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5 Takeaways from CalSTRS’ Private Equity Performance Report
In an era where private market investing is undergoing a sea change, CalSTRS' (California State Teachers Retirement System) latest private equity…
Jan 14
•
Kevin Zhang
8
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5 Takeaways from CalSTRS’ Private Equity Performance Report
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November 2024
The Future of Programming: Copilots vs. Agents (Part I)
With the the launch of Github Spark and multi-model support in late October, Microsoft has fired another salvo at AI code-generation startups, bringing…
Nov 12, 2024
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Kevin Zhang
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The Future of Programming: Copilots vs. Agents (Part I)
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September 2024
Where Returns Lie in Venture Capital
Recently, I’ve been thinking a lot about the nature of early-stage venture investing.
Sep 17, 2024
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Kevin Zhang
30
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Where Returns Lie in Venture Capital
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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, 2024
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Kevin Zhang
10
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Zombiecalypse in Startupland
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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, 2024
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Kevin Zhang
86
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A Deep Dive on AI Inference Startups
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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, 2024
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Kevin Zhang
38
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Investing in the Age of Generative AI
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May 2024
TikTok, Robots, and Opportunities in Consumerland!
What can Western startups learn from Chinese consumer companies?
May 28, 2024
•
Kevin Zhang
2
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TikTok, Robots, and Opportunities in Consumerland!
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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, 2024
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Kevin Zhang
8
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Parallel Tracks: observations from the Jade Empire (Part 1)
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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
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Kevin Zhang
21
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Tidal Waves in Venture Capital
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October 2023
Peak Data
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
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Kevin Zhang
7
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Peak Data
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April 2023
MAD, China, and the Semiconductor Showdown (Part 2)
(generated by Midjourney)
Apr 19, 2023
•
Kevin Zhang
6
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MAD, China, and the Semiconductor Showdown (Part 2)
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March 2023
MAD, China, and the Semiconductor Showdown (Part 1)
(generated by Midjourney)
Mar 20, 2023
•
Kevin Zhang
14
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MAD, China, and the Semiconductor Showdown (Part 1)
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