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The Infinite Game
Reflections on US-China Relations and Technology Development
May 8
•
Jay Zhao
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The Infinite Game
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February 2025
Hope, Fear, and the Road to AGI
Musings on the timeline and potential implications
Feb 21
•
Jay Zhao
1
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Hope, Fear, and the Road to AGI
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January 2025
DeepSeek: Swim in Different Waters
On DeepSeek, the latest market reaction and other implications..
Jan 28
•
Jay Zhao
3
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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
•
Jay Zhao
5
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Key Observations on AI Investing: 2025 Perspective
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June 2024
The Fellowship
We are thrilled to announce our Research Fellow openings for Summer 2024.
Jun 12, 2024
•
Jay Zhao
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The Fellowship
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February 2024
Something about Something Ventured
Why I do what I do - my journey from a teenager immigrant to a Silicon Valley VC
Feb 20, 2024
•
Jay Zhao
2
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Something about Something Ventured
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January 2024
Why AI-first Companies is a Different Species (Compared to Traditional SaaS)
... and some predictions!
Jan 25, 2024
•
Jay Zhao
1
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Why AI-first Companies is a Different Species (Compared to Traditional SaaS)
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November 2023
Gratitude and Reflections: Three Years at Leonis Capital
Thanksgiving just rolled by, bringing with it a milestone that means a lot to me - three years since the inception of Leonis Capital.
Nov 27, 2023
•
Jay Zhao
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Gratitude and Reflections: Three Years at Leonis Capital
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March 2023
My Mother
The Last Lesson She Taught Me
Mar 24, 2023
•
Jay Zhao
11
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My Mother
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February 2023
Zen, Art, and Startup Investing
A Reflection on the Creative Process and Entrepreneurship
Feb 14, 2023
•
Jay Zhao
3
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Zen, Art, and Startup Investing
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January 2023
Investing in Technological Supercycles: AI, Web3 and Non-consensus Founders
What do AI and Decentralized Protocols Have in Common?
Jan 20, 2023
•
Jay Zhao
3
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Investing in Technological Supercycles: AI, Web3 and Non-consensus Founders
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10 Predictions for 2023: AI, Web3, and Beyond
[The piece was originally posted here]
Jan 4, 2023
•
Jay Zhao
3
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10 Predictions for 2023: AI, Web3, and Beyond
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