Introducing a Promo Video, AI-Generated | Oasis Vitality

Today marks a fascinating moment in human history. Some call it a "golden" age, because a new generation of AI technology will profoundly reshape society and create opportunities.

Signal or noise — that is the question.

The truth is, we have never escaped uncertainty. More precisely, our lives have always rested upon it.

The only "certainty" we have is the continuous experience of arising and passing — of all things being born and dying.

Yet we expect everything to last forever: our relationships, our society, our world. This is delusion. This is suffering.

But across a long enough cycle, after experiencing enough "arising," this delusion starts to feel real. So we codify patterns, build moats, and scale up.

Until we meet the "passing."

We suffer. We agonize. Because every delusion we mistook for truth gets punctured. So we get up and patch the window with a new concept: "wasted years."

History knows no certainty or uncertainty. The individual knows no "wasted years" or "golden years."

All an individual can choose is what to believe, what to choose, and what to change.

If you believe humanity can reach Mars, what does it matter if the world turns against you?

If you believe vitality can create miracles, what does it matter if you're alone at the end of your rope?

Signal or noise — that is the question.

So what does Oasis Capital believe?

We believe problems define opportunity. We believe China's central contradiction is between increasingly fragmented consumer demand and insufficient professional supply. We can go from zero to caring about dental health in three days, but training a professional dentist takes ten years. We develop too fast, but talent takes too long. We look to technology to bridge that gap.

This belief led us to invest in companies like Boli 3D Printing, Romu Dental, and Meike Technology, among others. Each, in their own domain, uses digital technology to empower professionals to resolve this central contradiction.

The deeper we went, the more we saw the limits of traditional digital technology:

Intelligence is compression. Traditional digital tech processes too little data, confined to narrow scenarios. So its intelligence is severely bounded.

We need better architecture to let models "see more and know more."

So we kept watching for technological shifts, waiting for a new generation to emerge.

We got lucky. In October 2022, we saw possibility.

We couldn't wait to share this shift with our LPs. We even made an aggressive prediction: OpenAI would release GPT-4. We told our team to drop everything and focus on one possibility — large language models.

Then, as you might expect, GPT-4 didn't arrive on our timeline. Instead, we all got COVID. Lying in bed, barely able to move, we watched ChatGPT launch.

We set down our 999 Cold Remedy, and shouted: "We are no mere weeds!"

Within six months, we had invested in MiniMax, Infinigence AI, VAST, Tiamat, BosonAI, HydroX AI, and dozens more AI companies — and we kept adding to our positions.

We believe

the most vital Chinese founders can create miracles on the world stage.

So two years later, when we share our perspective on Chinese AI with our investors, we went ahead and prompt-engineered an Oasis Capital corporate video ourselves.

We told the AI our portfolio companies' names, their product directions, and how each founder understands vitality.

The AI shared what it saw.

Signal or noise — that is the question. Enjoy.

Finally, we welcome your thoughts and perspectives in the comments. We'll select two commenters to receive gifts prepared by Oasis Capital. The deadline for submissions is 8:00 PM, November 15, 2024.