//PARTNERSHIP · InAI Capital
Build AI.
Fund AI.
Decode AI.
We invest in frontier AI, semiconductors and robotics out of Silicon Valley, publish the industrial research global banks read, and run a quantitative engine that rebuilds every trading day.
15 slides, 4 live demos. Use ← → or scroll.
//FOUNDER
Built the systems before backing them.
Yumei Dou — a decade inside the AI industry before moving to the other side of the table. Co-founder of early AI unicorns; deep-learning systems in production well before the LLM era.
01 · OPERATOR
AI unicorn co-founder
Algorithms, product, growth — shipped, not modelled.
02 · INVESTOR
Investing in technology since 2019
AI, semiconductors, robotics; energy and space frontier.
03 · ADVISOR
Institutional advisor
Global investment banks and top-tier VC and PE firms.
THE CONVICTION UNDER ALL FOUR LINES
AI is rewriting the cost curve of every industry it touches — and the people best placed to see it are the ones who have actually shipped the systems.
Full biography →SELECTED ADVISORY ENGAGEMENTS
//WHAT WE DO
Four lines. One thesis.
AI is rewriting the cost curve of every industry it touches. Each line reads that from a different distance — and serves a different counterparty.
VENTURE
Frontier
equity
Seed to growth in AI silicon, robotics and frontier labs.
serves Startups & labs
RESEARCH
Industrial
deep research
Architecture, supply chain, and the Bit‑Watt framework.
serves Banks & institutions
QUANT DATA
Daily
signal engine
5,203 A-share stocks plus US technology, rebuilt every close.
serves Investors
ENTERPRISE
Licensing &
white-label
The whole engine, running inside your infrastructure.
serves Funds & brokerages
//WHY IT COMPOUNDS
Each line pays for the next one’s edge.
Every link hands over an input the receiving line could not have bought. Three of them are a specific artifact changing hands; the fourth is a relationship — and we mark it as such.
The taxonomy is a literal file. The research line maintains it and the quant engine aggregates by it, so changing the sector map moves both at once. The daily series run the other way: a claim is either visible in them or it is not.
//THE SPINE
Bit → Watt → Execution.
One framework sits under all four lines, and everything after this slide rests on it. The test is narrow on purpose: does this company use a signal to control power? Here is what it produces.
Why the narrow test matters. It excludes much of what a looser “AI beneficiary” screen sweeps in, and produces a list you can argue with company by company. Coordinates are maintained by hand — process node and track tier have no field in the quant system — while size, ring weight and line style run off the daily data. Full stage-by-stage exposure table in the semiconductor coupling-point atlas.
//LINE A · VENTURE
We invest where the coupling points form.
A coupling point is a company that uses a signal to control power — where the compute stack meets the physical world.
FOCUS 01
AI silicon & interconnect
Accelerators, optics, memory, packaging.
FOCUS 02
AI software infrastructure
Where an architecture choice becomes a unit cost.
FOCUS 03
Robotics & embodied AI
Actuation, transmission, motor control, perception.
FOCUS 04
Frontier AI labs
Research running ahead of the product cycle.
WHAT WE BRING TO A CAP TABLE
- An operator's read. Our founder built and shipped these systems.
- Published coverage. Founders inherit an analyst who has done the reading.
- Institutional reach. Standing bank and VC/PE relationships.
//LINE B · RESEARCH
Research that banks read.
One technology at a time, worked down to the physics, the bill of materials, and the companies that capture the margin.
STREAM 01
AI & hardware deep dives
Model architecture read against the silicon it runs on — and what that does to unit inference cost.
STREAM 02
Industry & supply chain
Who supplies whom, where the single points of failure sit, which listed names carry the exposure.
STREAM 03
The Bit‑Watt wiki & atlas
A standing framework, not a one-off report — refreshed on the same daily cadence as the engine.
15
published deep dives
66
companies named in the atlas
15
sector verticals with valuation ceilings
219
stocks on the daily attention list
//LINE B · DEMO
What a deep dive actually looks like.
Research #15, on DeepSeek V4. Switch the GPU and watch where the workload lands.
—
MHA achievable TFLOPS, batch 1
—
MLA achievable TFLOPS, batch 1
—
ridge point, FLOPs per byte
Only the roof moves. Operational intensity is an architecture constant — 1.2 FLOPs/byte for MHA, 55 for MLA — which on H100 is enough to lift batch-1 decoding off the bandwidth slope. Full derivation in Research #15.
//LINE C · QUANT DATA
A daily engine, not a monthly opinion.
Every number computed from raw market data inside our own pipeline. The universe is rebuilt after each close — running since December 2024.
5,203
A-share stocks rebuilt daily
170
dimensions per stock
298
dimensions project-wide
219
stocks on the attention list
36
US technology stocks tracked
THREE FACTOR FRAMEWORKS
- Energy dynamics. Half-life decay over accumulated momentum.
- Spring kinetics. Energy stored in consolidation, release calibrated per stock.
- W-phase detection. Five-phase waveform classification with per-phase statistics.
THE DAILY PIPELINE
//LINE C · DEMO 1
170 dimensions in. One factor call out.
Dimensions are raw material; factors are how they become a decision. Two factor series below, drawn on three names — the same construction runs on all 5,203.
Two factors out of a 170-dimension profile. Each card shows the same pair computed the same way; only the phase they resolve to differs. The chip is the position rule the engine currently applies. Backtested returns are deliberately not shown — a backtest is not a deliverable, and it is not what a subscriber receives.
//LINE C · DEMO 2
Where the money actually goes.
Daily turnover across the 62 technology sectors we track under the Bit‑Watt framework, ranked every session. Two and a half years of Chinese technology capital rotating — press play.
The taxonomy is the product. These are not exchange classifications — the 62 sectors are built around supply-chain position under the Bit‑Watt framework, which is why PCB for AI server backplanes is separate from generic electronics. The board shows the thirty largest by turnover each session, drawn from a candidate pool of the 40 largest over the full period — wider than the display, so a sector that spikes enters the board that day rather than being locked out by its full-period rank. The turnover and stock counts above cover all 62.
//LINE D · ENTERPRISE · LIVE: A-SHARE
The layer institutions rarely build.
Market data is easy to buy; the layer above it is not. Deep technology research wired into a quant engine, so the research shapes the dimensions and the dimensions test the research. That join is what gets licensed, in five parts.
What follows is the A-share instance — the part that is live today, running daily since December 2024. The same five parts for US markets are in build; until they ship, US technology is covered on the research side.
01 · SENTIMENT
3 + 1
news feeds, plus the SOX index
Technology intelligence
Three Chinese market news feeds plus an overnight read-across from the Philadelphia Semiconductor Index, parsed daily by an LLM — yielding sector-level change, new companies for the coverage list, and alerts when a sector and its stocks move together.
02 · MACRO
95
market-level fields
Market conditions
ETF momentum, margin balances, block-trade flow, index trend and risk — the state the whole market is in, not one stock at a time.
03 · CRASH WATCH
19
gate dimensions
Drawdown early warning
Layered gates over sector price stress, computed daily. A watch state, an alarm state, and a severity score for episodes already under way.
04 · SECTOR HEAT
62
Bit‑Watt sectors
Concentration & rotation
Daily turnover, share and rank per sector — where capital actually is, on a taxonomy built around supply-chain position rather than exchange labels.
05 · PER-STOCK
170
dimensions per stock
The ticker layer
Price position, margin leverage, block-trade aggregation, fundamentals and chip structure, rebuilt for all 5,203 names after every close.
MODEL 01 · MOST FLEXIBLE
Custom API
Dedicated endpoints shaped to your consumption pattern.
REST · WebSocket · SFTP · S3 · backfill · uptime SLA
MODEL 02
Technology licensing
The five parts running inside your own infrastructure.
On-premise or private cloud · source-available factors
MODEL 03
White-label
Our dashboards and reports carrying your brand and domain.
Full UI rebrand · generated reports · sub-licensing
Who this is for. A smaller institution has neither a technology research desk nor a quant engineering team, and building either is a multi-year hire. A larger one usually has both — but separately, so the research never reaches the data dimensions and the data never carries the research’s taxonomy. The five parts above are already joined — today over A-shares, with the US build following the same five-part shape. US technology already runs as a 36-company attention universe on the research side, which is where that build starts from.
//LINE D · DEMO
Same engine. Same numbers. Your brand.
Pick a brand. Every figure below stays identical — the engine is what is licensed, the surface is what is yours.
| TOP SECTORS BY TURNOVER | CNY 100M | VS 5 SESSIONS AGO | SHARE OF BIT-WATT |
|---|
Sector turnover is the sum of its member stocks' daily turnover — no price aggregation is involved, and the change column compares it with the session five trading days earlier. Same snapshot as the two demos above, —. Nothing on this panel is mocked up.
Rebranding changes what people see, not what they get. Your logo, colour, product name and domain are settings. Which stocks are covered, which fields are computed and what time the file lands are the same engine we run for ourselves. A sub-licence lets you sell it on to your own clients, under your own contract.
//PARTNERSHIP MODELS
How we work together.
Whichever line you come through, the first step is a small one and the second is ours. If none of these rows describes you, write anyway — we would rather hear your question than have you pick a category.
| IF YOU ARE | THE LINE | WHENEVER YOU ARE READY | THEN WE |
|---|---|---|---|
| A startup or research lab | A · Venture | Send whatever you would normally send — a deck, a demo, a paper. No format required. | Read it properly before we meet, and come back to you as soon as we can — including if it sits outside our focus. |
| An investment bank or research desk | B · Research | Tell us the technology or supply chain your desk needs covered. | Send back what we have already published on it, and a scope if a commissioned deep dive would serve you better. |
| An asset manager or family office | C · Quant | Tell us how you would use the data — a universe, a horizon, a decision it feeds. | Open trial access and walk the dimensions with you, so you can judge it on your own names. |
| A brokerage, data vendor or platform | D · Enterprise | Share the universe, the fields, and whose brand it ships under. | Come back with a licensing shape and a pilot scope you can put in front of your own committee. |
| Media, a conference or an academic group | A–D · all four | Send the date, the audience, and the question you would like answered. | Shape the material around it — hardware economics, the framework, the data, or the venture view, whichever actually fits. |
//NEXT STEP
Tell us which line you need.
One address reaches all four.
CONTACT
[email protected]Partnership, licensing, research and investment enquiries.
Website
www.inaicapital.comEntity
InAI Capital Advisor LLC
Silicon Valley, California
USEFUL TO KNOW — NONE OF IT REQUIRED
- Which line you are writing about — or simply what the situation is.
- The technology, universe or company on your mind.
- Whether you are after research, data, a licence, or capital.
- Your timeline, if there is one.
A few lines are enough to start. Every email is read and answered by us rather than a form — in English or Chinese, across US and China market hours.
Scope. InAI Capital Advisor LLC publishes research and quantitative data for information and education. It does not solicit funds, manage client capital, or provide investment advice, and nothing here is an offer to buy or sell any security. Direct investment activity sits with InAI Capital and is separate from the research and data business. Quantitative figures are a snapshot and change daily.