## 🔍 Core Insights Capital is rapidly exiting pure-software AI narratives, and **real-world deployment** has become the new consensus—this week, **90% of the Top 10 funded projects** explicitly target embodied domains including robotics, autonomous driving, and industrial intelligence [6]. Concurrently, **Vision-Language-Action (VLA) foundation models** are boosting R&D efficiency by **10×**, marking multimodal AI's transition from perception to closed-loop control [1]. ## 🚀 Key Developments - **DeepRoute unveils its first Physical AI architecture; Ruanchong Yuan details how its 40B VLA foundation model achieves 10× R&D acceleration for autonomous driving** [1] - **AI venture investment shifts en masse toward the physical world: 9 of this week's Top 10 funded startups focus on embodied applications** [6] - **Yingmou Technology adopted by NVIDIA and Lowe's; its post-95s founder—renowned for industrial-grade 3D generation capabilities—is now a hotly contested investment target among ByteDance, Meituan, and Sequoia Capital** [2] - **Momenta secures $500M Pre-IPO round; the AI + automotive sector continues to lead China's primary market** [9] - **Baidu Qwen launches DeepSeek-V4; Changan Automobile establishes a dedicated AI Transformation Committee** [10] - **Anthropic emerges as OpenAI's 'top rival'—deep tensions between Dario Amodei and Sam Altman over vision and power dynamics come to light** [11] - **Rise of Proactive Agents: New entrants—including AirJelly, Paperboy, and Boxy—are pioneering practical pathways for 'proactive intelligent agents'** [5] - **Soaring token costs spark AI's 'down-market dilemma': 'Can't afford it' is becoming a real bottleneck for both developers and everyday users** [7] ## 🔗 Sources [1] Ruanchong Yuan joins DeepRoute—his debut presentation details the VLA foundation model and 10× R&D acceleration — https://www.bestblogs.dev/article/5ed33bfd [2] This post-95s founder—whose tech even got a shoutout from Jensen Huang—is now fiercely pursued by ByteDance, Meituan, and Sequoia Capital — https://www.bestblogs.dev/article/101413af [3] AI Weekly: Jensen Huang mandates all NVIDIA staff use OpenAI Codex; Hunyuan Hy3 preview open-sourced — https://www.bestblogs.dev/article/f49446b5 [4] Alas, many jobs are about to become 'intangible cultural heritage' — https://www.bestblogs.dev/article/9cd9150c [5] This Week's AI Project Spotlight: AirJelly, Boxy, Paperboy… The Ambitions and Realities of Proactive Agents — https://www.bestblogs.dev/article/aef0c125 [6] The center of gravity in AI venture investment is shifting: 9 of this week's Top 10 funded startups target the physical world — https://www.bestblogs.dev/article/c5cd0288 [7] 'Can't afford tokens'—I've become part of AI's down-market demographic — https://www.bestblogs.dev/article/4545b68a [8] Douyin's 'Doubao' allegedly leaked Shandong Province's 2026 public-sector exam results? Official response issued; Wang Chuanfu and spouse spotted taking the subway to Beijing Auto Show; multiple Dongfang Zhenxuan hosts resign; DeepRoute debuts its Physical AI architecture | Bang Morning Brief — https://www.bestblogs.dev/article/1d7b7d70 [9] Momenta closes $500M Pre-IPO round; Shenghong Technology lists on HKEX with current market cap of HK$30.56 billion