# Who Are Chinese VCs' Own People: Embodied AI's Share of Top VCs' Early AI Investments Rises to 39%

- Source: 硅星人Pro · 微信公众号
- Published: 2026-11-03T06:55:09.000Z
- RoboHot: https://robohot.news/en/items/x1jnk6sdjot21oi8o04dueblv
- Original: https://mp.weixin.qq.com/s?__biz=MzkyNjU2ODM2NQ==&mid=2247635004&idx=2&sn=0d9f315fc7bfd906be775b4fe4a2ae90&chksm=c3079dd1ca4c66dde7f5769f9baed148f1b72c31ffee65d3d2f13317ca3bce036012f08fe094&scene=126&sessionid=1793719865#rd

## Summary

Dongcha Beating collected 17,079 seed-to-Series-A records from 46 institutions and identified 1,195 Chinese AI companies backed by 29 top VCs, of which 410 founding teams have verifiable backgrounds; only 4 had a No. 1 executive with an investment-firm background. In the first half of 2026, there were 1,203 AI funding rounds totaling 307.7 billion yuan; AI accounted for 55% of top VCs' early-stage investments, embodied AI accounted for 39% of early-stage AI deals, and autonomous driving had almost exited. Among founders from AI unicorns, 50% raised over 100 million yuan in their first round, versus 25% for other companies.