GSR Ventures
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Tiger Zhu: Large Models Will Devour 90% of Agents
GSR Ventures Managing Partner Zhu Xiaohu predicts that large language models (LLMs) will “devour” 90% of AI Agents. His comments, shared on Xiaohongshu, follow previous skepticism about embodied AI and highlight his firm’s bullish stance on the broader AI landscape, evidenced by investments in companies like Robopoet and LiblibAI. Zhu likened AI Agent startups to early internet webmasters, suggesting they learn from successful internet companies. His perspective sparks debate about the long-term viability of standalone AI Agents.