China Gen AI: Speed is The Moat

Lovable & Minimax - Europe and China Hottest AI Plays

In our third episode of The Great Access , we are joined by Yu Chen , Managing Partner at Planetree, and a veteran European AI investor Magnus Hambleton, Partner at Byfounders. As the first investors behind MiniMax and Lovable —two of the most successful AI companies in their respective regions—our guests offer an inside look at the high-stakes world of AI venture capital. The conversation explores the investment trends defining the European and Chinese ecosystems, including the shift towards hyper-efficiency in model training and the rise of "vibe coding." We discuss early success stories in AI and robotics, from the scaling of autonomous fleets to landmark regional acquisitions. We close with predictions for 2026, exploring the future of "disposable software" and the rapid evolution of autonomous agents.

China Gen AI: Speed is The Moat

In this episode, we sit down with Peter Cheng, Founding Partner at Eminence Ventures. Peter is a seasoned operator-turned-investor with experience across AdChina (acquired by Alibaba), Tencent, eBay, and Oracle. At Eminence, he leads investments in the next wave of Generative AI with a strong go-global strategy. We talk about the evolution of Eminence from cloud software to GenAI, why the application layer may hold the most attractive opportunities, and how China’s AI ecosystem is developing unique strengths.

China: More Than Meets The Eye

In our first episode of The Great Access, we are joined by Steven Luk, CEO of FountainCap Research & Investment. We discuss FountainCap’s founding philosophy and grassroots “Backpack” research approach, why value investing can work in China, and how Steven thinks about long-only investing in volatile markets. The conversation also covers global investor perceptions, emerging opportunities in high-quality growth, and FountainCap’s exposure to consumer, AI and robotics.