In July 2026, Xing Meng, partner at 5Y Capital, traveled to Seoul for ICML, where he engaged in deep conversations with researchers and founders on the front lines of the global AI industry. This article presents a selection of his firsthand observations after returning to China.
Act with courage, persist with focus, achieve with strength.
2.8 trillion parameters, million-token context window; complex tasks, fully advanced.
The Year of Action
A Flash of Insight on a Hot Stove
Who will dethrone Amazon?
Just now, Moonshot AI released its latest-generation K3 model.
The Tipping Point of Commercial Space
Recently, **Daotong Family company** — cable-driven AI robotics firm **Astribot** — unveiled its self-developed second-generation embodied foundation model, Lumo-2: the industry's first household latent world-action model, alongside Agent Philia, a physical AI symbiotic agent, advancing its "AI model — embodied OS — cable-driven
In the past, video was an endpoint; in the future, it will be an entry point.
