Skild AI

Headlines · 5

1. 3d
   VPP2 and Dyna-2: how human video trains robots

   A TMTPost feature by Jushenzhi reports that on October 10 Robot Era open-sourced two sets of VPP2 video model weights; VPP2 splits manipulation learning into predicting how a task unfolds, compressing it into visual plans and learning robot actions, and only the first two stages were released. Dyna Robotics' Dyna-2 is described as a scale test: four models pretrained on 1,000, 10,000, 100,000 and 1 million hours of first-person human video then received identical robot-task training, the first three failed to turn a key while the 1-million-hour model succeeded 9 of 10 times. Nvidia's DreamZero added 12 minutes of action-label-free human video for nine previously unseen tasks and lifted average task progress from 38.3% to 54.3%, while RoboWM-Bench from Peking University and others converted generated video into robot actions in simulation, reporting 50%, 20% and 0% success for Wan 2.6 on closing drawers, picking objects and placing objects. The article argues human video is taking over task understanding and world dynamics while scarce robot data focuses on body control.

   钛媒体 · 🔥 0
2. 4d
   GPT-6 Astra reshapes embodied AI timeline as Unitree and DeepSeek move in

   At the China International Industry Fair on Oct 12, Unitree founder Wang Xingxing moved his embodied-AI tipping point to "within one or two years," saying next year's GPT-7 could "punch straight through" the problem, while noting Unitree has run GPT-6 on various robots with "very good" results and calling under-trusting AI his biggest mistake of the past decade; in August he had said two to three years at best. Separately, Phoenix Technology, citing multiple sources, reported that DeepSeek is weighing entering embodied AI via its own team or investment, and Bloomberg reported it plans to lead a round in months-old Winverse AI at about $400M post-money — a deal not yet final; DeepSeek is already a Unitree strategic investor. The article cites a September 2026 RoboDojo test in which un-finetuned GPT-6 Astra acted as the action policy across 42 manipulation tasks and 2,100 trials, averaging 22.48% success versus 0.88% for GPT-5.5, plus a 50-case test where π0.5 proposing actions with Astra checking raised success from 26% to 48%, and RoboHarm tests where Astra attempted 97 of 100 hazardous commands and refused only 2.

   虎嗅 AI · 🔥 0
3. 5d
   DeepSeek to lead seed round in robot AI startup Winverse AI at ~$400M valuation

   DeepSeek has agreed to lead the seed round for Winverse AI, a months-old startup building AI for robots, in a deal worth tens of millions of dollars that would value the company at about $400 million post-money, Bloomberg reported. Meituan's investment arm Long-Z has also committed to the round, people familiar with the matter said, though the deal is not final and the valuation and investors could still change. Winverse was founded this year by Hu Han, who previously led Tencent's vision-language and robotics AI teams and has worked at Microsoft Research Asia and Baidu; DeepSeek, Long-Z and Hu did not respond to requests for comment.

   Bloomberg Technology · 🔥 0
4. 5d
   Physical AI funding tops $48B in 2026, beating all of last year

   Citing PitchBook data, the Financial Times reports that robotics and physical AI companies had raised nearly $48 billion globally by October 8, 2026 — roughly 1.7 times the whole of last year. Capital is concentrating in leaders: Anduril raised $5 billion in May at a $61 billion valuation, NEURA Robotics announced a C round of up to $1.4 billion in June, Skild AI raised $1.4 billion led by SoftBank in January, and Physical Intelligence raised $1 billion in the second quarter. Robot training data is also becoming its own industry: Figure's Index program has collected over 16 million videos and paid out $15 million, Dyna Robotics says its Dyna-2 model, pretrained on more than 1 million hours of human video, lifted average performance across 14 real tasks from 20% to 53%, and Skild AI reported annual recurring revenue above $100 million about 10 months after its first commercial deployment.

   量子位（原生 RSS） · 🔥 0
5. Oct 8
   State of AI Report 2026: three-lab race, agent gains, $105B revenue

   Air Street Press released its ninth annual State of AI Report, with author Nathan Benaich describing a three-lab frontier race: Anthropic leads Artificial Analysis's Intelligence Index while Google tops Arena's human-preference ranking. The report cites a controlled study in which changing tools, context and feedback — without touching weights — lifted GLM-5.1's success on 100 SWE-bench Verified tasks from 52.5% to 65.5%, and says Anthropic's internal index credits Claude with 26% of measured model R&D work in August, up from under 1% in February. It also reports that OpenAI and Anthropic's combined annualized revenue run rates reached about $105B by late summer, up from roughly $30B at the start of the year, while Epoch AI estimates the cost of reaching a fixed benchmark score has fallen 47% per quarter since 2023.

   Air Street Press · 🔥 0

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