In an era where private market investing is undergoing a sea change, CalSTRS' (California State Teachers Retirement System) latest private equity performance report provides a fascinating look at how one of America's largest pension funds navigates the complex landscape of alternative investments.| East Wind
With the the launch of Github Spark and multi-model support in late October, Microsoft has fired another salvo at AI code-generation startups, bringing the competition for developer mindshare to a new level of intensity.| East Wind
Recently, I’ve been thinking a lot about the nature of early-stage venture investing.| East Wind
For investors and founders who are tuned into the current VC pulse, there’s no question that the industry is in a very weird state right now.| East Wind
In my last post, Investing in the Age of Generative AI, I presented a framework for investing in Generative AI startups.| East Wind
What can Western startups learn from Chinese consumer companies?| East Wind
I wanted to share an exciting project that my Managing Partner Lu Zhang and I have been working on the past few months – Fusion Fund’s inaugural VC Fellowship program!| East Wind
Since the launch of ChatGPT less than three years ago, the pace of AI development has only accelerated.| eastwind.substack.com
By now, it should be obvious to anyone working on or investing in ML/AI that we’re currently in an AI “summer” — with the frothiness of the funding markets seemingly eclipsing that of the Web3 euphoria back in 2021.| eastwind.substack.com
I recently visited China for the first time in four years (since pre-COVID).| eastwind.substack.com
I’m probably not the first person to write about the insane leverage that LLMs confer to engineers, but Stack Overflow’s 28% layoff really got me thinking about the future of human-generated data, especially in the context of a potential model collapse| eastwind.substack.com
(generated by Midjourney)| eastwind.substack.com
(generated by Midjourney)| eastwind.substack.com
One of the recent “shower thoughts” I had was around how macro trends in venture capital, coupled with the avalanche of new AI research announcements, will profoundly change the broader venture and startup ecosystem.| eastwind.substack.com
