//PARTNERSHIP · InAI Capital
Build AI.
Fund AI.
Decode AI.
We invest in frontier hardware 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 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 names 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 line produces an input the next one cannot buy on the open market.
The dependency is real, not rhetorical. The taxonomy the quant engine aggregates by is built by the research line; research claims are checked against the engine's daily series; and the enterprise licence puts both in front of the institutions whose deal flow the venture line sees.
//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
names 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 names rebuilt daily
170
dimensions per stock
298
dimensions project-wide
219
names on the attention list
36
US technology names 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.
Turnover aggregated into our own sector taxonomy, ranked daily. Two and a half years of Chinese technology capital rotating — press play.
The taxonomy is the product. These are not exchange classifications — they are built around supply-chain position, which is why PCB for AI server backplanes is separate from generic electronics. The candidate pool is wider than the thirty display slots, so a sector that spikes can enter the board that day rather than being locked out by its full-period rank.
//LINE D · ENTERPRISE
The whole engine, under your brand.
Complete enough to be somebody else's product. Institutions take it in one of three shapes.
MODEL 01 · MOST FLEXIBLE
Custom API
Dedicated endpoints shaped to your consumption pattern.
REST · WebSocket · SFTP · S3 · backfill · uptime SLA
MODEL 02
Technology licensing
Factor models and pipeline running inside your 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
WHAT IS IN THE BOX
Sentiment. News and disclosure flow scored against the taxonomy.
Valuation. Sector PE ceilings, target-price room, Davis double-play space.
Dimensions. 170 per stock, 298 project-wide.
Delivery. API, dashboards, generated reports, message stream.
//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.
| SECTOR | PHASE | TURNOVER | SHARE |
|---|---|---|---|
| AI Compute Infrastructure | Advancing | 195 | |
| Optical Modules & Interconnect | Accumulating | 85 | |
| Humanoid Robotics · Optimus | Basing | 55 |
Only the chrome is configuration. Rebranding changes the mark, the colour, the product name and the domain; it does not touch the universe, the dimensions or the pipeline schedule. Sub-licensing rights let you resell the surface downstream.
//THE SPINE
Bit → Watt → Execution.
One framework under all four lines. 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.
//PARTNERSHIP MODELS
How we work together.
Five counterparties, five first steps. If yours is not a row, say so — those are usually the good conversations.
| IF YOU ARE | THE LINE | FIRST STEP |
|---|---|---|
| A startup or research lab | A · Venture | Send the deck and where you sit on the Bit‑Watt chain. We read before we meet. |
| An investment bank or research desk | B · Research | Name the technology you need covered. We scope a commissioned deep dive. |
| An asset manager or family office | C · Quant | Start on the subscription, then tell us which dimensions you actually use. |
| A brokerage, data vendor or platform | D · Enterprise | Tell us the universe, the fields, and whose brand it ships under. |
| Media, a conference or an academic group | B · Research | Send the date, the audience and the question. |
//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
PUT THIS IN THE FIRST EMAIL
- Which of the four lines.
- The universe or technology you care about.
- Research, data, a licence, or capital.
- Your timeline, if you have one.
English and 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.