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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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Apple’s new Containerization framework (announced at WWDC 2025) is interesting here. Unlike Docker on Mac, which runs all containers inside a single shared Linux VM, Apple gives each container its own lightweight VM via the Virtualization framework on Apple Silicon. Each container gets its own kernel, its own ext4 filesystem, and its own IP address. It is essentially the microVM model applied to local development, with OCI image compatibility. It is still early, but it collapses the gap between “local development containers” and “properly isolated sandboxes” in a way that Docker Desktop never did.
Мерц резко сменил риторику во время встречи в Китае09:25
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