Yihao

Yihao is presented in OpenClaw 之后，谁将定义主动式 AI 的新战场？｜对谈 AirJelly 黄柏特 as an angel investor in AirJelly. He says he first noticed Mycontext around September 2025, met Huang Bote, and was attracted by the founder’s long-running focus on context, proactive AI, independent judgment, and hunger for talent.

Position In The Episode

• Describes AirJelly’s “magic moment” as feeling as if someone is watching the user’s work across IM, Facebook, and other tools and can connect the thread.
• Frames proactive AI around continuous learning and right timing: the product should deliver the relevant result when the user can use it.
• Says QuickStone had already invested in two proactive-direction teams in 2025, including AirJelly.
• Highlights 2026 AI investment directions: vertical but aggressive agent applications, agent infrastructure, and hardware that gives agents more context.
• Describes AI-native fund work where Claude Code and similar tools help scan GitHub projects, small companies, and fragmented tools, then structure projects, people, and relationships.
• Positions VC value as dynamic learning with founders, market-level pattern recognition, talent help, and business-development support.

Connections

• AirJelly, Huang Bote, and Mycontext — investment case discussed in the episode.
• QuickStone — investment firm named in the source.
• Proactive Agents, Context Engineering, and Agentic Workflow — investment themes around proactive AI and agent infrastructure.
• Claude Code — AI-native fund operating tool mentioned by Yihao.