Keen On America

From Mongolia to Silicon Valley: A Venture Capitalist's American Dream

Dec 4, 2025
Lu Zhang, a venture capitalist and founder of Fusion Fund, shares her incredible journey from Mongolia to Silicon Valley. She highlights the critical role of immigration in fueling innovation and warns about the dangers of restrictive policies. Zhang dives into the dichotomy between US and Chinese AI strengths, while examining the energy infrastructure needed for AI growth. With a focus on diversity as a key to investment success, she advocates for education tailored to the AI era and envisions a future where humans are enhanced by technology.
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INSIGHT

AI Will Power Most Of The Economy

  • Lu distinguishes AI-native products from AI-empowered applications across industries.
  • She predicts AI will expand influence to more than half of US GDP by transforming data-rich sectors.
ANECDOTE

From Inner Mongolia To Silicon Valley

  • Lu Zhang recounts her journey from Inner Mongolia to Stanford and then to founding Fusion Fund.
  • Her personal path motivated her to build innovation ecosystems where none existed before.
ADVICE

Preserve Global Talent Pipelines

  • Protect H-1B and student pathways to sustain Silicon Valley's talent pipeline.
  • Lu warns restricting visas will hurt startups and long-term U.S. innovation leadership.
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