{"@context":"https://neupai.io/schema/v0.2","@type":"StructuredNewsArticle","identity":{"article_id":"tech42_20260825_ai-investment-shift-to-performance","canonical_url":"https://www.tech42.co.kr/%ed%98%84%ec%9e%a5-ai%ec%97%90-%eb%8f%88-%eb%aa%b0%eb%a6%ac%eb%8a%94-%ec%8b%a4%eb%a6%ac%ec%bd%98%eb%b0%b8%eb%a6%ac%ed%88%ac%ec%9e%90-%ea%b8%b0%ec%a4%80%ec%9d%80-%ea%b8%b0%eb%8c%80/?utm_source=rss&utm_medium=rss&utm_campaign=%25ed%2598%2584%25ec%259e%25a5-ai%25ec%2597%2590-%25eb%258f%2588-%25eb%25aa%25b0%25eb%25a6%25ac%25eb%258a%2594-%25ec%258b%25a4%25eb%25a6%25ac%25ec%25bd%2598%25eb%25b0%25b8%25eb%25a6%25ac%25ed%2588%25ac%25ec%259e%2590-%25ea%25b8%25b0%25ec%25a4%2580%25ec%259d%2580-%25ea%25b8%25b0%25eb%258c%2580","ai_url":null,"publisher":{"name":"테크42","domain":"www.tech42.co.kr","type":"online"},"author":"황정호 기자","published_at":"2026-08-25T23:28:49.000Z","updated_at":null,"language":"en","article_type":"straight_news","originality":"self_produced"},"content":{"headline":"[On the Scene] Money Flooding into AI in Silicon Valley... Investment Criteria Shifting from 'Expectations' to 'Performance'","summary":"Global venture investment reached a record $510 billion in the first half of 2026, but funds are concentrating on a small number of major AI companies such as OpenAI and Anthropic. Investment criteria are shifting from technological expectations to verifiable business performance such as revenue and customer retention, while investment scope is expanding into AI agents and physical AI.","topics":["venture investment","artificial intelligence","silicon valley","startups","physical ai"],"geography":["US","KR","CN","GLOBAL"],"entities":[{"name":"OpenAI","canonical_id":"corp:us:openai","type":"company","role_in_article":"primary_subject","metadata":{"ticker":null,"parent":null}},{"name":"Anthropic","canonical_id":"corp:us:anthropic","type":"company","role_in_article":"primary_subject","metadata":{"ticker":null,"parent":null}},{"name":"Crunchbase","canonical_id":"corp:us:crunchbase","type":"company","role_in_article":"source","metadata":{"ticker":null,"parent":null}},{"name":"LG Technology Ventures","canonical_id":"corp:kr:lg-technology-ventures","type":"company","role_in_article":"mentioned","metadata":{"ticker":null,"parent":"corp:kr:lg-group"}},{"name":"Kong Young-jun","canonical_id":"person:kr:kong-young-jun","type":"person","role_in_article":"quoted","metadata":{"ticker":null,"parent":null}},{"name":"Stanford Institute for Human-Centered AI","canonical_id":"org:us:stanford-hai","type":"organization","role_in_article":"source","metadata":{"ticker":null,"parent":null}},{"name":"Silicon Valley Bank","canonical_id":"corp:us:silicon-valley-bank","type":"company","role_in_article":"source","metadata":{"ticker":null,"parent":null}},{"name":"Cresta AI","canonical_id":"corp:us:cresta-ai","type":"company","role_in_article":"mentioned","metadata":{"ticker":null,"parent":null}},{"name":"Prologis","canonical_id":"corp:us:prologis","type":"company","role_in_article":"source","metadata":{"ticker":"PLD.NY","parent":null}}],"claims":[{"id":"c1","statement":"Global venture investment reached $510 billion in the first half of 2026","as_of":"2026-H1","as_of_explicit":true,"as_of_raw":"first half of 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the US, more than 10 times the number in the next-highest country","as_of":"2025","as_of_explicit":true,"as_of_raw":"2025","source_type":"media_report","comparison":"country_comparison","type":"fact","figures":{"value":1953,"unit":"count","approximate":false,"converted":null},"expiry_hint":null,"insight":null},{"id":"c10","statement":"In 2025, 65% of US enterprise software venture investment went to AI startups","as_of":"2025","as_of_explicit":true,"as_of_raw":"2025","source_type":"media_report","comparison":null,"type":"fact","figures":{"value":65,"unit":"%","approximate":false,"converted":null},"expiry_hint":null,"insight":null},{"id":"c11","statement":"A survey of more than 120 venture-backed enterprise software companies found that 37% currently charge fees solely through a pure subscription model","as_of":"2026-08","as_of_explicit":false,"as_of_raw":"August 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