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NewLimit and the price of belief: how the US and China are betting on longevity differently
A clinical-stage company with a single drug candidate, no human trials until 2027, and a $3.1B valuation.
Jun 17
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SVTR丨硅谷科技评论
The AI Moat Is Moving Into the Power Plant
Capital has started pricing AI’s electricity and heat directly — and the US and China are taking different roads.
Jun 15
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SVTR丨硅谷科技评论
AI's Second Half: Beyond the Models, Four Layers of Infrastructure Are Starting to Be Priced | SVTR Thesis
Background
Jun 10
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Before large-scale deployment of Agents, the companies overseeing them received payment in advance | SVTR Signal
The real telltale sign this week is not the commercial rollout of Agents, but that the business of “governing Agents” has secured capital valuation…
Jun 4
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May 2026
The Real Competitor for AI Agent Companies Is the Payroll, Not SaaS Budgets | SVTR Signal
SVTR observes that AI agent B2B subscription businesses are systematically decoupling from the SaaS track. They still look like “services for businesses…
May 29
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SVTR丨硅谷科技评论
OpenAI Secretly Files S-1: Racing to IPO Window After Being Overtaken by Anthropic on ARR
On May 22, 2026, OpenAI filed a confidential draft S-1 for an initial public offering with the U.S.
May 25
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A Small Niche May Hide a Deep Need
Great brands often don’t start from a grand slogan, but from a real user’s real pain point.
May 22
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Top-tier VC partners are stepping in collectively to bet on the "mundane backend" of vertical Agents | SVTR Signal
The real signal last week is not another vertical Agent financing reaching unicorn status, but the fact that over the past 12 months, at least seven…
May 20
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"We Back People, Not Ideas" Is the Biggest Lie in AI Investing | SVTR Thesis
There’s a line that gets repeated in venture capital like a prayer: “We invest in people, not ideas.”
May 15
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SVTR × Zhiwai Private Dinner: Globalizing Chinese AI Brands
Connecting global AI founders, investors, and industry partners.
May 13
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The Moat in Vertical AI Is Buried in the Dirty Work Nobody Wants to Do | SVTR Thesis
The next $10-billion Vertical AI company won’t be born in the sexiest category.
May 11
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SVTR丨硅谷科技评论
SIGNAL | AI Valuations Are Polarizing: Capital Is Routing Around the General-Purpose Product Layer
Last week’s Top 10 funding chart doesn’t signal an “AI capital recovery.” It signals a structural repricing: pricing power is migrating rapidly toward…
May 6
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