Zhou Nan
Early Cerebras investor and AI investing veteran, formerly at Baidu US AI Lab investment team.
“The window of non-consensus to consensus is really too short. Short to the point where you haven't reacted yet and it's already formed consensus... Now VCs have evolved into: I need to raise a large fund to invest in these companies that have already emerged.”
Source→“I also sourced Databricks very early — it was on our deal list. Because at that time I had a thesis to invest in Data and Data Engine.”
Source→“There are a few I like, like Fireworks, and like Fil, and like BaseTen — some infra companies that have formed an early flywheel effect.”
Source→“I listed General Purpose AI Agent, at that time I listed Ninus and GenSpark.”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.