Iris Sun is a venture capital investor at TSVC who transitioned from being a product manager at Alibaba, where she led e-commerce products used by over 30 million daily active users, to specializing in data economy and applied AI investments. She uses a distinctive approach of reverse-engineering public market portfolios like ARK Invest to identify early-stage investment opportunities, and regularly publishes detailed technical theses on topics like decentralized AI and agentic computing through her Substack. Iris Sun is a venture capital investor at TSVC who transitioned from being a product manager at Alibaba, where she led e-commerce products used by over 30 million daily active users, to specializing in data economy and applied AI investments. She uses a distinctive approach of reverse-engineering public market portfolios like ARK Invest to identify early-stage investment opportunities, and regularly publishes detailed technical theses on topics like decentralized AI and agentic computing through her Substack.