Horizon Robotics

“The first time I had a long offline conversation about distillation was when interviewing Haomo's CEO Guo Weihao. They do autonomous driving. He talked extensively about distillation in autonomous driving — because you train a large model in the cloud and then have to put it on the car, which uses Orin chips with relatively limited compute.”

“In 2018, Horizon had roughly 100M RMB revenue, valued at 30-something billion USD — everyone thought the bubble was enormous. But by 2020, Yu Kai posted a Moments celebrating shipping 100,000 chips, and the industry began its rapid positive trajectory.”