峰瑞资本
@author-1781068851320
504 articles
Li Feng in Conversation with Ji Yu: Understanding NVIDIA, Deconstructing NVIDIA, Challenging NVIDIA
"Monopolize or Die" — Will NVIDIA's Dominance Be Eroded?
峰瑞资本·
The Era of Private Cloud: How AI NAS Is Reshaping Your Digital Life | FreeS Research Institute
Beyond Traditional Storage: Build Your Personal Cloud
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Congratulations to XtalPi on its Successful IPO: How FreeS Fund's Research-Driven Approach Learns from Investing
AI + Robotics Creates First 18C Listing — Congratulations to XtalPi
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Tian Xuan × Li Feng: How Is Patient Capital Cultivated? | Li Feng Column
Is China's "Patient Capital Era" Here?
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Jing Liu × Feng Li: In the Future, What Kinds of Companies Will Thrive? | Feng Li Column
Always look at the other side of the coin.
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The Road to Embodied Intelligence | FreeS Report 37
Understanding Embodied Intelligence: Beyond Humanoid Robots
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How Far Is Embodied Intelligence from Reality: Hype, Bubble, Technological Frontier, and Commercialization | FreeS Research --- In 2024, embodied intelligence remains one of the most watched tracks in the tech investment landscape. From humanoid robots to intelligent robotic arms, from autonomous driving to smart prosthetics — the concept of "embodied intelligence" seems to be everywhere. Yet when we peel back the layers of buzzwords, a fundamental question persists: **How far is this technology actually from real-world application?** ## The Hype Cycle: Where Are We Now? The current wave of embodied intelligence enthusiasm bears the classic hallmarks of a technology hype cycle. Capital is pouring in, media coverage is frenzied, and demos are increasingly spectacular. But history offers cautionary parallels. Consider the trajectory of autonomous driving. A decade ago, full self-driving was touted as "just around the corner." Today, while significant progress has been made, true L5 autonomy remains elusive. The gap between laboratory demonstration and scalable, reliable deployment proved far wider than anticipated. Embodied intelligence faces an analogous challenge. A robot performing a backflip or making coffee in a controlled environment is not the same as one that can operate robustly across unpredictable real-world conditions. ## The Bubble Question:
AI veers left, robotics veers right, and embodied intelligence stands at the intersection.
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Li Xiang x Li Feng: Behind the "May Day" Travel Data — The Long-Term Trends Easy to Overlook | Li Feng Column
Try looking at it from a different angle.
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World Book Day | The Books That Give Us "High Energy"
Crossover Book Recommendations from Investors and Business Writers
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Li Feng in Conversation with Lian Wenzhao: The Promise and Hype of Large Models, the "Impossible Triangle" of Robotics, and the Future | FreeS Fund Venture Dialogues
This is an unprecedented opportunity: technology-driven, industry-anchored.
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Spend a Summer on a VC Journey of "Seeking Truth" and "Taking Things Seriously" | FreeS Fund's 2024 Internship Program Is Now Open
Welcome aboard — a great workplace is one with a bunch of amazing colleagues.
峰瑞资本·
Li Feng in Conversation with LimX Dynamics Founder Zhang Wei: Humanoid? Robot? | FreeS Fund Dialogues
All problems in the world are computational problems.
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