In this explosive episode, we dive deep into the DeepSeek phenomenon with Linear Capital's Harry Wang, exploring how this Chinese AI startup shook the global tech landscape. From DeepSeek's unconventional founding story to its groundbreaking R1, we unpack why the market initially missed this AI dark horse and what it means for the future of global artificial intelligence. The conversation expands beyond DeepSeek to examine China's evolving AI and robotics landscape.

Key Topics:

• The Deepseek R1 Model: Why it’s a game-changer in AI and how it’s impacting the global market and AI hardware landscape, including Huawei’s role.
• China’s VC Response: Why no major Chinese investors backed Deepseek and what this means for the venture ecosystem.
• Linear Capital’s AI Investment Shift: How Linear is adapting its thesis to focus on consumer AI applications and robotics.
• Chinese VC Internationalization: Linear Capital’s European expansion and the opportunities and challenges of going global.