这个判断在整个VC圈子里正在成为共识。Bain Capital Ventures的合伙人说了一句很有意思的话：投资物理世界的AI改造，过去十年一直是"大家觉得有道理但没人真的信"，到了2025年突然变成了所有人都在谈的事。数据印证了这个转变——2025年机器人领域的VC投资同比增长69%，达到222亿美元，预计2026年还会再翻一倍。
The technical sophistication of AI models continues advancing rapidly, with implications for optimization strategies. Future models will better understand nuance, maintain longer context, cross-reference information more effectively, and potentially access real-time data more seamlessly. These improvements might make some current optimization tactics less important while creating new opportunities for differentiation.
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