讯飞创投徐景明：投资聚焦AI主赛道 与70%被投实现产业协同

Core Insights - The article discusses how venture capital firms can seize investment opportunities and create long-term value through empowerment in the rapidly changing technology landscape, particularly focusing on AI [2] Investment Focus on AI - Xunfei Venture Capital, established in 2016, specializes in investments in the technology sector, particularly artificial intelligence [4] - The investment strategy emphasizes core capabilities and future-oriented investments, focusing on the main AI track and various application layers such as AI + new hardware, AI + life sciences, and AI + energy revolution [4][7] Project Selection Methodology - The team employs a funnel model for project selection, which includes having excellent traffic entry points, clear algorithms to filter out unqualified projects, and providing genuine empowerment [5] - Each stage of the funnel model increases the success probability by 20%-30%, enhancing the likelihood of successful investments [5] Unique Challenges in Hard Technology - The article highlights that the hard technology era differs from the internet era, requiring distinct methodologies and valuation models [6] - Investments in hard technology projects often involve a lengthy process from laboratory to market, necessitating a tailored approach for each industry [6] Dual Empowerment and Ecosystem Building - Xunfei Venture Capital's second core investment logic is "dual empowerment and ecosystem building," aiming for mutual benefits between the firm and its portfolio companies [8] - The firm has achieved business synergy with over 70% of its invested projects, focusing on collaboration across technology, business, and branding to support project growth [8] Investment Philosophy - The investment philosophy combines industry, technology, and capital to aid in constructing an AI ecosystem [9] - The goal is to create a "carrier fleet" in the AI field, enabling collaborative exploration and advancement in the AI wave [9]