Silicon Valley Vector is a tech and investment media platform based in Silicon Valley, dedicated to covering cutting-edge technology and tech investment trends.
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The model is not your moat. Memory is. Talked to Ed Huang (CTO of PingCAP) about why the entire Agent infrastructure stack needs to be rebuilt from scratch and what most engineering teams are still missing.
Worth the hour YouTube: piped.video/watch?v=V4Ic6EKj… Spotify & Apple Podcasts
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Silicon Valley Vector dives into
#GTC 2026 as Qingyun Cao joins Jimmy Cheng—VP of CASPA, Head of Technology Intelligence at Synopsys—to deconstruct NVIDIA’s strategic landscape in the Age of Agents.
Check it out in YouTube: piped.video/yOO4iWMscQM?si=Ymms…
Spotify & Apple Podcasts
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On March 12, Silicon Valley Vector (硅谷坐标) host Qingyun Cao sat down with Alan Du (Partner, M12)—Microsoft’s venture fund—to discuss how AI is reshaping enterprise software moats.
Watch from YouTube: piped.video/8-vKexfJCkg?si=nr77…
Listen from Spotify: open.spotify.com/episode/3ZU…
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🚀 Is the AI "moat" disappearing? Watch Silicon Valley Vector x Yuandong Tian @tydsh - deep dive
‼️about Analyzing LLM Moats, Memory Storage Bottlenecks, and the Social Impact of Agents. 硅谷坐标 x 田渊栋 📺YouTube: piped.video/watch?v=tfLTHCpP… 🎧Spotify: open.spotify.com/episode/3yE…
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Is the SaaS “moat” evaporating? Over the past year, many SaaS companies have experienced a counter-intuitive phenomenon: while retention metrics (GRR/NRR) don’t appear to be…sv-vector.com/en/post/the-sa…
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