According to Guyuan Society data, world model financing fell to just 5 deals in October 2026, a sharp decline from the 100-plus deals recorded year-to-date. Multiple venture investors interviewed by Quantum Bit found that leading venture capital firms have slowed their investment pace since May and June, with deal closures declining notably in July and August.

Investors now focus on a concentrated list of four to five top-tier teams with proven research capabilities, technical achievements, or backing from major tech companies, marking a shift from the first-half frenzy of concept-driven funding.

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