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Sun Chenyu's vision of market trends is ahead of most people by a full cycle. He supported stablecoins in 2013 and emphasized the importance of storage in 2025. This time, he focuses on four areas: integrated artificial intelligence, drones, space computing, and space.
Integrated artificial intelligence: The VLA model allows robots to go beyond just following code to interact with the world. Unitree Robotics aims to ship 5,500 units worldwide by 2025, leading the rankings. The value of Galaxy General reaches $3 billion, setting a new record for fundraising.
Drones: A commercially feasible closed-loop system has been established. DJI's agricultural drones are equivalent to ten farm workers, and Meituan's drone delivery service in Shenzhen delivers within 15 minutes.
Space computing: Enabling artificial intelligence to understand the physical world, not just language, is a prerequisite for robots, drones, and autonomous driving.
Space: He says he wants to turn blockchain into the infrastructure of the space economy—sounds like science fiction, but stablecoins were once a similar concept.
Each of the four directions is more ambitious than the last.