Jay Zhao leads a research-driven, conviction-led investment strategy at Leonis Capital, focusing on AI-native companies and the automation economy at the earliest stages. The firm combines deep technical expertise with institutional investing experience, identifying breakthrough AI applications and infrastructure companies through rigorous first-principles analysis rather than market momentum. Leonis differentiates itself by employing technical rigor, publishing comprehensive research on AI valuation and absorption risk, and engaging with founders at a level of technical depth uncommon in venture capital. The firm has achieved top-1% venture returns in its debut fund by backing companies like MaintainX and Motion AI early, demonstrating an ability to spot transformative technical founders before consensus recognition

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