Scenario Intelligence: The New Founder’s Edge
In the age of AI, starting a company has never been easier. Building one that wins has never been harder. Execution is no longer scarce. AI can write code, produce…
In the age of AI, starting a company has never been easier. Building one that wins has never been harder. Execution is no longer scarce. AI can write code, produce…
Most AI health startups ask the wrong question: “What can our technology do?” Formation Bio asked something far more valuable: “Where is value already trapped — and who has the budget to…
Last week, I sat down with several health tech founders to stress-test their business models. The conversation kept circling back to a hard truth: in health tech, brilliant technology doesn’t…
As AI and deep tech redefine the possible, I have witnessed countless brilliant founders fail. They don't fail because their technology is flawed; they fail because they chase "cool tech"…
一、引子:当整个行业开始“迷恋筌” 庄子曰:“筌者所以在鱼,得鱼而忘筌。” 两千年前,这是认知的边界;两千年后,这是 AI 商业化的第一性原理。 近期,全球 AI 基础设施出现两个标志性动向: 英伟达将数据中心重新定义为"Token 生产工厂”; 阿里巴巴将 Token 吞吐量提升至集团战略层级。 与此同时,国内政策层面亦同步确认:3 月 23 日,国家数据局正式将 Token 定名为“词元”,次日见报人民日报。这并非单纯的技术迭代,而是智能工业化的范式转移。 在此语境下,模型、算力与 Token 皆为“筌”,是成本而非目的。真正的“鱼”,是单位算力下的商业产出与可持续壁垒。 当全行业忙于升级“筌”时,决策者的核心挑战在于:你的战略重心,是否仍在“鱼”上? 二、Token:从技术单位到“约束系统” 1. Token 的本质:推理的边际成本 从技术视角看,Token 是信息单元。 但在战略视角下,Token…
AI is no longer measured by the model, but by the Token. Two landmark moves have quietly re-indexed the global AI landscape: NVIDIA officially reframed the data centre as a…
The Strategic Takeaway for Founders The next decade of AI value requires more than data — it requires cultural fluency, local intelligence, and structured access. For years, the global AI conversation focused almost…
年味渐淡,春意已浓。 愿你我心性敬尔威仪,无不柔嘉,于尘世中修得温厚从容;志向鸢飞戾天,鱼跃于渊,既有凌云之志,亦有自在之心。 这份对“柔厚”与“凌云”的期许,恰是商业世界穿越周期的密码。 春晚虽已落幕,但文化与科技共生的大幕才刚刚拉开。长久以来,不少人将央视春晚定义为“全民娱乐晚会”。但站在全球商业与科技的视角,我们必须为春晚正名:它不仅是观察中国消费趋势与科技落地节奏的顶级窗口,更是科技企业完成“国民级战略叙事”的最具穿透力的核心舞台。 图片来源:cctv.com 对于科技创始人和投资人而言,今年春晚释放的两个信号,不仅是赛道风向,更是定义 2026 年胜出者的“叙事卡位”黄金法则。 一、具身智能,从“技术验证”迈向“国民认知卡位” 今年春晚最具象征意义的瞬间,非宇树机器人的武术表演莫属。当“功夫”这一传统文化符号与“具身智能”这一前沿科技相遇,观众的第一反应竟是质疑“是否为 AI 合成”——这种“真假难辨”,恰恰是对技术成熟度最高的褒奖。 https://www.youtube.com/watch?v=f9TbroItPtE 这背后,不仅是算法协同、电机控制与系统集成的实质性突破,更是“文化 + 科技”融合的一次完美演练。春晚后的市场数据迅速印证了国民注意力的价值:京东商城机器人品类搜索量在开播两小时内环比暴涨 300%,订单量激增 150%。流量瞬间转化为销量,证明了技术叙事一旦击穿文化认知,商业爆发力将是指数级的。 更值得深思的是,除宇树外,追觅、魔法原子、银河通用等企业,纷纷战略性投入 6000 万至 1 亿元参与春晚合作。这笔资金足以支撑一家初创公司运营 1–2 年,他们究竟图什么? 答案是:战略叙事的“头部定调权”。 在技术同质化的前夜,谁能登上春晚,谁就完成了“行业标杆”的国民认证。舆论关注、政府采购、资本背书将顺势而来。这并非简单的“烧钱营销”,而是科技企业从“技术圈”走向“产业圈”,乃至进入“国家战略叙事圈”的关键一跃。 二、情绪价值,不确定经济中的“文化硬通货” 128 元的春晚限定盲盒,首发…
To my fellow tech founders and investment partners: Wishing you a prosperous Year of the Horse! In Chinese culture, the Horse symbolizes speed and momentum. But for those of us…
AI can replicate your product, your code, and your pricing model. But it can’t replicate your Why. Last week, we gathered for the Mans International February session to tackle the…