Zhu Xiaohu

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.

Venture capitalist Zhu Xiaohu, known as a “unicorn hunter,” shared his experience of three missed opportunities to invest in CATL, the battery giant. He instead invested $70 million in Boston Power, which failed to commercialize its advanced technology, resulting in significant losses. Zhu now emphasizes the importance of commercial viability and a holistic investment approach, warning against solely focusing on technological advancement.