Why AI App Startups Should Go to Shenzhen: World Models as Next Opportunity
yangyi · x · 2026-08-03
The author argues that AI application-layer startups should go to Shenzhen, as hardware supply chains enable linking to the physical world, while internet context is monopolized by giants. Citing a 2024 conversation, they analyze technology cycles: from breakthroughs to iPhone moments, scenario migration, and new scenario innovation. Since AI apps are immature, investments should focus on infrastructure and projects tightly coupled with infra, not premature app-layer bets.
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