flâneur

Bohan on X: "Everyone in the Valley has a take on whether China is winning AI, robotics, and biotech. Almost nobody understands how the capital works Notes from meeting China's tier-1 investors and founders on how their venture ecosystem actually works. https://t.co/Dii6Oeqn1A" / X

x.com · 2,144 words · saved by 1 readers

Everyone in the Valley has a take on whether China is winning AI, robotics, and biotech. Almost nobody understands how the capital works Notes from meeting China's tier-1 investors and founders on how their venture ecosystem actually works. https://t.co/Dii6Oeqn1A

I went to China last month and visited most of the tier 1 investors and the management teams of many major robotics and biotech companies. There is a narrative in Silicon Valley that China is winning in the domains of the future: open source AI, biotech, and robotics. There are formidable arguments for this fear. Open source Chinese models are the most popular models in Silicon Valley startups and as the US government locked down Fable, China ironically took up the mantle of powering the open AI stack of the world. On biotech, the majority of Chinese clinical trials are novel therapies and…

saved by

related reading