AlphaEast

AlphaEast is the investment firm associated with Chen Zhe Peter in 170: 【具身季报 26Q2】世界模型大风不停，和不想被贴标签的人. The source uses Peter’s investor view to compare hardware companies, model companies, robot-body firms, dexterous-hand suppliers, and general frontier labs inside the emerging Physical AI market.

Connections

• Chen Zhe Peter — founder/partner voice in the episode.
• Embodied AI Value Chain and AI Commercialization Pressure — strategy frames used to interpret the market.