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置顶与许多中国风险投资人不同，我和我的合伙人克里斯不会投资于竞争对手。投资竞争对手是风险投资人能做的最不忠诚和不专注的事情。它显示出完全缺乏信念，并且是懦弱的行为。
一旦我们选择了创始团队，我们就会完全承诺给他们，并确保他们有赢得的最佳机会。对我们来说，忠诚和完全专注是世界一流伙伴关系的基础。即使我们最终错了，错失了赚钱的机会。我们不想投资于Robinhood、Manus、Plaud、Qbit或Wanaka的竞争对手。当我们给你开支票时，那就是我们的承诺。坚持到底。(Grok translation)
Unlike a lot of VCs in China, my partner Chris and I do not invest in competitors. Investing in competitors is the most disloyal and unfocused thing a VC can do. It shows a total lack of conviction and is spineless behavior.
Once we pick a founding team, we commit to them entirely and make sure they have the best chance of winning. To us, loyalty and total focus is the foundation of a world-class partnership. Even if we end up being wrong and leave money on the table. We don’t want to invest in Robinhood, Manus, Plaud, Qbit, or Wanaka competitors. When we write you a check that’s our promise. In it until the end.
一旦我们选择了创始团队，我们就会完全承诺给他们，并确保他们有赢得的最佳机会。对我们来说，忠诚和完全专注是世界一流伙伴关系的基础。即使我们最终错了，错失了赚钱的机会。我们不想投资于Robinhood、Manus、Plaud、Qbit或Wanaka的竞争对手。当我们给你开支票时，那就是我们的承诺。坚持到底。(Grok translation)
Unlike a lot of VCs in China, my partner Chris and I do not invest in competitors. Investing in competitors is the most disloyal and unfocused thing a VC can do. It shows a total lack of conviction and is spineless behavior.
Once we pick a founding team, we commit to them entirely and make sure they have the best chance of winning. To us, loyalty and total focus is the foundation of a world-class partnership. Even if we end up being wrong and leave money on the table. We don’t want to invest in Robinhood, Manus, Plaud, Qbit, or Wanaka competitors. When we write you a check that’s our promise. In it until the end.
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Economists say the Manus blog post economy in China is currently one of the strongest.
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should kids just deprioritize doing homework and spend all of their time on claude code?
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2026年，我们该往哪里去？我觉得有不少值得期待的事情，基于以下几点：
• Manus 和其他融资故事显示，出海策略非常有前景
• 美国硬件创始人正在深圳花时间
• Claude 的编码能力非常强大，尤其是与其他模型编排（model orchestration）结合后，很快任何创业者都能独自实现自己的愿景。数字丰裕（Digital abundance）即将到来。
我现在坐在山里，反思几件事：
• 如何遇到并帮助那些用 vibe coding tools 直接构建新事物的创始人，而不是等融资、建团队、担心结果等等
• 如果数字丰裕很快到来，具有竞争力的软件生意会是什么样子？
• 现在的成功创始人，必须具备什么条件，才能继续成功？
• 我们应该如何研究和鼓励在这个环境下，对真正 NEW 的问题承担更多风险（而不是亚洲版 Kalshi，或者第 122373727 个 LLM/App builder/manus 克隆）
Where do we go in 2026? I think there’s a lot to look forward to based on the following:
- Manus and other fundraising stories have shown great promise for 出海 strategies
- US hardware founders are spending time in Shenzhen
- Claude Code is so powerful, especially combined with other model orchestration, that soon any Entrepreneur will be able to create their vision alone. Digital abundance is near.
I’m sitting in the mountains reflecting on a few things:
- How can I meet and help founders who are building new things with vibe coding tools instead of waiting to raise money, build a team, worry about the outcome etc.
- If digital abundance is coming soon, what will competitive software businesses look like?
- What must be true about successful founders now, for them to be successful?
- How should we study and reinforce more risk taking in this environment on NEW problems (not Kalshi for Asia, or LLM/App builder/manus clone #122373727)
• Manus 和其他融资故事显示，出海策略非常有前景
• 美国硬件创始人正在深圳花时间
• Claude 的编码能力非常强大，尤其是与其他模型编排（model orchestration）结合后，很快任何创业者都能独自实现自己的愿景。数字丰裕（Digital abundance）即将到来。
我现在坐在山里，反思几件事：
• 如何遇到并帮助那些用 vibe coding tools 直接构建新事物的创始人，而不是等融资、建团队、担心结果等等
• 如果数字丰裕很快到来，具有竞争力的软件生意会是什么样子？
• 现在的成功创始人，必须具备什么条件，才能继续成功？
• 我们应该如何研究和鼓励在这个环境下，对真正 NEW 的问题承担更多风险（而不是亚洲版 Kalshi，或者第 122373727 个 LLM/App builder/manus 克隆）
Where do we go in 2026? I think there’s a lot to look forward to based on the following:
- Manus and other fundraising stories have shown great promise for 出海 strategies
- US hardware founders are spending time in Shenzhen
- Claude Code is so powerful, especially combined with other model orchestration, that soon any Entrepreneur will be able to create their vision alone. Digital abundance is near.
I’m sitting in the mountains reflecting on a few things:
- How can I meet and help founders who are building new things with vibe coding tools instead of waiting to raise money, build a team, worry about the outcome etc.
- If digital abundance is coming soon, what will competitive software businesses look like?
- What must be true about successful founders now, for them to be successful?
- How should we study and reinforce more risk taking in this environment on NEW problems (not Kalshi for Asia, or LLM/App builder/manus clone #122373727)
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Unforgettable experience from spending time in Wuhan to 2023 until today’s huge news. Incredible accomplishment for talented leadership, product vision, and team. Congratulations @小宏 and the entire team!
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蜜雪冰城在美国推出时不改品牌名，这真是太业余的一步棋。美国人根本不会去试着念这个名字 😂
Mixue not rebranding for their US launch is such an amateurish move. No American will even try to pronounce the name 😂
Mixue not rebranding for their US launch is such an amateurish move. No American will even try to pronounce the name 😂
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