Shensi Circle / AI Primary Market VC Perspective (a16z + Sequoia + YC)
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**