CNBC AI News, July 15 – GSR Ventures Managing Partner Zhu Xiaohu has stirred the AI pot on social media platform Xiaohongshu, weighing in on the burgeoning field of large language models (LLMs) and AI Agents. In a post that’s generating buzz, Zhu posits that LLMs will ultimately “devour” 90% of AI Agents.
Zhu’s comments, made after previously expressing skepticism about a potential bubble in embodied AI, underscore his overall bullishness on the AI landscape. GSR Ventures has been actively investing in the space.
The VC firm’s AI portfolio includes Robopoet, an AI companion hardware startup; Aha Lab, an AI-powered marketing company; LiblibAI, an AI image generation platform; and FancyTech, an AIGC commercial video startup. These investments reflect GSR’s bet on the transformative potential of AI across diverse sectors.
Zhu drew parallels between today’s AI Agent startups and the early days of the internet, likening them to individual webmasters. He suggested that AI agent entrepreneurs should take note of the playbook used by successful internet companies who initially launched as individual websites, citing research from DeepSeek. These insights offer potentially valuable lessons for navigating the evolving AI landscape.
One commenter questioned the long-term stickiness of AI Agents, suggesting, “The ultimate outcome is that large models will eventually consume all Agents, but many players who exit along the way can still make a good return.”
To which Zhu responded emphatically: “Eat 90%.”
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