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CM Venture Capital
Perspectives Shanghai · Global

Ideas for the
industries ahead.

Research, portfolio stories and investment perspectives from the frontiers of technology and industry.

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Research

Critical materials replacement

Why resource constraints are becoming an innovation problem—not only a mining problem.

01
Investment perspective

Industrial AI moves to the edge

The next wave of intelligence will be embedded in machines, production environments and physical infrastructure.

02
Portfolio story

Climate chemistry at scale

What it takes to move a new materials platform from laboratory validation into commercial production.

03

Build what
comes next.