April 8, 2026
As AI and deep tech redefine the possible, I have witnessed countless brilliant founders fail. They don’t fail because their...
March 30, 2026
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： 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....
March 25, 2026
AI is no longer measured by the model, but by the Token. Two landmark moves have quietly re-indexed the global...
February 19, 2026
To my fellow tech founders and investment partners: Wishing you a prosperous Year of the Horse! In Chinese culture, the...
January 27, 2026
What we see at CES 2026 is not merely the evolution of sensors, algorithms, or devices. We are witnessing a...
January 7, 2026
I. The “Good Enough” Trap is Killing Your Margins. If your core revenue comes from “deliverables” — code, copy, design, or...
December 11, 2025
We’ve all felt this frustration: you lay out the perfect health plan for your parents — take the medication on...
December 2, 2025
Ⅰ. The Shift: From Authoring to Directing (The Strategic Signal) The software industry is currently facing a paradoxical phenomenon: developers...
October 21, 2025
一、开篇：万亿量子的拐点——资本与科学的长期共识 量子技术早已不是实验室里的理论，而是正在重构产业的 “万亿级变量”。 据 McKinsey《2024 年量子技术监测报告》，全球量子技术（QT）生态已积累420 亿美元公共投资；2023 年私人投资虽降至 17.1 亿美元（同比降 27%），但降幅远低于全球初创投资 38% 的平均水平 —— 这意味着资本对量子的长期信心未减。 更关键的是，量子技术预计 2035 年解锁 2 万亿美元经济价值，生命科学、金融、化工、交通将率先受益；到...
October 16, 2025
I. Introduction: The Quantum Inflection Point — A Long-Term Consensus Between Capital and Science Quantum mechanics is no longer an...