AI Investment

Sequoia Isn’t Getting Aggressive. It’s Getting Desperate.

📅 August 18, 2026 📂 AI & Machine Learning

Sequoia’s move to raise risk tolerance isn’t about boldness — it’s about fear. The legendary VC is scrambling to keep pace with rivals who already took bigger bets. For entrepreneurs, this means pitch moonshots, not margins. For competitors, brace for a war on terms. The truth: AI investing is still a lottery, and Sequoia just bought a second ticket.

AI Investment FOMO Risk Tolerance Sequoia Startup Funding Venture Capital

The 3.5 Million Yuan Illusion: Why ‘Free’ Open-Source AI Is a Trap for Most Companies

📅 July 27, 2026 📂 AI & Machine Learning

The open-source MoE model GLM-5.2 is free to download, but deploying it locally requires a 3.5 million RMB server — and that’s just the start. The real cost of ‘free’ AI is a hardware gate that only the wealthiest enterprises can afford, shattering the illusion of democratized artificial intelligence.

AI AI Arms Race AI Capex AI Costs AI Deployment AI Economics AI Infrastructure AI Investment AI Moat Data Center Enterprise AI GPU Hardware MoE Open Source Server vLLM VRAM