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WaveSpeedAI 成泽毅:AI Infra 本来就是一门能挣钱的生意
Founder Park·2025-06-10 12:59

Core Viewpoint - The article discusses the journey of Cheng Zeyi, who transitioned from working in a large tech company to founding WaveSpeedAI, a startup focused on AI infrastructure, emphasizing the importance of inference acceleration in the AI industry and the potential for significant market growth in AI video generation [4][39]. Group 1: Background and Motivation - Cheng Zeyi initially did not plan to start a business but felt constrained in a large company environment after rapid promotions [1][6]. - Technical professionals often seek to prove their value and find better opportunities to utilize their skills [2][3]. - After leaving a large company, Cheng Zeyi validated his skills by creating a new model that gained significant attention on GitHub, leading him to realize the market demand for his expertise [8][11]. Group 2: Company Formation and Strategy - WaveSpeedAI was founded to provide inference acceleration for image and video generation, with early revenue growth indicating strong market demand [4][26]. - The company adopted a unique approach of prioritizing revenue generation before expansion, focusing on a lean team structure to maintain agility and responsiveness [27][30]. - Cheng Zeyi emphasized the importance of infrastructure in AI, likening it to a vehicle's transmission system that affects performance and user experience [15][20]. Group 3: Market Insights and Opportunities - The AI video generation market is projected to grow significantly, with a compound annual growth rate that could lead to billions in revenue by 2030 [42]. - Current high costs of AI video generation limit widespread adoption, creating a demand for more cost-effective solutions [43][44]. - WaveSpeedAI aims to reduce costs to one-fifth of existing platforms while maintaining high quality and low latency, addressing a critical need in the market [46]. Group 4: Collaborative Ecosystem and Future Plans - The company collaborates with various partners to enhance its service offerings and expand its market reach, focusing on creating a symbiotic ecosystem rather than competing directly with larger firms [32][48]. - WaveSpeedAI is committed to empowering global creators by providing resources and support for developers, aiming to foster innovation in the AI space [55][56]. - The company aspires to be a model for Chinese AI enterprises in global markets, encouraging confidence and ambition among local entrepreneurs [57][58].