Galaxea’s Gao Jiyang: the endgame for embodied AI is selling ‘physical-world tokens’
At WRC 2026, Galaxea co-founder Gao Jiyang argued that the ultimate business model for embodied AI is selling “physical-world tokens”, the way OpenAI bills developers per text token today. In his telling, robot hardware eventually becomes a negative-margin vehicle whose only job is to put more endpoints into the real world to consume model tokens. … Read more