Dai Yusen
Yusen Dai (戴雨森) is a Managing Partner at ZhenFund (真格基金), one of China's leading early-stage venture capital firms. He is best known for co-founding Jumei.com, a Chinese beauty e-commerce platform that went public on the NYSE in 2014 at a market capitalization of approximately $3–4 billion, making him one of the youngest founders to achieve a U.S. listing. Prior to ZhenFund, he also held roles at Google and Baidu. At ZhenFund he has backed prominent AI and robotics companies including Moonshot AI, the maker of the Kimi large language model.
“Anthropic's revenue is not the final return — it is actually the investment of its customers.”
Source→“Anthropic, by year-end, is expected to hit $100 billion ARR, meaning each month $10 billion of tokens are being purchased.”
Source→“We invested in Kimi, which is probably the domestic company most focused on agentic coding as a technical model company. In 2025 they completed a massive transformation and are now, we believe, possibly the world's best open-source coding model.”
Source→“We invested in a company called Slock — it's like a Slack where humans and agents collaborate together. Their entire company operation, task management, and coding is done on their own platform. So they build Slock using Slock.”
Source→“My idol in secondary markets is Stanley Druckenmiller — the former wheel-man for Soros, now running his own fund. He's a trader, not a fundamental investor.”
Source→“He started by making a very high-torque motor, then discovered that hands were crucially important — at a time when very few people were making hands, and even fewer were making high-degree-of-freedom dexterous hands.”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.