I have little knowledge on Chinese players, 80% of these entries are AI generated with Cool US companies & Cool European companies as context
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https://www.5ycap.com/en/portfolio/
- lots of cool
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DeepSeek
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DJI
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lab behind GLM5 (Zhipu AI)
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TSMC (Taiwan)
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ByteDance (incl. Trae AI IDE)
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Tencent
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Alibaba / Ant Group
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Huawei (Ascend / Atlas / Huawei Cloud AI infra)
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Xiaomi
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BYD
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CATL (batteries)
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Baidu
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Moonshot AI (Kimi)
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Jinko Solar
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MiniMax
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SenseTime
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SMIC (semiconductors)
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BOE (displays)
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Autel Robotics
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NIO
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XPeng (incl. XPeng AeroHT eVTOL)
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Li Auto
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Meituan (incl. drone delivery R&D)
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Pinduoduo / Temu parent
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NetEase
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Kuaishou
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Hesai (LiDAR)
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OnePlus / Oppo (BBK)
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LandSpace (蓝箭航天) — commercial launch, methane rockets
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i-Space (星际荣耀) — private orbital launch
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EHang — passenger/cargo AAV, UAM
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AutoFlight — eVTOL (Shanghai)
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Unitree Robotics — quadrupeds / humanoids
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Fourier (Fourier Intelligence) — humanoids, rehab robotics
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UBTech — Walker humanoids, service robots
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Agibot (智元机器人) — embodied AI / humanoids
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StairMed — implantable BCI (flexible electrodes)
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Neuracle — invasive BCI (regulatory progress in China)
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NeuCyber (Beinao) — semi-invasive BCI
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CETC / state defense-industrial complex — autonomous swarms, mil drones (rough Anduril-tier state stack; not a startup)
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Pixso — Figma-class UI design (domestic)
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MasterGo — Figma-class UI + AI
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即时设计 (Jishi Design) — collaborative UI design
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Insilico Medicine — AI-native drug discovery (HK/China footprint)
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MindRank (德睿智药) — AI drug discovery platform
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GHDDI “AI Kongming” — end-to-end AI drug design platform (institute-led)
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Fourth Paradigm — enterprise AI / decision intelligence (Palantir-adjacent in enterprise positioning)
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DataGrand, MiningLamp, Yitu — analytics / “smart city” / vertical AI (Palantir-adjacent only in vague “big data platform” sense; many are state-linked)
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Wind (万得) / iFinD / Choice — institutional financial data terminals (OpenBB / CapIQ-adjacent)
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Xiaohongshu (RED) — discovery / inspiration (Pinterest-adjacent)
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iQiyi / Tencent Video — streaming (Netflix-adjacent)
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JD.com — e-commerce + logistics (Amazon-adjacent; with drone delivery experiments)
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High-Flyer / domestic quant shops — systematic trading (Jane Street / Citadel very rough analog culturally; not 1:1)
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Kingsoft / WPS — office docs (partial Notion / workspace overlap; weak analog)
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Feishu (Lark) — team workspace inside ByteDance ecosystem (Notion / Slack partial analog)
| US (highlighted in your list) | Asia-Pacific analogs |
|---|---|
| Merge Labs | StairMed / Neuracle / NeuCyber (~Neuralink) |
| Anduril | CETC / NUDT / PLA programs (swarms, autonomy) + DJI (dual-use UAS stack, commercial) — no direct private Anduril twin |
| braintrust.dev | ~ gig/talent marketplaces + dev community (BOSS Zhipin, Yuanbao/ecosystem hiring); no strong decentralized talent-network clone |
| Bridge.xyz | ~ e-CNY rails + bank/wallet APIs; no open stablecoin issuance culture like Bridge |
| CoreWeave | Huawei Ascend Cloud, Alibaba Cloud GPU zones, Tencent Cloud, Baidu AI Cloud; also ~ regional bare-metal GPU hosts |
| Groq | ~ Huawei Ascend, Cambricon, Moore Threads, Biren (LPU is unique; these are “AI accelerators / GPUs”) |
| Olden Labs | ~ vivarium automation / preclinical CRO hardware in CN is fragmented (vendors + WuXi-style CRO scale) |
| zoo.dev | ~ Huawei Geometry Kernel ecosystem / CAD-CAM vendors (ZWSOFT, local CAD); no widely known direct twin |
| Benchling | ~ ELN/LIMS vendors + WuXi AppTec digital stack; no single dominant “Benchling of China” |
| Bracket.Bot | ~ low-cost dev humanoid / edu kits (Unitree Go series ecosystem, Dobot hobby/edu lines) — Bracket is an open, ~$1k-scale dev kit, not warehouse AMRs |
| Solugen | ~ green chem / bio-manufacturing (Kaneka, LG Chem KR/JP often closer technically); CN specialty chem giants are ~ only |
| Applied Intuition | ~ Horizon Robotics, DJI Automotive, Desay SV, sim stacks around AV OEMs; plus SAIC/Xpeng toolchain partners |
| Squint AI | ~ manufacturing vision / Industry 4.0 vendors (fragmented); SenseTime industrial vision ~ |
| Periodic Labs | ~ CATL / BYD materials R&D + battery startups; no clear public “Periodic” twin |
| architectchips.com | Cambricon, Horizon Robotics, MetaX, Moore Threads, Biren (~AI silicon + arch services) |
| Cursor | Trae (ByteDance), CodeBuddy, Tongyi Lingma (Alibaba) |
| 1X / Sunday / Figure | Unitree, UBTech, Fourier, Agibot |
| Cellares / Multiply Labs | ~ WuXi Biologics, Asymchem, PharmaBlock, cell-therapy CDMO/automation (no 1:1) |
| Oklo | ~ CNNC / state SMR programs; no US-style advanced fission startup mirror |
| Physical Intelligence | ~ Agibot, Galbot, Fourier + university robotics labs (π0-class work emerging globally) |
| generalistai.com | ~ top Shanghai AI Lab, Tsinghua cross-embodiment groups + startups above (no single branded twin) |
| Zipline | EHang logistics, Meituan drones, JD drone delivery R&D |
| archer.com | EHang, AutoFlight, XPeng AeroHT |