Last weekend, Professor Xiaoou Tang, the founder of sensetime, passed away. As we reflect on the legacy of this pioneering figure, questions arise about the future trajectory of SenseTime, a once-prominent AI company facing turbulent times, especially in China's evolving AI landscape. 

 

In this episode we delve into: 

The growth of SenseTime since 2014 to become one of the biggest independent AI company in China;

Grizzly reports accusations against SenseTime for engaging in revenue fabrication;

The current challenges faced by SenseTime - increasing market competition, tightening data regulations, on-premise deployment requirements, etc.;

Lessons to learn from SenseTime’s predicament - importance of product market fit, cautioning against unsustainable cost structures, and pitfalls of meeting growth expectations without a solid foundation.

 

Featured materials:

SenseTime Financial Results 

 

We Believe SenseTime is Artificially (Un)Intelligently Inflating Revenue Through Highly Questionable Revenue Round-Tripping Schemes, Grizzly reports.

 

https://mmlab.ie.cuhk.edu.hk/