This article analyzes investor Zhu Xiaohu’s attitude towards investing in large model companies in China, and his collision with different views in the market. He believes that in the current environment, China's large model companies should focus more on survival rather than blind expansion, which is different from some views that emphasize technological beliefs or market barriers. The focus of the article lies in Zhu Xiaohu’s realistic interpretation of the current development status of China’s AI large models.
Zhu Xiaohu resolutely refused to invest in a large Chinese model company and believed that survival was more important. He no longer holds remote meetings with his American colleagues, and his views differ from those of technology believers. Market believers emphasize the establishment of barriers in the Chinese market. Zhu Xiaohu emphasizes realism in the AIGC story.
All in all, Zhu Xiaohu's views represent a prudent investment strategy, and he is more concerned about the company's long-term viability than short-term market performance. This is worth pondering in the current challenging AI large model market environment.