具身智能 · 机器人

Enigma $7100万种子轮
操控机器人要像调音量

Enigma $71M Seed Round
Robot Control as Simple as Volume

微软最年轻员工联合创立的Enigma获Index领投$7100万种子轮,自研100+机器人在线开放交互。他们不卷模型能力卷交互界面——操控机器人该像拧车机音量旋钮一样直觉。

Enigma, co-founded by Microsoft's youngest employee, raises $71M seed led by Index. 100+ proprietary robots available online for global interaction. Instead of competing on model capability, they're competing on interface — robot control should be as intuitive as turning a car volume knob.

No.023 2026.07.28 约 5 分钟阅读 ~5 min read

如果让机器人洗碗需要花15分钟解释每个碗该放哪,所有人都会说"算了我自己来吧"。现在的机器人,恰恰就处于这个阶段——即使是最强的模型,也需要详细、精确、一步不落的指令,稍微模糊一点就出错。

Enigma的创始人Jonathan Jacobi和Gal Niv认为问题不出在模型能力上,而出在人与机器人的交互界面上。7月27日,这家成立不到一年的以色列公司正式走出隐身模式,宣布获得7100万美元种子轮融资——由Index Ventures和Ribbit Capital领投,Conviction Partners的Sarah Guo参投。

两个"局外人"的切入角度

Enigma的两位创始人都是机器人行业的"局外人"。

Jonathan Jacobi是微软有史以来最年轻的员工,被Wiz创始人Assaf Rappapor在Wiz时期招入麾下。Gal Niv是他多年好友,两人十多岁时在黑客竞赛中相识,后来一起在以色列精英情报部队8200部队服役从事网络安全研究。去年两人决定一起创业时,选择了AI机器人这个他们没有直接经验的领域——因为他们觉得这里藏着科技行业最激动人心的未解问题。

他们的团队同样"非典型":从以色列科技生态中拉来的"最聪明的朋友",包括顶级AI实验室的校友、数学奥林匹克竞赛获奖者、还有几个被说服从博士项目退学的人。Index Ventures合伙人Shardul Shah说得好:"很多业内人士在做具身智能的下一波,但Jonathan和Gal是局外人——不是机器人学家,这反而给了他们更多原创空间。业内人士可能从遥操作或灵巧手开始,但Enigma从一个完全不同的地方出发:'终极体验是什么?'"

这个"终极体验"的答案很简单:操控机器人应该像调汽车音量一样直觉。你拧音量旋钮的时候,不需要想"现在音量是37%我要调到62%",你只需要转一下,听到声音大小合适就停。操控机器人也应该是这样——不需要精确指令,不需要编程,不需要学机器人语言,像对人说话一样自然。

100个机器人,开放给全世界

为了找到这个"音量旋钮"式的交互方式,Enigma做了一件大胆的事:他们在以色列和加州的机库里部署了100多个完全自研的AI机器人,开放给全球任何人在线交互。

这些机器人可不是摆摆样子。它们能拿画笔画画、持剑对打、拾取和混合烧瓶里的液体做简单化学实验。Enigma声称机械臂和底层模型都是从零开始自研的。全球用户可以通过网页与这些机器人互动,尝试不同的交互方式——文字指令、语音指令、视频示范、点拖拖拽——Enigma则在后台收集所有交互数据,分析哪种方式最自然、最高效。

这是一种非常"互联网时代"的做法:不像传统机器人公司那样在实验室里闭门打磨,而是把产品放到真实用户面前大规模测试,用数据驱动产品迭代。Jacobi坦言这个实验是开放式的,他们也不知道最终会发现什么——但这种不确定性正是他们兴奋的地方。

Enigma已经在与医疗、物流和娱乐领域的公司合作,但具体商业场景仍然是个"谜"(enigma)。不过他们的核心信念很明确:在所有人都在卷模型参数和灵巧手的时候,真正的瓶颈可能是我们怎么跟机器说话。

毕竟,再聪明的大脑,如果听不明白人话,也只是个昂贵的摆设。

明天见。

If telling a robot to do the dishes requires 15 minutes of explaining where every bowl goes, everyone reaches the point of "forget it, I'll just do it myself." That's exactly where robots are right now — even the most capable models need detailed, precise, step-by-step instructions, and the slightest ambiguity leads to mistakes.

Enigma founders Jonathan Jacobi and Gal Niv believe the problem isn't model capability — it's the human-robot interface. On July 27, the less-than-one-year-old Israeli company officially emerged from stealth, announcing a $71 million seed round led by Index Ventures and Ribbit Capital, with participation from Sarah Guo of Conviction Partners.

Two 'Outsiders' and Their Angle of Attack

Enigma's two co-founders are both "outsiders" to the robotics industry.

Jonathan Jacobi was Microsoft's youngest-ever employee, recruited by Wiz founder Assaf Rappaport during his time there. Gal Niv is his longtime friend — the two met as teenagers in hacking competitions, then served together in Israel's elite intelligence Unit 8200 conducting cybersecurity research. When they decided to launch a startup together last year, they chose AI robotics — a field where they lacked direct experience — because they believed it held the most exciting unsolved problems in tech.

Their team is equally "atypical": their "smartest friends" from Israel's tech ecosystem, including alumni from top AI labs, math olympiad winners, and several people convinced to drop out of PhD programs. As Index Ventures partner Shardul Shah put it: "There are a lot of robotics industry insiders working on the next wave of embodied intelligence, but Jonathan and Gal are outsiders — they're not roboticists. It affords them more room for originality. An insider might start with teleoperation or dexterity, but Enigma starts from a very different place: 'What's the ultimate experience?'"

The answer to that "ultimate experience" is simple: controlling a robot should be as intuitive as turning a car's volume knob. When you turn a volume knob, you don't think "it's at 37% and I want it at 62%" — you just twist until it sounds right. Controlling a robot should be the same — no precise instructions, no programming, no learning robot language; as natural as talking to a person.

100 Robots, Open to the World

To find this "volume knob" style of interaction, Enigma did something bold: they deployed over 100 fully proprietary AI robots in hangars in Israel and California, accessible online for anyone in the world to interact with.

These aren't just for show. The robots can draw pictures with paintbrushes, fight each other with swords, and perform simple chemistry experiments by picking up and mixing liquids in flasks. Enigma claims to have developed both the robotic arms and underlying models entirely from scratch. Global users can interact with these robots through a web interface, trying different modes of interaction — text commands, voice, video demonstrations, tap and drag — while Enigma collects all interaction data in the background to analyze which methods feel most natural and efficient.

It's a very "internet era" approach: rather than perfecting behind closed lab doors like traditional robotics companies, they're putting the product in front of real users at scale, using data to drive iteration. Jacobi admits the experiment is wide open — they don't know exactly what they'll find — but that uncertainty is precisely what excites them.

Enigma is already partnering with companies in healthcare, logistics, and entertainment, but specific commercial use cases remain an enigma (literally). Yet their core conviction is clear: while everyone is competing on model parameters and dexterous hands, the real bottleneck might be how we talk to machines.

After all, the smartest brain in the world is just an expensive paperweight if it can't understand what you're asking for.

See you tomorrow.

所有人都在卷模型有多聪明,但没人认真想过:如果你跟它说话像在写法律合同,再聪明的大脑也只是摆设。

—— Dawn Vision编辑部

Everyone's competing on how smart models are, but nobody seriously thinks: if talking to one feels like writing a legal contract, even the smartest brain is just an expensive paperweight.

—— The Dawn Vision Editorial Desk
Enigma · 具身智能 · 机器人 · 7100万美元种子轮 · Index Ventures · 人机交互 · 8200部队 · Jonathan Jacobi · 交互界面
Enigma · embodied AI · robotics · $71M seed · Index Ventures · human-robot interaction · Unit 8200 · Jonathan Jacobi · interface design
Sources · 信源 Sources

本文基于 Dawn Vision 认知引擎处理的 5 个源信号生成,经编辑部人工审核。素材来源:TechCrunch。

This article was generated by the Dawn Vision cognitive engine processing 5 source signals, with human editorial review. Sources: TechCrunch.