Jenny Lee on AI and robotics
From Claure, Lee & Mnuchin on Growth in a Complex Economy · · Bloomberg Live
“I think that the one theme is around, we are actually going back to fundamental building blocks of the technology stack. So the entire technology set in our view is being reconstruct. That may not sound sexy. You are not going for the moon, but right now I think it's really going from zero to 1 to 2. And in that construct, one particular area that we as a firm is very focused on is the whole concept of a gigantic AI plus robotics. And I think that this is also one area that Asia as a whole has the right to win, right. First, we have manufacturing capability here that allows us, whether you're building human night robots or machine looking robots at a very good scale, efficient, affordable ecosystem pricing as well. That's number one.”
On , Jenny Lee, Partner at GGV at GGV Capital, spoke about AI and robotics during Claure, Lee & Mnuchin on Growth in a Complex Economy on Bloomberg Live.
About Jenny Lee
Jenny Lee, senior managing partner at Granite Asia (formerly GGV Capital), spoke at the 2025 Qatar Economic Forum, where she discussed the emergence of regional technology clusters. She stated that "the days of one company taking almost the whole market are ending" and that regional economies can now support multiple players per vertical due to local nuances like language and payment systems. Lee also highlighted Asia's STEM talent pool, estimating that 6 to 7 million STEM professionals are trained in the region annually, and identified AI plus robotics as a key focus area, noting that countries like Qatar and Singapore can use automation to leapfrog in manufacturing. In a January 2025 interview, Lee discussed her firm's fundraising during the COVID-19 pandemic, stating that Granite Asia raised $2.5 billion over hundreds of Zoom calls, which she described as working "20‑hour days." She also reiterated her investment philosophy, emphasizing the importance of founder passion and deep problem-solving over trend-chasing, and identified robotics as the next major tech wave. Lee has been recognized on the Forbes Midas List and was named Outstanding Overseas Executive of the Year in 2018.