Archive - Embedding VC’s Substack

Voice AI’s Moment

Voice AI is finally having its moment. We believe “2025 Is the Year of Voice AI Agents”. After years of sci-fi dreams, recent advances have aligned to…

Jun 3 •

May 2025

The Emerging Opportunity in AI Agent Infrastructure

With two investments made in this emerging space in April, we think AI agent infrastructure is a promising frontier worth watching.

May 6 •

April 2025

The Manus Moment and the Future of AI Agents

Manus AI burst onto the scene in early 2025 with a flashy tool-using agent—but is it really the future of general AI agents?

Apr 2 •

March 2025

DeepSeek: Driving the Next Evolution in AI

Although news about DeepSeek had been circulating since the release of its open-source V2 model, it wasn’t until January this year that DeepSeek truly…

Mar 5 •

September 2024

Modern AI R&D Differs from Classic Research

(image credit: made by FLUX.1)

Sep 8, 2024 •

February 2024

Understanding LLMs Through the Analysis of Search Engines

Feb 28, 2024 •

This is Embedding VC’s Substack.

Feb 20, 2024 •

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