Ginger River Review • 707 implied HN points • 10 Jan 24
- Investor Allen Zhu is reducing his investment speed to focus on thorough project research, showing a change in Chinese investors' priorities.
- Investors who rushed into Large Language Models (LLMs) in 2023 faced losses, signaling a shift in focus to vertical market segments.
- Zhu emphasizes the importance of discipline in investment decisions, with a focus on profitability and slower, more thoughtful investment strategies in 2023.