SVTR丨硅谷科技评论
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10 Robotics Startups Took the Stage—Not One Was Building a Humanoid Robot
At SVTR’s robotics-focused AI Venture Forum, 10 teams pitched without crowding into the race for general-purpose humanoid platforms. Instead, founders…
Aug 14
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SVTR丨硅谷科技评论
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AI Capital Splits in Two
NVIDIA fuels the AI infrastructure race as public markets reset valuations and capital concentrates on the hardest layers of the stack.
Aug 9
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SVTR丨硅谷科技评论
AI Capital, Split in Two
This week, AI capital didn’t just grow.
Aug 3
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SVTR丨硅谷科技评论
July 2026
The gap everyone quotes
The AI infrastructure debate is stuck on the wrong question. It isn’t “is AI a bubble?” — it’s whether the people paying for the buildout and the people…
Jul 30
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SVTR丨硅谷科技评论
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DeepSeek’s Strategy Is Restraint
Four judgments from an unverified Liang Wenfeng transcript—and the evidence that would prove or break them
Jul 24
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SVTR丨硅谷科技评论
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AI’s Private Market Power Shift: Strategic Capital Takes the Lead
From Toyota and NVIDIA to CoreWeave and AgiBot, industry players are replacing traditional VCs as the key backers of the next generation of AI and…
Jul 22
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SVTR丨硅谷科技评论
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AI Capital Changes Hands at Both Doors
Strategics take the lead, IPOs set the exit path, and VCs move back to the earliest bets.
Jul 21
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SVTR丨硅谷科技评论
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The money went physical
The one-line read: this week, AI capital stopped buying bits and started buying atoms — and so did the exit window.
Jul 10
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SVTR丨硅谷科技评论
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June 2026
Capital stops fighting Nvidia head-on
The real signal in AI infrastructure this week isn’t another Nvidia challenger.
Jun 29
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SVTR丨硅谷科技评论
Goodwater and the application-layer bet
Everyone is pricing the AI model layer. Goodwater spent a decade pricing the opposite bet.
Jun 24
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SVTR丨硅谷科技评论
This Week AI Capital Routed Around the Model
Acquirers bought agents, public markets bought scale, and early-stage money bought paradigms with no product yet.
Jun 23
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SVTR丨硅谷科技评论
Physical AI is being "born huge" | SVTR Signal
Capital is pricing the paradigm, not the product — and the US and China are buying two different positions with two different kinds of money.
Jun 21
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SVTR丨硅谷科技评论
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