AI Business虎嗅
Over 20 Billion Yuan Poured In Within Six Months as Top Capital Bets Heavily
AI Summary
Capital is pouring into Recursive Self-Improvement (RSI) startups, led by ventures from David Silver (Ineffable Intelligence), Jeff Dean (Discovery Loop), and Tian Yuandong (Recursive Superintelligence), with top investors such as Sequoia, Google, Nvidia, and a16z participating. Chinese players including Chaoyan Intelligence (超衍智能), Yuanhuan Intelligence (元环智能), and Rixingji Intelligence (日行迹智能) are also rapidly raising funds, with total investment exceeding $3 billion in six months.
AI Insights
The surge of over $3 billion into recursive self-improvement (RSI) startups signals that capital is betting on AI-driven R&D compounding as the next growth curve, as pretraining scaling gains diminish. Talent concentrated from Google DeepMind, Meta FAIR, OpenAI and Anthropic, plus government-backed funds, suggests RSI could become a new valuation anchor, though the lack of products and rapid valuation jumps also raise hype and execution risks.
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