Wei Zhou

Wei Zhou is the Head of Research and Senior Analyst at Seldon Capital LP, based in San Francisco, CA. In this capacity, he leads investment research, portfolio analysis, and strategy development, focusing on both public and private markets. He provides actionable insights by leveraging deep quantitative and fundamental research methods.

Zhou's investment coverage centers on technology, AI infrastructure, SaaS, and financial technology sectors, with a particular emphasis on scaling frontier models, tokenomics, and utilization efficiency in AI and related asset classes. His expertise extends to evaluating the economics of AI infrastructure and the deployment of advanced technologies in hyperscale environments, keeping Seldon Capital competitive in rapidly evolving sectors.

He holds a Bachelor of Science in Economics from Dartmouth College and has previously served in senior roles at prominent firms such as Soros Fund Management, Lone Pine Capital, and as VP of Finance and Strategy at a leading e-commerce company. Throughout his career, Zhou has been recognized for his analytical rigor and his ability to drive innovation and thought leadership within investment research, helping shape the firm's approach to emerging markets and technologies.