是,
[2315.0s -> 2316.0s] 不管它是,
[2316.0s -> 2317.0s] 证明是对的,
[2317.0s -> 2318.0s] 还是证明是错的,
[2318.0s -> 2319.0s] 都要回到,
[2319.0s -> 2320.0s] 那个预测过程里,
[2320.0s -> 2321.0s] 去用AI,
[2321.0s -> 2322.0s] 再来进行,
[2322.0s -> 2323.0s] 好处,
[2323.0s -> 2324.0s] 就是大家今天,
[2324.0s -> 2325.0s] 开始慢慢,
[2325.0s -> 2326.0s] 共识到说,
[2326.0s -> 2327.0s] AI用在生物医疗里,
[2327.0s -> 2328.0s] 显著提高了,
[2328.0s -> 2329.0s] 发现效率,
[2329.0s -> 2330.0s] AI用在生物医疗,
[2330.0s -> 2331.0s] 和药物发现里,
[2331.0s -> 2332.0s] 平静,
[2332.0s -> 2333.0s] 接下来,
[2333.0s -> 2334.0s] 就来到了,
[2334.0s -> 2335.0s] 湿试验本身,
[2335.0s -> 2336.0s] 湿试验怎么能够提高,
[2336.0s -> 2337.0s] 我不知道,
[2337.0s -> 2338.0s] 是不是就跟,
[2338.0s -> 2339.0s] 刚才你讲的,
[2339.0s -> 2340.0s] 你们的应用方向有关,
[2340.0s -> 2341.0s] 但是问题是,
[2341.0s -> 2342.0s] 虽然人做试验,
[2342.0s -> 2343.0s] 有很多不可负陷,
[2343.0s -> 2344.0s] 这就,
[2344.0s -> 2345.0s] 让我想起了,
[2345.0s -> 2346.0s] 痛苦的,
[2346.0s -> 2347.0s] 我当时,
[2347.0s -> 2348.0s] 在国外念研究生的时候,
[2348.0s -> 2349.0s] 就是,
[2349.0s -> 2351.0s] 每次和每次都不太一样,
[2351.0s -> 2352.0s] 在化学实验,
[2352.0s -> 2353.0s] 和化学合成里边,
[2353.0s -> 2354.0s] 那我不知道,
[2354.0s -> 2355.0s] 在这个过程当中,
[2355.0s -> 2356.0s] 回到刚才我们那个问题的,
[2356.0s -> 2357.0s] 第二个部分,
[2357.0s -> 2359.0s] 它可能要迎来春天了,
[2359.0s -> 2360.0s] 但是,
[2360.0s -> 2361.0s] 到底今天机器人,
[2361.0s -> 2363.0s] 能在这个湿试验,
[2363.0s -> 2364.0s] 缓解和范围,
[2364.0s -> 2365.0s] 和流程里,
[2365.0s -> 2366.0s] 从能力上,
[2366.0s -> 2367.0s] 它今天到底能解决到,
[2367.0s -> 2368.0s] 哪些程度,
[2368.0s -> 2369.0s] 能解决哪些问题,
[2369.0s -> 2370.0s] 能做到,
[2370.0s -> 2371.0s] 什么情况,
[2371.0s -> 2372.0s] 能带来哪些好处,
[2372.0s -> 2373.0s] 有哪些难的,
[2373.0s -> 2374.0s] 技术节点,
[2374.0s -> 2375.0s] 被你们,
[2375.0s -> 2376.0s] 正在克服,
[2376.0s -> 2377.0s] 或克服了,
[2377.0s -> 2378.0s] 如何去远离多,
[2378.0s -> 2379.0s] 做的,
[2379.0s -> 2380.0s] 这些,
[2380.0s -> 2381.0s] 积累的,
[2381.0s -> 2382.0s] 这些能力,
[2382.0s -> 2383.0s] 至少在,
[2383.0s -> 2384.0s] 常见的,
[2384.0s -> 2385.0s] 一些,
[2385.0s -> 2386.0s] 实验流程里边,
[2386.0s -> 2387.0s] 比如说,
[2387.0s -> 2388.0s] 如何去处理,
[2388.0s -> 2389.0s] 液体,
[2389.0s -> 2390.0s] 固体,
[2390.0s -> 2391.0s] 粉末状态,
[2391.0s -> 2392.0s] 或是颗粒状的,
[2392.0s -> 2393.0s] 这些样品,
[2393.0s -> 2394.0s] 样品是一个很大的,
[2394.0s -> 2395.0s] 要素,
[2395.0s -> 2396.0s] 然后,
[2396.0s -> 2397.0s] 常见的仪器,
[2397.0s -> 2398.0s] 理性机,
[2398.0s -> 2399.0s] PCR,
[2399.0s -> 2400.0s] 很多,
[2400.0s -> 2401.0s] 实验室里边,
[2401.0s -> 2402.0s] 常见的那些流程,
[2402.0s -> 2403.0s] 我们会,
[2403.0s -> 2404.0s] 都拆解出来,
[2404.0s -> 2405.0s] 对应出来,
[2405.0s -> 2406.0s] 相应那些,
[2406.0s -> 2407.0s] 常见的,
[2407.0s -> 2408.0s] 一些流程,
[2408.0s -> 2409.0s] 80%以上,
[2409.0s -> 2410.0s] 都是可以浮现的,
[2410.0s -> 2411.0s] 至少是一些,
[2411.0s -> 2412.0s] 举步,
[2412.0s -> 2413.0s] 已经能做到,
[2413.0s -> 2414.0s] 小避缓了,
[2414.0s -> 2415.0s] 相当于,
[2415.0s -> 2416.0s] 给一些,
[2416.0s -> 2417.0s] PI,
[2417.0s -> 2418.0s] 或者,
[2418.0s -> 2419.0s] 甚至一些,
[2419.0s -> 2420.0s] 可以享福的,
[2420.0s -> 2421.0s] 博士生,
[2421.0s -> 2422.0s] 也可以有这样的,
[2422.0s -> 2423.0s] 研究助理,
[2423.0s -> 2424.0s] 相当于,
[2424.0s -> 2425.0s] 它可以,
[2425.0s -> 2426.0s] 发一个指令,
[2426.0s -> 2427.0s] 然后,
[2427.0s -> 2428.0s] 机器人可以,
[2428.0s -> 2429.0s] 调度,
[2429.0s -> 2430.0s] 实验室里边的,
[2430.0s -> 2431.0s] 这些,
[2431.0s -> 2432.0s] 相关的要素,
[2432.0s -> 2433.0s] 去完成一个,
[2433.0s -> 2434.0s] 举步的,
[2434.0s -> 2435.0s] 避缓,
[2435.0s -> 2436.0s] 再一步,
[2436.0s -> 2437.0s] 所以我们,
[2437.0s -> 2438.0s] 现在是,
[2438.0s -> 2439.0s] 一个辅助,
[2439.0s -> 2440.0s] 科研人员,
[2440.0s -> 2441.0s] 研发人员的一个,
[2441.0s -> 2442.0s] 阶段,
[2442.0s -> 2443.0s] 并不会去,
[2443.0s -> 2444.0s] 剥夺,
[2444.0s -> 2445.0s] 或者去替代,
[2445.0s -> 2446.0s] 这样的科学家,
[2446.0s -> 2447.0s] 或者研发人员,
[2447.0s -> 2448.0s] 我们还是,
[2448.0s -> 2449.0s] 在一个,
[2449.0s -> 2450.0s] 先做局部的,
[2450.0s -> 2451.0s] 可以类比,
[2451.0s -> 2452.0s] 像自动驾驶,
[2452.0s -> 2453.0s] 一个,
[2453.0s -> 2454.0s] 上高速以后,
[2454.0s -> 2455.0s] 开一个L2的这种,
[2455.0s -> 2456.0s] 我们现在,
[2456.0s -> 2457.0s] 是做这种,
[2457.0s -> 2458.0s] 辅助驾驶的能力,
[2458.0s -> 2459.0s] 能够去,
[2459.0s -> 2460.0s] 让他们更,
[2460.0s -> 2461.0s] 解脱出来,
[2461.0s -> 2462.0s] 这样就避免,
[2462.0s -> 2463.0s] 一个人,
[2463.0s -> 2464.0s] 他做实验,
[2464.0s -> 2465.0s] 像做一组实验,
[2465.0s -> 2466.0s] 他不用想,
[2466.0s -> 2467.0s] 半夜两点,
[2467.0s -> 2468.0s] 他回来再换一次衣,
[2468.0s -> 2469.0s] 那机器人,
[2469.0s -> 2470.0s] 就可以干这个事情,
[2470.0s -> 2471.0s] 保证,
[2471.0s -> 2472.0s] 他第二天早上,
[2472.0s -> 2473.0s] 九点来之后,
[2473.0s -> 2474.0s] 结果是读出来的,
[2474.0s -> 2475.0s] 就我们现在,
[2475.0s -> 2476.0s] 这种能力,
[2476.0s -> 2477.0s] 已经达到了,
[2477.0s -> 2478.0s] 刚才,
[2478.0s -> 2479.0s] 风叔也提到,
[2479.0s -> 2480.0s] 我完全赞同,
[2480.0s -> 2481.0s] 现在AI是,
[2481.0s -> 2482.0s] 数字AI,
[2482.0s -> 2483.0s] 已经能把,
[2483.0s -> 2484.0s] 生成的这个问题,
[2484.0s -> 2485.0s] 解决得很好了,
[2485.0s -> 2486.0s] 可以,
[2486.0s -> 2487.0s] 在一个,
[2487.0s -> 2488.0s] 极大的搜索空间里,
[2488.0s -> 2489.0s] 去提假设,
[2489.0s -> 2490.0s] 去提一些,
[2490.0s -> 2491.0s] 这个可能的,
[2491.0s -> 2492.0s] 这个,
[2492.0s -> 2493.0s] 流程,
[2493.0s -> 2494.0s] 但是,
[2494.0s -> 2495.0s] 那当你提了,
[2495.0s -> 2496.0s] 流程,
[2496.0s -> 2497.0s] 越来越多的时候,
[2497.0s -> 2498.0s] 我们不可能,
[2498.0s -> 2499.0s] 还是靠人海,
[2499.0s -> 2500.0s] 这还是说,
[2500.0s -> 2501.0s] 去一个一个去验,
[2501.0s -> 2502.0s] 所以,
[2502.0s -> 2503.0s] 现在就存在,
[2503.0s -> 2504.0s] 一个很大的,
[2504.0s -> 2505.0s] GAF,
[2505.0s -> 2506.0s] 一个红钩,
[2506.0s -> 2507.0s] 机器人里面,
[2507.0s -> 2508.0s] 经常讲,
[2508.0s -> 2509.0s] SIMTRIAL GAF,
[2509.0s -> 2510.0s] 这个听材,
[2510.0s -> 2511.0s] 像是一个,
[2511.0s -> 2512.0s] 生成到验证的,
[2512.0s -> 2513.0s] 一个GAF,
[2513.0s -> 2514.0s] 就是,
[2514.0s -> 2515.0s] 实验的,
[2515.0s -> 2516.0s] 一个确实,
[2516.0s -> 2517.0s] 一直在努力,
[2517.0s -> 2518.0s] 去提供物理的,
[2518.0s -> 2519.0s] 界面,
[2519.0s -> 2520.0s] 这个物理界面,
[2520.0s -> 2521.0s] 就可以去,
[2521.0s -> 2522.0s] 把这个红钩,
[2522.0s -> 2523.0s] 去用这些数据,
[2523.0s -> 2524.0s] 那我们的,
[2524.0s -> 2525.0s] 物理的一个,
[2525.0s -> 2526.0s] API可以去,
[2526.0s -> 2527.0s] 被调度,
[2527.0s -> 2528.0s] 然后能够把,
[2528.0s -> 2529.0s] 整个流程,
[2529.0s -> 2530.0s] 就实现了,
[2530.0s -> 2531.0s] 一个避缓,
[2531.0s -> 2532.0s] 所以这点,
[2532.0s -> 2533.0s] 是我们过去,
[2533.0s -> 2534.0s] 几年所积累的,
[2534.0s -> 2535.0s] 而且,
[2535.0s -> 2536.0s] 现在也跟很多客户,
[2536.0s -> 2537.0s] 在出现达成,
[2537.0s -> 2538.0s] 证明,
[2538.0s -> 2539.0s] 以及开始规模化的,
[2539.0s -> 2540.0s] 一些事情,
[2540.0s -> 2541.0s] 对好,
[2541.0s -> 2542.0s] 那,
[2542.0s -> 2543.0s] 这个大概能做什么,
[2543.0s -> 2544.0s] 大概听懂了,
[2544.0s -> 2545.0s] 但是,
[2545.0s -> 2546.0s] 今天我们,
[2546.0s -> 2547.0s] 回过头来看,
[2547.0s -> 2548.0s] 就说,
[2548.0s -> 2549.0s] 在做的这些事情里面,
[2549.0s -> 2550.0s] 对于今天的机器人,
[2550.0s -> 2551.0s] 或者大部分机器人来讲,
[2551.0s -> 2552.0s] 哪些是最难的,
[2552.0s -> 2553.0s] 我们先问一个,
[2553.0s -> 2554.0s] 大家容易,
[2554.0s -> 2555.0s] 直觉化的,
[2555.0s -> 2556.0s] 这个感受一下,
[2556.0s -> 2557.0s] 比如说,
[2557.0s -> 2558.0s] 你参加,
[2558.0s -> 2559.0s] 这个WRC,
[2559.0s -> 2560.0s] 这个世界机器人大会,
[2560.0s -> 2561.0s] 你也肯定会,
[2561.0s -> 2562.0s] 到处溜的溜的,
[2562.0s -> 2563.0s] 看看同行们,
[2563.0s -> 2564.0s] 都搞成啥样的,
[2564.0s -> 2565.0s] 都做了哪些东西,
[2565.0s -> 2566.0s] 在你在,
[2566.0s -> 2568.0s] WRC里满世界溜的的时候,
[2568.0s -> 2569.0s] 你有看见,
[2569.0s -> 2570.0s] 跟你们,
[2570.0s -> 2571.0s] 做相关方向,
[2571.0s -> 2572.0s] 类似尝试的公司吗,
[2572.0s -> 2573.0s] 这是第一个问题,
[2573.0s -> 2574.0s] 第二个问题,
[2574.0s -> 2575.0s] 是就回过头来,
[2575.0s -> 2576.0s] 假设这样的公司,
[2576.0s -> 2577.0s] 很少的话,
[2577.0s -> 2578.0s] 这些事情,
[2578.0s -> 2579.0s] 难到底,
[2579.0s -> 2580.0s] 对于今天的机器人,
[2580.0s -> 2581.0s] 它难在了哪些地方,
[2581.0s -> 2582.0s] 所以,
[2582.0s -> 2583.0s] 我确实,
[2583.0s -> 2584.0s] 走了很快,
[2584.0s -> 2585.0s] 非常大,
[2585.0s -> 2586.0s] 我觉得,
[2586.0s -> 2587.0s] 今年一好处,
[2587.0s -> 2588.0s] 视觉上,
[2588.0s -> 2589.0s] 它的负担,
[2589.0s -> 2590.0s] 没有那么大,
[2590.0s -> 2591.0s] 虽然,
[2591.0s -> 2592.0s] 场馆很大,
[2592.0s -> 2593.0s] 走了很多,
[2593.0s -> 2594.0s] 但是看到的信息,
[2594.0s -> 2595.0s] 其实,
[2595.0s -> 2596.0s] 用伤来衡量的话,
[2596.0s -> 2597.0s] 其实,
[2597.0s -> 2598.0s] 没有那么大,
[2598.0s -> 2599.0s] 就是,
[2599.0s -> 2600.0s] 很多是,
[2600.0s -> 2601.0s] 相似的,
[2601.0s -> 2602.0s] 对,
[2602.0s -> 2603.0s] 很多是相似,
[2603.0s -> 2604.0s] 所以,
[2604.0s -> 2605.0s] 没有发现说,
[2605.0s -> 2606.0s] 跟,
[2606.0s -> 2607.0s] 我们做很,
[2607.0s -> 2608.0s] 相关的事情,
[2608.0s -> 2609.0s] 至少在,
[2609.0s -> 2610.0s] 还是比较,
[2610.0s -> 2611.0s] 独特的,
[2611.0s -> 2612.0s] 在,
[2612.0s -> 2613.0s] 死壳这个,
[2613.0s -> 2614.0s] 双方才,
[2614.0s -> 2615.0s] 科学智能这个领域,
[2615.0s -> 2616.0s] 这些,
[2616.0s -> 2617.0s] 高精度,
[2617.0s -> 2618.0s] 高柔性的事情,
[2618.0s -> 2619.0s] 这个我稍微,
[2619.0s -> 2620.0s] 插了一句,
[2620.0s -> 2621.0s] 就是,
[2621.0s -> 2622.0s] 从解决方案,
[2622.0s -> 2623.0s] 从你们做到今天,
[2623.0s -> 2624.0s] 已经,
[2624.0s -> 2625.0s] 实现了,
[2625.0s -> 2626.0s] 这个精度的结果,
[2626.0s -> 2627.0s] 来看,
[2627.0s -> 2628.0s] 就是,
[2628.0s -> 2629.0s] 我们讲,
[2629.0s -> 2630.0s] 智能和硬件,
[2630.0s -> 2631.0s] 各自能,
[2631.0s -> 2632.0s] 对,
[2632.0s -> 2633.0s] 精度的进展到,
[2633.0s -> 2634.0s] 这么精确的级别,
[2634.0s -> 2635.0s] 各自要,
[2635.0s -> 2636.0s] 起头大作用,
[2636.0s -> 2637.0s] 我觉得,
[2637.0s -> 2638.0s] 硬件上,
[2638.0s -> 2639.0s] 使得,
[2639.0s -> 2640.0s] 我们有可能,
[2640.0s -> 2641.0s] 去解决,
[2641.0s -> 2642.0s] 这些问题,
[2642.0s -> 2643.0s] 明白,
[2643.0s -> 2644.0s] 刚刚成立的时候,
[2644.0s -> 2645.0s] 我们也会,
[2645.0s -> 2646.0s] 外采一些,
[2646.0s -> 2647.0s] 已有的必,
[2647.0s -> 2648.0s] 但是,
[2648.0s -> 2649.0s] 精度确实,
[2649.0s -> 2650.0s] 没有到这个程度,
[2650.0s -> 2651.0s] 然后,
[2651.0s -> 2652.0s] 我们自言的,
[2652.0s -> 2653.0s] 最初期,
[2653.0s -> 2654.0s] 也是斗动很厉害,
[2654.0s -> 2655.0s] 也是,
[2655.0s -> 2656.0s] 倒表这个程度,
[2656.0s -> 2657.0s] 但是,
[2657.0s -> 2658.0s] 现在确实,
[2658.0s -> 2659.0s] 已经能到了,
[2659.0s -> 2660.0s] 这,
[2660.0s -> 2661.0s] 只有,
[2661.0s -> 2662.0s] 到了这个程度,
[2662.0s -> 2663.0s] 才能,
[2663.0s -> 2664.0s] 有可能,
[2664.0s -> 2665.0s] 去解决,
[2665.0s -> 2666.0s] 软件,
[2666.0s -> 2667.0s] 模型这一块,
[2667.0s -> 2668.0s] 去,
[2668.0s -> 2669.0s] 不管是,
[2669.0s -> 2670.0s] 做一业,
[2670.0s -> 2671.0s] 还是操作理性,
[2671.0s -> 2672.0s] 这些操作,
[2672.0s -> 2673.0s] 所以,
[2673.0s -> 2674.0s] 这个是,
[2674.0s -> 2675.0s] 一个上限的问题,
[2675.0s -> 2676.0s] 我们现在,
[2676.0s -> 2677.0s] 比较乐观,
[2677.0s -> 2678.0s] 比较好的一个,
[2678.0s -> 2679.0s] 健康的一个状态,
[2679.0s -> 2680.0s] 是说,
[2680.0s -> 2681.0s] 我们下限,
[2681.0s -> 2682.0s] 是比较不得,
[2682.0s -> 2683.0s] 然后,
[2683.0s -> 2684.0s] 我们上限,
[2684.0s -> 2685.0s] 也到了,
[2685.0s -> 2686.0s] 一个可不设可交付的状态,
[2686.0s -> 2687.0s] 当然,
[2687.0s -> 2688.0s] 我们会持续的,
[2688.0s -> 2689.0s] 进一步的,
[2689.0s -> 2690.0s] 去,
[2690.0s -> 2691.0s] 提升这个上限,
[2691.0s -> 2692.0s] 它所需要的,
[2692.0s -> 2693.0s] 对于处理新任务,
[2693.0s -> 2694.0s] 所需要的,
[2694.0s -> 2695.0s] 要能量,
[2695.0s -> 2696.0s] 进一步减少,
[2696.0s -> 2697.0s] 在持续提升的地方,
[2697.0s -> 2698.0s] 对,
[2698.0s -> 2699.0s] 所以,
[2699.0s -> 2700.0s] 回到刚才,
[2700.0s -> 2701.0s] 你接着讲,
[2701.0s -> 2702.0s] 我把它打断了一下,
[2702.0s -> 2703.0s] 就是,
[2703.0s -> 2704.0s] 在,
[2704.0s -> 2705.0s] 涉及到,
[2705.0s -> 2706.0s] 克服,
[2706.0s -> 2707.0s] 这个过程当中,
[2707.0s -> 2708.0s] 以及,
[2708.0s -> 2709.0s] 它能做到的,
[2709.0s -> 2710.0s] 这个精度,
[2710.0s -> 2711.0s] 难度上,
[2711.0s -> 2712.0s] 除了精度,
[2712.0s -> 2713.0s] 是一个问题之外,
[2713.0s -> 2714.0s] 还有别的,
[2714.0s -> 2715.0s] 在,
[2715.0s -> 2716.0s] 从机器人能力上,
[2716.0s -> 2717.0s] 来看,
[2717.0s -> 2718.0s] 在过去两年,
[2718.0s -> 2719.0s] 需要克服的困难和,
[2719.0s -> 2720.0s] 挑战吗?
[2720.0s -> 2721.0s] 另外一个,
[2721.0s -> 2722.0s] 其实是,
[2722.0s -> 2723.0s] 泛化性这部分,
[2723.0s -> 2724.0s] 泛化性这部分呢,
[2724.0s -> 2725.0s] 还是物体的,
[2725.0s -> 2726.0s] 一些物理状态,
[2726.0s -> 2727.0s] 这个,
[2727.0s -> 2728.0s] 有没有拧紧,
[2728.0s -> 2729.0s] 这个,
[2729.0s -> 2730.0s] 有没有插紧,
[2730.0s -> 2731.0s] 这个,
[2731.0s -> 2732.0s] 颜色合同的对齐,
[2732.0s -> 2733.0s] 类似于,
[2733.0s -> 2734.0s] 这种微小的,
[2734.0s -> 2735.0s] 状态估计,
[2735.0s -> 2736.0s] 以及,
[2736.0s -> 2737.0s] 对于这些状态,
[2737.0s -> 2738.0s] 如何去反馈控制,
[2738.0s -> 2739.0s] 这一部分,
[2739.0s -> 2740.0s] 也都,
[2740.0s -> 2741.0s] 都是要去克服的,
[2741.0s -> 2742.0s] 就是,
[2742.0s -> 2743.0s] 相当于,
[2743.0s -> 2744.0s] 精度解决了,
[2744.0s -> 2745.0s] 我们,
[2745.0s -> 2746.0s] 知道到哪儿,
[2746.0s -> 2747.0s] 一定能到,
[2747.0s -> 2748.0s] 这部分呢,
[2748.0s -> 2749.0s] 我们就知道,
[2749.0s -> 2750.0s] 我们下一步,
[2750.0s -> 2751.0s] 应该去什么地方,
[2751.0s -> 2752.0s] 所以,
[2752.0s -> 2753.0s] 这个,
[2754.0s -> 2755.0s] 包括训练的,
[2755.0s -> 2756.0s] 架构上,
[2756.0s -> 2757.0s] 我们也调整了很多,
[2757.0s -> 2758.0s] 这块也是,
[2758.0s -> 2759.0s] 克服积累了,
[2759.0s -> 2760.0s] 很多能力,
[2761.0s -> 2762.0s] 所以说,
[2762.0s -> 2763.0s] 回到刚才讲,
[2763.0s -> 2764.0s] 就讲那个软的,
[2764.0s -> 2765.0s] 就像你刚才讲的,
[2765.0s -> 2766.0s] 各,
[2766.0s -> 2767.0s] 在过程当中,
[2767.0s -> 2768.0s] 有不同的,
[2768.0s -> 2769.0s] 阶段性进展,
[2769.0s -> 2770.0s] 当然他们可能是,
[2770.0s -> 2771.0s] A一下,
[2771.0s -> 2772.0s] B一下,
[2772.0s -> 2773.0s] A一下,
[2773.0s -> 2774.0s] B一下,
[2774.0s -> 2775.0s] 从今天来看,
[2775.0s -> 2776.0s] 我不知道,
[2776.0s -> 2777.0s] 就在应用场景上,
[2777.0s -> 2778.0s] 你们已经有了,
[2778.0s -> 2779.0s] 应用的证明吗?
[2779.0s -> 2780.0s] 比较,
[2780.0s -> 2781.0s] 现在是之前,
[2781.0s -> 2782.0s] 很早就能跟,
[2782.0s -> 2783.0s] 做的合作伙伴,
[2783.0s -> 2784.0s] 去推这些事情,
[2784.0s -> 2785.0s] 包括,
[2785.0s -> 2786.0s] 华大制造,
[2786.0s -> 2787.0s] 包括,
[2787.0s -> 2788.0s] 专会里面,
[2788.0s -> 2789.0s] 也都有,
[2789.0s -> 2790.0s] 比较深入的合作,
[2790.0s -> 2791.0s] 所以,
[2791.0s -> 2792.0s] 我们也能够,
[2792.0s -> 2793.0s] 在研发的过程中,
[2793.0s -> 2794.0s] 已经把,
[2794.0s -> 2795.0s] 这些,
[2795.0s -> 2796.0s] 能力,
[2796.0s -> 2797.0s] 在真实的,
[2797.0s -> 2798.0s] 流程里面去验证,
[2798.0s -> 2799.0s] 所以,
[2799.0s -> 2800.0s] 这个反馈,
[2800.0s -> 2801.0s] 是一个最直接的,
[2801.0s -> 2802.0s] 就像一些,
[2802.0s -> 2803.0s] 简单的,
[2803.0s -> 2804.0s] 细胞盘样,
[2804.0s -> 2805.0s] 包括一些这个,
[2805.0s -> 2806.0s] 一个,
[2806.0s -> 2807.0s] 独性检测,
[2807.0s -> 2808.0s] 这些实验,
[2808.0s -> 2809.0s] 我们已经是,
[2809.0s -> 2810.0s] 能够处理这个,
[2810.0s -> 2811.0s] 那已经能在,
[2811.0s -> 2812.0s] 在应用问题上,
[2812.0s -> 2813.0s] 我们就像,
[2813.0s -> 2814.0s] 刚才最早,
[2814.0s -> 2815.0s] 问,
[2815.0s -> 2816.0s] 外国有人一样,
[2816.0s -> 2817.0s] 你觉得在,
[2817.0s -> 2818.0s] 今天有多少,
[2818.0s -> 2819.0s] 可能的,
[2819.0s -> 2820.0s] 场景,
[2820.0s -> 2821.0s] 或者是,
[2821.0s -> 2822.0s] 具体的,
[2822.0s -> 2823.0s] 行业,
[2823.0s -> 2824.0s] 或方向,
[2824.0s -> 2825.0s] 可能能用得上,
[2825.0s -> 2826.0s] 你们了,
[2826.0s -> 2827.0s] 乐观的讲,
[2827.0s -> 2828.0s] 不是说,
[2828.0s -> 2829.0s] 就是不严谨的讲,
[2829.0s -> 2830.0s] 都是可以做,
[2830.0s -> 2831.0s] 但是,
[2831.0s -> 2832.0s] 会付出的,
[2832.0s -> 2833.0s] 能力,
[2833.0s -> 2834.0s] 付出的,
[2834.0s -> 2835.0s] 投入会不一样,
[2835.0s -> 2836.0s] 我们现在硬件上,
[2836.0s -> 2837.0s] 已经到了,
[2837.0s -> 2838.0s] 可以,
[2838.0s -> 2839.0s] 支撑,
[2839.0s -> 2840.0s] 这些应用的程度了,
[2840.0s -> 2841.0s] 举个,
[2841.0s -> 2842.0s] 不是这个行业的,
[2842.0s -> 2843.0s] 比如说,
[2843.0s -> 2844.0s] 家里吃完饭,
[2844.0s -> 2845.0s] 你觉得生菜,
[2845.0s -> 2846.0s] 还是扔掉,
[2846.0s -> 2847.0s] 还是存起来,
[2847.0s -> 2848.0s] 假设,
[2848.0s -> 2849.0s] 我们要把它存起来,
[2849.0s -> 2850.0s] 放冰箱,
[2850.0s -> 2851.0s] 要撕保鲜膜,
[2851.0s -> 2852.0s] 放上,
[2852.0s -> 2853.0s] 撕保鲜膜,
[2853.0s -> 2854.0s] 这件事情,
[2854.0s -> 2855.0s] 就是一个,
[2855.0s -> 2856.0s] 我们接到的需求,
[2856.0s -> 2857.0s] 这个需求,
[2857.0s -> 2858.0s] 确实是,
[2858.0s -> 2859.0s] 实实在在存在的,
[2859.0s -> 2860.0s] 但是,
[2860.0s -> 2861.0s] 我们现在的技能,
[2861.0s -> 2862.0s] 能做吗,
[2862.0s -> 2863.0s] 应做也能做,
[2863.0s -> 2864.0s] 但是,
[2864.0s -> 2865.0s] 真的,
[2865.0s -> 2866.0s] 特别硬着头皮上,
[2866.0s -> 2867.0s] 对于,
[2867.0s -> 2868.0s] 这个,
[2868.0s -> 2869.0s] 实实的决策能力,
[2869.0s -> 2870.0s] 哦,
[2870.0s -> 2871.0s] 撕保鲜膜,
[2871.0s -> 2872.0s] 对于机器人来讲,
[2872.0s -> 2873.0s] 可太难了,
[2873.0s -> 2874.0s] 因为它从,
[2874.0s -> 2875.0s] 它从感知上,
[2875.0s -> 2876.0s] 就很难,
[2876.0s -> 2877.0s] 就说,
[2877.0s -> 2878.0s] 因为它是,
[2878.0s -> 2879.0s] 又高透,
[2879.0s -> 2880.0s] 又高反,
[2880.0s -> 2881.0s] 还薄,
[2881.0s -> 2882.0s] 还一丝就破,
[2882.0s -> 2883.0s] 就是对力的要求,
[2883.0s -> 2884.0s] 还高。
[2884.0s -> 2885.0s] 会有,
[2885.0s -> 2886.0s] 类似这样的,
[2886.0s -> 2887.0s] 需求,
[2887.0s -> 2888.0s] 但是,
[2888.0s -> 2889.0s] 真的有,
[2889.0s -> 2890.0s] 我们一定也能做,
[2890.0s -> 2891.0s] 我们可以做一个,
[2891.0s -> 2892.0s] 设备,
[2892.0s -> 2893.0s] 特有的一个东西,
[2893.0s -> 2894.0s] 来解决这个问题,
[2894.0s -> 2895.0s] 而现在呢,
[2895.0s -> 2896.0s] 我们还是,
[2896.0s -> 2897.0s] 在,
[2897.0s -> 2898.0s] 以自己的一个,
[2898.0s -> 2899.0s] 一个单点,
[2899.0s -> 2900.0s] 我们希望,
[2900.0s -> 2901.0s] 慢慢地图宽,
[2901.0s -> 2902.0s] 逐渐地有机地,
[2902.0s -> 2903.0s] 图宽到哪个地,
[2903.0s -> 2904.0s] 所以你最希望,
[2904.0s -> 2905.0s] 今天,
[2905.0s -> 2906.0s] 可能,
[2906.0s -> 2907.0s] 能跟你,
[2907.0s -> 2908.0s] 合作上的,
[2908.0s -> 2909.0s] 如果是商业化的话,
[2909.0s -> 2910.0s] 它大概,
[2910.0s -> 2911.0s] 需要一个,
[2911.0s -> 2912.0s] 什么样的商业,
[2912.0s -> 2913.0s] 环境和条件,
[2913.0s -> 2914.0s] 就是,
[2914.0s -> 2915.0s] 它把你用哪儿,
[2915.0s -> 2916.0s] 它既能用得起,
[2916.0s -> 2917.0s] 你也能做得出,
[2917.0s -> 2918.0s] 并且对它来讲,
[2918.0s -> 2919.0s] 也可用和好用。
[2919.0s -> 2920.0s] 我们现在,
[2920.0s -> 2921.0s] 其实提醒,
[2921.0s -> 2922.0s] 积极的希望和,
[2922.0s -> 2923.0s] 提到的生化环台,
[2923.0s -> 2924.0s] 检验检测,
[2924.0s -> 2926.0s] 包括Fancy,
[2926.0s -> 2927.0s] 材料学科也好,
[2927.0s -> 2928.0s] 是,
[2928.0s -> 2929.0s] 只要学科也好,
[2929.0s -> 2930.0s] 它要持续地,
[2930.0s -> 2932.0s] 去避缓这件事情,
[2932.0s -> 2933.0s] 就是,
[2933.0s -> 2934.0s] 机器人带来好处,
[2934.0s -> 2935.0s] 它可以去,
[2935.0s -> 2937.0s] 兼容以往的,
[2937.0s -> 2938.0s] 所有的,
[2938.0s -> 2939.0s] 易购的一切,
[2939.0s -> 2940.0s] 老的还是新的,
[2940.0s -> 2942.0s] 不需要任何接口,
[2942.0s -> 2943.0s] 最好的一个,
[2943.0s -> 2944.0s] 不恰当类比,
[2944.0s -> 2945.0s] 就是,
[2945.0s -> 2946.0s] 人就是一个最好的API,
[2946.0s -> 2947.0s] 就是,
[2947.0s -> 2948.0s] 人可以调度,
[2948.0s -> 2949.0s] 所有的接口,
[2949.0s -> 2950.0s] 那我们现在,
[2950.0s -> 2951.0s] 智能机器人,
[2951.0s -> 2952.0s] 是提供了这么一个,
[2952.0s -> 2953.0s] 接口,
[2953.0s -> 2954.0s] 所以,
[2954.0s -> 2955.0s] 不管,
[2955.0s -> 2956.0s] 过去的,
[2956.0s -> 2957.0s] 有很多程度,
[2957.0s -> 2958.0s] 对它的改造是,
[2958.0s -> 2959.0s] 比较,
[2959.0s -> 2960.0s] 轻量的,
[2960.0s -> 2961.0s] 甚至是零,
[2961.0s -> 2962.0s] 零成本去改造,
[2962.0s -> 2963.0s] 我们能够带来价值,
[2963.0s -> 2964.0s] 一方面是,
[2964.0s -> 2965.0s] 能够去,
[2965.0s -> 2966.0s] 避缓这个事情,
[2966.0s -> 2967.0s] 就是,
[2967.0s -> 2968.0s] 避免,
[2968.0s -> 2969.0s] 人去引入不确定性,
[2969.0s -> 2970.0s] 人引入那些,
[2970.0s -> 2971.0s] 效率的问题,
[2971.0s -> 2972.0s] 同时,
[2972.0s -> 2973.0s] 更好,
[2973.0s -> 2974.0s] 更大的,
[2974.0s -> 2975.0s] 带来的价值,
[2975.0s -> 2976.0s] 是说,
[2976.0s -> 2977.0s] 机器人一旦,
[2977.0s -> 2978.0s] 开始去,
[2978.0s -> 2979.0s] 避缓,
[2979.0s -> 2980.0s] 那这些数据,
[2980.0s -> 2981.0s] 自然是,
[2981.0s -> 2982.0s] 标准的话,
[2982.0s -> 2983.0s] 可信赖的,
[2983.0s -> 2984.0s] 数据,
[2984.0s -> 2985.0s] 其实,
[2985.0s -> 2986.0s] 比基座,
[2986.0s -> 2987.0s] 类比于,
[2987.0s -> 2988.0s] 之前我们做,
[2988.0s -> 2989.0s] AI做计算,
[2989.0s -> 2990.0s] GPU,
[2990.0s -> 2991.0s] 它是一个,
[2991.0s -> 2992.0s] 计算平台,
[2992.0s -> 2993.0s] 有了它,
[2993.0s -> 2994.0s] 可能不光是说,
[2994.0s -> 2995.0s] 我解决这些计算,
[2995.0s -> 2996.0s] 我比以前快多少倍,
[2996.0s -> 2997.0s] 而说,
[2997.0s -> 2998.0s] 有了GPU以后,
[2998.0s -> 2999.0s] 我可以,
[2999.0s -> 3001.0s] 做以前不该想的事情,
[3001.0s -> 3002.0s] 我们现在可以,
[3002.0s -> 3003.0s] 大规模的去处理,
[3003.0s -> 3004.0s] 图像的视频,
[3004.0s -> 3005.0s] 现在处理语言,
[3005.0s -> 3006.0s] 处理更多的,
[3006.0s -> 3007.0s] 又可以,
[3007.0s -> 3009.0s] 解锁一些新的,
[3009.0s -> 3010.0s] 方式,
[3010.0s -> 3011.0s] 那,
[3011.0s -> 3012.0s] 机器人引入,
[3012.0s -> 3013.0s] 这个,
[3013.0s -> 3014.0s] 办实验室的环境,
[3014.0s -> 3015.0s] 能实话还餐,
[3015.0s -> 3016.0s] 领域之后,
[3016.0s -> 3018.0s] 它不光是说,
[3018.0s -> 3019.0s] 我去,
[3019.0s -> 3020.0s] 避免了人来操作,
[3020.0s -> 3021.0s] 而说,
[3021.0s -> 3022.0s] 它,
[3022.0s -> 3023.0s] 由于它带来的,
[3023.0s -> 3024.0s] 环境数据化,
[3024.0s -> 3025.0s] 由于它带来的,
[3025.0s -> 3026.0s] 标准化,
[3026.0s -> 3027.0s] 和可负线性,
[3027.0s -> 3028.0s] 它可以解锁,
[3028.0s -> 3029.0s] 过去,
[3029.0s -> 3030.0s] 我们不敢,
[3030.0s -> 3031.0s] 设计那些实验,
[3031.0s -> 3032.0s] 我觉得,
[3032.0s -> 3033.0s] 这个是带来的,
[3033.0s -> 3034.0s] 很大的一个优势,
[3034.0s -> 3035.0s] 所以,
[3035.0s -> 3036.0s] 之前提了,
[3036.0s -> 3037.0s] 很模糊地提到,
[3037.0s -> 3038.0s] 我们可以,