· 供应链分析
AI 的情况也是如此，我大约在 8 年前发表过几篇关于深度学习(Deep Learning)的基础论文，但当时并未预期很快能看到商业化落地。直到 ChatGPT 横空出世。机器人领域也是如此，我的一位同事在斯坦福大学攻读该领域的博士学位，随后获得 DARPA 资助，致力于研发聚合物肌肉纤维(Polymer Muscle Fibers)和模仿生物运动的机器人。据我所知，作为行业先驱之一，他们已在此领域耕耘了 6-7 年，但直到去年才真正加速发展。总体而言，过去一年是 AI/机器人领域的拐点，随着大语言模型(LLMs)赋予其“大脑”，软体机器人(Soft Robotics)（如 Optimus 等）正逐渐变为可商业化的现实。因此，赋予机器人更多类人动作/灵活性是下一步自然演进。其在国防及其他垂直领域的应用前景广阔。
Same with AI ig, I published a few of the few fundamental deep learning papers like 8y ago, but didn't really expect to see anything commercialization for awhile. Then ChatGPT popped up out of nowhere. I'd say same with robotics, one of my colleagues did his stanford phd in this area and went out to get darpa funding to build out polymer muscle fibers and robots that mimic human creature movements. Pretty sure they've been building it for the past 6-7 years or so as one of the pioneers of the industry but it only really picked up steam this past year. But in general past year has really been the inflection point for ai/robotics and we're finally seeing soft robotics become more of a commercializable reality (eg. extension of optimus and others) with LLMs giving it a brain. So the next natural evolution is giving robotics more life-like movements/flexibility. It's really an open book for applications to defense and other verticals.