五源资本

五源资本

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492 articles

Articles

After Opus 4.5, AI Is Giving Rise to "Giant-Style Hundred-Person Companies"

Speed of iteration matters above all else.

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It's 2026, and we're still evaluating World Models the way Edison tested filaments.

A Serious Discussion on World Models

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5Y News | Extreme Shell Technology Raises $120 Million in Series B

Hypershell's X series has sold in over 70 countries, leading the global exoskeleton market.

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Understanding Cerebras: Compute Lets AI Learn to Think, Memory Lets Agents Learn to Work

The Achilles' heel of the agent economy is memory.

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5Y News | Oula Wanxiang Raises Hundreds of Millions of RMB to Build "Raise-Your-Own" Home Embodied Intelligence Robots

Closed several rounds of financing within two months.

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5Y News | Congratulations to METiS Pharmaceuticals on its Hong Kong Stock Exchange listing!

METiS Pharmaceuticals, the world's first publicly listed AI-driven drug delivery company, goes public, ushering in a new era for biopharmaceuticals.

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The Ultimate Moat in AI Isn't the Model

Build company as product.

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5Y News | Congratulations to Lightelligence on its Hong Kong Stock Exchange listing today!

The world's first publicly listed AI silicon photonics chip company is born.

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5Y News | Xunming Life Sciences Closes Tens of Millions of Dollars in Series A+ Funding

Accelerating the construction of next-generation Tech-Bio agent infrastructure.

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Everyone's Token-Maxxing: An Arms Race Nobody Dares to Stop | 5Y Capital's Xing Meng on AI

We spent some time in Silicon Valley and found that even the people making the waves are getting overwhelmed by them.

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Is the "ChatGPT Moment" for Bio-Manufacturing Here? | 5Y Talk

From the industry's ups and downs to the inflection point brought by AI, from a "lab crayfish" to the "ChatGPT moment" of bio-manufacturing.

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When a Billion AIs Simulate the Future Together: The New Bet Fei-Fei Li and Karpathy Are Both Making | 5Y Research

When One Billion AIs Simulate the Future Together: A New $1 Billion Series A Track, Co-Bet by Fei-Fei Li and Karpathy

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