FinSight认为物理AI被低估十年，因数据积累而非资金问题
Why FinSight thinks Physical AI is mispriced by a decade of data, not dollars
FinSight这家基金说，物理AI被低估了，不是钱的问题，是数据积累的问题，这个观点挺有意思的。
FinSight是一家乌兹别克斯坦的后期基金，投资AI、云、企业软件和金融科技。它有一个简单的投资规则：年化回报率35%或以上才投。文章认为物理AI（Physical AI）的价值被低估，其核心原因是数据积累而非资金问题。
Why FinSight thinks Physical AI is mispriced by a decade of data, not dollars
Here’s a simple way to think about FinSight Ventures: it is a late-stage fund that likes the places most investors avoid, and it has a one-line rule for deciding when to write a cheque: 35 per cent a year, in dollars, or it walks. The Uzbekistan-based firm invests in AI, cloud, enterprise software and fintech, […] The post Why FinSight thinks Physical AI is mispriced by a decade of data, not dollars appeared first on e27 .
