Senior Investors: The Investment Rationale for AI is Reverting to Core Business Principles
5 day ago / Read about 0 minute
Author:小编   

Zhu Xiaohu, the Managing Director and Partner at GSR Ventures, recently expressed that AI concepts will undergo a 'narrative valuation' phase in 2025, transitioning to a 'fundamental valuation' stage by 2026. During this transition, investors are expected to place greater emphasis on quantifiable metrics, such as Return on Investment (ROI). A number of seasoned investors concur that the investment rationale within the AI sector is reverting to core business fundamentals. Concurrently, the compact size and high adaptability of AI startup teams are fostering increased investments in the early stages, particularly targeting those teams with distinct commercialization prospects. Furthermore, AI is poised to deeply integrate with domains like life sciences and new energy, giving rise to novel technological waves and propelling societal transformation.