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Who We Are我们是谁

September 4, 20262026 年 9 月 4 日

Language is the world

AI can be trained at all because it is given a structure to fit.

Take Wittgenstein, one of the greatest philosophers of the twentieth century. The central question of the Tractatus is how a sentence states a fact. His answer was the logical picture, and from there he moved to the meaning of life. His account ended in failure, but his thinking lit up a road that was right.

The root of that question is what the content of knowledge actually is. Humans invented language in order to find an equivalent way of expressing the inner structure of the world. “The sum of the squares of the two legs of a right triangle equals the square of the hypotenuse” — the detail carried inside that sentence describes an intrinsic geometric property of the physical world. The early Wittgenstein said that language is the world. He meant that we represent the world with language: how you use language is what your world is.

y = f(x), where y is language, f is the rules of grammar, and x is the natural semantics we want to express — the physical world.

An LLM fits the high-dimensional mathematical structure inside language, y.

A world model, in the most original sense of the term, fits the high-dimensional mathematical structure inside the physical world, x.

Some structures of the world cannot be put into language at all unless you live through them: red, pitch, the feeling of joy.

The world does not have many dimensions — eleven at most. An LLM needs so many parameters in order to store more information, and to represent a subtler landscape.

Intelligence, in essence, is that high-dimensional mathematical structure itself.

Neural networks

Next-token prediction works because the drive inside it forces the network to carve out the correct landscape in semantics. RL on top of an LLM works because the drive inside it forces the network to correct itself toward solving the task better.

The main path to intelligence requires two things:

1. Self-supervision, to build the basic structure of the world and of language.

2. Reinforcement learning, to raise capability.

Whether the input is conditioned on action, and whether the output carries future and past world states, does not matter.

The question

What product do we want?

We want autonomy: an agent with self-awareness, initiative and judgment.

We want emotion: personality, desire, unpredictable tension.

We want possibility: resistance to alienation and oppression.

We want creation: more complexity, and stability outside the data distribution.

We want exploration: to let life bloom among the stars.

From the day Infimory was founded, our view of the product has been in tight alignment with our view of the world. This is our mission, our goal, and the starting point of every strategy we have.

The brain

We will build emotion, impulse and desire, following the basic needs of a living thing. From these come personality, logic, judgment and action. Physical AI will be more than a marionette; we will give it a soul.

Through world models and reinforcement learning — by rebuilding the objective, the model structure and the training paradigm — we will make physical AI create real value.

Peilun Wei
September 4, 2026

语言即世界

AI 之所以能被有效地训练,是因为它被赋予了拟合某种结构。

如果我们去看 20 世纪最伟大的哲学家之一维特根斯坦,《逻辑哲学论》回答的核心问题是句子是如何陈述事实的。他给的答案是“逻辑图像”,然后引出关于人生意义。虽然他的解释以失败告终,但是他的思想照亮了一条正确的道路。

这个问题的根源要追溯到知识内容本质上是什么。人类发明语言,目的是找到一种等价的表达世界内在结构的方式。“直角三角形的两个直角边的平方和等于斜边的平方”,这个句子里蕴含的细节刻画了物理世界的一种内在几何性质。维特根斯坦早年说“语言即世界”,意思就是我们在用语言表征世界:你是怎样使用语言的,就代表着你的世界是什么样的。

y = f(x):其中 y 是语言,f 是语法规则,x 是我们想表达的自然语义,就是物理世界。

LLM,就是要拟合出语言 y 内在的高维数学结构。

(最原始语义下的)世界模型,就是要拟合出物理世界 x 内在的高维数学结构。

有些世界结构语言没法表达,除非亲身经历:红色,音高,快乐的感觉。

世界的维度不高,最多也就 11 维。LLM 要那么多参数是为了存储更多信息,表征更微妙的 landscape。

智能的本质,就是这种高维数学结构本身。

神经网络

Next token prediction 之所以有效,是因为内在驱动力要求网络雕刻出语义中正确的 landscape。LLM 中的 RL 之所以有效,是因为内在驱动力要求网络修正到更好地解决任务。

智能的主路径要求:

1. 自监督,构建世界/语言的基本结构。

2. 强化学习,提升能力。

输入是不是基于 action,输出带不带未来和历史世界状态,都不重要。

问题

我们想要什么产品?

我们想要自主性:有自我意识,主动性和判断力的主体。

我们想要情绪:个性,欲望,不可预知的张力。

我们想要可能性:反抗异化和压迫。

我们想要创造:更多复杂性,脱离数据分布的稳定性。

我们想要探索:让“生命”绽放在星辰宇宙。

星辰回忆的产品观从公司成立伊始,就与我们的世界观高度一致。这是我们的使命,目标,以及一切战略的出发点。

大脑

我们会构建情绪,冲动,欲望,遵循生物的基本需求。由此会产生个性,逻辑,判断力,行动,让物理 AI 不止于提线木偶——我们会赋予其“灵魂”。

我们会通过世界模型和强化学习,通过重构目标、模型结构和训练范式,让物理 AI 创造真实价值。

魏沛伦
2026 年 9 月 4 日