线性资本王淮的逆时代选择丨入局
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线性资本王淮的逆时代选择丨入局
DeepSeek founder Liang Wenfeng:
>> Studies machine vision at Zhejiang University
>> At 30 in 2015, launches High-Flyer quant hedge fund
>> Makes a fortune (now $8B AUM)
>> Wants to build “human” level AI as side hustle and pitches... See more
A year ago, I made a weird bet: that you could raise venture capital to buy boring old businesses—and scale them like tech startups
Most the VCs I pitched said their LPs wouldn’t get it
Now those same firms are raising billion-dollar funds on this strategy
Here's... See more
Jeremy Yamaguchix.comAre we back to the good old days of actual contrarian thinking? When a16 invested in Airbnb, market analysis suggested the short-term rental market was too niche and regulatory barriers too high. Their willingness to override consensus analysis—precisely the kind that research agents excel at producing—led to one of venture capital's greatest... See more
Lawrence Lundy-Bryan • data-driven VC is over
I have been obsessively thinking and researching the phenomenon of modernization for over forty years . I have come to realize that what each country has experienced over the past few centuries is not a unique phenomenon but part of a broader paradigm shift in human civilization . This shift is not influenced by any country, individual, or small... See more