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February 20, 2026

Onshoring #7: The Big Picture — Why Onshoring Is a Founder Opportunity

Across this series, we’ve talked about IP, cap tables, capital, factories, and exits. But the big picture is simple: A major portion of the global physical economy is being rebuilt. And it will not be rebuilt the old way.

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February 20, 2026

Onshoring #6: Clean Structure Becomes Valuation

Where do all these structural choices show up? At exit. In earlier cycles, buyers focused mainly on growth, margins, and market share. Today, in deep-tech and infrastructure sectors, structural clarity is becoming just as important.

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February 20, 2026

Onshoring #5: The Hidden Friction of Onshoring — Capital

We’ve talked about IP and cap tables. But for many immigrant and repatriate founders, the most personal challenge is capital. In the past, founders could move savings or exit proceeds back to the U.S. with relatively little friction. Today, cross-border capital flows are facing more scrutiny.

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February 19, 2026

Onshoring #4: Sector Spotlight: The “Factory of the Future” is Sovereign

Why the “Black Box” Factory is the Biggest Risk in 2026 — and the Greatest Opportunity. In my 15+ years at TSVC, I’ve seen countless founders fall into the “Deep Globalization” trap. For decades, the playbook was simple: Design in the U.S., but keep the manufacturing in an offshore “black box” where labor is cheap and environmental regulations are lax. We treated the supply chain as a line item on a spreadsheet, optimizing for the lowest unit cost while ignoring the systemic risks we were building into our foundations.

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February 18, 2026

Onshoring #3: The 24.9% Guardrail: Why Your Cap Table is a National Security Document

Why 25% is the most dangerous number in Deep Tech today. In my 15+ years at TSVC, I’ve reviewed thousands of cap tables. Historically, the math was simple: Who has the equity? Who has the voting rights? But in 2026, the OBBB Act and new FEOC (Foreign Entity of Concern) rules have turned the cap table into a national security document. For the next generation of deep-tech founders — particularly repatriates — there is an “Invisible Wall” you must understand: The 24.9% Guardrail.

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February 17, 2026

Onshoring #2: The “Clean Room” Blueprint: From Licensing to Legal Sovereignty

IP Licensing is the New Liability: Why Your “Clean Room” Needs a Full Buyout. In yesterday’s post, I talked about how the “Passport Test” is dead, replaced by a deep “Sovereignty Audit.” For many founders — especially repatriates — the biggest blind spot isn’t their passport; it’s the very foundation of their business: Intellectual Property. For years, it was common practice: you’d build innovative tech overseas, then bring it to the U.S. under a licensing agreement. It was efficient, it saved upfront costs, and it seemed like a smart way to scale globally. In 2026, this model is a ticking time bomb.

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February 16, 2026

Onshoring #1: From the Heart of SV to the New Compliance Frontier

15 Years of Backing Immigrant Founders: Why the “Rules of the Game” Just Changed. When we started TSVC ( a.k.a. TEEC Angel Fund) in the heart of Silicon Valley in 2010, the mission was clear: back the most brilliant technical talent in the world, regardless of where they were born. At that time, our entrepreneurs were often immigrants — many from mainland China — who were building deep roots here. Some had US passports, some had Green Cards, and many were navigating the long immigration process.

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January 10, 2026

Riding the New Wave of "Made in America": How Technology Is Reinventing Manufacturing and Reshaping Globalization

Tech is reinventing manufacturing—and manufacturing is reshaping globalization. From lights-out containerized factories to localization strategies beyond “going global,” a new industrial era is unfolding. This article explores how technology, innovation, and cultural integration are forging a new global manufacturing order.

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December 1, 2025

OpenAGI Introduces Lux, The World's Best Foundation Computer-Use Model

OpenAGI, a research lab committed to building an open ecosystem for computer-use agents, emerged from stealth today with the release of Lux, its most advanced foundation computer-use model to date. On the Online-Mind2Web benchmark, which covers more than 300 real-world web-based computer-use tasks,Lux achieved a score of 83.6, surpassing Google Gemini CUA (69.0), OpenAI Operator (61.3), and Anthropic Claude Sonnet 4 (61.0).

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November 20, 2025

The Historical Inevitability of the Mind–Body–Spirit Industry in the Post-AI Era

This paper proposes and examines a historical regularity: when technology eliminates a natural form of human activity, markets inevitably generate an “artificial compensatory industry” to meet the biological or psychological needs that persist.Based on this framework, the emergence of the modern fitness industry and the modern entertainment industry were not accidents or cultural trends, but structural outcomes of the Industrial Revolution and modern media revolutions.By comparing the historical transition from agricultural to modern societies—specifically the transformations from physical labor → fitness industry, and from ritual life → entertainment industry—this paper develops a Substitution–Compensation Industrial Model.Using this model, the paper argues that AI’s takeover of cognitive labor will cause humans to lose natural cognitive load and meaning-making processes. This will trigger a third substitution–compensation cycle: the rise of the Mind–Body–Spirit Industry, built around heart-mind labor, psychological resilience, emotional regulation, self-awareness, and meaning construction.

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November 15, 2025

Forbes Top 100: Eugene Zhang Named Among the Most Influential Chinese Leaders

In 2025, we find ourselves at a defining moment for Chinese leadership on the global stage. A clearer and more nuanced picture of a new generation of Chinese global leaders is emerging. Whether leading multinational operations in China, taking Chinese brands overseas, or operating at the heart of global capital markets, globalization is the shared foundation of this group. Across technology, industry, institutions, and culture, they are actively shaping global systems and increasingly taking center stage in the world economy.

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October 15, 2025

Jesus: The Most Perfect Entrepreneur in Human History

Jesus’s life was, in essence, a startup story —He defined a mission, built a team, inspired a community, faced rejection and betrayal, and ultimately left behind an organization that has lasted over two thousand years: the Church.

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May 18, 2025

Riding the New Wave of "Made in America": How Tech Is Reinventing Manufacturing—and Manufacturing Is Reshaping Globalization

From lights-out factories to containerized production, from software-defined supply chains to cultural integration, a new industrial paradigm is taking shape. This blog explores how smart manufacturing is escaping the efficiency trap—and how companies must evolve from “going global” to truly “becoming local.”

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December 3, 2024

Dexmate: Revolutionizing Robotics with Dexterous Hands

Dexmate is on a mission to bridge the critical gap in robotic manipulation. By advancing dexterous hand technology, the company is enabling robots to perform tasks that were once thought to be exclusive to humans. This breakthrough is not just about improving robots—it’s about empowering industries to overcome labor shortages, enhance efficiency, and achieve operational excellence.

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October 14, 2024

Huski.ai: A Pioneer in Brand Protection

Huski.ai emerges as a pioneering force dedicated to safeguarding brands in the digital age. With a mission to eliminate the staggering $3 trillion problem of brand dilution, Huski.ai leverages the collective expertise of professionals from top technology companies, legal institutions, and industry advisors. The company offers a comprehensive AI-native platform designed to manage the entire brand protection lifecycle, setting a new standard in the field.

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September 10, 2024

Perceptive Dental Robotics System: Revolutionizing Precision and Efficiency in Dentistry

Perceptive has launched the world's first fully automated robotic dental system, a cutting-edge solution designed to revolutionize dental care. This system employs advanced robotics, artificial intelligence, and 3D imaging to perform dental procedures with unprecedented accuracy and speed.

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August 30, 2024

TeleReels: The Future of Vertical Short-Form Drama Streaming

TeleReels is a pioneering short-form drama streaming platform tailored for Hispanic and Latino audiences. It offers serialized dramas in Spanish with 1-3 minute episodes, crafted specifically for mobile viewing.

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July 13, 2024

When AI4S (AI for Science) meets Onshore

Automat Solutions, Inc. is positioned not only to develop high-performance formulations but also to implement large-scale domestic production in the U.S. Thus, Automat becomes a critical supplier of electrolytes in the U.S., meeting the burgeoning market demands.

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June 27, 2024

Akool - Riding the Wave of GenAI

Akool offers six innovative products that showcase the capabilities of generative AI in video production: face swap, realistic avatar, video translate, talking photo, image generator, and background change.

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May 13, 2024

Aizip - Small Models Make Everything Think

Smaller models offer distinct advantages, especially for devices with limited capacity, providing value in contexts where large-scale models are impractical.

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