英诺天使基金｜李竹：在AI时代“走出自己的算法”

Core Insights - The article emphasizes the importance of investing in "non-consensus" innovations rather than following trends, highlighting the belief that true innovation often arises from areas that are not widely recognized as viable opportunities [3][4]. Investment Focus - In 2013, the company established Inno Angel Fund, focusing on early-stage investments in sectors such as new information technology, new energy materials, advanced manufacturing, and biotechnology [3][4]. - The fund has made significant investments in the AI sector, targeting areas like embodied intelligence, computing power, and large models, with a strong emphasis on technology application and industry integration [3][4]. Case Studies - A notable investment was made in DeepMind Technology, where the initial valuation was 80 million RMB in 2022, which surged to several hundred million USD by 2023 due to growing industry consensus [4]. - The company also invested in Qianjue Technology, which focuses on developing autonomous decision-making systems for robots, marking it as a unique player in the embodied intelligence space [13]. AI's Role in Research - AI is seen as a transformative force in scientific research, shifting methodologies from experience-driven to data-driven approaches, breaking down disciplinary barriers, and reshaping the research ecosystem [5][6]. - The article posits that AI will become a foundational infrastructure for scientific research, significantly reducing the time required for material development and fostering cross-disciplinary innovations [5][6]. Future of AI - The article discusses three main paradigms of AI development: information intelligence, embodied intelligence, and brain-like intelligence, which collectively drive the evolution towards Artificial General Intelligence (AGI) [10]. - It argues that AI's role is not to replace humans but to enhance human capabilities, allowing scientists to focus on higher-level creative and ethical considerations while AI handles data processing and model building [6][10]. Investment Philosophy - The company believes that successful entrepreneurship must address real market needs rather than being driven by technological paths, emphasizing the importance of a solid technical foundation, clear product positioning, and sustainable business models [12][13]. - The article highlights the significance of the Tsinghua alumni network in fostering trust and collaboration among entrepreneurs, which is seen as a critical asset in the tech investment landscape [12].