Vivian Cheng was one of Uber's first 200 employees, starting in finance before moving into product, and that early experience shapes how she invests today—she looks for products that create the same instant "wow" she felt using Uber, especially in messy, old-line industries like supply chain, manufacturing, and hardware design where AI is just starting to work well. She also looks for startups that combine real technical strength with deep workflow lock-in, replace tedious knowledge work rather than just assist it, and show fast product progress, while staying active in the AI founder community through dinners and podcast conversations.