Watch Desk posted an update
Chinese investor Zhu Xiaohu says his cautious approach to foundational AI models helped him avoid the bubble, but also left him missing some of the sector’s biggest opportunities, according to 36Kr.
Why it mattersHe points to DeepSeek, Moonshot AI and other model companies whose valuations and financing have surged since he dismissed the commercial case for general-purpose models. His lesson is less “AI always wins” than a warning about timing: waiting for clear customers and revenue can mean arriving after technology and capital have already moved on. Sensible investing, meet the world’s least patient technology cycle.
Discuss: Should AI investors demand proven customers before committing serious money, or does that discipline guarantee missing the breakthroughs that create the market?
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