ClaraChengGo

5.4K posts

ClaraChengGo banner
ClaraChengGo

ClaraChengGo

@ClaraChengGo

Don’t take risk when you’re young then when | Babysitting robots at @openmind_agi @fabricFND | @FindYourEdgePod @0xUClub @HKUniversity

San Francisco, CA Katılım Haziran 2022
4.1K Takip Edilen5.8K Takipçiler
ClaraChengGo
ClaraChengGo@ClaraChengGo·
List of 31 Exhibitors by Category at the Humanoid Robot PAVILION at Automate 2026, sponsored by @nvidia 📍Chicago, June 22 - 25th @openmind_agi spotted
ClaraChengGo tweet mediaClaraChengGo tweet media
English
3
0
6
395
ClaraChengGo
ClaraChengGo@ClaraChengGo·
Bookmark this if you run out of topics in robotics coffee chat👇 >> Hardware 1. Egocentric data collection hardware: Recommendations, data quality comparison, evaluating data quality. 2. UMI data collection: Tool recommendations, data quality evaluation, and distribution analysis. 3. Is five-finger design necessary? >>Model Training 1. Good WAM models and their compute overhead? 2. Using egocentric/UMI data: Training pipelines Post-training & real-world RL: Practical tips. 3. Any practical down-to-earth benchmark How to close the data flywheel loop >> Business models 1, Selling models, data, robots, or RaaS (Robotics-as-a-Service) 2. Startup paths: World models or home robots? 3. Industrial deployment: How to make traditional automation as “embodied AI” to attract investors/clients? >> Career (gossip lol) 1. Top companies in embodied AI 2. Who is hitting IPO, new fundraising round, thus expanding team 3. Which startups go rug-pull, which VC lose their money
ClaraChengGo tweet media
English
0
1
17
1.1K
ClaraChengGo
ClaraChengGo@ClaraChengGo·
Takeaways of the 2026 Shenzhen Drone World Congress from a robotics builder: >> Drones excel at observation and wide-area coverage, while robots feature hands-on execution and sustained operation. >> Drones, intelligent driving and robots follow analogous development trajectories but at different stages. >> They share striking similarities in stakeholders collaboration pattern, hardware specialization pace, and the comparison between real monetization scenarios and industry bubbles. >> Highly overlapping application scenarios: Agricultural plant protection, Logistics delivery, Emergency rescue, Power and infrastructure inspection >> Despite overlapping scenarios, robots have larger load capacity, longer battery life and close-range operational capability. Drones are vulnerable to magnetic interference, whereas robots have lower requirements on weather conditions and regulatory permits. >> Performance & Event: Taking a 1,000-drone show as an example: - the procurement cost in China ranges from $5m to 15m - revenue per event hitting 200k to 400k - takes around 25 performances to recoup costs, similar as robot dancing >> Stakeholder collaboration: Drone manufacturers, like DJI, rely on distributors for on-site deployment. Distributors undertake profit-sharing sales as well as technical integration, identical to system integrators (SI) in robot deployment. However, the current pricing mechanism for robotic SI software services is distorted: - Robot manufacturers crave more integrators to advance commercial rollout - But deployment clients show weak willingness to pay, leaving SIs with little motivation to take orders. In contrast, drones deliver tangible higher practical value, allowing integrated solution fees to reach 2 to 4 times the hardware cost, which incentivizes distributors to act as system integrators. With advancing embodied intelligence, a similar cost structure is expected to emerge and accelerate large-scale deployment.
ClaraChengGo tweet mediaClaraChengGo tweet mediaClaraChengGo tweet mediaClaraChengGo tweet media
English
1
0
7
367
Sunday
Sunday@sundayrobotics·
1,709 → 72,000 sq. ft. in two years Welcome to Sunday’s new HQ.
English
22
21
399
76.3K
ClaraChengGo retweetledi
OpenMind
OpenMind@openmind_agi·
Our build night was a huge success! Thank you to all the technical teams for showing up and launching on OM1. Winners received exclusive OpenMind backpacks and showcased their amazing demos including: - Robot that mirrors human motion in real time - New robot form-factor abstracted and automated in just 30 minutes - Autonomous drones controlled in simulation by natural language It will only get easier to build applications from here.
OpenMind tweet mediaOpenMind tweet mediaOpenMind tweet mediaOpenMind tweet media
OpenMind@openmind_agi

OpenMind OM1 Build Night w/ @OpenAI Codex Location: San Francisco [Address given upon successful RSVP] Date: Wednesday, May 6 @ 4:30 PM - 9:00 PM ​This event is for robotics and agent developers, AI-native builders, technical founders, and curious engineers who want a practical way to learn OM1 by actually building with it. ​Bring a laptop and come ready to ship something. Register: luma.com/openmind-om1-r…

English
14
52
389
26.5K
ClaraChengGo retweetledi
OpenMind
OpenMind@openmind_agi·
Come watch our engineer @prachi1615 present this Friday at @Github's Open Source Friday! She will be presenting OpenMind's OM1 platform and walk through how developers can start building on it. Link to watch below:
OpenMind tweet media
English
7
23
171
7.7K
ClaraChengGo retweetledi
Brett Adcock
Brett Adcock@adcock_brett·
Today I'm excited to share that Hark has raised $700M at a $6B valuation When I use these AI models today, they feel basic. They should be able to listen and talk naturally, understand vision, retain persistent memory, and become deeply personalized over time. They should be able to see the world, interact with it, and take action To build that future, the capital we raised today will be used to: → scale our GPU infrastructure → accelerate future AI model development → grow the Hark team from ~70 to 200 engineers → design and build the next generation of AI hardware The Series A round was led by Parkway Venture Capital with participation from NVIDIA, Align Ventures, AMD Ventures, ARK Invest, Brookfield, Greycroft, Intel Capital, Prime Movers Lab, Qualcomm Ventures, Salesforce Ventures, and Tamarack Global At Hark, we are building the most advanced personal intelligence in the world. Intelligence that begins to think like you and sometimes, ahead of you to offload your mental workload
Brett Adcock tweet media
English
144
125
1.7K
482.1K
Andrew Kang
Andrew Kang@Rewkang·
Proud to announce my position as CEO of @RoboStrategy. When I initially started looking into investing in robotics 2 years ago most VCs I consulted with recommended not to invest in the space. Robotics companies at this time did not have an easy time raising capital. The industry didn’t have a track record of big venture winners, was perceived to be challenging for a variety of reasons, and was not well understood. But it was clear to me that the rate of acceleration of physical AI development would dramatically change the industry. I invested $19m into FigureAI as my first investment. I believed it was a question of when, not if we could imbue machines around the world with physical intelligence. To accomplish this, the industry would need a tremendous amount of capital to grow, and also an investment firm that deeply understood the needs of robotics/physical AI companies so that it could build a platform to better support them. It will take hundreds of billions to capitalize the mechanized future meaning there is a big gap in the market. We decided we wanted to fill it. Previously, Mechanism Capital had never taken outside capital, but to do this at the scale I envision, I would need to do so. However, the private markets don’t have that scale. The public markets do, and it was clear that there is and likely will be tremendous appetite for public market investors to participate in the immense value creation happening in AI & robotics that only private market investors currently have the privilege of accessing. The explosive growth of AI companies is a precursor of what will happen in physical AI. So in 2025, we founded RoboStrategy and a year later, we took it public on Nasdaq. Throughout this year, we’ve assembled a great portfolio, started leading rounds of some amazing companies, and have built the foundation to be ready to scale to the next level after going public. We look different from a traditional VC firm in ways that founders appreciate. Our structure as a closed end fund means our capital is permanent - no fund life meaning we can invest with extremely long time horizons. Our investment firm also of course needs to have deep industry and research experience so that it can make the best risk reward optimized investment decisions. In the last year, we’ve brought on some truly exceptional robotics industry veterans who have previously served for decades as founders/operators. Many founders we talk to consider us as the most sophisticated venture capital firm they’ve talked to and we only intend to grow our expertise in the industry. RoboStrategy’s success depends on our ability to distribute the fund and capture maximal mindshare. This plays to our team’s strength in digital marketing and social media. We’re building a special marketing engine that serves as an attention amplifier for both us and our founders so that our products and stories can reach more people. A source of inspiration for our fund structure, Strategy (MSTR) raised tens of billions from public capital markets to invest in Bitcoin. I believe robotics will be a much larger industry than Bitcoin and the asset class is orders of magnitude less accessible. We are aiming to raise more and not only become the largest robotics investor globally, but also one of the largest venture capital funds in the world. Venture capital has traditionally been restricted to a limited group of investors. We are changing the paradigm and bringing it to the rest of the world. Be sure to follow @RoboStrategy. Job’s not finished.
RoboStrategy@RoboStrategy

BOT: Public Market Access to Private Robotics Companies Introducing RoboStrategy: RoboStrategy, Inc. (Nasdaq: BOT) is a closed-end management investment company providing concentrated exposure to robotics and physical AI. The fund is designed to give public market investors exposure to a portfolio that aims to include the most promising private, pre-IPO, and public robotics and physical AI companies. It bridges a structural gap between where robotics innovation is occurring (largely in private markets) and where most investors can access exposure (public markets). The fund seeks to provide investors with access to a sector that has traditionally been limited to venture capital, and aims to provide exposure to companies that may stay private for longer. -- The Core Insight We believe the robotics industry is at an inflection point, with physical AI and robotics increasingly being applied to labor-constrained global industries such as manufacturing, logistics, and services. According to the International Labor Association, labor accounts for approximately 52% of global GDP.¹ According to Statista, global GDP in 2025 was $118T.² This represents an implied global labor market size of roughly $60T. At the same time, this labor base is increasingly constrained: Korn Ferry projects a global shortage of 85.2 million skilled workers by 2030, including a 7.9 million worker deficit in manufacturing alone.³ Deloitte and The Manufacturing Institute estimate the US could need 3.8 million new manufacturing workers by 2033, with 1.9 million of those roles at risk of going unfilled.⁴ Physical AI and robotics are emerging as a primary means of closing that gap. While public markets currently offer indirect exposure to robotics through diversified technology companies, much of the value creation is occurring in private companies that remain inaccessible to most investors. -- Portfolio Focus The portfolio focuses on what the fund believes are category-defining robotics and physical artificial intelligence innovators, including Figure AI, Apptronik, Dyna Robotics, Standard Bots, Dexmate, and other pioneers advancing autonomous systems, machine perception, and human-machine collaboration. The managers of the fund seek to optimize returns by actively managing the portfolio and continuing to make new investments in leading private robotics companies. -- The Ambition The fund's long-term goal is to grow into a significant public-market vehicle for robotics investing, providing public-market access to private innovation in the sector. -- Footnotes & Disclosure: ¹ International Labour Organization, World Employment and Social Outlook: May 2025 Update. ilo.org/sites/default/… ² Statista, Gross domestic product (GDP) in current prices worldwide. statista.com/statistics/268… ³ Korn Ferry, Future of Work: The Global Talent Crunch. kornferry.com/about-us/press… ⁴ Deloitte & The Manufacturing Institute, Taking charge: Manufacturers support growth with active workforce strategies, April 2024. www2.deloitte.com/us/en/pages/ab… RoboStrategy, Inc. (Nasdaq: BOT) is a closed-end fund registered under the Investment Company Act of 1940. This content is for informational purposes only and does not constitute investment advice or an offer to buy or sell securities. Investing involves substantial risks, including possible loss of principal. The fund invests in robotics, physical AI, emerging technologies, and private companies, which may involve heightened volatility, limited liquidity, valuation uncertainty, and concentration risk. References to portfolio companies are illustrative only, do not represent all investments made by the fund, and are not investment recommendations. Portfolio holdings are subject to change. Forward-looking statements are inherently uncertain. See the prospectus and SEC filings for additional information.

English
201
73
1.2K
370.7K
ClaraChengGo
ClaraChengGo@ClaraChengGo·
Bookmark the Top 30 Robotics Data Provider from China🇨🇳: Lightwheel AI - 光轮智能 - Beijing - lightwheel.net PsiBot - 灵初智能 - Shanghai - psibot.ai Boden AI - 博登智能 - Ningbo, Zhejiang - bodenai.com Maniformer - 觅蜂科技(智元) - Shanghai - Not publicly available PaXini Technology - 帕西尼感知科技 - Shenzhen, Guangdong - paxini.com Lumos Robotics - 鹿明机器人 - Shenzhen, Guangdong - lumosbot.tech Wuwen AI - 无问智科 - Beijing - wuwen-ai.com JoyInside (JD Embodied AI) - 京东具身智能 - Beijing - robotdata.jdcloud.com DataOcean AI - 海天瑞声 - Beijing - dataoceanai.com Jinlianwen Technology - 景联文科技 - Hangzhou, Zhejiang - jinglianwen.com Galbot - 银河通用 - Beijing - galbot.com Manycore Tech Inc. - 群核科技 - Hangzhou, Zhejiang - manycoretech.com Baidu AI Cloud - 百度智能云 - Beijing - cloud.baidu.com GenRobot AI - 简智机器人 - Beijing - cn.genrobot.com Daimon Robotics - 戴盟机器人 - Shenzhen, Guangdong - dmrobot.com Datatang - 数据堂 - Beijing - datatang.com NetEase Fuxi Lab - 网易伏羲 - Hangzhou, Zhejiang - fuxi.163.com GigaAI - 极佳视界 - Beijing - Not publicly available (project page: gigaai-research.github.io/GigaWorld-Poli…) ArcheBase - 智域基石 - Shanghai - archebase.cn Galaxea AI - 星海图 - Beijing - galaxea-ai.com IO-AI Tech - 艾欧智能 - Shenzhen, Guangdong - io-ai.tech AgileX Robotics - 松灵机器人 - Shenzhen, Guangdong - agilex.ai MolarData - 整数智能 - Hangzhou, Zhejiang - molardata.com Kupas Technology - 库帕思 - Shanghai - Not publicly available Dexteleop Intelligence - 灵御智能 - Beijing - dexteleop.com Rere Data - 热热数据 - Quzhou, Zhejiang - reredata.com Tianyu Digital Technology - 天娱数科 - Dalian, Liaoning - tianyushuke.com Noitom Robotics - 诺亦腾机器人 - Beijing - noitomrobotics.com Changhong - 四川长虹 - Mianyang, Sichuan - changhong.com Synapath AI - 枢途科技 - Shenzhen, Guangdong - synapath.com
ClaraChengGo tweet media
中文
3
0
6
239
Andrej Karpathy
Andrej Karpathy@karpathy·
Personal update: I've joined Anthropic. I think the next few years at the frontier of LLMs will be especially formative. I am very excited to join the team here and get back to R&D. I remain deeply passionate about education and plan to resume my work on it in time.
English
7.9K
11.1K
149K
27.1M
Unitree
Unitree@UnitreeRobotics·
Voice‑driven, real‑time arbitrary action generation😁 Using external voice commands, G1 is directly controlled to generate a wide range of actions in real time. This video was recorded in a single take, with on‑site audio recording. Because the actions are autonomously generated by AI in real time, there may be slight latency, and the smoothness of the movements may be somewhat reduced.
English
313
630
6K
22.3M
Basly
Basly@BaslyAsma·
> Pull up to Nvidia HQ for a small meeting > 10 mins in Jensen walks by > mfw
Basly tweet media
English
83
34
1.6K
53.3K
ClaraChengGo
ClaraChengGo@ClaraChengGo·
I have been observing the audience reaction on X and here are what it taught us: >> “Marketing G-spot” doesn’t care about technical details >> There are 2 phenomenal robotics marketing up to now, @1x_tech launch video (view is even more than Elon's pinned post) and figure human vs robot. Both based on new media. >> Admit or not, new media algo favors opposition, conflict and scandal. Other 2 are def double-edged sword but opposition is applicable. Like each episode of @MrBeast
Brett Adcock@adcock_brett

Congrats to Aime!! He said his left forearm is basically broken 😂 Final scores: → F.03: 12,732 packages (2.83 seconds/package) → Aime: 12,924 packages (2.79 seconds/package) This is the last time a human will ever win

English
2
0
3
378