人工智能机器人颠覆者Skild AI

M IdeaEmbodied AI | North AmericaAI Robotics Disruptors: Skild AIMorgan Stanley & Co. LLCAdam Jonas, CFAEquity Analyst Adam.Jonas@morganstanley.com +1 212 761-1726 William Tackett, CFAResearch Associate William.Tackett@morganstanley.com +1 212 761-6028 Daniela M HaigianEquity Analyst Daniela.Haigian@morganstanley.com +1 212 761-6071 Autos & Shared MobilityNorth AmericaIndustry ViewIn-LineA key bottleneck for scaling AI in robotics is a lack of data. You need vision data to train a vision language action (VLA) model. Chatbots train on internet data. Can robots learn by watching YouTube? We profile Skild AI, a startup building general-purpose robotics models leveraging human videos.At a recent dinner party in Rome, I learne