原文：

原文：
Just a random thought, leading US humanoid players strangely me of the current LLM dynamics:

Agility ( $CCXI ) kinda feels like Anthropic for robotics.

With $AMZN and $NVDA heavily backing it, ingrained with $GOOGL Deepmind (like TPUs). And it starts off with enterprise commercialization.

Optimus is kinda off doing its own thing like xAI.

Supported by Tesla/Elon and his visionary roadmap as usual.

Figure is like ChatGPT

With Microsoft/OpenAI investing (kinda like Microsoft), then ended up kinda competing them by building their own VlA and setting them behind.

But ends up top 2 leaders anyway.

Boston Dynamics is Gemini

Kinda started the entire humanoids thing like transformers with backflip videos.

With R&D supported by $GOOGL but somehow let everyone else leapfrog them in commercialization.

And then there’s $NVDA just chilling, silently powering the entire humanoids ecosystem.

翻译：
只是一个随机的想法，领先的美国人形机器人玩家奇怪地让我想起了当前的大型语言模型动态：

Agility（$CCXI）有点像机器人领域的Anthropic。

有$AMZN和$NVDA的大力支持，并融入了$GOOGL的Deepmind（如TPU），并从企业商业化开始。

Optimus有点像在做自己的事情，就像xAI一样。

得到了特斯拉/埃隆和他的远见卓识的路线图支持，如往常一样。

Figure就像ChatGPT

得到了微软/OpenAI的投资（有点像微软），结果却竞争对手，建立了自己的VlA，并将他们甩在后面。

但最终还是成为前两名的领导者。

波士顿动力学是Gemini

有点像开启了整个人形机器人事物，就像变形金刚一样，伴随着后空翻视频。

得到了$GOOGL的研发支持，但不知为何让其他人在商业化方面超越了他们。

然后还有$NVDA，就安静地支持着整个人形机器人生态系统。