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Founder Talks张璐(Fusion Fund)× 晚点 · Jan 29, 2025 · 1:16:20

Zhang Lu: How Silicon Valley Sees DeepSeek

People:张璐

Audio version · podcast source

Why it matters

Fusion Fund founder Zhang Lu with LatePost: how Silicon Valley investors see DeepSeek's rise, the open-vs-closed debate, agent opportunities, and an investment view 'beyond AI'.

Key takeaways

  • DeepSeek through Silicon Valley's eyes: shock and sobriety.
  • Open vs closed: the capital view of the route debate.
  • Agent opportunities: the next application wave.
  • 'Beyond AI': Silicon Valley's diversified investing.
  • The flow of US-China AI capital.

Original video

Speaker
张璐(Fusion Fund)× 晚点
Channel
晚点聊 LateTalk
Venue
LateTalk
Date · Duration
Jan 29, 2025 · 1:16:20

100: 硅谷怎么看 DeepSeek ?与 Fusion Fund 张璐聊开源、Agent和“除了AI”

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