Meta欲成为机器人领域的安卓。
内容总结:
【科技前沿】Meta布局机器人领域:欲复制安卓模式,软件授权或成核心业务
在增强现实眼镜项目Orion持续推进的同时,科技巨头Meta已将目光投向机器人赛道。据内部消息透露,公司首席技术官安德鲁·博斯沃思表示,Meta正效仿谷歌的安卓模式,计划通过开发通用机器人操作系统并授权给第三方硬件厂商,而非直接参与硬件竞争。
目前Meta已组建由前Cruise首席执行官马克·惠顿领衔的机器人团队,并与高调成立的超级智能实验室协同攻关。技术路径上,团队正致力于构建"世界模型"技术,使机器人能通过软件模拟实现灵巧手部操作,最终目标为开发可完成清洁、折叠衣物等家务的实用型机器人。不过博斯沃思坦言"软件仍是当前技术瓶颈",相关产品商业化尚需时日。
行业观察显示,机器人领域已成科技公司新战场:苹果被曝研发桌面机械臂,特斯拉多次公开展示Optimus机器人。而曾立志用AR眼镜取代智能手机的Meta,能否在机器人赛道实现软件生态的突破,仍需时间检验。
(注:本文基于公开信息整理,技术进展及商业计划存在不确定性。)
中文翻译:
Meta希望成为机器人领域的"安卓"
该公司正在研发自己的机器人,但其真正的商业构想在于软件授权领域。
若能将"猎户座"增强现实眼镜成功推向市场,Meta的下一步战略显然将聚焦机器人领域。据知情人士亚历克斯·希斯透露,在与Meta首席技术官安德鲁·博斯沃思交流后获悉,与苹果、谷歌和特斯拉类似,Meta已启动机器人技术研究。
但与众不同的是,Meta似乎并不执着于硬件竞争。虽然已有代号"Metabot"的机器人正在开发中,但其真正目标是打造可授权给其他企业的软件系统——正如谷歌通过安卓系统实现的商业模式。"软件才是核心瓶颈,"博斯沃思指出,Meta期望由克鲁斯前CEO马克·惠顿领衔的机器人团队,与其高调宣传的超级智能实验室协同发力,共同攻克这一难题。
目前研发工作始于构建"世界模型",旨在帮助机器人"通过软件模拟实现灵巧手部动作",未来预计将拓展至更复杂的动作与任务。有消息称,Meta在2025年2月曾探索开发能处理清洁、叠衣等家务的机器人。但从项目初期阶段判断,实际产品问世尚需时日。
Meta并非唯一布局机器人的企业。苹果据传正研发家用机器人,首款产品或是带显示屏的桌面机械臂;特斯拉则频繁在受控场景下公开展示Optimus机器人迭代版本。尽管Meta尚未实现用AR眼镜取代智能手机的愿景,但无论成败,机器人领域显然将成为其下一个重金投入的赛道。
英文来源:
Meta wants to become the Android of robotics
The company is working on its own robot, but it thinks software licensing could be its real business.
Assuming it can turn its Project Orion augmented reality glasses into a real product people can buy, Meta apparently wants to get into robots next. That's according to Sources' Alex Heath, who spoke to Meta CTO Andrew Bosworth and reports that much like Apple, Google and Tesla, Meta is researching robotics.
Unlike those other companies, though, Meta apparently isn't all that focused on competing in hardware. It has a "Metabot" in the works, but its real goal is to create software that other companies can license, much like Google does with Android. "Software is the bottleneck," according to Bosworth, and the hope is that the combined powers of Meta's robotics team — led by Marc Whitten, the former CEO of Cruise — and its highly publicized Superintelligence Labs can produce a solution.
That work apparently starts with the development of a "world model" that can help a robot "do the software simulation required to animate a dexterous hand," but will presumably extend to more complicated movements and tasks down the road. In February 2025, Meta was reportedly looking at building a robot that could handle household chores like cleaning or folding laundry. Given how early everything sounds, that's likely a long way off.
Meta isn't alone in pursuing robotics. Apple is reportedly working on its own home robots, starting with a table-mounted arm with a display. Tesla has regularly demoed versions of its Optimus robot to the public, though often in highly-controlled scenarios. Meta has yet to realize its goal of usurping the smartphone with AR glasses. Whether or not it does, it sounds like robots will be the thing it burns money on next.