Xu Huazhe

Xu Huazhe is the scientist discussed in 132. 对星海图创始人高继扬的3小时访谈：鲶鱼、曾国藩、Waymo与Momenta的两面、一只狼与许华哲的离开 in connection with Xinghaitu and his planned departure. Gao Jiyang says Xu is an influential scientist and frames the departure as a move toward 2C family-application entrepreneurship rather than evidence that algorithms no longer matter.

166: 许华哲再次具身创业：不想错过最大的西瓜 adds Xu’s own account of that move. He says he founded Poke Robotics in March 2026 to pursue Physical AGI, beginning with household robots, because he believes the most valuable layer is general physical intelligence rather than narrow industrial deployment or human-shaped hardware alone.

Key Points

• Gao says Xinghaitu supports Xu’s new direction and intends to invest in his first financing round.
• The episode uses Xu’s departure to examine whether an embodied-intelligence company should prioritize frontier algorithms or the full robotics value chain.
• Gao’s answer is that algorithm innovation remains important, but has to be integrated with machines, supply chain, data, infrastructure, distribution, and customer value.
• Xu’s own route emphasizes AI Native Robotics, Unified Robot Models, video data, reinforcement learning, world models, and Robot Active Use Metrics as a way to avoid missing the “largest watermelon” of the robot brain.
• He expects household robot products to begin appearing within 18 to 24 months of the May 2026 interview, while leaving model route and body form as still uncertain.

Connections

• Xinghaitu and Gao Jiyang — company and founder context.
• Poke Robotics — Xu’s new company.
• Embodied AI Value Chain — frame used to interpret why one scientist’s departure does not define the whole strategy.
• Physical AGI, AI Native Robotics, Unified Robot Models, Real Robot Data Strategy, and Vision Language Action Models — technical context where algorithm work remains relevant.