量化派布局物理世界基础模型，餐饮后厨完成四轮验证
量化派不造硬件，卖物理世界基础模型，用餐饮后厨四轮验证证明跨场景复用能力，押注 RaaS 规模化。
有人卖机器人本体，有人卖整套方案，量化派选择卖物理世界基础模型——一种让机器人理解物理世界、跨场景复用的通用 AI 能力。政策推动机器人进入真实场景，而量化派在餐饮后厨完成四轮验证，覆盖三明治制作、购物袋分拣、找盐调味、奶茶协同。其逻辑是：一次训练、多场景调用，边际成本趋近于零，资本正按此重估物理 AI 公司。
正文摘录
Some sell robot hardware, others sell turnkey solutions. QuantGroup sells the physical world foundation model. The business logic behind this choice is straightforward: hardware gets iterated on, scenarios change, and what can truly be reused across scenarios and generate sustained revenue is the underlying AI capability that lets robots understand the physical world. Right now, an industrial shift is forcing robots out of showrooms and into real-world environments. This shift also surfaces a key commercial judgment: whoever masters the ability to make robots adapt quickly to new scenarios holds the ticket to scale. First, let's look at how concrete this shift is. In June, the General Office of the Ministry of Industry and Information Technology and the General Office of the State-owned As…