Thanks for your writing. I like how you dissect the mental models and make it relevant to the current Chinese context. Very reflective. I look forward to your next article and observations.
As an allocator, I saw the abundance of capital actually kills innovation. Many companies kept spending money through early 2021 without making meaningful progress on generating cash flow. We still see a lot of innovations and new businesses but with limited amount of capital (but not zero). Companies and venture capitalists have to be smarter to win the battle as the resource is limited. From this perspective, with much lower entry valuation, China venture capital is an attractive place. No?
Thanks for your writing. I like how you dissect the mental models and make it relevant to the current Chinese context. Very reflective. I look forward to your next article and observations.
Appreciate that.
Today I'll be introducing my subsc ribers to a Huge 1nves ment chat 𝘁𝗲𝗹𝗲𝗴𝗿𝗮𝗺 👇🏻
@Pinnaclevision
Tell him l directed you,it's very 1ucrative
I’m trying to access your old premium articles. Happy to pay, but there’s no way I can subscribe. Will you be enabling subscriptions again?
Welcome back. Your writing was missed.
Appreciate that.
Today I'll be introducing my subsc ribers to a Huge 1nves ment chat 𝘁𝗲𝗹𝗲𝗴𝗿𝗮𝗺 👇🏻
@Pinnaclevision
Tell him l directed you,it's very 1ucrative
As thoughtful as ever - I’ve come to miss this letter.
Appreciate that.
Today I'll be introducing my subsc ribers to a Huge 1nves ment chat 𝘁𝗲𝗹𝗲𝗴𝗿𝗮𝗺 👇🏻
@Pinnaclevision
Tell him l directed you,it's very 1ucrative
She is back
Appreciate that.
Today I'll be introducing my subsc ribers to a Huge 1nves ment chat 𝘁𝗲𝗹𝗲𝗴𝗿𝗮𝗺 👇🏻
@Pinnaclevision
Tell him l directed you,it's very 1ucrative
Damn you write well! 💚 🥃
观察的很细致，inspiring
Appreciate that.
Today I'll be introducing my subsc ribers to a Huge 1nves ment chat 𝘁𝗲𝗹𝗲𝗴𝗿𝗮𝗺 👇🏻
@Pinnaclevision
Tell him l directed you,it's very 1ucrative
in Chinese the word involution should be “内卷” instead of "内眷";
Appreciate that.
Today I'll be introducing my subsc ribers to a Huge 1nves ment chat 𝘁𝗲𝗹𝗲𝗴𝗿𝗮𝗺 👇🏻
@Pinnaclevision
Tell him l directed you,it's very 1ucrative
Highly accurate expression of what we're living in Shenzhen.
Appreciate that.
Today I'll be introducing my subsc ribers to a Huge 1nves ment chat 𝘁𝗲𝗹𝗲𝗴𝗿𝗮𝗺 👇🏻
@Pinnaclevision
Tell him l directed you,it's very 1ucrative
I am also reading this in my quarantine room in Guangzhou!!
Appreciate that.
Today I'll be introducing my subsc ribers to a Huge 1nves ment chat 𝘁𝗲𝗹𝗲𝗴𝗿𝗮𝗺 👇🏻
@Pinnaclevision
Tell him l directed you,it's very 1ucrative
As an allocator, I saw the abundance of capital actually kills innovation. Many companies kept spending money through early 2021 without making meaningful progress on generating cash flow. We still see a lot of innovations and new businesses but with limited amount of capital (but not zero). Companies and venture capitalists have to be smarter to win the battle as the resource is limited. From this perspective, with much lower entry valuation, China venture capital is an attractive place. No?