#114: Research Driven VC Investing & AI ‘s Cultural Impact with Leonis Capital’s Jay Zhao

Jay Zhao Leonis Capital

In Episode #114 of Geeks of the Valley, we sat down with Jay Zhao, Managing Partner at Leonis Capital, a research-driven VC fund backing technical founders building extraordinary products. We explore how research-driven theses are reshaping AI-first venture strategies, the rise of agentic software, and the compute-and-energy challenges behind today’s largest models. Unpacking the displacement […]

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