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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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So glad the US is making progress on Nuclear energy again - and that a startup can do great things to contribute.
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我一直在思考的两个领域是控制系统理论，以及适用于高速、高方差环境的图形界面。如果 AGI 的起飞正在加速，那么帮助人类理解正在发生的事情并感到有掌控感，将会非常重要。
Two areas I’ve been thinking about are control systems theory and graphical interfaces for high speed, high variance environments. If AGI takeoff is accelerating, then helping humans understand what’s happening and feeling in control will be very important.
Two areas I’ve been thinking about are control systems theory and graphical interfaces for high speed, high variance environments. If AGI takeoff is accelerating, then helping humans understand what’s happening and feeling in control will be very important.
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对于国内模型公司来说，最重要的挑战将是提高变现能力和利润率，从而能够开始加速竞争所需的资本开支。我相当确信，蒸馏将变得越来越困难。在我最近运行的一项智能体研究项目中，这张图表特别引起了我的注意，它反映了AI的收入增长与利润率情况。
The most important challenge to face for domestic model companies will be to increase monetization and margins, so they can begin to accelerate the Capex required to compete. I’m quite sure that distillation will become more and more difficult. In a recent agentic research project I ran, this chart stood out to me as a reflection of revenue growth and margins on AI.
full report here: china-chips-report.vercel.app
The most important challenge to face for domestic model companies will be to increase monetization and margins, so they can begin to accelerate the Capex required to compete. I’m quite sure that distillation will become more and more difficult. In a recent agentic research project I ran, this chart stood out to me as a reflection of revenue growth and margins on AI.
full report here: china-chips-report.vercel.app
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我想指出我在中国运营过程中观察到的一个非常重要的文化差异。有些情况下，人们（尤其是领导者）会滔滔不绝地讲话，而且毫无结构。在美国，这相当于在智商和情商测试中不及格。如果对他人这样做，是不会被接受的。事实上，这种对简洁表达的重视在美国社会中已经根深蒂固，以至于我的通话录音应用在讲话超过3分钟后就会发出“独白”警告。
如果你希望留住任何美国或欧盟的外籍人才，这可能是一项需要培养的技能。我个人也有讲话稍微过长的问题，但我所见过的那些独白，在美国的语境中几乎可以说是“战争罪”级别的严重问题。我们从小就被教育要三思而后言，高效地说出需要表达的内容，然后停止讲话。
I want to point out a very important cultural difference I’ve seen while operating in China. There are situations where people (particularly leaders) will talk, endlessly, and without any structure. In the US, this would be the equivalent to failing an IQ and EQ test. If you do this to other people it will not be taken well. In fact, this is societally so ingrained to speak concisely that my call recording app has a “monologue” warning after 3 minutes.
If you expect to retain any US or EU foreign talent this may be a skill that needs to be developed. I personally have a problem with talking a little too long, but the monologues I have seen would be a borderline war crime in a US setting. We are taught from a very young age to think before you speak, say what you need to say efficiently, and stop talking.
如果你希望留住任何美国或欧盟的外籍人才，这可能是一项需要培养的技能。我个人也有讲话稍微过长的问题，但我所见过的那些独白，在美国的语境中几乎可以说是“战争罪”级别的严重问题。我们从小就被教育要三思而后言，高效地说出需要表达的内容，然后停止讲话。
I want to point out a very important cultural difference I’ve seen while operating in China. There are situations where people (particularly leaders) will talk, endlessly, and without any structure. In the US, this would be the equivalent to failing an IQ and EQ test. If you do this to other people it will not be taken well. In fact, this is societally so ingrained to speak concisely that my call recording app has a “monologue” warning after 3 minutes.
If you expect to retain any US or EU foreign talent this may be a skill that needs to be developed. I personally have a problem with talking a little too long, but the monologues I have seen would be a borderline war crime in a US setting. We are taught from a very young age to think before you speak, say what you need to say efficiently, and stop talking.
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