很有意思的一个投资现实世界人形机器人公司和crypto Robotics 赛道项目的DAO。 看了 @xmaquina DAO 的国库,投了不少很牛的web2 机器人公司,都是通过DAO 提议投票通过后国库拨款的形式投资。 包括: Apptronik: 总部位于美国,成立于2016年的人形机器人初创公司 @Apptronik. 公司7轮融资共计4.36亿美元,估值15亿美元; Figure AI: 同样总部位于美国,成立于2022年的AI 机器人初创公司 @Figure_robot. Figure AI 总融资接近20亿美元,今年9月完成最新一轮融资后估值高达390亿美元的庞然大物; Agility: @agilityrobotics 美国俄勒冈州立大学动态机器人实验室的衍生公司,成立于2015年。总融资额8亿美元,估值达17.5亿美元。 有意思的是,@xmaquina 打算通过DAO 提案的方式投资 @1x_tech 最新推出的NEO 人形机器人作为国库资产,这个由1x 公司推出的人形机器人刚上线预售就被市场疯狂追捧。 Robotics 赛道一定会成为crypto 下轮周期最具潜力、最热门的核心叙事,市场真的愿意为代表人类科技文明终局性的叙事买单。
Home robots are officially real. @1x_tech just opened NEO pre-orders at $20K, shipping 2026. 200 likes and we’ll submit a proposal to pre-order a DAO-owned NEO. Physical AI for everyone 🧵
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