Tec-Do 2.0 at 36Kr Waves: Nie Eileen on AI Investment First Principles

As AI accelerates from a technological concept into real-world industrial application, how to assess its true value and identify sustainable business opportunities has become a central concern for entrepreneurs and investors.

On June 17, during a closed-door roundtable at the 36Kr Waves Conference, Tec-Do 2.0 Founding Partner Nie Eileen joined guests from investment institutions and AI companies to discuss AI investment and industrial implementation. She also shared Tec-Do 2.0's latest thinking on AI applications, Agent evolution, and ecosystem empowerment.

From Model Count to Measurable Business Value

When asked by the moderator about Tec-Do 2.0's "AI density," Nie Eileen did not respond with a technical metric. In her view, the key does not lie in how many models a company has integrated, but in three questions: how many critical workflows AI is involved in, how much business value it creates, and how much it amplifies human capability.

Tec-Do 2.0 has now built a two-layer AI architecture across the front end and back end. At the front end is Navos, a marketing multi-agent system covering market insights, content generation, ad execution, and optimization. At the back end is Tec-Do 2.0's professional large model, which accumulates enterprise knowledge, historical data, and industry expertise. The front end addresses efficiency, while the back end addresses cognition. Only when the two are connected can AI move from an execution tool to a decision-making partner.

Identifying Value Creation from Business-Critical Scenarios

Speaking about the pain points of global expansion, Nie Eileen noted that they are concentrated in three areas: uncertainty over which market to enter, content supply failing to keep pace with expansion, and ad operations relying too heavily on experience-based talent. Navos is designed to make marketing workflows that once depended on individual expertise more systematic and replicable.

This methodology also extends to AI investment. Nie Eileen's perspective is clear: do not start from technology hype, but from business bottlenecks. Wherever labor is most expensive, decisions are slowest, and expert experience is most heavily relied upon, AI is most likely to create value first. This is also the logic behind Tec-Do 2.0's continued deployment across areas including Agentic Commerce, AI Memory, Creator Marketing Agent, Creative Agent, Ads Agent, and Payment Infra.

Anchoring AI Investment in Enduring Customer Demand

In response to capital market enthusiasm around AI and the widespread sense of FOMO, Nie Eileen observed that technological iteration will only become faster, but the accumulation of commercial value will not automatically accelerate as a result. In every wave of technology, what truly reshapes the business landscape is often not the technology itself, but the companies that can translate it into workflows and organizational capabilities. Models will change, Agents will change, and technical routes will change, but the problems customers are willing to continuously pay to solve will not change easily.

She believes that real focus does not mean rejecting change, but staying anchored in customer value amid rapid change. If an AI product cannot help customers make money, save money, or restructure critical workflows, it will be difficult to generate long-term value. No matter how technology evolves, everything ultimately comes back to one core question: all outputs must be tied to digitally measurable standards.

In the AI Era, the Most Investable People Are Still Those Who Can Make Things Happen

When discussing what kind of founders are worth investing in, Nie Eileen summarized the key capabilities in the AI era into three dimensions: the ability to understand AI workflows, the ability to learn and iterate quickly, and the ability to turn AI into organizational capability.

At a deeper level, the defining trait is long-termism. In her view, this is not simply about endurance, but about whether a company can clearly understand where each year's growth will come from and how it will be achieved. Two other standards remain unchanged: whether the founder truly understands customers, and whether the team has strong execution capability. AI will generate more ideas, but what remains scarce is still the ability to make things happen. Within Tec-Do 2.0, the company has long advocated an "MTH" culture, meaning "make things happen." Regardless of rank or function, making things happen is the first principle of work.

As she put it, "If we went back to a day without AI, I would still not be investing in AI itself. I would be investing in teams that could create value even without AI, but because of AI, can amplify that value by 10 times or even 100 times."

This is also the underlying starting point for Tec-Do 2.0's continued advancement of AI investment and ecosystem collaboration. Looking ahead, Tec-Do 2.0 will continue to deepen its focus on AI applications, intelligent agents, and global business infrastructure, working with more high-quality entrepreneurial teams to make the commercial value of AI deeper, stronger, and more tangible.

These products restructure and autonomize mission-critical marketing processes-including market intelligence, content generation, campaign delivery, and performance optimization-across global media channels. In 2025, Tec-Do served over 100,000 advertisers, representing a diversified customer base that spans e-commerce, gaming, entertainment, and local commerce.

About Tec-Do
Founded in 2017, Tec-Do is a leading AI MarTech company delivering result-centric marketing solutions for global business growth. Powered by Tec-Chi multi-modal large language models (MLLMs), the company delivers end-to-end marketing solutions through a suite of AI-native, performance-driven products.

This release was published on openPR.