AI investor · ex-AI engineer · Stanford ICME

Gu Yu

I invest in AI companies turning technical inflection points into real-world industries.

Currently Director at Hony Capital, with prior experience in AI engineering at ByteDance and quantitative training across Stanford ICME and Wuhan University.

LinkedIn guyu.vc

Background

My work sits between technology diligence, market judgment, and founder-level company building.

2023 - Present

Director

Hony Capital →

Investing in AI companies across foundational models, infrastructure, vertical applications, and physical AI.

2020 - 2022

AI Algorithm Engineer

ByteDance →

Built and worked with machine-learning systems before moving into technology investing.

2018 - 2020

ICME

M.S., ICME

Stanford ICME →

Graduate training at Stanford's Institute for Computational & Mathematical Engineering.

2014 - 2018

B.A., Financial Engineering

Wuhan University →

Undergraduate foundation in finance, quantitative methods, and applied modeling.

Portfolio

Selected investments across AI finance, embodied intelligence, aerial intelligence, spatial AI, generative media, and edge AI chips.

Grace Investment Machine

Agentic Investing · AI Finance

Series A

Building agentic investment technology and financial time-series models for the next generation of asset management.

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Anyverse Dynamics

Embodied AI · Robotics

Series Angel+

Developing general-purpose embodied intelligence systems around robot brains, manipulation intelligence, and scalable deployment.

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SPARO

Aerial Intelligence · Robotics

Series Angel+

Founded by HKU Professor Fu Zhang, SPARO builds general-purpose aerial intelligence for autonomous drones and physical AI.

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IMVISION Innovation

Edge AI Chips · Vision

Series A / A+ / B

Building edge-side AI chips and full-stack visual intelligence solutions for consumer electronics, robotics, and smart devices.

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Video Rebirth

AI Video · World Models

Series Angel / Angel+

Building industrial-grade AI video engines and world models for creators, studios, advertising, entertainment, and simulation.

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ACE

ACE Robotics

Embodied AI · Robotics

Angel

An embodied-intelligence company developing world models and deployment layers for physical AI.

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Manifold Tech

Spatial Intelligence · 3D Reconstruction

Series Pre-A / Pre-A+

Developing AI-based 3D reconstruction, spatial perception, and robotics technologies for digital twins and physical-world data.

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