中文翻译
@HowlStWoofer $CCXI 正优先瞄准商业化，因为他们已进入 $AMZN 和 $MELI 的仓库进行人类自动化作业。我认为 Agility 的机器人无需做出后空翻般的动作来完成配送或包装。亚马逊仓库工人也是如此。这是两种不同的应用场景，我认为波士顿动力(Boston Dynamics)在突破机器人能力极限方面是最接近的同行。$TSLA 也瞄准通用目的，但我认为他们目前还难以实现。无论如何，观察美国能否追赶并超越中国将非常有趣。
· 供应链分析
对比CCXI与TSLA机器人应用路径，关注中美自动化竞争。
相关概念： 机器人产业链
英文原文
@HowlStWoofer $CCXI is targeting commercialization first, since they're in places like $AMZN and $MELI warehouses for human automation. I don't think Agility's Robots need to do backflips to do deliveries or packaging. Same with Amazon warehouse workers. Two different use cases, think Boston Dynamics is the closest peer in terms of breaking limits on what robotics can do. $TSLA is also targeting general purpose, but I don't quite think they can pull that off yet. Regardless, seeing if the US can catch up and leapfrog China will be very interesting.