XiaoTong Column · 2025-09-05

Chain Exploration”Musk’s Heavy Bet: Is the Next Disruptive AI Trend on the Horizon?”

Musk Claims 80% of Tesla’s Value Will Come from Robots! Web3 Robot Projects to Watch—Is This the Next AI Revolution?

AI isn’t just chatbots! Elon Musk recently stated that 80% of Tesla’s future value will come from robotics. As robot stocks surge, Web3 robot projects are heating up too—decentralized data sharing and on-chain collaborative ecosystems could reshape our future. Let’s explore 14 rising stars in the Web3 robotics赛道!

1. @openmind_agi: The ‘Android of Robots’

Keywords: OS, Decentralized Coordination Layer

Fresh off a $20M funding round, OpenMind is building robots’ “brains” and “social networks”:
OM 1: Touted as “the Android of robots,” this open-source, hardware-agnostic OS gives robots perception, memory, and planning abilities—developers at a hackathon even built an Alzheimer’s care robot with it in 48 hours!
FABRIC: A decentralized coordination layer. Via blockchain, robots share data, learn new skills (like languages) quickly, and handle consensus/execution—think “online classroom + marketplace for robots.”

2. @peaq: Layer 1 for Robots That “Earn Money”

Keywords: Layer 1, Machine Economy

With $21M raised, peaq is a blockchain focused on “machine economies.” Here, robots, drones, and sensors can:
– Own self-sovereign IDs (like human passports)
– Make peer-to-peer payments (e.g., renting themselves out for fees)
– Collaborate autonomously (drone swarms for deliveries)

Built on Substrate, compatible with Polkadot, and connected to 90+ blockchains, peaq hosts 50+ DePIN projects (noise monitoring, driving-to-earn) across 4.5M+ devices in 20+ industries. Your future vacuum robot might even earn its own salary!

3. @GEODNET_: “Centimeter-Level GPS” for Robots

Keywords: Real-Time Positioning Network

Need robots to navigate precisely? GEODNET ($15M funding) built a “super GPS”:
– The world’s largest decentralized real-time positioning network, offering centimeter-level accuracy (vs. meter-level for regular GPS).
– Anyone can buy “satellite miner” hardware, upload correction data, and earn rewards. Covering 145 countries, 19k+ sites, and 207TB of data transmitted, it will power self-driving cars and drone deliveries.

4. @psdnai: Solving Robots’ “Data Hunger”

Keywords: Physical Data Collection

Robots need real-world data (videos, sounds) to learn, but this data is scarce and hard to own. Poseidon (psdnai) ($15M funding) solves this with a decentralized data layer:
– Collects physical world data (video, audio, location) and provides IP-protected training datasets.
– Launched an app where users upload dialects/accents to help AI models “understand” more languages—earning rewards while contributing.

5. @PrismaXai: Teach Robots Remotely

Keywords: Tele-op Platform, Training Data

Backed by a16z ($11M), PrismaX lets you “teach” robots via browser:
– Remote control robotic arms to perform tasks (e.g.,拧螺丝), with every move turned into training data.
– Operators earn tokens; future plans include integrating with Unitree/UBtech robots. Short-term: data collection; mid-term: real-world tasks; long-term: full autonomy!

6. @NRNAgents: From Games to Real-World Robot Training

Keywords: Tele-op, Reinforcement Learning

NRN Agents (on Arbitrum) is a “robot coaching platform”:
– Users control simulated robots via browser, generating behavior data for robots to learn from (Imitation Learning).
– AI Agents also optimize via Reinforcement Learning, no full retraining needed. Currently focused on robotic arms (RME-1); future plans include robot combat and athletics!

7. @AukiNetwork: Robots’ “Shared Map”

Keywords: DePIN Network, Spatial Data

Auki wants robots to “understand” the physical world:
– Builds a decentralized neural network for robots/smart glasses to share location/sensor data, collaboratively creating 3D spatial models.
– Four node types (compute, motion, reconstruction, domain) earn rewards for contributions—powering future robot deliveries and AR navigation.

8. @RoboStack_io: Robots’ “Universal Charger”

Keywords: Simplifying Hardware-Software Integration

Tired of incompatible robot hardware/software? RoboStack ($15M funding) created a “universal adapter”:
RCP Protocol: Standardizes communication between hardware and AI Agents, like USB for devices.
– Cloud-native simulation platform for testing; token ROBOT launched—stake or vote for projects to earn rewards.

9. @frodobots Ecosystem: Play While Training Robots

FrodoBots Lab gamifies robot evolution for everyone:
Earth Rover: A $249–399 sidewalk robot. Players remote-control it to “catch alien NFTs,” generating real-world sidewalk data (obstacle avoidance,路标识别) and earning FBP rewards.
BitRobot Network: A Solana-based decentralized platform with live subnet ET Fuji, enabling robots to share compute/data resources.
Robots.Fun: An AI Agent launchpad—create an Agent by owning an Earth Rover, compete to collect data, and all new Agents pay 5% fees to the core SAM framework.

Summary: Web3 Robotics’ Two Superpowers

  1. Breaking Data/Model Monopolies: Decentralization lets robots share resources, no more big tech gatekeepers.
  2. Activating Machine Economies: On-chain ownership + token incentives turn robots from “tools” into “independent economic actors” that earn and collaborate.

With Musk betting big, Web3 + robotics might just be the next AI revolution! Which project are you most excited about?

Read More《马斯克重磅下注,下一个颠覆AI的风口要来了?》

This content is AI-generated and does not constitute investment advice. Please exercise your own rational judgment.

原文链接《马斯克重磅下注,下一个颠覆AI的风口要来了?》

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