Humanoid robots as the best carrier of AI native applications, the universality of the scene, the completeness of the technology, and the controllability of the cost promote each other, the commercialization process is expected to accelerate, and the "singularity" of the trillion market growth has arrived.
Native applications are the best investment direction for new technologies, and embodied intelligence is expected to become the ultimate form of artificial intelligence.
1) The "singularity" erupts in native apps.
2) With the support of multi-modal large models, humanoid robots are moving towards universality.
Software determines the upper limit of humanoid robot application development, and hardware determines the lower limit. Tesla Optimus hardware and software strength is outstanding, and the universal scene is expected to feed the cost decline curve.
1) At the software level, limited rule code cannot be applied to complex control scenarios, and the "end-to-end" model has prominent advantages.
2) At the computing level, self-developed FSD and Dojo to create the best machine vision training system.
3) At the hardware level, Tesla Optimus partially overlaps with the smart car industry chain, with the advantage of mass production cost reduction.
Considering the feasibility of landing, nine major scenarios, humanoid robots have spawned a trillion blue ocean application market.
1) The consumer market and the enterprise market are blooming together,
2) The market space of professional and special fields is equally broad.
