Breaking
Databricks hits $130B+ valuation - Eastlink Capital backed them early Seraphic Security acquired by CrowdStrike - Jan 2026 Mercor raises $350M Series C at $10B valuation Eric Ye: General Partner, Eastlink Capital - Menlo Park 31 U.S. and China patents - Best CTO Award in China Modal, MotherDuck, Databricks all on Enterprise Tech 30 list Eastlink Capital celebrates 10 years in 2025 Databricks hits $130B+ valuation - Eastlink Capital backed them early Seraphic Security acquired by CrowdStrike - Jan 2026 Mercor raises $350M Series C at $10B valuation Eric Ye: General Partner, Eastlink Capital - Menlo Park 31 U.S. and China patents - Best CTO Award in China Modal, MotherDuck, Databricks all on Enterprise Tech 30 list Eastlink Capital celebrates 10 years in 2025
Eric Ye, General Partner at Eastlink Capital

Eric Ye - General Partner, Eastlink Capital

Venture Capital & Technology

Eric Ye

General Partner, Eastlink Capital

31 patents. 4,000 engineers. The mobile app that rewired how China travels. Now Eric Ye is doing something harder: spotting the infrastructure companies that will define AI's next decade - before anyone else can see the pattern.

Eastlink Capital AI Infrastructure Seed to Series B
31 U.S. & China Patents
4,000+ Engineers Led at Ctrip
$130B+ Databricks Valuation
33+ Portfolio Companies

The Engineer Who Became the Investor

At QCon San Francisco in 2015, Eric Ye walked on stage as the CTO of Ctrip - and calmly announced that 72% of the company's transaction revenue now came from a mobile app his team had built from scratch.

Ctrip, then the world's second-largest online travel agency, had been a call-center business when Eric joined. He oversaw the shift to cloud, the bet on mobile, the engineering culture at scale - and the result was one of the most-downloaded travel apps in China. The audience at QCon was full of engineers. They understood exactly how hard that was.

That presentation captured something essential about who Eric Ye is: he doesn't explain technology from the outside. He has lived inside it, for decades, across two continents, at companies that were defining the rules of internet-era engineering before most of today's AI startups existed.

"We invest in mission-driven founders with unique technology. We leverage decades of domain expertise to identify winners early."
Eric Ye - Eastlink Capital

His path began at Harbin Institute of Technology, where he studied computer science at the start of China's internet boom. He came west, joined eBay, and spent roughly a decade as Director of Tech Platform and Principal Architect of Applications - building out eBay's engineering center in China in the process, bridging two cultures through the common language of code.

Then came Ctrip. As CTO, SVP of Technology, and Chief Scientist, he led more than 4,000 engineers through a transformation that few companies of that scale have ever managed: mobile-first, cloud-native, consumer-facing at hundreds of millions of users. The work earned him China's Best CTO Award. It also left him with 31 patents spread across the US and China.

After Ctrip, Eric didn't pivot to venture capital because he wanted a softer life. He went into investing because he had spent his career inside the companies that built the rails - and he knew, pattern by pattern, what the next generation of rails would look like. He co-founded Eminence Ventures, backing enterprise SaaS, and joined Eastlink Capital as a partner and then General Partner.

From Engineer to CTO to VC

~1999-2003

Computer Science at Harbin Institute of Technology - one of China's top technical universities, then a launching pad for the country's engineering diaspora heading west.

~2003-2013

Joined eBay's growing global engineering team. Rose to Director of Tech Platform and Principal Architect of Applications. Helped establish eBay's engineering center in China, planting eBay's technical DNA across two continents.

~2013-2016

CTO, SVP of Technology, and Chief Scientist at Ctrip (NASDAQ: TCOM). Led 4,000+ engineers through cloud-native transformation. Mobile app hit 72% of transaction revenue. Won China's Best CTO Award. Accumulated 31 U.S. and China patents.

2015

Keynoted QCon San Francisco: "Transformation from call center, web to mobile" - documenting Ctrip's technical reinvention in real time for an audience of senior engineers.

~2016-2018

Co-founded Eminence Ventures as a founding partner, focusing on enterprise SaaS investments. First step into institutional venture capital.

2014 - Present

Partner and General Partner at Eastlink Capital, Menlo Park. Built a portfolio of 33+ companies including Databricks, Modal Labs, MotherDuck, Mercor, and Seraphic Security.

2025-2026

Portfolio exits accelerate: Seraphic Security acquired by CrowdStrike, Databricks exceeds $130B valuation, Mercor raises at $10B. Eastlink marks its 10th anniversary.

Where He Invests

AI Infrastructure 97%
Cloud & Data Infrastructure 95%
Enterprise SaaS 88%
Fintech 82%
Cybersecurity 80%
Healthcare Technology 78%
Cross-Border (US-Asia) 92%

Eric's edge: he can read your codebase, evaluate your architecture, and tell you which infrastructure choices will cause you pain at 100x scale - because he's already been there.

Eastlink Capital: The Bets

Eastlink Capital, founded in 2014 and headquartered at 68 Willow Road in Menlo Park, was never going to be a generalist fund. Eric Ye and his partners built the firm around a thesis that felt obvious in retrospect but required genuine conviction at the time: the most durable companies in enterprise technology win by controlling infrastructure, not application interfaces.

The firm writes checks from $50K to $10M, focuses on Pre-Seed through Series B, and brings something unusual to the table: technical depth that can evaluate architecture at the level of the engineers building it. When founders at Seraphic Security called Eastlink "the most technical" team they met during fundraising, they weren't paying a compliment. They were describing a sourcing advantage.

Databricks
Data & AI Platform
$130B+ Valuation
Modal Labs
Serverless Cloud Compute
Active
MotherDuck
Serverless Analytics
Active
Mercor
AI Recruiting Platform
$10B Valuation
Seraphic Security
Browser Security
Acquired by CrowdStrike
StreamNative
Data Streaming
Active
TigerGraph
Graph Analytics Platform
Active
Omnistrate
Cloud Infrastructure
Active
BenchFlow
AI Benchmarking
Pre-Seed 2024
Genmo
AI Video Generation
Series A 2024
Vellum
AI Dev Platform
Active
Uber
Mobility Platform
Fund I - IPO

"The Eastlink team is certainly the most technical and spent tons of time understanding our tech."

Ilan Yeshua & Suresh Batchu, Co-founders, Seraphic Security (acquired by CrowdStrike)

72% Mobile. Zero Accidents.

Most companies that attempt a mobile-first transformation do it by building an app and hoping. Ctrip did it by rebuilding the entire technical stack - while the existing business was running at full speed.

When Eric joined Ctrip as CTO, the company was still handling a substantial portion of its bookings through call centers. He oversaw the migration to cloud, the engineering buildout for mobile, and the gradual shift of the product - until the mobile app generated 72% of transaction revenue and became the most widely used travel application in China.

That work required managing more than 4,000 engineers across distributed teams, navigating the particular challenges of app performance at scale - page load times, battery consumption, wireless networking, voice search - and doing it all in a market with infrastructure constraints that didn't apply to Silicon Valley.

The patents accumulated naturally: 31 of them across the US and China, covering mobile optimization, cloud architecture, and travel technology. They weren't filed for defensive purposes. They were the byproduct of solving hard problems that nobody had solved before.

At QCon San Francisco 2015, Eric presented the full story of Ctrip's transformation to an audience of senior engineers and architects. The title was understated: "Transformation from call center, web to mobile." The content was anything but - a technical deep-dive into how a company with hundreds of millions of users rewires itself, without taking the platform down.

QCon San Francisco 2015

The Best CTO Award in China that followed wasn't a surprise to anyone who had watched the transformation happen. What was surprising: Eric's next move was into venture capital, where the same pattern recognition that worked at Ctrip - spot the infrastructure shift before the market does - would prove to be a durable edge.

Betting on Infrastructure

Eastlink Capital's portfolio reads like a thesis statement about where enterprise technology is going. Databricks for the data lakehouse. Modal Labs for serverless compute. MotherDuck for embedded analytics. TigerGraph for graph. StreamNative for streaming. Seraphic for browser security.

None of these are application-layer bets. Every one of them is infrastructure - the layer that every application company will eventually depend on. It's the approach of someone who has spent a career building at that layer, not above it.

The cross-border angle matters too. Eastlink brings specific expertise in Asia-Pacific market expansion, and the partners have networks in both Silicon Valley and China that most US funds can't replicate. For companies with global ambitions - which is almost any infrastructure play at scale - that's a non-obvious advantage.

In early 2026, Eastlink published its annual market outlook, predicting IPO windows opening for AI-native companies like Anthropic and a fundamental shift in enterprise workloads from human-driven to agent-driven. The prediction wasn't hedged. When your portfolio company Databricks has already crossed $130B, you can afford to be direct.

Seed-Series B

Pre-Seed to Series B focus. Check sizes $50K to $10M. First money in or doubling down.

Technical DD

Architecture review, not just business model. The partners can evaluate code, not just pitch decks.

Asia Bridge

Cross-border expertise for US companies entering Asia - rare at the GP level.

What Thirty Years Looks Like

🏆
Best CTO Award - China - awarded for the transformation of Ctrip (NASDAQ: TCOM) into the world's largest cloud-based, mobile-first travel marketplace.
📱
72% mobile revenue at Ctrip - led the engineering build that turned a call-center-era business into China's dominant mobile travel platform.
⚙️
31 U.S. and China patents - covering mobile optimization, cloud architecture, travel technology, and distributed systems.
👥
4,000+ engineers led at Ctrip - one of the largest engineering teams in Chinese tech at the time of the mobile transformation.
🌐
Built eBay China engineering center - as Director of Tech Platform, helped establish and scale eBay's engineering presence across the Pacific.
💰
Early Databricks backer - Eastlink Capital invested when Databricks was still pre-unicorn. The company now exceeds $130B in valuation.
🔒
Seraphic Security exit to CrowdStrike - January 2026 acquisition by CrowdStrike (NASDAQ: CRWD) of Eastlink-backed browser security company.
🚀
Mercor at $10B - Eastlink-backed AI recruiting platform raised $350M Series C at a $10 billion valuation in late 2025.
📊
Enterprise Tech 30 hat trick - three portfolio companies (Modal, MotherDuck, Databricks) appeared on the Enterprise Tech 30 list for the third consecutive year in 2025.
🎯
Co-founded Eminence Ventures - founding partner of enterprise SaaS fund before joining Eastlink Capital as General Partner.

Six Details That Actually Matter

01
He holds 31 patents across the US and China - not defensive filings, but solutions to specific engineering problems at Ctrip and during his earlier career. The breadth spans mobile optimization, cloud architecture, and distributed systems.
02
The Ctrip mobile app he built became the most widely used travel application in China - not the most downloaded, not the most reviewed. The one that actually got used by hundreds of millions of people to book flights, hotels, and trains.
03
Eastlink Capital has been around since 2014 - which means Eric was backing AI infrastructure companies before the term "AI infrastructure" was in common use. Databricks was still largely known as a Spark company when they went in.
04
The firm is 12 people at 68 Willow Road in Menlo Park - one of the most famous VC zip codes in the world. Small team, concentrated bets, long hold times. Exactly the structure you'd design if you were optimizing for conviction over diversification.
05
He spent roughly a decade at eBay before moving to Ctrip - long enough to see eBay's early experiments with mobile commerce and the beginning of the app economy. When Ctrip needed that playbook, he already had it.
06
Eastlink's 2026 market outlook called an IPO window for AI-native companies and predicted workload migration from humans to agents. When Databricks is in your portfolio at $130B, you publish predictions from conviction, not from hedged consensus.

Share Eric Ye's Profile