Yunqi's Chen Yu: In Technological Paradigm Shifts, Long-Term Opportunities Never Unfold Linearly | Yunqi Insights

Chen Yu, managing partner of Yunqi Partners, explains his views on judging long-term opportunities amid technological paradigm shifts in a video interview with PEdaily, with Yunqi Insights excerpting the core points. Yunqi began focusing on robotics and autonomous driving as early as 2016 and invested in MiniMax's angel round in 2021, favoring the approach of a foundation model solving multiple types of tasks. He believes large models enable a team of about 10 people to build products that previously required 100 people, and that the moat for AI applications lies in scenario understanding, data barriers, and multi-model collaboration.