Sharpa was founded by Hesai Technology CEO Li Yifan, CTO Xiang Shaoqing, and chief scientist Sun Kai at the end of 2024 to develop general-purpose robots and components focused on dexterous operation. Co-founder Li Yifan said that as a serial entrepreneur, he has never seen an industry with so much money, so much talent, and so much attention, but no clear standards. He believes that the robot industry market will be 10 times larger than that of automobiles, but the concentration is much higher than that of automobiles. In the end, there may only be 5 companies left in the world, and there is an opportunity to become a giant company like Apple — this is his biggest innovation in this venture. Another difference is that in the lidar industry, real revenue and real profit are important measures. When it comes to the physical industry, customers are willing to pay may be because they don't know exactly what robots can do. Entrepreneurs should exercise restraint and separate short-term income from long-term effective business implementation scenarios. Sharpa's logic is to “work through” a few real landing scenarios first, accumulate generalization capabilities and real data on the “racetrack”, and gradually enter the family starting in 2028. The real scenario must meet three conditions: not modify the environment specifically for the robot, operate the robot autonomously throughout the process, and complete complex tasks involving multiple steps.

Zhitongcaijing · 3d ago
Sharpa was founded by Hesai Technology CEO Li Yifan, CTO Xiang Shaoqing, and chief scientist Sun Kai at the end of 2024 to develop general-purpose robots and components focused on dexterous operation. Co-founder Li Yifan said that as a serial entrepreneur, he has never seen an industry with so much money, so much talent, and so much attention, but no clear standards. He believes that the robot industry market will be 10 times that of automobiles, but the concentration is much higher than that of automobiles. In the end, there may only be 5 companies left in the world, and there is an opportunity to become a giant company like Apple — this is his biggest innovation in this venture. Another difference is that in the lidar industry, real revenue and real profit are important measures. When it comes to the physical industry, customers are willing to pay may be because they don't know exactly what robots can do. Entrepreneurs should exercise restraint and separate short-term income from long-term effective business implementation scenarios. Sharpa's logic is to “work through” a few real landing scenarios first, accumulate generalization capabilities and real data on the “racetrack”, and gradually enter the family starting in 2028. The real scenario must meet three conditions: not modify the environment specifically for the robot, operate the robot autonomously throughout the process, and complete complex tasks involving multiple steps.