虎嗅APP·2025-09-02 14:00Core Viewpoint - The article discusses the ongoing investment battle in AI, focusing on the competition for talent, differing beliefs about the future of AI, and the significant opportunities presented by embodied intelligence. Group 1: Investment Trends - JD.com has emerged as a major buyer in the embodied intelligence sector, making rapid investments in leading companies like Zhiyuan Robotics and others [4][5][10]. - The investment landscape is characterized by a wave of funding for first-tier companies in embodied intelligence, with valuations reaching billions [13][56]. - Major investors include well-known venture capital firms such as Hillhouse, BlueRun, and Sequoia, indicating a strong belief in the potential of embodied intelligence [13][61][62]. Group 2: Talent Acquisition - The race for AI talent is heating up, with a focus on entrepreneurs emerging from ByteDance, as they are seen as having proven capabilities [15][27][28]. - Investment firms are actively engaging with ByteDance's core team to identify promising entrepreneurs, reflecting a strategic approach to talent acquisition [23][24]. - The article highlights a generational divide in investment strategies, with some firms favoring younger entrepreneurs born after 2000, viewing them as the future of AI innovation [34][40][41]. Group 3: Market Dynamics - The article notes that the investment in embodied intelligence is seen as a strategic opportunity for China, with the potential to dominate the global market [49][52]. - The competition in the embodied intelligence sector is intensifying, with various funds vying for stakes in leading companies, leading to a "wolf pack" mentality among investors [72][73]. - The current investment climate is marked by high valuations and a sense of urgency among investors to secure positions in promising startups [74][75].