2025年,人形机器人走到哪一步了?|机器人系列|具身智能年度盘点

硅谷101 December 24, 2025
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硅谷101

@thevalley101

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驶向未来。 一档深度科技与商业视频栏目,旗下有同名播客。通过对前沿科技及商业的一手视角和深度挖掘,我们希望带来深度有趣的前沿选题。Solid journalism still matters. 联系我们:[email protected]

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这是一期机器人系列的2025年综述,详细的算法、开闭源派、数据、硬件等单集很快上线~ 2025年,具身智能行业经历了一场从“狂热”到“理性”的转变。宇树将人形机器人价格打至5900美元,Figure估值一年暴涨15倍,特斯拉却暂停Optimus量产…行业到底是在泡沫中狂欢,还是在技术突破前夜? 本期我们深入硅谷机器人公司与实验室,拆解2025年具身智能的真实进展:VLA模型如何让机器人“看得懂、听得懂、做得到”?双系统架构、合成数据、跨机器人泛化等关键技术有何突破?叠毛巾、搬箱子已落地,但做早餐、干家务为何仍是难题? 2025年,具身智能正在经历一场静默而扎实的进化。而机器人从工厂走向家庭的路途中,还有哪些亟需解决的问题?我们是否已站在机器人普及的起点?具身智能是否真的能像ChatGPT一样迎来“规模化涌现”? 你会看到: 00:00 - 00:52 从先锋亮相到务实前进:2025年具身智能行业盘点 00:53 - 07:35 具身智能定义与爆发:VLA核心与三因素驱动 07:35 - 11:14 机器人现在能做什么?从叠毛巾到做早餐的进阶之路 11:15 - 15:17 2025技术突破:双系统架构、合成数据、泛化与多机协同 15:18 - 20:11 核心难题未解:数据、仿真-现实鸿沟、人机差异、可靠性与成本困境 20:12 - 22:42 玩家与路线:软硬件一体化、模型先行、生态平台博弈 22:43 - 25:53 GPT-3水平还需1-2年:具身智能正理性走向爆发前夜 【关于硅谷101】 我们是由海内外一线媒体记者/主持人创办的栏目,深度解析硅谷创新趋势,以轻松的风格分享科技行业的最新动态。我们采过顶级科技大佬,积累了数万小时的媒体经验,做过调查性报道,操盘过千万级传播量的知名深度稿,引发全国讨论和微博热搜;致力于将最专业的媒体素养和信息搜集能力转化为易传播的新媒体力量。 旗下同名播客栏目:https://www.youtube.com/@valley101podcast 关注我们,从这里驶向未来。 联系我们:[email protected] 【往期精彩视频】 https://www.youtube.com/watch?v=f41vPIkpYh4&t=704s https://www.youtube.com/watch?v=ChYacMSR-yk&t=1533s https://www.youtube.com/watch?v=reCHpD4yDfQ https://www.youtube.com/watch?v=2TV2jMaIcak&t=161s https://www.youtube.com/watch?v=EsaUQNx59vA&t=323s https://www.youtube.com/watch?v=0mrko3cYqBs&t=1499s https://www.youtube.com/watch?v=EUsIYVtt3y0&t=1162s https://www.youtube.com/watch?v=8ndEN6VVlUw&t=778s https://www.youtube.com/watch?v=9RMvKWHgyF8&t=1093s https://www.youtube.com/watch?v=sdsiJAyO4Fw&t=1144s https://www.youtube.com/watch?v=DFyc0rFBptE&t=566s https://www.youtube.com/watch?v=Tzp0EF-sysI&t=364s https://www.youtube.com/watch?v=44skDPOPbgo https://www.youtube.com/watch?v=65TkswVEd5Y&t=422s https://www.youtube.com/watch?v=8uHur4G1ZVI&t=2240s https://www.youtube.com/watch?v=H-G76kecXfY&t=1136s https://www.youtube.com/watch?v=h8FTJxGu_hA&t=704s https://www.youtube.com/watch?v=_f2c0eZ-N7M&t=302s https://www.youtube.com/watch?v=3el8ppdGnSk https://www.youtube.com/watch?v=AGLzjvykebo https://www.youtube.com/watch?v=pdcT2jwXP0s&t https://www.youtube.com/watch?v=2PSCnOFkR3U&t https://www.youtube.com/watch?v=b_OpjUz7zN8 https://www.youtube.com/watch?v=CfxuqbB9dj4&t=2510s https://www.youtube.com/watch?v=Jy5OozI1zMs

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