AI Investment and Valuation (Cross-Author Thematic Synthesis)
A synthesis of AI investment valuation from 4 perspectives. Wang Kai (three-layer framework of "good assets + good prices + good volatility" / RSI AI strategy delivering 4.3% quarterly return / using AI as a ruler to quantify risk / evolution of a $250,000 capital pool / self-built financial MCP) / newtype-agent-market-2025 (VC market at $87 billion / 191 unicorns / Cursor's valuation tripling in May under the "king-making strategy" / Sequoia Agent Economy three stages) / newtype-ai-business-trends (logic for holding NVDA for 10 years / SaaS crisis / end of intermediary monopolies) / Shensi Quan (VC firm case studies: a16z/Sequoia/YC) / Rich Dad Poor Dad (philosophical foundation of assets and liabilities). Covers the divergence between value investing and VC perspectives, judgments on the SaaS crisis, and Apple's path.