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EP 3-11 | Uly VC Talks:Kai Chen (Ocean IQ Capital) | How Family Offices and LPs See the AI Wave

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Manage episode 518754716 series 3424472
Content provided by Meet Global @Business Next Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Meet Global @Business Next Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

本集邀請 Silicon Catalyst Ventures 合夥人、同時為 OceanIQ Capital 創辦人的陳凱,深入談論家族辦公室與 LP 在 AI 浪潮中的位置與策略。
Kai 認為家族資本通常具備更長的時間視野,更重視資產配置的韌性與技術價值的真實落地。因此,在 AI 投資中,他們聚焦於能帶來系統性效率提升與穩健現金流的應用場景,而非僅依循市場情緒追逐熱門題材。
在節目中,我們也討論到跨境創新鏈的協作模式:臺灣憑藉半導體與先進製程掌握全球運算的根基,而矽谷則將算力轉化為平台、演算法與產品生態,兩地並非競爭,而是新一代技術革命中不可或缺的互補力量。陳凱認為,當 AI 不再只是「下一波科技浪潮」,而是逐步重塑醫療、工業、企業決策和知識工作時,真正的關鍵在於如何以長期心態面對這場改變人類文明結構的變化。
In this episode, we speak with Kai Chen, General Partner at Silicon Catalyst Ventures and Founder of OceanIQ Capital, to explore how family offices and long-term LPs are approaching the current AI boom. Unlike traditional venture firms that often emphasize speed, narrative, and rapid scaling, family offices prioritize discipline, capital durability, and value creation grounded in real-world application. Their focus is on AI solutions that fundamentally enhance system efficiency—whether in manufacturing, enterprise operations, healthcare, or infrastructure—rather than on hype-driven valuation swings.
We also examine the cross-border innovation landscape. Taiwan plays a pivotal role in the global semiconductor and hardware supply chain, while Silicon Valley excels at transforming raw computational power into platforms, algorithms, and developer ecosystems. Instead of competition, this represents a symbiotic structure that underpins the next generation of AI progress.
Kai argues that this moment in AI is more than a cyclical uptrend; it marks a structural shift in how knowledge work, organizational decision-making, and industrial output are defined. For long-term capital, the goal is not simply to “catch the wave,” but to understand which parts of this transformation will endure.


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70 episodes

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Manage episode 518754716 series 3424472
Content provided by Meet Global @Business Next Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Meet Global @Business Next Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

本集邀請 Silicon Catalyst Ventures 合夥人、同時為 OceanIQ Capital 創辦人的陳凱,深入談論家族辦公室與 LP 在 AI 浪潮中的位置與策略。
Kai 認為家族資本通常具備更長的時間視野,更重視資產配置的韌性與技術價值的真實落地。因此,在 AI 投資中,他們聚焦於能帶來系統性效率提升與穩健現金流的應用場景,而非僅依循市場情緒追逐熱門題材。
在節目中,我們也討論到跨境創新鏈的協作模式:臺灣憑藉半導體與先進製程掌握全球運算的根基,而矽谷則將算力轉化為平台、演算法與產品生態,兩地並非競爭,而是新一代技術革命中不可或缺的互補力量。陳凱認為,當 AI 不再只是「下一波科技浪潮」,而是逐步重塑醫療、工業、企業決策和知識工作時,真正的關鍵在於如何以長期心態面對這場改變人類文明結構的變化。
In this episode, we speak with Kai Chen, General Partner at Silicon Catalyst Ventures and Founder of OceanIQ Capital, to explore how family offices and long-term LPs are approaching the current AI boom. Unlike traditional venture firms that often emphasize speed, narrative, and rapid scaling, family offices prioritize discipline, capital durability, and value creation grounded in real-world application. Their focus is on AI solutions that fundamentally enhance system efficiency—whether in manufacturing, enterprise operations, healthcare, or infrastructure—rather than on hype-driven valuation swings.
We also examine the cross-border innovation landscape. Taiwan plays a pivotal role in the global semiconductor and hardware supply chain, while Silicon Valley excels at transforming raw computational power into platforms, algorithms, and developer ecosystems. Instead of competition, this represents a symbiotic structure that underpins the next generation of AI progress.
Kai argues that this moment in AI is more than a cyclical uptrend; it marks a structural shift in how knowledge work, organizational decision-making, and industrial output are defined. For long-term capital, the goal is not simply to “catch the wave,” but to understand which parts of this transformation will endure.


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