Shixiang Capital | Activity | F4

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Team Portfolio Raise Champions Essays

F4/Shixiang Capital/Activity

Shixiang Capital Activity

Every public signal F4 has attached to this firm, with sources and cross-entity links.

Types

Time range

Essay

Published a research report distinguishing structural AI investment opportunities from market noise.

How To Play AI Beta

Shixiang Capital

shixiangcap.com

Added recently

Essay

Published a global panorama of the AGI competitive landscape, covering AI labs, LLM-native infrastructure, and applications.

The New AGI Landscape 2026 Q1

Shixiang Capital

shixiangcap.com

Added recently

Investment

Invested RMB 1.5 billion (~$210M) in DeepSeek's ~RMB 51 billion funding round alongside Tencent, CATL, NetEase, JD.com, Monolith Management, and IDG Capital.

DeepSeek

DeepSeek Shixiang Capital

finance.sina.com.cnJUN 2026

JUN 2026

Essay

Published quarterly AGI observation covering LLM roadmap divergence and non-technical moats in AI products, including a model global AGI portfolio allocation framework.

LLM roadmap divergence and non-technical moats in AI products

Shixiang Capital

zhuanlan.zhihu.comAUG 2025

AUG 2025

Talk

Founder & CEO Li Guangmi shared his outlook on the AGI mainline and 2025 LLM predictions at HongShan (Sequoia China) AI Day.

Li Guangmi at 2025 HongShan AI Day

Shixiang Capital

hongshan.comJUN 2025

JUN 2025

Podcast

Founder & CEO Li Guangmi and AI Research Lead Zhong Kaiqi discussed the real problems and opportunities in AI agents on a joint LinkStart / Overseas Unicorns podcast episode.

Li Guangmi and Zhong Kaiqi on AI Agents

Shixiang Capital

xiaoyuzhoufm.comJUN 2025

JUN 2025