As warehouse robots expand into the consumer robot market, robot safety, financing, and evaluation mechanisms are worth exploring.Cryptography will drive the development of the robotics industry by providing economic guarantees for robot safety and optimizing its docking infrastructure, latency, and data collection processes.ChatGPT completely rewrites human expectations of artificial intelligence. When large language models began to interact with the external software world, many people thought that AI agents were the ultimate form. But if you look back at classic science fiction movies such as "Star Wars", "Blade Runner" or "RoboCop", you will find that what humans really dream of is that artificial intelligence can interact with the physical world in the form of robots.In Pantera Capital's view, the "ChatGPT moment" in the field of robotics is coming. We will first analyze how breakthroughs in artificial intelligence have changed the industry landscape in the past few years, and then explore how battery technology, latency optimization, and data collection improvements will shape the future landscape, and the role of cryptography in it. Finally, we will explain why we believe that robot safety, financing, evaluation, and education are vertical areas that need to be focused on.1. Change Factors(1) Artificial Intelligence BreakthroughAdvances in the field of multimodal large language models are giving robots the "brains" they need to perform complex tasks. Robots perceive the environment primarily through vision and hearing.Traditional computer vision models (such as convolutional neural networks) are good at object detection or classification tasks, but have difficulty converting visual information into purposeful action instructions. Large language models are excellent in text understanding and generation, but are limited by their ability to perceive the physical world.