---
title: "Weekly AI Worldview | Shexu ¥100M A+; TikTok AI Labeling; Baidu into Guangmo"
author: "Unique Research"
sourcePublication: "Unique Research (FFCAP English library)"
originalPublishedAt: "2024-05-13T16:00:00+08:00"
canonical: "https://ffcap.cn/en/research/20240513a0613t00"
source: "https://ffcap.cn/en/research/20240513a0613t00"
language: "en"
cnSourceUrl: "https://view.inews.qq.com/a/20240513A0613T00"
---

# Weekly AI Worldview | Shexu ¥100M A+; TikTok AI Labeling; Baidu into Guangmo

_Unique Research · Weekly AI Worldview · May 13, 2024_

One week of funding, events, and people. Charts attach on ingest (26 images).

## Funding

-   **Shexu Tech (设序)** — nearly **¥100M** Series A+, Amoeba / Yonghua / Lenovo Capital co-lead. “Flash Design” geometric+AI sketches in minutes; 10×+ design efficiency. (Shexu)
-   **Wayve** — **$1.05B** Series C, SoftBank lead + NVIDIA, Microsoft; UK AI record. Learning-based AV (vs HD-map heavy). (Wayve)
-   **Quilt** — **$2.5M** seed, Sequoia lead; ex-Sequoia/a16z partner Daniel Chen. Knowledge / questionnaire / answers AI for enterprise. (Quilt)
-   **Easel AI** — **$2.65M** seed (Unusual, f7, Corazon + Stanford angels); Snap alums; Stable Diffusion stickers inside iMessage. (Easel)
-   **Altera** — oversubscribed **$9M** seed (First Spark, Patron); MIT Robert Yang; social-emotional game agents (Minecraft companion first). (Altera)
-   **NooksAI** — **$22M** Series A; sales automation / dialer parallelization. (Nooks)
-   **DEEPX** (Korea AI chip) — **$80M** Series C; val **$529M** (~8×); 259+ patents; edge LLM path. (DEEPX)
-   **Yellow** — **$5M**, a16z lead; ex-Google LLM/CoreML PM Mandeep Waraich; 3D character gen. (a16z)
-   **Mistral AI** — **$600M** at **$6B** val (3× in ~6 months); team 3→60 in a year; GC / Lightspeed expected. (WSJ)

## Events

-   **Oracle × Accenture** — finance GenAI assistant; claims ~70% time save on text/analysis/close tasks. (Oracle)
-   **Microsoft MAI-1** — secret LLM under Mustafa Suleyman; ~500B params; Inflection data angle; Build rumor. (The Information)
-   **01.AI “Wanzhi”** — free CN office AI (meetings/docs/PPT); Cao Dapeng lead; Kai-Fu Lee chief experience officer; 10s long-doc Q&A. (01.AI)
-   **Docusign × Lexion** — **$165M** all-cash; AI contract / IAM. (Docusign)
-   **Stack Overflow × OpenAI** — OverflowAPI into ChatGPT. (Stack Overflow)
-   **X “Stories on X”** — Grok-powered topic digests for Premium. (X)
-   **Google Cloud** — hundreds of AI sales/engineers for Gemini; Q1 cloud +28%. (The Information)
-   **OpenAI DALL·E detector** — 98.8% of DALL·E 3 images; C2PA; audio watermark R&D. (NYT)
-   **Apple iPad Pro 2024** — M4 (2nd-gen 3nm); NPU 38 TOPS; CPU +50% / GPU 4× vs M2. (Apple)
-   **Baidu × Guangmo Tech** — strategic stake; internet data services; capital ~¥1.00M→¥1.14M. (Tianyancha)
-   **TikTok** — first major platform to auto-label AI-generated content via C2PA Content Credentials. (FT)
-   **Apple ≈ OpenAI** — ChatGPT into iOS 18 talks; Gemini also explored; WWDC Jun 11. (Bloomberg)

## People

**Fei-Fei Li** (SF tech summit w/ Emily Chang): cautious on doomer hype; data not the bottleneck she stresses; space-intelligence startup details withheld; public-sector compute gap (Stanford NLP); gender/race equity; warns CA bills that could chill open source / research. (SF summit)

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Editorial English edition published on UniqueCapital: https://ffcap.cn/en/research/20240513a0613t00
On-site reading page: https://ffcap.cn/en/research/20240513a0613t00