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AI INVESTOR · ENGINEER AT HEART

Yu Gu谷雨

Finding the
next orbit.

I partner with exceptional founders turning AI breakthroughs into enduring companies, bringing technical depth and a long-term perspective.

Move to explore

01 About

From first principles
to what comes next.

One thread runs through my journey: understanding how an abstract idea starts to work in the real world.

2023 - Present

Managing Director

Hony Capital

Manage one of Hony Capital's funds and lead frontier-technology investments across its RMB- and USD-denominated funds, with a focus on foundational models, infrastructure, vertical applications, and physical AI.

Led investment execution and portfolio management across 14 investments, working closely with founders from diligence through long-term company building and realization.

14Investments
$120 MnInvested
$178 MnRealized Proceeds
$64 MnCapital Raised
2020 - 2022

AI Algorithm Engineer

ByteDance

Worked on core recommendation systems for Toutiao, Douyin, and TikTok, using Transformer-based sequence modeling and multi-objective learning to model user behavior, retention, and long-term engagement.

Built end-to-end recommendation solutions spanning problem formulation, data and feature pipelines, model training, ranking strategy, and online A/B testing, translating model improvements into product impact at scale.

2018 - 2020

M.S., ICME

Stanford ICME

Studied at the intersection of applied mathematics and machine learning, with coursework spanning deep learning, reinforcement learning, computer vision, optimization, numerical methods, stochastic processes, and parallel computing.

2014 - 2018

B.A., Financial Engineering

Wuhan University

Built a foundation in finance, quantitative methods, and applied modeling, and graduated as an Outstanding Graduate of Wuhan University.

The story behind the timeline
01Quant

A quantitative beginning

My journey began at Wuhan University, where studying Financial Engineering first introduced me to AI. I started by applying machine learning to quantitative investing. The encouraging results mattered, but the bigger revelation was that AI's potential extended far beyond predicting markets.

02AI Foundations

Learning from first principles

For graduate school, I took a less conventional path and joined Stanford ICME. Its interdisciplinary training across applied mathematics, statistics, and computer science gave me a rigorous understanding of machine learning and shaped the first-principles approach I still use to evaluate technologies today.

03AI at Scale

Building for hundreds of millions

After Stanford, I joined ByteDance, one of the world's largest AI-native technology companies, to work on core recommendation systems for Toutiao, Douyin, and TikTok. My work combined Transformer-based sequence modeling, multi-objective learning, and online experimentation to better understand user behavior and long-term engagement at scale.

04Investing

Backing technology in motion

Stanford's culture of innovation stayed with me. I wanted a broader vantage point on how frontier AI becomes an enduring product and company in the hands of exceptional founders. That conviction led me into investing: to discover, understand, and support entrepreneurs using technology to create meaningful change.

02 Portfolio

Technology
in motion.

Selected investments across multimodal models and applications, physical AI, and semiconductors.

Showing 13 public investments

Drag to rotate · Select a sculpture or its label to explore

01

Tsing Scientia

AI Applications · Visual Intelligence

Combining visual foundation models, lightweight models, and video understanding to build AI applications for public safety and urban governance.

Series AExplore company
02

Ola Dimensions

Physical AI · Home Robotics

Building trainable home robots around a data-first loop spanning embodied world models, modular hardware, and user-guided skill learning.

Series Angel+Explore company
03

Kling AI

Multimodal AI · Creative Platform

Kuaishou's AI creative platform, unifying video understanding, generation, and editing into a multimodal workflow for creators and enterprises.

Series AExplore company
04

Grace Investment Machine

AI Models · Financial Applications

Building agentic investment technology and financial time-series models for the next generation of asset management.

Series AExplore company
05

Anyverse Dynamics

Physical AI · World Model

Developing general-purpose embodied intelligence systems around robot brains, manipulation intelligence, and scalable deployment.

Series Angel+Explore company
06

SPARO

Physical AI · Aerial Intelligence

Founded by HKU Professor Fu Zhang, SPARO builds general-purpose aerial intelligence for autonomous drones and physical AI.

Series Angel+Explore company
07

ACE Robotics

Physical AI · World Model

An embodied-intelligence company developing world models and deployment systems that bring general-purpose AI into the physical world.

Series AngelExplore company
08

Manifold Tech

Physical AI · Spatial Intelligence

Developing AI-based 3D reconstruction, spatial perception, and robotics technologies for digital twins and physical-world data.

Series Pre-A / Pre-A+Explore company
09

IMVISION Innovation

Semiconductors · Edge AI

Building edge AI chips and full-stack visual intelligence solutions for consumer electronics, robotics, and smart devices.

Series A / A+ / B / CExplore company
10

Video Rebirth

Multimodal AI · Video Generation

Building industrial-grade AI video engines and world models for creators, studios, advertising, entertainment, and simulation.

Series Angel / Angel+Explore company
11

Sicoya

Semiconductors · Silicon Photonics

Developing silicon-photonics chips and optical interconnect solutions for data centers, AI computing, and high-speed communications.

Series BExplore company
12

Houmo.AI

Semiconductors · AI Computing

Developing compute-in-memory intelligent chips and efficient computing platforms for next-generation edge AI workloads.

Series AngelExplore company
13

ByteDance

AI Models · Consumer Applications

A global AI-native technology company building content, creation, and information platforms powered by large-scale recommendation and foundation models.

Series DExplore company

03 Projects

Judgment that
compounds.

I’m exploring how AI can become part of investment thinking: new evidence updates a view, earlier experience informs a new question, and useful learning carries forward. These three open-source Codex skills put that approach into practice.

FUTURE ARCHIVE03 OPEN-SOURCE SKILLS

Seeds of a living archiveKnowledge, growing together.

AI WORK HUB / 01EXPLORE THE APPROACH

AI Work Hub Diligence

One company. A view that evolves.

Bring new materials back to the same investment view. Investigate the questions that could change the next step.

  1. 01Return to the sourceKeep evidence and its origin connected.
  2. 02Revisit the viewUpdate the judgment when the evidence changes.
  3. 03Carry learning forwardKeep what can inform the next decision.
View the skill

A method for keeping an investment view alive as new information arrives.

04 Contact

The next conversation
starts here.

I enjoy meeting people who think deeply about technology, products, and the future. If you would like to exchange ideas, I would be glad to hear from you.