ORIENTA AI

Physical AI 的空间底座。人、机器人与智能设备,共享同一个室内空间生态。The Spatial Operating Layer for Physical AI.One indoor world — shared by people, robots, and smart devices.

01 · THE GAP

具身智能的瓶颈:通用空间底座。Embodied AI's missing layer: a universal map of indoor space.

室内,还没有 GPS + 地图那样的通用空间基础设施——这,是我们要建的入口。Outdoors, GPS and Maps solved this years ago. Indoors, nothing like it exists yet — that's the gap we're closing.

需求 100%,对应供给 ≲1%Demand 100%, matched by supply ≲1%

人的活动范围/时间Human time & activity

85% 在室内Indoors

85%+ 的人类时间在室内 —— 具身智能的主场。85%+ of human time is spent indoors — home turf for embodied AI.

倒挂INVERTEDInvertedSUPPLY VS. DEMAND

地图市场生态The Mapping Industry

≲1% 在室内Indoors

≈99% 的生态在室外"车与路"。室内止步于封闭小图/一次性测绘。≈99% of it is built outdoors, for cars and roads. Indoors, it stops at closed, one-off surveys.

四个 SCALE 瓶颈Four SCALE bottlenecks
串行扫描→处理→配准→标注接力,交付以周计;歧义靠返场,环节永不同步。SerialScan, process, register, annotate — handed off stage by stage. Delivery takes weeks. Any ambiguity means going back on-site.
尺度100 m² 便利店和 10⁶ m² 枢纽机场之间,要换算法、换工具、换团队。ScaleA 100 m² corner store and a 10⁶ m² hub airport need different algorithms, different tools, different teams.
状态交付即冻结,更新等于重测——世界在变,图不会变。StateDelivered means frozen — updating means re-surveying. The world changes; the map doesn't.
多模态LiDAR、视觉、手机众包,各画各的图,进不了同一个坐标系。MultimodalLiDAR, vision, phone crowdsourcing — each draws its own map, none share a coordinate system.
需求 —— 具身智能的路径,几乎全在空白里Demand — embodied AI's path runs almost entirely through blank space
室内Indoor 园区Campus 步行街Pedestrian streets last-100m
02 · SOLUTION

并行 + 动态:采集即生成。Parallel + dynamic: capture is generation.

建图、对齐、标注,压进同一次采集、并行发生——快了 100 倍的动态地图。Mapping, alignment, and annotation — compressed into one parallel capture pass. A dynamic map, 100x faster.

串行流水线Serial pipeline
现场采集0.5 天On-site capture0.5 days
离线 SLAM · QA1–2 天Offline SLAM · QA1–2 days
地理对齐0.5–1 天Geo-registration0.5–1 days
人工语义标注4–7 人日Manual semantic labeling4–7 person-days
返场消歧以周计On-site reworkweeks
1–3 周1–3 weeks
↓ ×100
OrientaMapRUNTIME · 现场OrientaMapRUNTIME · On-site
现场采集On-site capture
SLAM
地理对齐Geo-registration
自动标注Auto-labeling
人工语义标注 → 自动标注Manual semantic labeling → Auto-labeling
人审Human review
交付Delivered
< 1 小时< 1 hour
SLAM 建图 · 回环闭合SLAM mapping · loop closure 地理对齐 · 真实世界坐标Geo-registration · real-world coordinates 自动标注 · 拓扑/语义/状态Auto-labeling · topology/semantics/state 人审 ~30 分钟 · 3 秒/条 · 提出而非写入Human review ~30 min · 3 sec/item · proposes, doesn't write
03 · ARCHITECTURE

从单层静态到多层动态。From single-layer static to multi-layer dynamic.

一次采集,多层输出。One capture, multiple layers out.

串行交付物Serial deliverable
OrientaMap
几何快照SNAPSHOT · 交付即冻结Geometry snapshotSNAPSHOT · frozen at delivery
几何层GEOMETRY · SLAM 直接产出,漂移 0.172%Geometry layerGEOMETRY · direct SLAM output, 0.172% drift
拓扑层TOPOLOGY · 轨迹即可走性真值Topology layerTOPOLOGY · trajectories as ground-truth walkability
语义层SEMANTICS · 检测器 + LLM,3/3 命中Semantic layerSEMANTICS · detector + LLM, 3/3 hit rate
状态层STATE · 更新 = 经过State layerSTATE · updated on every pass-through
单层静态 · 无拓扑 · 无语义 · 无状态Single layer, static · no topology · no semantics · no state
四层 动态 · Day 1 起持续更新Four layers, dynamic · continuously updated from Day 1
04 · DEMO

多层生态,不止于快。A multi-layer system, not just speed.

全球最大单体航站楼,自研算法一次扫完,四层就绪。One of the world's largest single terminal buildings — scanned once with our own algorithm, all four layers ready.

地图不再是静态,而是一套多层次、可验证、可追溯、带有效期的实时语义状态系统。The map is no longer static — it's a layered, verifiable, traceable, time-stamped real-time semantic state system.
Beijing Daxing · 全球最大单体航站楼 —— 15 分钟实测建图(第一幕)→ 同一份底图,四层依次揭示(第二幕)Beijing Daxing · one of the world's largest single terminal buildings — 15-minute live mapping run (Act I) → the same base map, four layers revealed in sequence (Act II)
100×15 分钟实测建图 → 9 秒回放 · 速度压缩100×15-minute live mapping run → 9-second playback · time compression
05 · FLYWHEEL

飞轮,从 Day 1 就开始转。The flywheel starts spinning on Day 1.

人、机器人、智能设备——每个移动的主体既是贡献者,也是消费者。交互、导航、消费都发生在这张图。People, robots, smart devices — every moving agent is both a contributor and a consumer. Interaction, navigation, and consumption all happen on the same map.

➜ 贡献 —— 采集 · 状态更新➜ Contribute — capture · state updates
人 · 手机People · Phones 机器人Robots 智能设备 · 车辆Smart Devices · Vehicles 空间基础设施Spatial Infrastructure Day 1 起持续更新Continuously updated from Day 1
➜ 消费 —— 定位 · 导航 · 交互➜ Consume — localization · navigation · interaction
06 · SCALE

空间底座:打通的 Physical AI 室内生态。One spatial layer. A unified indoor world for Physical AI.

同一套空间底座,跨三个数量级同构成立。The same spatial infrastructure, structurally identical across three orders of magnitude.

我们从最难的一端切进去We cut in from the hardest end
100 万平米做通之后,向下的每一档都是降维Once 1M m² is solved, every tier below is a step down in difficulty
1,000,000 m²
机场航站楼Airport Terminal
10,000–100,000 m²
商业室内 · 规模化市场Commercial Interiors · Scalable Market
1,000–10,000 m²
住宅楼宇Residential Buildings
最大尺度 · 最高价值客户 · 最难动态环境Largest Scale · Highest-Value Customers · Hardest Dynamic Environment

其余场景的难点,都是它的子集——架构不变,尺度不同。Every other scenario's challenges are a subset of this one — same architecture, different scale.

07 · MARKET

四类买家,同一张地图。Four buyer types, one map.

机器人部署方Robot Deployers

配送、服务、巡检、人形。每个新场地的建图标注 NRE,是规模化的分母;部署速度就是收入速度。Delivery, service, inspection, humanoid — every new site adds mapping and labeling NRE, the drag on scale. Deployment speed is revenue speed.

新场地 NRE:3 周 → 1 小时New-site NRE: 3 weeks → 1 hour

场馆数字孪生 / 导航Venue Digital Twin / Navigation

机场、商场、医院需要"活"的室内地图:语义、楼层、无障碍、随变更持续更新。Airports, malls, and hospitals need a "living" indoor map: semantics, floors, accessibility, continuously updated as things change.

重走一次受影响走廊 = 一次增量更新Walking an affected corridor once = one incremental update

具身智能基座模型Embodied AI Foundation Models

带语义与真实坐标的空间数据,每一次经过都在生产;纯视觉路线直接受益——这张图就是定位底座与语言 grounding 层。Spatial data with semantics and real coordinates, generated on every pass. Vision-only models benefit directly — this map is both the localization base and the language-grounding layer.

机场级复杂场景 · 真实坐标 · Day 1 起持续更新Airport-grade complexity · real-world coordinates · continuously updated from Day 1

仿真 · Real2SimSimulation · Real2Sim

具身训练要在仿真里跑亿万步——真实布局、真实语义、真实尺度,sim2real gap 从源头缩小。既是部署底座,也是训练场。Embodied training needs hundreds of millions of steps in simulation. Real layouts, real semantics, real scale — closing the sim2real gap at the source. One capture, two uses: deployment and training.

一次采集 = 一个可仿真场景One capture = one simulation-ready scene
4,000+全球大型商业机场 · TAM 起点Global large commercial airports · TAM baseline
1000+座机场已处理并评分 · SAMairports processed & scored · SAM
1座机场内部立项已获批,投产即转千万级合同(国航)· SOMairport pilot internally approved, converts to a 7-figure contract at production (Air China) · SOM
08 · COMPETITION

这个象限里,我们是唯一一个。In this quadrant, we're the only one.

现有玩家要么专注静态扫描,要么专注单一机器人内部建图——没有人在做跨尺度、多方共享、持续更新的空间底座。Existing players either focus on static scanning or single-robot internal mapping — no one is building a cross-scale, multi-party, continuously updated spatial layer.

小尺度Small Scale 大尺度Large Scale 静态 · 一次性Static · One-Time 动态 · 多方共享Dynamic · Multi-Party
静态三维扫描 / 数字孪生工具Static 3D scan / digital-twin tools
大型场馆一次性测绘Large-facility one-time capture
单机器人内部建图(不共享)Single-robot internal mapping (not shared)
Orienta
为什么不是大厂顺手做了Why not an incumbent?

大尺度 + 多方共享 + 持续更新,这三个约束叠加在一起,需要重新设计整条采集-建图-标注管线——不是在现有静态扫描产品上加一个"更新"按钮就能做到的。Large scale, multi-party sharing, and continuous updates together require rebuilding the entire capture-mapping-annotation pipeline from scratch — not something you bolt onto an existing static-scan product.

为什么不是机器人公司自己建图Why not robot makers' own SLAM?

单一机器人厂商的建图只服务自己的车队,不跨厂商、不跨模态共享——每换一个场景、一个厂商,地图从零开始。A single robot maker's SLAM only serves its own fleet — it doesn't share across vendors or modalities. Every new site or vendor starts the map from zero.

09 · TRACTION & VALIDATION

跨尺度、跨平台、跨生态——同一套架构,处处成立。Cross-scale, cross-platform, cross-ecosystem — one architecture, everywhere.

同一套空间底座,已经在真实环境里被不同形态的机器人验证过。The same spatial infrastructure, already validated in the real world by robots of different form factors.

核心建图定位算法完全自主知识产权,5 项发明已提交 USPTO 并缴费,锁定优先权日期。Core mapping and localization algorithm — fully self-owned IP. 5 inventions filed with USPTO, fees paid, priority date locked.

10 · PRODUCT & ORDER

第一个产品,第一个订单:打通国航旅客的空间体验闭环。First product, first order: closing the loop on Air China passengers' spatial experience.

我们把空间、定位、导航与协同,装进同一个触达入口——现在,它服务着全世界最复杂的中转枢纽。We packed space, localization, navigation, and coordination into a single touchpoint — today, it serves one of the world's most complex transit hubs.

18 个月与国航的深度合作——12 个月信任建立与流程摸底 + 6 个月技术集成与内测。18-month deep partnership with Air China — 12 months earning trust and learning the workflow, 6 months of technical integration and internal testing.

11 · BUSINESS MODEL

多边价值变现,长期复利增长。Multi-sided monetization, compounding growth.

旅客、航司、机场,现在加上具身智能与机器人生态——同一份地图,多条变现路径。Passengers, airlines, airports — and now the embodied AI and robotics ecosystem. One map, many revenue paths.

航司侧 · 降风险增效Airlines · Lower Risk, Higher Efficiency

降低航班延误与衔接风险,提升中转保障效率,精准触达旅客。Cuts flight-delay and connection risk, sharpens transit-service efficiency, and reaches passengers with precision.

收入:API / 流量 + 增值服务费Revenue: API / traffic + value-added service fees

机场侧 · 提效降本Airports · Efficiency & Cost

语义地图 + 实时感知,优化资源配置,提升运营效率。Semantic maps + real-time sensing optimize resource allocation and boost operational efficiency.

收入:吞吐 / 订阅 + 地图维护Revenue: throughput / subscription + map maintenance

具身智能 · 机器人生态侧Embodied AI · Robotics Ecosystem

机器人厂商按部署接入空间数据 API,具身智能基座模型公司按训练数据 license 付费——同一张图,服务两种"非人类旅客"。Robot makers pay per deployment for spatial-data API access; embodied AI foundation model companies pay for training-data licenses — the same map serving two kinds of "non-human passengers."

收入:API 授权 + 数据 license + 按调用量分成Revenue: API licensing + data licensing + usage-based revenue share
¥1.2亿+¥120M+单枢纽市场规模Single-hub market size
85%+Gross Margin
8–12×LTV / CAC
1–2个月回收周期month payback period
>95%续约率renewal rate
国航案例:18.2×–23.6× ROI,0.5–0.7 个月回收周期(误机挽回、正常性、效率 Agent、空座增收四类计费抓手;效益口径与数据来源见数据室)。Air China case: 18.2×–23.6× ROI, 0.5–0.7 month payback (four billing levers: missed-connection recovery, on-time performance, efficiency agents, empty-seat monetization; methodology and data sources in the data room).
¥1.2亿+¥120M+亚太 · 单枢纽(国航)APAC · single hub (Air China)
¥12亿+¥1.2B+亚太 · 10 枢纽等效APAC · 10-hub equivalent
¥24亿+¥2.4B+全球 · 亚太10 + 欧北美10Global · APAC ×10 + Europe/N.America ×10
12 · TEAM

团队经历跨越硅谷自动驾驶与具身智能过去 20 年的发展——从 Meta、Applied Intuition 到美的机器人。Two decades in Silicon Valley autonomous driving — Midea Robotics, Applied Intuition, Meta Reality Labs — now building for embodied AI.

做过量产自动驾驶的地图与感知栈,也做过智能机器人与端侧多模态大模型。We've shipped mapping and perception stacks for production autonomous vehicles, and built intelligent robots and on-device multimodal models.

一位来自 Waymo 的工程师即将加入我们的团队。An engineer from Waymo is joining our team soon.

13 · CONNECT13 · CONNECT

正在推进新一轮融资Now Raising

Orienta 正在为具身智能构建通用、动态的室内空间基础设施,欢迎航旅生态、云与 IT 伙伴,以及具身智能 / 机器人生态的战略投资人与我们交流。Orienta is building the universal, dynamic spatial layer for embodied AI. We'd love to talk to aviation-ecosystem and cloud/IT partners, and to strategic investors across embodied AI and robotics.

预约 30 分钟通话 →Book a 30-min call →
— BUILDING THE SPATIAL OPERATING LAYER FOR PHYSICAL AI —