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  "title": "Independent Variable: Belief Convergence Is Not Evidence Convergence",
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        "summary": "Boundary: Robot Task Completion Rates/Independent Contribution Shares Not Disclosed; Currently More Like a Data Expedition Than Commercial Deployment Validates Evaluation Based on Curated Benchmarks, with Field Tests Only Qualitative; Reliance on Internal Data Means Quality as a 'Data Source' Remains Unquantified",
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        "summary": "Route Bet: Building the Brain, Not the Body—Betting on Foundation Model Company Identity, Rejecting the Locomotion Capability Track Validates Route Bet: AI-Native Triple Negation—Not Robotics/Not Autonomous Driving/Not Prehistoric Deep Learning",
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        "title": "sunday_blog_20260717",
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        "relation": "same_track",
        "summary": "Boundary: Robot Task Completion Rates/Independent Contribution Shares Not Disclosed; Currently More Like a Data Expedition Than Commercial Deployment Validates Source Boundary: Self-Reported, Self-Built Evaluations, No Third-Party, Single Task Family",
        "strength": "strong"
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        "title": "π0.5 Shivers in Place When Failing to Grab a Spoon, Yet Orca Goes Further with Physical Intuition Learned from Watching Videos",
        "url": "https://haiguangboy.com/posts/orca",
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        "summary": "The Key to a World Model Is Readable States",
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        "title": "No Future Imagination at Inference Time, Robots Still Hit 91.8%! Fast-WAM Debunks WAM's Core Assumption",
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        "summary": "Training Video Objectives Matter More Than Imagining the Future at Test Time",
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  "published_at": "2026-07-18T09:00:29+08:00",
  "created_at": "2026-07-18T09:00:29+08:00",
  "updated_at": "2026-09-02T10:55:06+08:00",
  "analyst_take": {
    "type": "author_opinion",
    "text": "The gathering of the four giants looks more like the same narrative adopted four times than a coincidence from four independent due diligence efforts—what could truly turn 'belief convergence' into 'evidence convergence' is a number no one has yet published: whether the intervention rate of scaffolding (aides/engineers) can decline over time. Until that curve emerges, the 149 yuan buys more of an entry ticket than a moat."
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