#venture capital AI
117 related articles
·2 min
5x Returns on an Early-Stage AI Fund: The Trust and Returns Game in Venture Capital
A VC's early-stage AI fund hits 5x returns after being doubted. Explore what VC return multiples mean, the trust paradox facing emerging managers, and key AI investment insights.
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·3 min
Chinese Open-Source AI Conquers Silicon Valley: The Industry Upheaval Behind a 58% Compute Share
Chinese open-source AI models surged from under 10% to 58% of U.S. AI consumption. Kimi K3, DeepSeek, and Qwen are reshaping AI cost structures as DoorDash, Airbnb, and other Silicon Valley giants adopt them at scale.
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·3 min
Kimi K3 Launch: Performance Rivaling Claude at One-Third the Price, US-China AI Gap Narrows to 3 Months
Moonshot AI launches Kimi K3 reasoning model with performance rivaling Claude and OpenAI's top models at one-third the price. The US-China AI gap narrows from 6-12 months to just 3 months.
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·4 min
Jensen Huang Joins 50 Silicon Valley Giants to Champion Open-Source Models: How Capital Logic Overrides Political Correctness
Jensen Huang's first-ever tweet backs open-weight AI. 50 Silicon Valley giants oppose banning Chinese open-source models. Deep analysis of the interests behind closed vs. open AI ecosystems.
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·3 min
The Circular Investment Concerns Behind NVIDIA's $750 Billion in Deals
Deep analysis of circular financing in NVIDIA's $750B partnership deals, examining real AI compute demand, self-reinforcing valuations, and key investor signals.
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·3 min
Why Is Every Company Rushing to Embrace AI? A Multi-Layered Analysis of Capital, Technology, and Marketing
Why is every company embracing AI? A deep dive into valuation premiums, FOMO, lower API barriers, and marketing hype — plus how to spot real AI value vs. gimmicks.
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·4 min
The Dao of DeepSeek: Liang Wenfeng on Vision, Restraint, and the Philosophy of Open Source
Analysis of DeepSeek founder Liang Wenfeng's rare investor dialogue, exploring the company's vision-driven culture, strategic restraint toward AGI, and open-source philosophy in the US-China AI race.
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·3 min
Chinese Open-Source AI Conquers Silicon Valley: The Industry Upheaval Behind a 58% Compute Share
Chinese open-source AI models surged from under 10% to 58% of U.S. market share. Kimi K3, DeepSeek, and Qwen are being adopted by DoorDash, Airbnb, and other Silicon Valley giants, reshaping AI costs and competition.
Read more →
·2 min
Jensen Huang Praises DeepSeek and Kimi: Markets Have Twice Misjudged the Impact of Chinese Open-Source Models
NVIDIA CEO Jensen Huang says markets have twice misjudged the impact of DeepSeek and Kimi, arguing Chinese open-source models boost rather than reduce overall AI compute demand.
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·3 min
Why Is Every Company Rushing to Embrace AI? A Multi-Layered Analysis of Capital, Technology, and Marketing
Why is every company embracing AI? An in-depth analysis of valuation premiums, FOMO, lower API barriers, and marketing narratives driving the AI craze.
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·3 min
last30days: A Cross-Platform AI Research Tool and the Agent Skill with 50K+ Stars
last30days-skill is a GitHub AI Agent skill with 50K+ Stars, enabling cross-platform research across Reddit, X, YouTube, Hacker News, and Polymarket to generate grounded 30-day summary reports.
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·4 min
The Truly Scarce Skills of the AI Era: Why Focus and Execution Are the New Moat
When AI tools let everyone code and design, where is your edge? A deep analysis of why focus and execution are the scarcest superpowers in the AI era.
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·3 min
last30days: A Cross-Platform AI Research Tool and the Agent Skill with 50K+ Stars
last30days-skill is a 50K+ Star AI Agent skill on GitHub that performs cross-platform research across Reddit, X, YouTube, Hacker News, and Polymarket to generate grounded 30-day summary reports.
Read more →
·3 min
Midjourney's Multi-Industry Expansion: The Cross-Domain Logic Behind Its Move from AI Art to Healthcare and Astrology
Midjourney expands from AI image generation into medical scanning, spas, and astrology apps. Behind the seemingly chaotic diversification lies a clear strategic logic of generative AI's horizontal penetration.
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·3 min
Info Diet Guide: How to Build a Personal Information System for Cognitive Advantage
Learn how to build a personal information system through active Info Diet design, using curiosity-driven filtering and network effects to attract quality insights and gain cognitive advantage.
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·5 min
Inside Liang Wenfeng's Closed-Door Meeting: DeepSeek's Philosophy of Restraint and Its AGI Strategy
A full breakdown of DeepSeek founder Liang Wenfeng's 4-hour closed-door meeting: no KPIs, only reasonable profits, open-sourcing top models, and tackling AGI via continual learning—a rare AI strategy confession showing how restraint becomes a core edge.
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·2 min
How DeepSeek's Open-Source Free Strategy Is Disrupting the AI Industry
DeepSeek's dual model of commercial profit plus open-source access challenges AI monopolies, wiping over $1 trillion from U.S. tech valuations. A deep dive into its strategy and global impact.
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·2 min
Mapping U.S. AI Lab Talent: How Immigrants Are Driving Frontier Innovation
Top U.S. AI labs rely heavily on immigrant talent. This deep dive examines how researchers from China, India, and beyond shape AI innovation at Stanford, MIT, OpenAI, and more.
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·2 min
Vibe Coding for Beginners: Build Real Apps with AI — No Coding Skills Required
Vibe Coding lets you build real apps using natural language — no coding skills needed. Learn the 3 core traits, see real success stories, and get started today.
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The Lost Joy of Music Piracy: What We …
·2 min
The Lost Joy of Music Piracy: What We Gave Up in the Streaming Era
When Napster and LimeWire became history and streaming replaced MP3 collections, what did we actually lose? A deep dive into piracy-era discovery culture, ownership, and the hidden cost of algorithmic recommendation.
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