Index Ventures：AI 正从数字世界走向物理世界，下一个万亿机会在实体产业

Index Ventures 合伙人 Nina Achadjian 表示，风险投资多年聚焦软件领域，但随着 AI 从纯数字世界渗透到制造、机器人和工业系统，投资者正押注下一个万亿级机会——将软件能力封装进物理世界。Achadjian 是 Anthropic、Physical Intelligence、ServiceTitan 等公司的早期支持者。她还讨论了 SpaceX IPO 对风投领域的意义，认为太空和 AI 的结合将开启全新的投资赛道。

对 AI 行业的影响

对关注前沿投资趋势和 AI 产业化的读者有参考价值。Index Ventures 的趋势判断代表了顶级风投对 AI 下一阶段的核心预期：软件吃掉世界之后，AI 开始吃掉物理世界。

---

原文参考

来源：Bloomberg Technology · 2026-06-05

Software has dominated venture capital for years, but as AI moves beyond the digital world and into manufacturing, robotics, and industrial systems, investors are betting the next trillion-dollar opportunities wraps software into the physical world. Nina Achadjian, partner at Index Ventures, an early backer of companies including Anthropic, Physical Intelligence, and ServiceTitan, discusses the next frontier in AI and the SpaceX IPO’s significance on the venture space. She joins Ed Ludlow on “Bloomberg Tech” (Source: Bloomberg)