具身阿尔法
Jennifer我们是一档聚焦具身智能技术与投资的内容品牌，我们以投资者与研究者的双重视角，记录具身智能从实验室到资本市场的全过程。 每一次技术拐点，都是新的配置机会。
| Publishes | Twice monthly | Episodes | 5 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Categories | BusinessInvesting | ||
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Latest Episodes
【本期简介】 2025年，AI一级市场的投资逻辑正在经历剧烈变化。本期特邀嘉宾李一豪（Creek Stone 创始合伙人），通过每年覆盖450位创业者的高强度样本扫描，构建了一套独特的早期CEO筛选体系。
Creekstones是一家成立于2025年的新晋美元VC，凭借对技术趋势的敏锐捕捉，通过在早期押注中国95后AI创始人，在激烈的投资市场里占据了自己独特的身位。
李一豪在访谈中详细拆解了他对创始人的筛选标准、“AI原生”的二阶定义、与2025-2026的市场复盘和展望。这一期也是我们更偏... more
【本期简介】过去两年，具身智能成为全球最拥挤的科技赛道之一。人形机器人、世界模型、大小脑、端到端……概念密集爆发，估值快速抬升，但一个关键问题始终悬而未决：到底是技术真的在加速，还是市场“共识”跑得太快？
特邀嘉宾常博士，一位极其罕见的“复合型”投资人：清华电机工程本硕、慕尼黑工业大学博士，做过自动驾驶工程师，也在 BCG 做过咨询，如今专注二级市场投资。他从自动驾驶的完整周期走来，对今天的具身智能，给出来不少极其冷静、甚至“逆市场”的判断，金句频出。
从特斯拉2万亿美元的“VC式估值”，到... more
当“具身智能”成为2025年最火热的话题，二级市场的投资者们正面临一个核心矛盾：我们究竟该如何为这些充满未来感、却尚未大规模盈利的“梦想”定价？在最新一期的播客对谈中，我们邀请到了鹿可分析师仲龙，他也是全球首个专注具身智能二级市场投资的PAIX指数核心成员。在这次深度对谈中，仲龙不仅分享了PAIX指数如何系统性地构建具身智能投资组合，还详细解析了当前二级市场最主流的几种投资范式。 如果你也正在关注这个“水大鱼大”的赛道，却对如何布局感到困惑，这篇对话将为你提供一个清晰的二级市场投资框架——它不仅... more
本期节目，我们邀请到刚刚结束北美具身智能创业的联合创始人Rui，进行一次毫无保留的中美对账在这场深度对谈中，你将听到：
* 残酷真相： 为何在北美做机器人硬件是“地狱难度”？
* 商业模式反思： 开源机器人之路，为何在当下走不通？
* 中美路径分野： 美国公司为何纷纷转向“叠衣服、理货”等垂直场景？而中国仍在“卷”硬件？
* 价格拐点预测： 机器人价格跌破5000美金后，哪些场景会率先爆发？
* 投资过热警告： 当前估值是否已存在巨大泡沫？谁在幕后推波助澜？
同时，联席主持... more
00:00 开场与嘉宾介绍｜什么是「具身阿尔法」
02:51 IROS 是怎样的会议？为什么重要‘
05:17 一年之间的巨变：从吊着走到能跑跳
07:18 成本下降、门槛降低与公司分化
10:31 机器人创新与国产明星产品崛起
14:23 学术视角：Robot Learning 的崛起
18:19 从大模型到空中操作：具身智能的新边界
21:19 通用机器人还有多远？产业乐观与现实挑战
25:23 没有不好的技术，只有不好的产品
30:05 从割草到叠衣服：现实落地路径
3... more
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具身阿尔法 launched 2 months ago and published 5 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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