Sina Tech News, September 13th, in the afternoon — During the 2025 Inclusion Bund Summit, Zhou Wei, Founding Managing Partner of Creation Venture Partners, shared his view that general AI will ultimately be dominated by tech giants. However, this field will always have the highest ceiling. Venture capital firms fear large models and tech giants just as they fear Alibaba and Tencent, and dare not invest in areas that might be wiped out, which seems overly passive.
“As a venture capitalist, one should still have some dreams. Therefore, we will continue to invest in areas with sufficiently high ceilings in the general domain, even though these carry very high risks.” Zhou Wei stated. He revealed that he recently invested in a company specializing in AI companionship. Although this field may face challenges from future upgrades in large models, making it difficult for existing ventures to survive, he believes it represents a clear and significant future direction.
“As a venture capitalist, failing to participate in this direction and merely observing from the sidelines would be a dereliction of duty!” Zhou Wei emphasized. His philosophy is to invest in fields with high barriers to entry but also not to shy away from general directions if they are large enough.
Of course, Zhou Wei also noted that he would invest in AI startups in areas like B2B, as these fields are closely integrated with complex workflows. Each upgrade of large models might wipe out surface-level efforts like a nuclear explosion, but if you dig deep enough, there will still be second and third layers where companies can survive. This is also a business model that he favors. (By Wen Meng)
