Founders Fund and Khosla Ventures have sent partners to China to meet AI, robotics and manufacturing startups, underscoring how Chinese technical progress is shaping Silicon Valley strategy even as direct U.S. investment has retreated. The visits, reported on Sept. 23, 2026, do not by themselves show a broad return of U.S. venture capital to China; they show that leading American investors are studying the companies, supply chains and cost structures that are influencing the next generation of AI products and physical automation.
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