百度风投崔轲迪成90后具身智能创业者最大投资者

百度风投执行董事崔轲迪已成为中国在90后具身智能创始人身上押注筹码最多的投资人1。他于2022年进入百度风投，专注于硬科技超早期投资1。崔轲迪投资的公司包括星海图、微分智飞、简智机器人等1，其中祝毅晨团队开发的VLA模型研究成果被Physical Intelligence论文π0唯一引用，该团队于年底创立Current Robotics并获得投资1。

2026年上半年，中国具身智能融资总额达935亿元，是2025年全年的两倍多1。尽管看好行业前景，崔轲迪对创业成功率保持清醒认识。他表示"这批创业者最终可能百中存一，创业本就是一件大概率会失败的事"1。他曾在2025年10月发表文章《我对机器人毫无感情，仍在行业泡了三年》，反映了他对行业泡沫的理性认知1。

今年7-8月融资连续环比下滑，崔轲迪指出接下来三个月可能是最后的融资窗口1。崔轲迪在2015年开始学习人工智能，并在AI课程上第一次拿满分1，其投资理念正是建立在对AI技术深度认知的基础之上。

Cui Kedi, an executive director at Baidu Venture Capital, has become the investor with the largest stake in Chinese entrepreneurs under 30 working in embodied AI, according to his own account 1. The embodied AI sector in China raised 93.5 billion yuan in the first half of 2026, more than double the total for all of 2025 1. Despite this explosive growth, Cui acknowledged the sobering reality of startup success rates in the space, stating that "among this batch of entrepreneurs, perhaps only one in a hundred will ultimately succeed, as entrepreneurship is inherently a high-failure endeavor" 1.

Cui joined Baidu Venture Capital in 2022 as an early-stage investor in hard technology 1. He began studying artificial intelligence in 2015 and achieved a perfect score in an AI course at that time 1. His investment portfolio includes companies such as Xinghaimap, Weifenzhi Robotics, and Jianzhi Robotics 1. One notable backed team, led by Zhu Yichen, saw their VLA model research recognized as the sole cited work in Physical Intelligence's π0 paper, and the team subsequently founded Current Robotics with funding secured 1. In an article titled "I Have No Emotional Connection to Robots, Yet I've Been in This Industry for Three Years," published in October 2025, Cui offered candid reflections on the sector 1.

Market conditions have tightened recently, with financing declining consecutively in July and August, potentially leaving only the next three months as a critical funding window 1. Despite recognizing significant bubble risk in embodied AI, Cui remains convinced that the sector will catalyze a revolution in productivity 1.