Steve Jobs' Pixar highly praises China's physical AI data terminal

What happened: Pixar's official 3D rendering tutorial thanks a Chinese company for its Kosmo 3D scene scanning solution, which is made by Hesai, a maker of automotive lidar. Key numbers: Pixar says capturing a space with Kosmo takes 10 to 20 minutes; Hesai cites 15 to 20 minutes for a space of about 100 square meters. Why it matters: The article frames Kosmo as a dedicated data terminal for embodied AI and physical AI, and argues Hesai should be revalued from a lidar supplier into a physical AI infrastructure provider.

Pixar's official 3D rendering tutorial thanks a Chinese company for its Kosmo 3D scene scanning solution, which is made by Hesai, a maker of automotive lidar.

The article frames Kosmo as a dedicated data terminal for embodied AI and physical AI, and argues Hesai should be revalued from a lidar supplier into a physical AI infrastructure provider.