Simon Wu · 21 October 2026

We All Built an Agent

Simon Wu, Partner @ Cathay

A VC's hands-on reflection from an offsite where teams built AI agents, revealing that proprietary data, workflow integration, and real-world deployment—not model access—now drive differentiation, with regional strengths in compute, hardware, and trust shaping the next wave of AI winners.

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Topics: AI (Horizontal) · Venture Capital & Startups

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