Забудьте Genshin: miHoYo создают реальный SAO

Technological/business thesis of the video

• The speaker argues that miHoYo (Mihuyo) is positioning itself to build a “real SAO”-style virtual world.
• This isn’t presented as a single game project, but as a portfolio strategy spanning:
  • AI
  • XR
  • Brain-computer interfaces (BCI)
  • Robotics
  • Social “digital people”
  • Space infrastructure
  • Fusion energy
• The company slogan “Technotaku: Save the World” is framed as more than marketing—investments are presented as steps toward a large-scale virtual environment by ~2030, aiming at up to 1 billion users (with the timing itself questioned in the video).

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Key investments / product directions mentioned (technologies & features)

1) AI as both a dev tool and part of the game world

• miHoYo’s separate investment unit has invested in 27+ companies/projects.
• Artificial intelligence
  • miHoYo participated early (angel round) in MiniMax, described as producing model technology comparable to OpenAI-style GPT systems.
  • Claim: MiniMax tech is reportedly used in miHoYo games for NPC dialogue and game content generation.
• The video suggests AI won’t only speed development (quests, graphics, animation), but will become embedded into gameplay systems.

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2) Virtual companions / interactive desktop avatars (review + shutdown details)

“Bisai Olivia Lin” (2026 test product)

• Described as a virtual companion (not a traditional game):
  • Chat with “Olivia”
  • Write letters
  • Download media
  • Use as live wallpaper
• Reported positive reviews, but:
  • The online service was shut down in < 2 months
  • An offline/stripped version remains
  • It’s also said to be unavailable on Steam
• The speaker interprets this as likely a field test for something bigger.

Earlier “Lumi” desktop version

• Also described as a virtual girl / YouTuber.
• Involves:
  • Motion capture
  • Clothing physics
  • Voice acting

Overall point: miHoYo experimented first with character rendering, then with interaction quality (communication/music/letters), likely refining behavior through real user interaction.

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3) Game design with AI-driven worlds (example: “Ped Planet”)

• “Ped Planet” is presented as an Animal Crossing–like experience:
  • Players create a character
  • Land on a randomly generated planet
  • Communicate with characters
  • Use an assistant
• The video emphasizes that AI may influence not only the dev pipeline, but also the game world itself:
  • quests
  • NPC behavior
  • content generation

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4) XR (“eyes”): investing in the tech stack for VR/AR/MR + displays

• XR is defined as including:
  • Virtual reality
  • Augmented reality
  • Mixed reality
• miHoYo is described as investing across the XR stack:
  • Fund investing in AR technologies (created in 2022 with others)
  • Grav XR (invested a year later), developing XR device chips
  • Rayoff (spelled ambiguously in subtitles): miniature micro-LED displays for AR glasses
• Highlighted goal: solving XR’s core constraint—devices must be powerful yet small/light.

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5) BCI (“brain control”): reading thoughts/state without implanted chips (plus clinical research claims)

• BCI (brain-computer interface): translating brain activity into computer commands.
• miHoYo created an internal research team in 2018 (“Antientropy” mentioned).
• 2021: joint lab with Shanghai Jiao Tong University and Ruijin Hospital for BCI development and clinical use.

The video claims work includes:

• Neuromodulation for treatment-resistant depression
• An “emotional X-ray” approach using non-invasive measurement:
  • No skull opening
  • No implanted chip
  • Based on eye-movement data and other physiological signals to assess depression/anxiety
• Developing a large-scale brain model:
  • A neural network trained on large brain-activity datasets to find patterns

A quoted professor/director says miHoYo plans to collect interactive data for future games and mentions speculative applications like:

• A game adapting to a patient’s emotional state
• A home robot that monitors condition, supports doctors, and interacts based on user state

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6) Robots: “one brain, many forms”

• 2024 investment: miHoYo invests in Sni 2 (robot company).
• Concept: “one brain, many forms”
  • One control system adapted across:
    • robotic arms
    • mobile platforms
    • humanoids
• Applications mentioned:
  • production
  • warehouses
  • logistics
  • everyday tasks
• Video narrative: miHoYo is moving from AI for virtual understanding → AI for acting in the real world (robot presence/monitoring).

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7) “People” for the world: social metaverse avatars and digital twins (Soul)

• 2021 investment: ~$89M into Soul (social network using virtual avatars instead of real photos).
• Soul described as a social metaverse using AI to find people with similar interests.
• Mentioned features/claims:
  • Soul X model (focused on brains and empathy)
    • Understands emotions/interests/context of conversation
    • “Digital twin” function:
      • learns from user posts/correspondence to mimic communication style
      • generates a virtual version with avatar/character/voice
  • “Flad and Flash Talk technologies” (names unclear due to subtitles):
    • avatar can gain a body
    • speak/move in real time

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8) Connecting everyone: space launches + infrastructure (Warace / rockets)

• 2022 investment: miHoYo invests in Warace, a private space company.
• Warace described as enabling:
  • cheaper/more frequent satellite and cargo launches via reusable rockets
  • Gravity 1 already launched satellites
  • future Gravity 2 and Gravity 3 for tens of tons to orbit
• Video claims this could help miHoYo:
  • launch satellites
  • build infrastructure to support the virtual world (including “better ping”/latency)

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9) Powering it all: thermonuclear fusion energy (Energy Singularity)

• Problem stated: virtual-world infrastructure consumes huge energy.
• Early 2022 investment in Energy Singularity (fusion reactor development).
• Explained distinction:
  • Fusion (thermonuclear) framed as safer than fission due to different accident risk profiles.
• Subtitles mention:
  • experimental HH70 fusion reactor:
    • plasma maintained > 22 minutes using plasma control
  • next HH170:
    • expected to be closer to commercial fusion power for grid electricity

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Conclusion / overall argument

• The video cannot confirm the timing claim (“1 billion users by 2030” is described as extremely ambitious), but argues miHoYo is assembling a complete “puzzle”:
  • AI = brain/world intelligence
  • XR/AR glasses = eyes/entry point
  • BCI/emotional sensing = adapt the world to user state
  • Robots = real-world monitoring/interaction
  • Soul-like tech = social connections via digital people
  • Rockets/satellites = connectivity infrastructure
  • Fusion = power supply

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Main speakers / sources

• Main source: a single unnamed narrator (subtitles don’t identify a specific interviewer).
• Referenced people:
  • Liu Baulian — professor/university director of the referenced lab (quoted about collecting interactive data and potential game/robot applications).
• Companies/organizations mentioned as sources of tech:
  • miHoYo investment unit
  • MiniMax, Soul, Grav XR, Rayoff, Sni 2, Warace, Energy Singularity
  • partners Shanghai Jiao Tong University and Ruijin Hospital