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This index lists complete English editions. Additional Chinese notes and bilingual updates remain available in the Chinese index.
The title identifies 2024 and 2025 as crucial years, while much of the episode addresses immature technology. Its central question is how to believe in a long-term opportunity while obtaining customers, revenue and learning time through work deliverable now.
Jenny describes a Japanese financial company finding document organization and analysis insufficiently reliable. Even mostly correct output needed item-by-item checking, adding work. This turns a strong-model claim into a delivery question: how much work disappears, and what responsibility remains for errors?
A synthesis of the "from 0 to 1 entrepreneurship methodology" from 5 schools of thought. Yitang Truman School (Five-Step Method + Key Assumptions + 76% Probability Math + 7-Layer Spectrum Map) / Wang Huiwen Tsinghua Product Course School (Scale Effects + 5 PM Greats + 5 Must-Read Books + High-Frequency Beats Low-Frequency + Meituan DNA) / Wang Kai Accounting School (Doing Business Without Fundraising + Three Things for Accounting + Four Big Mountains + Parallel Multi-Project Operation) / Lao Huang Independent Product School (Unit Economics + Business Entry Point + Strength-Oriented Approach) / Shensi Circle VC School (a16z / Valuation / Founders / Company Cases). Covers consensus, disagreements, exclusive dimensions of each school, and school selection by identity.
Listen: 01:27–03:59. Zhu identifies overconfidence, linear extrapolation, and herding. After prices rise, people remember having predicted them and credit their own ability. This encourages larger subsequent commitments.
A prompt contains instructions, background and rules supplied to a model. Sharing one can resemble sharing a template, but a consumer may actually want a text adventure, a conversational character or a tool that repeatedly completes a task. FlowGPT’s changing description reflects a move from collecting instructions toward consuming those experiences directly on its platform.
The title sounds certain, but the argument contains many conditions. Applications might grow differently if models cross a usability threshold, if agents can deliver results and if organizations adapt to a new business model. An agent here is a model system that uses tools and advances tasks, rather than a name for every chat window.
Listen: 01:37–06:49; 17:19–19:51. Albert initially pursued platforms with strong scale and network effects. He tried two-dimensional interaction, mobile joystick controls, and game-like spaces. After building prototypes, he struggled to explain why users would choose them over existing games or Douyin. The eighty-versus-ninety comparison is a metaphor for relative quality, not measured scores.
Integration of 3 perspectives on Lean Startup. yitang Truman lean experimentation (the six "most" wastes + 4 principles + stripping out assumptions + MVP design + systematic testing) + critical assumption Ω model + business milestones / Wang Kai's lessons from pitfalls (11 firsthand projects + overseas PMF validation) / Wang Huiwen's Tsinghua course (The Lean Startup is one of the 5 must-read books + massive advantage of iteration cycles). Covers critical assumption thinking, 4 types of MVP, Ω model, and systematic testing discipline
Huang Yihe 2024-03 → 2026-05 Complete collection of AI business judgments, industry observations, and investment reflections. 452 posts, covering the commercial wars among OpenAI/Anthropic/xAI/Apple, the three-faction debate over Scaling Law between Zhu Xiaohu, Kai-Fu Lee and Cohere, the 5 levels of AI, LLM=OS, Page Rank→Agent Rank, the end of SaaS intermediary monopolies, the 10-year logic of NVDA accelerated computing, AI-era startup methodology (Context Matters / Do not build a house on someone else's foundation / Pro Users use multiple tools), personal business experiences (US company / Apple Developer / Substack subscriptions), the three-layer framework (technology stack / value chain / competitive landscape), and three things to do in 2026 (overseas bank card + US stocks + full AI access).
6 essays / reports / philosophical reflections collected by newtype. In-depth analysis of the possibility of an Intel-TSMC joint venture (supply chain / technology sharing barriers / investment outlook INTC vs TSMC) / Trinity Visual Learning (Ex Nihilo Visual Somatic Learning: Jewish Rabbi Tree of Life + Chevra mutual learning resonance + flow economy) / Black Myth: Wukong worldview background (Heavenly Court corruption + Sun Wukong + demon brother alliance) / Awareness and the "I": core paradox and first principles (analysis of the dead end in spiritual epistemology) / Dan Koe startup story (7 failures → $4.2 million annual revenue / compound interest does not arrive when you expect it) / Weekly Report 2026-01-26 to 31 (Lao Yu Indigo dialogue on deep ocean currents + Potemkin AI disrupting software + Founder Park memory asset moat + a16z supply precedes demand)
A synthesis of opportunity forecasting from 3 perspectives. yitang Truman’s opportunity forecasting (Cognitive Framework chapter: 15-character core mantra + 76% probability + 7-layer spectrum + 9-character mindset) + advanced business forecasting (5-dimension industry canvas + CRn concentration + 60-75-85 tier system) / Wang Kai’s AGI perspective (2035-01-01 assumption + do not chase the main AI trend, do supporting plays) / Aschenbrenner’s Situational Awareness (AGI by 2027 / OOMs). Covers P-type vs L-type entrepreneurs, 10 classic misjudgments of business models, 4 types of market evolution, and the 4-quadrant endgame tradeoff framework.
Integration of research methodologies from 3 perspectives. yitang Truman + Zhang Lei OSCAR five-step framework (Objective/Scope/Channel/Analyze/Report) + Research Hacker systematic approach + exploratory arsenal 5 channels + 13 IPO prospectuses + Zhang Lei nursing home 5-sheet empirical study / Wang Kai RSI using research as a ruler (competitive analysis + cross-platform benchmarking + AI interrogation for decision-making) / Wang Huiwen 60-75-85 tier system (research the present / predict the endgame / formulate strategy). Covers research tiers, 5-channel intelligence collection, expert interview SOP, user interview SOP
Integration of ROI decision systems from 3 perspectives. yitang Truman's complete ROI system (5-lesson series covering cognition/breadth/depth/height/implementation training + the 4-character mnemonic "list, deduce, build, check" + X-type vs Y-type + ROI triangle + 13,000+ student assignments) / Wang Kai's RSI AI decision-making (viewing from the AGI perspective + using AI as a measuring stick + 5 core mindsets + absolute rational thinking as default) / Wang Kai's investment strategy (three layers of good asset + good price + good volatility + 6,000-word intrinsic value Prompt). Covers broad ROI vs narrow ROI, 3 major inertia traps in decision-making, AI interrogating decision-makers, and the mindset that ROI is a measuring stick
A collection of 66+ B2B vertical AI cases from Shensi Circle. Unicorns have emerged across 8 major tracks (sales/customer service/recruitment/legal/healthcare/insurance/HR/finance), plus a case database. Representative cases: AI legal unicorn (25-year-old esports player, $700 million valuation) / AI sales company (2 rounds in 9 months, $52 million) / Chinese-founded AI customer service company ($1.5 billion valuation) / AI insurance company ($30 million raised across consecutive rounds in 6 months) / AI medical Copilot ($24 million Series B) / Peter Thiel's $35 million bet on a sales Claude Code to end Salesforce / Sequoia US: "Stop selling tools to lawyers; rebuild law firms directly with AI"
Shensi Circle 39 AI Coding company case studies. Cursor ($50 billion valuation + training as product + chief designer + Composer)/ Lovable ($50 million ARR in 6 months + 6 growth playbooks + anti-traditional growth)/ Bolt / Cognition Devin / Replit (SaaStr zero-engineer case)/ Codex / GitHub Spec Kit / Open-source AI coding tools ($32 million)/ Readdy.ai (Chinese-founded / $5 million ARR in 4 months). Covers coding Agent business models, growth playbooks, technical inside stories, and the 80→100 make-or-break line
A collection of VC-perspective content from Shensi Circle: 362 out of 659 posts contain financing/valuation keywords. Covers a16z (Marc Andreessen / Ben Horowitz / supply-driven markets / Substack investment logic / 10x judgment / three paths to PMF) + Sequoia (US Arc incubator 4 PMF questions / Sequoia US vertical bets on Agents / Sequoia India AI companies) + YC (W24–W25 trends / YC partner's 15 secrets of Vibe Coding). Includes representative views from 49 a16z posts / 20 Sequoia posts / 16 YC posts. **Unique perspective from Shensi Circle: primary-market VC perspective ("which company is worth investing in / whether the valuation is reasonable / whether the founder is reliable"), distinct from Wang Kai's secondary-market RSI investment approach**
Cross-platform complete works index for the author of Shensi Quan (Shensi SenseAI) (659 unique works / 2022-06 → 2026-05). Perspectives on AI entrepreneurship/Agent/VC, with one in-depth Silicon Valley piece per day. Come here when you need to look up "what does a16z think about XX / how is this AI company valued / how exactly does a certain AI agent company operate".
A complete historical case library covering horizontal and vertical agents, coding products, infrastructure, business models and delivery boundaries, with all published additions through October 21, 2026.
A complete historical guide to AI industry narratives, emerging categories, enterprise software, infrastructure and forecasts, with evidence limits and all published additions through October 22, 2026.
The conversation begins with a contrast: people sound pessimistic while working harder. Perhaps effort has not disappeared; familiar rewards simply arrive more slowly. If so, the task extends beyond changing mood to recognizing feedback cycles, revising evaluation and preparing capabilities.