19 Comments
User's avatar
Li's avatar

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.

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Chinese Characteristics's avatar

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

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gping's avatar

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?

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Yuva's avatar

Welcome back. Your writing was missed.

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Chinese Characteristics's avatar

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

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John Galt's avatar

As thoughtful as ever - I’ve come to miss this letter.

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Chinese Characteristics's avatar

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

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Snowballer's avatar

She is back

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Chinese Characteristics's avatar

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

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Liberty's avatar

Damn you write well! 💚 🥃

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Zachdemo's avatar

观察的很细致,inspiring

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Chinese Characteristics's avatar

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

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Hikoya's avatar

in Chinese the word involution should be “内卷” instead of "内眷";

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Chinese Characteristics's avatar

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

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David Bonachera's avatar

Highly accurate expression of what we're living in Shenzhen.

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Chinese Characteristics's avatar

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

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Shinya Deguchi's avatar

I am also reading this in my quarantine room in Guangzhou!!

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Chinese Characteristics's avatar

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

Expand full comment
Shinya Deguchi's avatar

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?

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