Late Summer Progress and Harvests | Vital Monthly

Vital Monthly is Oasis Capital's monthly update column.

It tracks the progress unfolding at Oasis and its portfolio companies, surfacing the rhythm, structure, and trends behind the headlines.

Enjoy.

VAST × Sony | Building a 3D Content Ecosystem

On August 27, Oasis portfolio company VAST announced a strategic partnership with Sony. The two parties will leverage Sony's Spatial Reality Display's glasses-free 3D technology alongside VAST's Tripo AI generative 3D modeling capabilities to create an end-to-end "generate — display — interact" solution. At events like WAIC and ChinaJoy, audiences could generate and experience 3D models in real time through voice commands, drawing an enthusiastic response. This collaboration not only lowers the barrier to 3D content creation but also accelerates its democratization across exhibitions, retail, education, and industrial design. Sony and VAST will continue to deepen product innovation around "AI generation + real-time display + interactive experience," moving 3D content from niche to mainstream and ushering in a new era of immersive interaction.

Real-time 3D model generation controlled by voice keywords

Hypershell | China's Debut of the World's First Consumer Outdoor Powered Exoskeleton

Oasis portfolio company Hypershell Tech unveiled its Hypershell X, the world's first consumer-grade outdoor powered exoskeleton, in China.

The product integrates robotics, ergonomics, and an AI intelligent assistance system that boosts leg output by 40%, making exploration through jungles, deserts, and high altitudes significantly easier. As Hypershell's flagship innovation, the Hypershell X is currently sold in over 40 countries and regions worldwide, pioneering a new form factor for outdoor exploration and daily mobility through its lightweight design and modular structure.

MiniMax | Agent Remix Marketplace Launches with Global Challenge

Oasis portfolio company MiniMax launched the first tradable Agent Remix Marketplace, advancing "Agent productivity" into the era of exchange: creators can replicate mature works in minutes through one-click Remix, achieving tenfold efficiency gains; original works generate ongoing revenue through widespread derivative creation, truly realizing "your inspiration as asset." The Marketplace opens multidimensional scenarios from e-commerce independent stores to information distribution, foreshadowing how Agents will reshape global creativity, collaboration, and value distribution.

As one of the earliest practitioners globally to advance an "Agent-powered people's economy," MiniMax is converting individual inspiration into hard currency, making everyone a creator of GDP. This is not merely a technology competition — it is a global experiment in intelligence equity and future modes of production.

Polly Polymer | Formnext Asia Spotlight Showcasing Full-Chain 3D Printing Strength

At Formnext Asia held in Shenzhen in late August, Oasis portfolio company Polly Polymer became the center of attention through breakthroughs in ultra-high-speed 3D printing, AI+ intelligent customization, and flexible batch production.

At the exhibition, Polly's globally debut 3D-printed mattress and AI+3D-printed custom smart shoes drew intense interest, demonstrating 3D printing's enormous potential in consumer goods. In his keynote, founder Wang Wenbin stated that AI and 3D printing are driving manufacturing from scale to personalization, and with full-chain deployment and execution capability, Polly Polymer is leading a new era of intelligent manufacturing.

INX | The "Motor Heart" Behind the Humanoid Robot Games

At the inaugural Global Humanoid Robot Games held in Beijing, the integrated joint modules from Oasis portfolio company INX Intelligence powered 60% of competing robots as their "motor heart," enabling exceptional performance in events including the 100-meter dash, 5v5 soccer, and 1500-meter endurance run.

From dance and martial arts to factory logistics and hotel cleaning, INX modules have comprehensively validated their adaptability and reliability through high dynamic response, low energy consumption, and stable control. Following the humanoid robot half-marathon in April, INX once again leads the industry as a core component supplier, regarded as a critical force driving the scaled deployment of humanoid robots.

INX technical team processing joint products

WRC | Oasis Ecosystem Companies Take the Stage, Embodied Intelligence in Full View

At the August World Robot Conference, Oasis ecosystem companies appeared collectively, presenting a panoramic map of embodied intelligence.

LimX Dynamics' humanoid robot Oli and platform TRON 1 demonstrated dynamic control and stability; Spirit AI's Moz1 performed multi-task operations and was selected among "Most Investment-Worthy Robotics Companies"; Lxson's tracked robot W-bot opened multi-scenario applications for home and outdoor use; INX's dexterous hand completed precision operations and launched a new generation of joint modules.

Beyond individual breakthroughs, what matters more is industrial chain coordination and closed-loop deployment — Oasis ecosystem companies are driving embodied intelligence from exhibition stages into the real world.

Vital Young Market | Fifth Edition Concludes

On August 22, Oasis hosted its offline event Vital Young Market in Shanghai.

There were no pitch decks or judging panels — participants presented exploratory ideas through booths and open mic sessions: from portable supercomputing and AI fragrance machines to Agents that automatically handle tedious tasks...

The projects were still taking shape, yet the exchanges revealed the germination of inspiration. Vital Young doesn't focus on standard answers, but on the pivots and possibilities that young entrepreneurs are still probing.

Attention | First Interview in Series Released: Conversation with Dr. Yuqing Yang of Microsoft Research Asia

In our conversation with Dr. Yuqing Yang, Principal R&D Manager at Microsoft Research Asia, we focused on TriangleMix — an attention optimization scheme for long-context scenarios. Its "dense at shallow layers, sparse at deep layers" architecture achieves a balance between performance and precision, revealing how attention mechanisms are evolving from model operators toward system-level information scheduling, connecting Memory, Retrieval, and ultimately Agent deployment.

Signal and Noise | Third Episode with Lan Xiaohuan Released

The August episode of the Signal and Noise podcast featured Lan Xiaohuan, professor at CEIBS and author of Inside the Chinese State.

He doesn't treat bestseller status or professional identity as boundaries, instead emphasizing the value of presence, action, and serendipity. In this conversation, we discussed how to maintain perceptiveness amid anxiety and uncertainty, how to embrace the unexpected and keep moving forward — looking back, walking forward.

Oasis Honors | Recognized by Diyixinsheng, TMTpost, Jazzyear, and Other Media Outlets

Diyixinsheng released its Q2 2025 Most Active Chinese Investment Institutions rankings, with Oasis receiving honors including "Top 30 Most Active Early-Stage Investment Institutions in China" and "Top 10 Most Active Investment Institutions in Embodied Intelligence."

Founding Partner Jinjian Zhang was named to TMTpost's 2025 H1 Pioneers List "Top 20 Young Venture Capitalists."

Oasis Capital was named to Jazzyear's 2024-2025 China Tech Industry Investment Rankings "Top 30 Best Investment Institutions in Artificial Intelligence";

Portfolio companies Infinigence AI, Spirit AI, and LimX Dynamics were named to the "Most Investment-Worthy Companies" list.

The world changes endlessly, noise overloads — Oasis Capital will continue to uphold its "top-down" research methodology, combining ecosystem entrepreneur experience to consistently deliver signal for companies over the long term.

We focus on social transformation driven by artificial intelligence and frontier technology, covering robotics, artificial intelligence, and technology services, making long-term investments in the most vital entrepreneurs.

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