A Good AI Should Be Like Doraemon | Koji x Yusen

AI is like a prodigy "elementary schooler," developing at a speed beyond imagination. Language understanding and voice interaction will become critical capabilities in the AI era, while multimodal interactions — visual, emotional, and beyond — are also highly anticipated. Faced with AI's rapid advancement, how should entrepreneurs and investors respond? As a founder, how do you find the right entry point? As an investor, how do you get ahead of the curve?

In this episode, Koji — co-founder of Newshixiang and Tangdao, and host of Crossroads — sits down with Yusen Dai, Managing Partner at ZhenFund. Over the past year, Yusen has traveled between Silicon Valley and China, using AI, observing AI, and investing in AI from the front lines. Koji, as founder of Newshixiang and Tangdao, has also been actively tracking the industry transformations and entrepreneurial opportunities brought by the new wave of AI technology.

In this conversation, they discuss: When and how will AI achieve commercialization? What emotional value can AI provide to humans? What mindset, vision, and capabilities do AI entrepreneurs need? This is a deep dialogue about the future, technology, and opportunity — whether you're a founder or investor, you won't want to miss it.

[Guests]

Koji: Co-founder of Newshixiang and Tangdao, host of Crossroads, focused on industry transformation driven by AI

Yusen Dai: Managing Partner at ZhenFund, investor in leading AI companies including Moonshot AI

[Episode Highlights]

An Investor's Perspective on AI

3:37 — Google and Meta had no clear business model in their early days

8:50 — AI is like a prodigy "elementary schooler" — why demand that an elementary schooler make money?

12:41 — AI's multimodal capabilities are developing extremely rapidly

18:10 — Emotional exchange is just a seasoning that AI offers humans

21:59 — In the AI era, only those who master language and voice can become giants

25:42 — Putting a camera on glasses, letting AI see what you see

30:00 — With AI's rapid development, the "bet on people" strategy has only become clearer

34:17 — Don't apply mature standards to young industries and young founders

Advice for AI Entrepreneurs

38:31 — AI entrepreneurs should find entry points that make big tech companies immediately lose interest

44:16 — Entrepreneurship is like an exam; excellent entrepreneurs write the questions, not just answer them

45:58 — Pessimists are often right, but optimists are more likely to succeed

52:30 — VC matters a lot to AI entrepreneurs right now

55:48 — As Moonshot AI's first angel investor, how Yusen met Zhilin Yang

58:36 — Viewing AI's development with flexible thinking

1:07:40 — Good AI entrepreneurs must first have deep technical understanding

1:08:58 — International vision is important for AI entrepreneurs

1:16:15 — Innovation, critical thinking, and high-quality communication are essential skills for humans in the AI era

[Further Reading] "Love and Hate" AI Image Creation Project Launched

[Staff]

Producer: Jiafen

Post-production: Keyone Studio

[About ZhenFund] Straight Talk is a general business podcast produced by ZhenFund, where the investment team shares the latest hot topics and industry insights with leaders from various fields.

Founded in 2011, ZhenFund is one of China's earliest angel investment institutions. Since its inception, ZhenFund has been actively seeking out the best entrepreneurial teams and era-defining investment opportunities in artificial intelligence, chips and semiconductors, robotics and hardware, healthcare, enterprise services, new energy, cross-border expansion, consumer lifestyle, and other sectors.

ZhenFund — your first stop for entrepreneurship!

[Contact Us]

WeChat Official Account: ZhenFund (ID: zhenfund)

Website: www.zhenfund.com

Email: media@zhenfund.com

You can listen to us on Xiaoyuzhou, Apple Podcasts, and Ximalaya.

If you have any suggestions or expectations for the show, we welcome your comments and interactions!