Manqi Cheng
程曼祺
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程曼祺
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Mentioned in 3 articles
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Every company in the embodied intelligence space could be solid — the key is whether they've figured out who they want to become | Linear Voice
The embodied data foundation needs to be at the scale of 10 million hours or more.
线性资本·Are Models and "Shells" Both Undervalued? ZhenFund's Yusen Dai's Mid-2025 AI Review --- The past six months have been a turbulent period for AI. On one hand, DeepSeek's breakthrough has reignited global enthusiasm for Chinese AI; on the other, the commercialization path for large models remains unclear, and the market is growing increasingly anxious about when AI will generate real returns. Against this backdrop, I believe it's necessary to take stock of where we stand at this mid-point in 2025. **The Core Question: Are Models and "Shells" Both Undervalued?** Over the past two years, the AI industry has cycled through several narratives: from the initial frenzy over foundation models, to the subsequent boom in AI applications ("shells"), then a period of disillusionment as applications failed to deliver, and now a renewed focus on models following DeepSeek's success. But I want to propose a contrarian view: **both models and "shells" may be simultaneously undervalued by the market right now.** This might sound paradoxical. Let me explain. **Why Models Are Undervalued** The market's current skepticism toward model companies stems largely from two concerns: the commoditization of models (will they all become undifferent
In 2025, the "Sedol moment" for industries far and wide is only just beginning.
真格基金·Not text generation, not physics models — the ultimate frontier of AGI is life sciences | Xinxing PORTFOLIO
Baichuan's Chuan Wang: Toward a "Mathematical Principles of the Philosophy of Life"
心资本SoulCapital·
