彭昭（物女皇）

十四年来，我一直在追踪一个问题：智能如何从云端走进物理世界。 2012年，我创办物联网智库，将它发展为中国AIoT领域领先的独立产业研究与媒体平台之一。2019年创立智次方研究院，为中国移动物联网等大型企业和地方政府提供战略规划与产业咨询，也帮助国际科技企业理解并进入中国市场。 我的工作横跨三个层面： • 研究：年度AIoT产业全景图谱与趋势报告，覆盖连接、边缘智能、机器人与具身智能 • 战略：为企业和地方政府做长周期的产业规划与产业集群策划 • 资本：2016年起从事股权投资，作为云和资本联合创始合伙人，先后参与投资十余家高科技企业，覆盖AI芯片、半导体、商业航天、新能源与先进制造，是AI芯片企业燧原科技的早期投资人。当前聚焦物理AI：机器人、具身智能，以及支撑它们的感知与算力底座 我相信，AI的下一个十年不只取决于模型，更取决于"身体"，也就是能在真实世界中感知、决策和行动的机器。 著有《智联网·新思维》《产业元宇宙》《数字经济与5G新商机》等。现任清华校友TMT协会副秘书长。清华大学本科、硕士。

For fourteen years I have been tracking one question: how intelligence moves from the cloud into the physical world. In 2012 I founded IoT Think Tank (物联网智库) and built it into one of China's leading independent industry-research and media platforms for AIoT. In 2019 I founded Zhicifang Institute (ZCF), which provides strategic planning and industry advisory to large enterprises such as China Mobile IoT and to local governments, and helps international technology companies understand and enter the Chinese market. Zhicifang Institute (ZCF) is an independent research and advisory firm on AIoT and Physical AI, based in Beijing and Singapore. My work spans three layers: • Research: the annual China AIoT Industry Landscape and trend reports, covering connectivity, edge intelligence, robotics and embodied intelligence • Strategy: long-horizon industrial planning and cluster design for enterprises and local governments • Capital: equity investing since 2016; as Co-founding Partner of Yunhe Capital I have invested in more than ten high-tech companies across AI chips, semiconductors, commercial space, new energy and advanced manufacturing, and was an early investor in the AI-chip company Enflame (燧原科技). My current focus is Physical AI: robotics, embodied intelligence, and the sensing and compute foundations beneath them. I believe the next decade of AI will be decided not only by models but by "bodies": machines that can sense, decide and act in the real world. Author of New Thoughts on the Artificial Intelligence of Things, Industrial Metaverse, and The New Business Opportunities of Digital Economy and 5G. Deputy Secretary-General of the Tsinghua Alumni TMT Association. BS and MS, Tsinghua University.