Physical AI heats up: Skild AI hits $100M ARR ahead of Encord's 1,000-person summit in SF
lukas_m_ziegler · x · 2026-09-23
- 背景进展（最近几周）：Skild AI 年化收入突破 1 亿美元并发布 S1 模型；Wayve 通过 Uber 在伦敦开始有监督自动驾驶载客；Dyna Robotics 发布在百万小时人类视频上预训练的世界-动作模型 Dyna-2。
- 峰会信息：Encord 主办，10 月在旧金山 Fort Mason 举行，预计 1000 多名机器人、自动驾驶与前沿 AI 领域高管参会。
- 议程特点：以辩论而非 demo 为主，议题包括机器人是否已迎来 ChatGPT 时刻、现有数据飞轮是否足以实现真正的自主、世界模型会否成为物理 AI 的基础层等。
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