Silicon Valley wrote 70+ agent infra reports in 18 months; Chinese VCs barely noticed
FinanceYF5 · x · 2026-10-28
A live discussion between Skyline Capital founder Zhang Qian, former SpaceX engineer Lewis, and AI blogger Lang Hanwei covered the "agent infra" layer of the AI stack: sandboxing, databases, search, payments, identity and evals — the picks-and-shovels businesses for AI agents.
Lang Hanwei says he only began systematic research in October and found Silicon Valley has produced 70+ reports over 18 months, including a map of 27 overseas unicorns, while mainstream Chinese funds have almost no analysts covering the space — a notable China-US gap in investor awareness.
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