William Du
杜知恒
William Du (杜知恒) is the co-founder and CEO of Xiaosu Technology (小宿科技), an AI infrastructure company building what he calls the "information superhighway" for agents . He joined the company full-time in Q3 2024, when it still had minimal AI revenue, and has since scaled it to over $25 million ARR with break-even PNL as of June 2025 .
Du's career spans unusual territory. He started at Baidu in 2013 as part of its mobile search PMO team, then spent roughly a decade in hedge funds—first at Hillhouse managing global gaming and entertainment investments, then as a founding employee of Sequoia China's hedge fund, and later as a family office CIO . As he described it in a 十字路口Crossing interview, his moves have been "dual-wheel driven" by interest and rationality, with the shift to entrepreneurship feeling "inevitable" after years of operating in "a similar entrepreneurial state" in public markets .
His co-founder at Xiaosu, Yu Chen of Yunqi Capital, first met Du over coffee in Beijing more than ten years ago and recalls him as "sharp" then and now, though "much more steady" after the intervening years . Du himself has said that the biggest change in moving from investor to founder was shedding the "arrogance" of the portfolio review chair: "I realized how shallow I was as an investor... I now have real reverence for business" .
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Coverage
Xiaosu Technology's William Du: Search Is 10× Cheaper Than Reasoning, but 90% Don't Know It | Yunqi Capital
How to Spend Your Tokens Without Regret
An Agent Infra Founder with $25M ARR Says: We're at 6:05 AM on Day One of the Agent Era | A Conversation with William Du of Xiaosu Technology
What Opportunities Has the AI Agent Boom Created for Upstream and Downstream Industries?
From Hedge Fund to AI Startup Frontlines: A Conversation with Du Zhiheng on Rebuilding the "Information Superhighway" for Agents | Yunqi Capital Attent!on Podcast
**The "last mile" of search engines is being rebuilt.**
Vol.09 How Should Search Engines Work in the Agent Era? A Conversation with Yu Chen and Zhiheng Du on AI "New Infrastructure"
An Agent Infra Founder with $25M ARR Says: We're at 6:05 AM on Day One of the Agent Era | A Conversation with Xiaosu Technology's William Du




