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Wu Shichun: Embodied AI Investment Shifts Toward Delivery Results

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Wu Shichun, founding partner of Plum Ventures, said at the 2026 Financial Street Forum Annual Meeting that AI and embodied AI investment have entered the second half, with evaluation criteria shifting from financing narratives to delivery results, and that the market only pays for products that can truly do work. He proposed that robot deployment requires both brain capabilities (including visual models, etc.) and solid execution capabilities, and that the focus is shifting from motion control to replacing human labor in specific scenarios. Wu Shichun said that in the first half of this year, the scale of hard tech investment hit a new high, with more than twenty embodied AI companies valued at over 10 billion; he judged that a bubble "definitely will exist," and that having only concepts and no delivery yet still being able to raise money is a manifestation of the bubble. According to Counterpoint Research data, global humanoid robot shipments in the first half of 2026 grew nearly 300% year-on-year, but the share of research demonstrations fell to 27%.