Venture capital leaders discussed the evolving landscape of investment during the 36Kr WAVES 2026 conference, noting that while the fundamental nature of economic cycles remains, the current AI-driven era presents unique challenges and opportunities. Panelists agreed that AI is a significant structural shift, potentially more impactful than previous internet waves, driven by advancements in GPU computing and its broad application across industries. They also highlighted the influence of geopolitical factors, particularly US-China relations, on investment strategies. The discussion touched upon AI's profound impact on labor markets, with potential for significant job displacement in sectors like software development, but also the creation of new roles and increased societal efficiency. The consensus was that AI's integration into various sectors, including manufacturing and scientific research, is accelerating progress and presents a substantial opportunity for China, particularly through the synergy of AI and robotics. AI
IMPACT AI's profound impact on labor markets and investment strategies is reshaping the venture capital landscape and creating new opportunities, particularly in China.
RANK_REASON Panel discussion at a venture capital conference discussing AI's impact on cycles and investment.
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