From lab to real-world solutions: Underwriting China’s AI & Deep Tech Future

  • Philip Hu, Founding Member & Managing Director, Primavera Capital
  • Andy Yin, Head of Global Private Markets, Olive Asset Management
  • Dr. Paul Wang, Director, HKU Techno-Entrepreneurship Core (TEC)
  • Alice Zhu, Director, Empyrean Sky Partners
  • Eudora Wang, Deputy Editor (Greater China), DealStreetAsia [Moderator]

 

After the “DeepSeek moment,” a string of blockbuster Chinese tech listings in recent months have sustained the global re-rating of China-born AI & deeptech champions across both public and private markets.

As record-level dry powder flows into these strategic sectors – from AI and semiconductor to brain-computer interfaces and quantum computing – some critical questions emerge: How can cutting-edge university research be effectively commercialised into these key areas of focus? How can private capital underwrite and scale innovations without being caught in valuation bubbles? And what new models help de-risk early-stage deeptech bets for private investors and growth capital?