Zheng Xuanle, founder and CEO of Source Capital, discussed the rapid advancement and broad application of AI at the WAVES 2026 conference. He highlighted that AI is evolving into a general-purpose technology, driven by a cost flywheel and an intelligence flywheel that create a positive feedback loop. Zheng outlined four laws of AI diffusion: gradient, depth, paradigm, and recursion, emphasizing AI's ability to transform fragmented expertise into scalable industrial capabilities and accelerate its own development. He projected that AI will generate trillions of dollars in new capital and enterprise value over the next decade, while also introducing the concept of 'silicon-based life' to explain the unique, wave-like evolutionary pattern of AI models. AI
IMPACT This commentary highlights the massive potential for AI to create new value and reshape industries, guiding early-stage investment strategies in the AI sector.
RANK_REASON The article reports on a speech given by an investor about AI trends and investment strategies, rather than a direct product release or research finding.
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