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TechCrunch · AI· Tim Fernholz·· 3 小时前AI 评分38

Physicl 完成 1000 万美元种子轮融资,为机器人构建高保真仿真

Physicl raises $10M to make the digital world real enough for robots

文章要点
  • 1Physicl 完成 1000 万美元种子轮融资,出资方为 Inovia Capital,瞄准机器人训练仿真市场
  • 2创始人是电商 3D 渲染公司 nfinite 的创办者,称原业务受生成式 AI 冲击后转向高保真仿真
  • 3随融资发布 Studio 产品,内置 10,000 个 3D 环境和 100,000 个资产,用于生成训练机器人的合成数据
  • 4世界模型公司 SpAItial 为早期客户,其 CEO 称手工整理数据周期长,看好按训练状态自动生成数据
决策要点

具身智能的数据瓶颈催生了仿真合成数据赛道,Physicl 以电商 3D 渲染积累切入,并拿到种子轮资本背书。

  • 影响:机器人团队多了一条用高保真仿真替代真实采集的数据路径,边缘场景的训练数据成本可能下降;该赛道创业公司密集且定位模糊,合作选型需要更多甄别;3D 资产与渲染技术可以从旧业务迁移复用。
  • 参考:可考虑盘点自家机器人训练中依赖远程操作或人工采集的数据环节,评估哪些边缘场景改用 Studio 这类工具生成;值得先算清仿真合成与实采数据的单位成本再定试点。
  • 依据:融资金额与产品参数来自 TechCrunch 报道及公司口径,暂无独立评测;早期客户的正面评价出自 SpAItial CEO 本人,属利益相关方说法。
正文

Alex de Vigan’s last business got swamped by the rise of generative AI, but now he’s betting the tech that team had built, a platform for creating tempting product renderings for e-commerce, can be re-purposed to make robots more useful.

His new venture, Physicl, has raised $10 million in seed funding from Inovia Capital to help world model designers and robot builders solve thorny training problems with more realistic simulations.

Founder and CEO de Vigan spent the last decade building nfinite, which made it easy for brands and retailers to create 3D models of their goods and display them online. The arrival of transformer-based AI models led that company to focus more on generative imagery, but de Vigan saw a new purpose for his team and the tech stack they’d built to faithfully render 3D environments.

“What we were super unique about doing in 3D, AI was going to replace, but something was missing in AI: its ability to understand, interact, and manipulate space and objects,” de Cigan says.

Researchers developing physical AI models to make robots more capable of tasks like handling diverse, small objects have been frustrated by the returns of training them on video, and the expense of gathering data through remote operations.

Simulations in digital worlds are seen as a promising solution, but ensuring that these simulated worlds are faithful to real-world physics has proven difficult. de Vigan believes that the pipeline his previous company built to “transform unstructured, incomplete, heterogeneous real-world information into a high-fidelity physical representation… with correct geometry, materials, and physics” can now be used to make physical AI models more effective.

Physcl is entering a crowded category of startups vying to provide data and tooling to foundation model builders and robot operators. “The space is very young and and and very blurry sometimes,” de Vigan admits. There are a variety of companies collecting, labeling, or generating data in different modalities as their customers try to figure out the secret sauce that will make robots live up to their promise.

In particular, Phyiscl wants to focus on post-training models on difficult edge cases. The startup is releasing a product called Studio with 10,000 3D environments and 100,000 assets that represent various objects. It lets users create scenes to generate synthetic data for training robots on specific problems. For example, Studio could be used to generate training data to help a robot that has trouble discerning a cup on a cluttered counter-top, or while the cup is in shadow.

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SpAItial, a world model builder, collaborated with Physicl as an early customer to improve the fidelity of its products, the latest of which, Echo-3, was released last week. SpAItial’s tool generates 3D simulations from 2D imagery, and to do that effectively, its CEO and founder Matthias Niessner said they needed to train on the kind of high-fidelity synthetic data Physicl offers.

However, Physicl wants to be more than a data provider; it sees itself as the tooling for ongoing synthetic data generation. “What we created 10 years ago, without knowing it, was basically an agentic workflow to transform unstructured information into high fidelity 3D,” de Vigan said. He imagines customers bringing trillions of images or millions of hours of LIDAR capture data to feed into his platform and turn them into high-quality 3D representations that can be used to generate billions of permutations to train their models.

“The real challenge is, you have to curate the data by hand, and this is a very long cycle,” Niessner, also a professor of robotics at the Technical University of Munich, told TechCrunch. “To us what seems very attractive is you can just do this on the fly […] You’re running Claude, and it checks, ‘Oh, I need more data of this in my training,’ and then it auto generates that data, depending on the training state. That, to me, is super exciting, and this is exactly what Physicl is offering.”

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Tim Fernholz is a journalist who writes about technology, finance and public policy. He has closely covered the rise of the private space industry and is the author of Rocket Billionaires: Elon Musk, Jeff Bezos and the New Space Race. Formerly, he was a senior reporter at Quartz, the global business news site, for more than a decade, and began his career as a political reporter in Washington, D.C. You can contact or verify outreach from Tim by emailing [email protected] or via an encrypted message to tim_fernholz.21 on Signal.

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来源:TechCrunch · AI · techcrunch.com