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David and Goliath - Why Little Guys Win
How Graham, Moore and Clayton's frameworks are all connected...
Sep 13, 2020
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Jay Zhao
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David and Goliath - Why Little Guys Win
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The Infinite Game
Reflections on US-China Relations and Technology Development
May 8
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Jay Zhao
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The Infinite Game
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Hope, Fear, and the Road to AGI
Musings on the timeline and potential implications
Feb 21
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Jay Zhao
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Hope, Fear, and the Road to AGI
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DeepSeek: Swim in Different Waters
On DeepSeek, the latest market reaction and other implications..
Jan 28
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Jay Zhao
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DeepSeek: Swim in Different Waters
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Key Observations on AI Investing: 2025 Perspective
On investment implications and predictions for 2025
Jan 14
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Jay Zhao
5
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Key Observations on AI Investing: 2025 Perspective
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The Fellowship
We are thrilled to announce our Research Fellow openings for Summer 2024.
Jun 12, 2024
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Jay Zhao
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The Fellowship
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Something about Something Ventured
Why I do what I do - my journey from a teenager immigrant to a Silicon Valley VC
Feb 20, 2024
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Jay Zhao
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Something about Something Ventured
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Why AI-first Companies is a Different Species (Compared to Traditional SaaS)
... and some predictions!
Jan 25, 2024
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Jay Zhao
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Why AI-first Companies is a Different Species (Compared to Traditional SaaS)
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The Next Trillion
Unfiltered essays on tech, category-defining companies, venture investing, and random observations. Delivered to your inbox, delightfully infrequent :)
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