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中文(ZH) 回到没有AI的那一天,寻找第一性原理 | WAVES2026

AI investors see fundamental demand despite market froth · 4 sources tracked

A panel of investors discussed the current state and future of AI investment, emphasizing that while the market may seem frothy, the underlying demand for AI is driven by fundamental human needs and productivity gains. Panelists from CMC AI Creative Fund, Jing Shui Hu Venture Capital, Tide Motion Technology, and Jin Qiu Fund highlighted their significant investment focus on AI, with some dedicating 100% of their portfolios to the sector. They noted that AI is transforming various industries, from coding and marketing to hard tech, by enabling exponential growth expectations and shifting competitive advantages from single-point technologies to integrated system ecosystems. AI

IMPACT Investors are shifting focus to AI's fundamental drivers, expecting exponential growth and ecosystem-based competitive advantages.

RANK_REASON Panel discussion among AI investors about market trends and investment strategies.

Read on 36氪 (36Kr) →

AI-generated summary · Google Gemini · from 1 sources. How we write summaries →

AI investors see fundamental demand despite market froth · 4 sources tracked

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0 / 100
Composite score across the factors below. Higher = stronger signal that this story matters right now.
Newsworthiness bucket
Commentary
Panel discussion among AI investors about market trends and investment strategies.
Source corroboration
Single-source cluster
Only one publisher covered this so far. Single-source stories can still rank when the publisher is high-authority, but they lack cross-source corroboration.
Topics
funding, product, opinion
Editorial topic classification. Feeds into how the story surfaces on /topic/<slug> hub pages and into the per-entity coverage mix.
AI-industry relevance
High
Clearly on-topic for AI-industry coverage.
Story freshness
95 days old
Aged out of breaking-news scoring windows; ranking reflects the durable signal from the full source set.

Full methodology in our editorial standards.

COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Returning to the Day Without AI, Seeking First Principles | WAVES2026

    <p>我们不妨想一下,如果有一天,AI突然消失了,我们会失去什么?这个问题不是为了制造恐慌,而是为了让我们想清楚:我们今天投AI,到底是在投它的能力,还是投它背后的人性需求?接下来这个环节当中,回到没有AI的那一天,去找第一性原理。上一场李丰的演讲给了我们一个思考的起点,现在,我们要把它变成一场辩论。</p> <p>以下为圆桌对话内容,经36氪整理编辑:</p> <p class="image-wrapper"><img src="https://img.36krcdn.com/hsossms/20260623/v2_ae781c0abfe44965a2…