五源资本

五源资本

@5ycapital

512 articles

Articles

Why Are Half of Today's Large Model Builders Studying Physics?

Why Are Half of Today's Large Model Builders Studying Physics?

Over the past six months, I've had serious conversations with more than 200 AI researchers. The people who gave me the most stunning insights? Turns out, most of them never formally studied AI — they studied physics. I had colleagues at 5Y Capital double-check my findings, and this doesn't appear to be sampling bias on my part; it seems to hold true globally. Let's look at three résumés at random. First: Stanford physics undergrad, Princeton biophysics PhD. Second: Harvard theoretical physics PhD, in academia...

Valhalla Tech, a Full-Modality Molecular World Model Company, Raises Nearly $50M in Three Consecutive Months of Funding | 5Y News

Valhalla Tech, a Full-Modality Molecular World Model Company, Raises Nearly $50M in Three Consecutive Months of Funding | 5Y News

Valhalla Tech, a full-modality molecular world model company, announced that **it has completed multiple consecutive funding rounds within three months, raising nearly $50 million in total**. Investors include 5Y Capital, ZhenFund, CASSTAR, Xiang He Capital, Guofang Ventures, Lushi Investment, MiraclePlus, L2F LightSource Capital's Entrepreneur Fund, and prominent industry partners. LightSource Capital served as the exclusive financial advisor.

5Y News | Moonshot AI Officially Releases Kimi K3

5Y News | Moonshot AI Officially Releases Kimi K3

Although Moonshot AI's K3 **still trails the strongest closed-source models, Claude Fable 5 and GPT-5.6 Sol**, in overall performance, it demonstrated cutting-edge capabilities across our full benchmark suite and consistently outperformed all other models.

5Y News | DJI-Linked AI Nature Exploration Startup Deeplore Raises Tens of Millions of Yuan in Seed Round

5Y News | DJI-Linked AI Nature Exploration Startup Deeplore Raises Tens of Millions of Yuan in Seed Round

Deeplore, an underwater AI-powered nature exploration technology company, recently raised tens of millions of RMB in a seed round co-led by 5Y Capital and Shunwei Capital. The funding will primarily go toward expanding its R&D team and advancing its underwater AI technology, accelerating iterations of its first AI dive mask, and building the technical foundation for an underwater nature exploration intelligence platform.

Loop Engineering: The Overrated Cycle, The Underrated Topology

Loop Engineering: The Overrated Cycle, The Underrated Topology

In the last issue of 5Y Capital's 5Hz signal station, we were still discussing three possible futures for World Model. Today, a more "engineering" concept — one that speaks more directly to developers on the ground — is rapidly gaining traction in Silicon Valley: **Loop Engineering**.