What Are Investors Worried About in AI's Hottest Six Months?
If the AI industry starts "popping bubbles," which category of companies would be the first to get repriced?
峰瑞资本
@freesfund
512 articles
Articles
What Are Investors Worried About After AI's Hottest Six Months?
Lately, the AI sector in public markets has been on a rollercoaster — chips, memory, and optical interconnects have all taken turns whipsawing. Then Meta revised its 2026 capex guidance upward, pulling the question of how much longer and how fast AI infrastructure spending will keep going back into the spotlight.
Panning for Gold in the Light: Where AI Goes Next, Through the Eyes of a Tech Investor
Stand in the light, and stand there with more founders.
Panning for Gold in the Light: Where AI Goes Next, Through the Eyes of a Tech Investor
Lately, "light" has become the most crowded trade in the public markets.
3 IPOs Leading the Pack, 11 Companies Land New Funding | FreeS Family Funding News Vol.26
Midsummer thrives, and everything flourishes. In Q2 2026, the venture capital market continued to heat up, driven by the dual momentum of AI and hard tech. Market energy kept building, fundraising activity remained robust, and projects at every stage moved forward at a noticeably faster clip. Today, we look back at the funding landscape of the past three months and mark the key leaps of FreeS Family companies. The "FreeS Family Funding News" column will publish regular updates on FreeS Fund's portfolio companies.
Has the Inflection Point for AI for Science Arrived?
Where will the next Nobel Prize emerge?
Has the Inflection Point for AI for Science Arrived?
AI for Science (hereinafter referred to as AI4S) is evolving from a niche, non-consensus track into a focal point where the world's top capital and leading pharmaceutical companies are placing concentrated bets.
A Mega IPO Launches Tonight, But China's Commercial Space Sector Doesn't Need to Copy SpaceX
Is Commercial Space Really a Good Business?
A Mega IPO Debuts Tonight, But China's Commercial Space Sector Needn't Copy SpaceX
"Macro Chat" is one of the most popular series on the *Gao Neng Liang* podcast. With your support, this series has now run for over 100 episodes. Over that time, we often saw comments like: "The information density in this episode is off the charts — is there a transcript I can study and digest?" To match that hardcore enthusiasm for learning, this year we're converting some of our most densely packed conversations into **"definitive conclusions + simple
Interview with Tian Yang of Yinpu: After the Crayfish Craze Fades, What's Next for Edge AI Hardware?
What will the next AI device in our homes actually look like?