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Venture capital is in something of an identity crisis—multibillion-dollar funds are raising questions about what the future of returns looks like. In that context, Zeplain’s approach is distinctly retro, said Scott Malpass, cofounder and managing partner of Grafton Street Partners and a Mark VC LP. Malpass is one of the few genuinely famous LPs in the industry: He spent 32 years as Notre Dame’s chief investment officer and helped reshape how endowments think about venture.
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“只有依靠强大的基座模型，未来才能泛化到多种具身智能体中”，何小鹏说，去年为了研发基座模型投入了几十个亿，今年会更多。而且基座模型的研发不仅需要大量资金，还需要优秀的人才。“基座模型能给一家企业带来多少估值，我认为它是一个必要条件。”