Core Insights - The investment focus has shifted from large AI models to applications that generate business results and revenue [1][3] - The valuation of Chinese AI-related companies has increased by an average of 37% over the past year, indicating a renewed global interest in Chinese tech assets [3] - The current landscape of embodied intelligence is compared to pivotal years in the internet and mobile internet eras, suggesting that 2025 will be a turning point for the industry [3][4] Investment Strategy - The company aims to invest in technology products that can become brands, technology platforms that can create ecosystems, and suppliers of monopolistic components or raw materials within the AI wave [4] - The focus is on verticalized agents tailored for specific industries, as well as user-facing applications, rather than general-purpose agents that face intense competition from large companies [4] Market Dynamics - Entrepreneurs are advised to avoid areas heavily dominated by large firms and to think strategically about niche opportunities [3] - The lowering of technical barriers due to advancements in large models means that a pure technical background is no longer a significant advantage; understanding industry pain points is crucial [3][4]
2025服贸会｜梅花创投创始人吴世春：资本对AI的兴奋点从技术转向商业结果
Bei Jing Shang Bao·2025-09-11 13:30