Archive - East Wind

Where Returns Lie in Venture Capital

Recently, I’ve been thinking a lot about the nature of early-stage venture investing.

Sep 17 •

July 2024

Zombiecalypse in Startupland

For investors and founders who are tuned into the current VC pulse, there’s no question that the industry is in a very weird state right now.

Jul 30 •

A Deep Dive on AI Inference Startups

In my last post, Investing in the Age of Generative AI, I presented a framework for investing in Generative AI startups.

Jul 10 •

June 2024

Investing in the Age of Generative AI

By now, it should be obvious to anyone working on or investing in ML/AI that we’re currently in an AI “summer” — with the frothiness of the funding…

Jun 26 •

May 2024

TikTok, Robots, and Opportunities in Consumerland!

What can Western startups learn from Chinese consumer companies?

May 28 •

April 2024

Parallel Tracks: observations from the Jade Empire (Part 1)

I recently visited China for the first time in four years (since pre-COVID).

Apr 2 •

December 2023

Tidal Waves in Venture Capital

One of the recent “shower thoughts” I had was around how macro trends in venture capital, coupled with the avalanche of new AI research announcements…

Dec 11, 2023 •

October 2023

I’m probably not the first person to write about the insane leverage that LLMs confer to engineers, but Stack Overflow’s 28% layoff really got me…

Oct 25, 2023 •

April 2023

MAD, China, and the Semiconductor Showdown (Part 2)

(generated by Midjourney)

Apr 19, 2023 •

March 2023

MAD, China, and the Semiconductor Showdown (Part 1)

(generated by Midjourney)

Mar 20, 2023 •

August 2022

The Anatomy of a Data-Driven VC Sourcing Stack

(generated via WordCloud)

Aug 9, 2022 •

April 2022

Introducing Fusion Fund's VC Fellowship!

I wanted to share an exciting project that my Managing Partner Lu Zhang and I have been working on the past few months – Fusion Fund’s inaugural VC…

Apr 5, 2022 •

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