Visual AI remains an uneven frontier compared to math, coding, and physics, and Andrew Dai saw that gap as the opportunity worth betting on.

After leaving DeepMind, he needed to raise a massive amount of capital before even having a product — a high-risk position that forced him to translate a highly technical vision into something investors could get behind.

The core tension was not just building a model that could advance visual AGI, but convincing the market that such an investment was rational when most funds still prize short-term traction.