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Zhu Xiaohu raises questions about the commercialization trajectory of embodied AI, casting doubt on the authenticity of customer demographics as presented by various projects. Notably, Jinshajiang Angel Fund has been gradually scaling back its investments in this domain. Zhu highlights that despite Unitree's potential for success on the STAR Market, the broader commercialization landscape for the industry remains hazy. He urges investors to meticulously evaluate the long-term development prospects and commercialization potential of these projects, sounding a cautionary note amidst the embodied AI industry's fervor. Zhu emphasizes the importance of integrating technological innovation with commercial viability to ensure sustainable progress.
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