这个判断在整个VC圈子里正在成为共识。Bain Capital Ventures的合伙人说了一句很有意思的话：投资物理世界的AI改造，过去十年一直是"大家觉得有道理但没人真的信"，到了2025年突然变成了所有人都在谈的事。数据印证了这个转变——2025年机器人领域的VC投资同比增长69%，达到222亿美元，预计2026年还会再翻一倍。
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It is the Department’s prerogative to select contractors most aligned with their vision. But given the substantial value that Anthropic’s technology provides to our armed forces, we hope they reconsider. Our strong preference is to continue to serve the Department and our warfighters—with our two requested safeguards in place. Should the Department choose to offboard Anthropic, we will work to enable a smooth transition to another provider, avoiding any disruption to ongoing military planning, operations, or other critical missions. Our models will be available on the expansive terms we have proposed for as long as required.
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