2023年9月， 98年清华小伙退学创业，初出茅庐的他带着"草台班子"起步，曾差点把公司干倒闭。 今年春节，这位创业者让全国人民在春晚上看到了自己造的机器人。 大家好，我是 松延动力 创始人姜哲源，作为一家初创科技公司， 我 想为大家分享 我们的创业 故事 ， 也 就是我们在创业过程中经历了哪些坑，迈过了哪些坎。 融资生死局： 草根团队的"别墅实验室"突围 当 松延动力创始人、混沌学园6期学员姜哲源 带着草根团队闯入人形机器人赛道时，没人相信这群 "三无 创业者"（无顶尖学历、无明星履历、无行业资源）能存活超过半年。 2023年寒冬 ，他们艰难 自筹 资金 造 机器人 ， 2024年春节前夜全员死磕强化学习算法，2025年押注 机器人马拉松背水一战——松延动力用三次教科书级 的 逆袭，撕碎了硬科技创业必须依赖 "豪华团队+天 量融资"的行业偏见。 从融资 无人问津到世界机器人大会惊艳全场，这家公司用实打实的 经历 ， 丈量出一条技术 公司 创业的 生存公式： 用 Demo击碎质疑，用 热爱 筛选真金，用极致性价比穿透市场迷雾。 以下 ， 是姜博士在2025 年李善友开年大课上的演讲 。 第一道坎是在 2023 ...

Core Insights - The article emphasizes the importance of understanding what will remain unchanged in the next decade, alongside the rapid evolution of AI technologies [1][2]. Group 1: AI Evolution and Business Impact - The pace of AI development is described as surpassing human cognitive limits, with significant advancements observed throughout the year, including DeepSeek and OpenClaw [1]. - Entrepreneurs are advised to focus on securing their lower limits while betting on higher potential outcomes in the AI era [24]. Group 2: Key Discussions from the Podcast - The podcast "善友探索流" features deep conversations with various explorers, aiming to identify the unchanging foundations of business amidst rapid changes [3]. - A notable discussion highlights the distinction between being a "tool" versus delivering "results" in AI applications, stressing that clients prioritize outcomes over the technology used [11][24]. - The concept of products having "life" in the AI era is introduced, suggesting a shift from mechanical approaches to a more holistic view of creation [11][25]. Group 3: Future Business Perspectives - The article encourages a higher-level perspective on business, suggesting that true breakthroughs often come from elevating one's vision and finding a lifelong purpose [12]. - The notion of extreme idealism as a significant business barrier is presented, indicating that a strong vision can provide a competitive edge [15][25].

Group 1 - The article emphasizes the importance of the Spring Festival as a time for reflection and planning for the future, offering a special learning program titled "New Year New Thinking" to help individuals achieve cognitive breakthroughs and upgrade their thinking [1] - The program runs from February 11 to February 24, 2026, featuring five thematic course packages that cover key areas such as cognitive upgrade, mental strength cultivation, philosophical thinking, management advancement, and entrepreneurial thinking [1] - Both members and non-members can participate in the program and access selected courses for free, with additional incentives such as limited edition red envelope covers available at the end of the article [1] Group 2 - The course on "Philosophical Thinking and Business Innovation" aims to help participants break free from binary thinking and understand the essence of business problems through a philosophical lens, enhancing their cognitive capabilities for better decision-making in the new year [5] - The "Wisdom of Managing Stress and Anxiety" course focuses on exploring inner strength and offers methods for stress management and self-awareness, helping individuals maintain inner peace and balance in a fast-paced life [10] - The course on "Eastern Philosophy and Modern Life" discusses the integration of Eastern and Western philosophies, providing a comprehensive perspective that enhances cognitive frameworks necessary for competition in the AI era [15] Group 3 - The "Systematic Methods for Building High-Performance Teams" course teaches management as empowerment rather than control, equipping managers with the skills to unlock team potential and improve management capabilities during the Spring Festival [20] - The "Entrepreneurial Thinking Upgrade from 0 to 1" course emphasizes methodical innovation in entrepreneurship, guiding participants to rethink the essence of entrepreneurship and develop their unique innovation paths [25]

Core Viewpoint - The article emphasizes the challenges entrepreneurs face in transforming good ideas into viable business systems, particularly in the context of rapid changes brought about by AI technology. It highlights the need for a new strategic approach that goes beyond traditional methods and emphasizes understanding market demands and creating unique value propositions [3][4][25]. Group 1: Entrepreneurial Challenges - 99% of entrepreneurs fail not due to lack of effort or funding, but because their failures are often predetermined from the start [3]. - A significant portion of business plans submitted lacks a true understanding of business models, often relying on the "business model canvas" which indicates superficial engagement with the concept [3][28]. - Many entrepreneurs misinterpret market characteristics as opportunities, failing to recognize that consumer behavior does not always align with brand perceptions [18]. Group 2: Strategic Insights - The first step in strategic implementation is understanding the "why" behind actions, as many startups fail due to a lack of market demand [16]. - Traditional strategic planning is becoming obsolete in an era of high uncertainty, necessitating a shift from long-term predictions to adaptable design strategies [25]. - Entrepreneurs must transition from merely mastering existing tools to creating their own frameworks that address unique market challenges [26][29]. Group 3: AI and Business Systems - AI can significantly enhance strategic planning and execution, as demonstrated by the case of JOJO&FISH, which utilized AI to identify market gaps and optimize marketing strategies without incurring advertising costs [30][39]. - The ability to leverage AI for market analysis and consumer insights is crucial for identifying untapped opportunities and developing competitive advantages [32][36]. - A comprehensive AI strategy toolkit can empower entrepreneurs to transform scattered ideas into cohesive, profitable business systems [45]. Group 4: Practical Applications - The article outlines a practical approach to strategy formulation, emphasizing the importance of system thinking in addressing business challenges [40][41]. - Entrepreneurs are encouraged to adopt a dynamic and self-evolving business system to avoid chaos and collapse [42]. - The course offered aims to equip participants with a new cognitive operating system and a flexible business compass to navigate the complexities of modern entrepreneurship [50].

Core Insights - The article presents a unique business model where a founder created a "waterfall" experience in a rural area, leading to a rapid return on investment within two months by selling a "perfect self" day experience card [1][35]. Group 1: Business Model and Strategy - The "Panda Compass" is introduced as a strategic tool for identifying profitable business opportunities, emphasizing actionable insights rather than abstract theories [2]. - The "New Business Growth Seven-Step Method" is outlined, which includes positioning, scenario establishment, value proposition, content creation, traffic generation, conversion enhancement, and private domain transition [5][6]. Group 2: Positioning and Value Creation - Positioning is defined as the total perception in the customer's mind, requiring clarity on target customers, visual design, and category positioning [6][12]. - Establishing scenarios connects people with their needs, emphasizing that customers seek solutions rather than products [7]. - Value proposition focuses on the benefits derived from products, including functional, emotional, and asset value, which must be effectively communicated [7][10]. Group 3: Target Audience Analysis - The target demographic is identified as young, fashionable individuals aged 18-45 from first and second-tier cities, who value aesthetics, social currency, and unique experiences [44][45]. - Consumer behavior highlights the importance of visual appeal, social identity, and a preference for personalized and experiential offerings [46][47]. Group 4: Implementation of Business Concepts - The article discusses the integration of retail and service offerings that cater to the target audience's desire for unique experiences, such as designer brands and immersive entertainment [47][48]. - The concept of a "third space" is introduced, which combines natural elements with trendy experiences, enhancing the overall value proposition [49][50]. Group 5: Financial Outcomes and Success Metrics - The project achieved significant financial success, becoming a popular destination in the Jiangsu-Zhejiang-Shanghai region, demonstrating the effectiveness of clearly defined core competencies [62][63].

Core Insights - The article emphasizes the significance of the Spark Academy's eleventh session, which will take place in Dongtai, Jiangsu, as a strategic return to a nurturing environment for innovation and growth in the AI era [5][31]. Group 1: Strategic Evolution - The transition from "camp" to "academy" signifies a qualitative change from a training program to a growth ecosystem, reflecting a deeper strategic intent [8]. - The core evolution of Spark focuses on activating networks rather than just empowering individuals, aiming to explore the intersection of innovation networks and the wisdom of an ancient city [9]. Group 2: Geographic and Cultural Significance - Dongtai serves as a metaphorical endpoint and starting point, where the confluence of the Yangtze and Yellow Rivers creates new land, symbolizing the gathering of diverse elements for reconstruction and creation [10]. - The city offers a "calm space" devoid of urban chaos, fostering deep thinking and connection among innovators, making it an attractive location for those seeking breakthroughs [12]. Group 3: Value Propositions - Participants will experience a "calm and slow" rhythm, allowing for introspective learning and personal growth amidst the noise of the modern world [13]. - The program provides an immersive experience in "carbon-silicon co-creation," allowing participants to witness real-time organizational transformation and engage with pioneering figures [14]. - Attendees will connect to two networks: the nationwide "fire seed network" of Spark Academy and the regional innovation community centered in Dongtai, fostering long-term partnerships [15]. Group 4: Course Structure and Themes - The core theme of the eleventh session is "Carbon-Silicon Co-Creation," focusing on the evolution of organizations in the AI era, with a curriculum designed to refresh concepts, analyze case studies, and facilitate practical applications [17][18]. - The course will include modules on strategic diagnosis, product innovation, and organizational activation, emphasizing hands-on experiences and collaborative learning [25][27]. Group 5: Call to Action - The article invites participants to become co-builders of a "new land," encouraging them to step back and reflect on their career paths in a nurturing environment [21][31].

Core Insights - The article discusses the intense competition among major Chinese tech companies, particularly Tencent, Alibaba, and ByteDance, in the AI sector as they invest heavily to capture user engagement and market share during the upcoming Spring Festival [4][5][15]. Group 1: AI Competition Dynamics - Tencent is aggressively investing 10 billion yuan in cash and leveraging social media to attract users, while Alibaba is committing 30 billion yuan to enhance user experience through its AI product, Qianwen [4][11]. - ByteDance is utilizing its extensive traffic from platforms like Douyin and Toutiao to gain a competitive edge, with its AI product, Doubao, achieving over 100 million daily active users by the end of 2025 [12][25]. - The competition is characterized by a race to establish AI as a fundamental infrastructure, with companies vying for dominance in user engagement and application scenarios [11][24]. Group 2: Company Strategies and Developments - Tencent's cautious approach to AI investments changed in 2025 with the hiring of top talent like Yao Shunyu, who identified issues in their existing AI model, leading to a significant restructuring of their AI team [8][9][10]. - Alibaba is focusing on a comprehensive AI strategy that integrates AI, cloud computing, and chip development, aiming to enhance its overall capabilities and market position [11][12]. - ByteDance's Doubao has become the leading AI product in China, with a daily token processing volume exceeding 63 trillion, reflecting its rapid growth and user adoption [12][25]. Group 3: Market Position and Financials - In the first three quarters of the year, ByteDance reported a net profit of approximately 40 billion USD, while Tencent and Alibaba reported 30 billion USD and 10 billion USD, respectively, indicating varying profitability levels among the giants [11][12]. - Alibaba is considering increasing its investment in AI infrastructure and cloud computing from 380 billion yuan to 480 billion yuan over the next three years, demonstrating its commitment to AI development [12][24]. - The article highlights the importance of user engagement metrics, with companies focusing on increasing daily active users and improving user retention strategies [25][34]. Group 4: Future Outlook and Challenges - The competition is expected to intensify during the Spring Festival, with all three companies launching aggressive marketing campaigns and product features to capture user attention [14][15]. - The article suggests that the outcome of this competition could significantly impact the future trajectories of these companies, likening it to a pivotal moment in a larger strategic war [15][39]. - As AI becomes a core component of their business models, companies are also facing challenges in talent acquisition and internal collaboration, which are crucial for sustaining innovation and competitive advantage [48][52].

Core Insights - The article discusses a three-day practical training camp held in Wuhan, where over 300 entrepreneurs and teams transformed business pain points into operational AI demos, resulting in 73 functional demos and 135 actionable plans [1][2]. Pain Points - Many companies face "mileage anxiety" in AI transformation, where there is a disconnect between understanding AI's potential and the ability to implement it effectively [3][5][6]. - This anxiety stems from a lack of clarity on the path from business needs to functional AI applications, despite having strategic plans and demand lists [9][10]. Key Challenges - Technical Barriers: Business teams understand their pain points but lack the skills to translate them into code and algorithms, creating a gap between business language and machine language [11]. - Cost Control: Companies are deterred by the high costs associated with AI token consumption, exemplified by a case where a company spent 120 million tokens in a year [11]. - Talent Shortage: There is a scarcity of qualified AI engineers, making it difficult for companies to build teams capable of supporting business transformation [11]. Solutions Offered - The training camp aims to bridge the gap between understanding and implementation by focusing on practical skills rather than theoretical knowledge [14][15]. - Four AI coaches provided systematic methodologies across technology, marketing, organization, and cognition to help companies navigate their AI journeys [16]. Methodologies and Strategies - The training included insights on cost reduction through small models, enhancing accuracy with computational functions, and rethinking brand strategies in the AI era [22][28][30]. - A focus on organizational AI capabilities was emphasized, with methods for tracking AI consumption and output at a departmental level to avoid confusion and inefficiency [33]. Practical Application - Participants engaged in hands-on workshops to develop AI solutions tailored to their specific business challenges, ensuring that theoretical knowledge was translated into practical skills [41][43]. - Successful case studies from various industries demonstrated the effectiveness of the training, showcasing how companies transformed their pain points into functional AI applications [49][50][62]. Conclusion - The training camp provided a replicable and executable path for AI transformation, enabling companies to overcome anxiety and build AI-native engineering capabilities [73][80]. - The emphasis on collaborative learning and personalized coaching ensured that teams could integrate AI into their business processes effectively, positioning them for competitive advantage in the AI era [75][80].

Core Viewpoint - The notion that "not going overseas means being out of the game" is a fallacy, and blindly expanding internationally can be more dangerous [1] Group 1: Strategic Insights - True champions understand the strategy of "winning before fighting," summarized in the formula: Time and Space Selection × Deep Localization = Overseas Champions [2][9] - The success of companies like J&T Express is attributed to their ability to navigate crises and achieve critical breakthroughs, demonstrating the importance of strategic planning in international expansion [6][15] Group 2: Market Dynamics - The recent partnership between J&T Express and SF Express represents a significant alliance between the largest express companies in China and emerging markets, with a combined market value of $40 billion [5] - J&T Express has become the largest express company in Southeast Asia, holding a 33% market share and processing 27 million packages daily, indicating its strong market position [20] Group 3: Expansion Phases - J&T Express's first breakthrough was establishing a foothold in Southeast Asia, particularly Indonesia, which has the fastest e-commerce penetration growth outside of China and the U.S. [19] - The second breakthrough involved returning to China to leverage the changing market dynamics, where the share of major players was declining, allowing new entrants to gain a foothold [23][25] - The third breakthrough was global expansion into Latin America, the Middle East, and Africa, capitalizing on the global growth of Chinese e-commerce platforms [27] Group 4: Localization Importance - Deep localization is crucial for success in international markets, requiring teams to be physically present in the target country to understand the market effectively [8][30] - Companies must adopt a startup mentality when entering new markets, ensuring that local teams are empowered and not managed remotely [30] Group 5: Recommendations for Companies - Companies should assess whether they should go overseas, as not all are suited for international expansion; the idea that "not going overseas means being out of the game" is misleading [32] - It is advisable for companies to align with major trends and platforms when expanding internationally, as J&T Express did by following the global e-commerce trend [33] - Careful consideration is needed when choosing the first market for expansion, whether it be developed markets or emerging ones [34]

Core Viewpoint - The article discusses the successful case of "Waterfall Coffee" in Zhejiang Anji, emphasizing the application of the "Panda Compass New Business Growth Seven-Step Method" to achieve significant growth without relying on high-tech or complex infrastructure [3][4]. Group 1: Business Growth Methodology - The "Panda Compass" method is a systematic approach that includes positioning, scene building, content explosion, and private domain retention, validated through real-world applications [6][9]. - The first step in the "Seven-Step Method" focuses on shifting from product selling points to consumer buying points, emphasizing the importance of understanding consumer perception [12][13]. - The article highlights the need for businesses to present visible value to consumers, as exemplified by the "Qian Dama" case, which emphasizes trust through clear communication of benefits [18][19]. Group 2: Market Positioning and Differentiation - The concept of "dividing the world" is introduced as a tool for businesses to identify their unique value proposition, moving beyond traditional competition metrics [22][23]. - The article uses the example of "Jiangxiaobai" to illustrate how a brand can create a new market segment by appealing to younger consumers with a different value proposition [28][30]. - It stresses that businesses must redefine their offerings to align with consumer needs, such as selling "fresh promises" instead of just products [31][32]. Group 3: Revenue Generation and Asset Building - The article warns against the pitfalls of "traffic addiction," where businesses focus on short-term gains from traffic without building sustainable assets [35][36]. - It emphasizes that the ultimate goal of content creation should be to transform core competencies into shareable, valuable content that can generate long-term revenue [37][38]. - The "Waterfall Coffee" case exemplifies effective growth by leveraging user-generated content (UGC) for organic marketing and building a private domain system for customer retention [41][42]. Group 4: Practical Applications and Learning Outcomes - The course aims to equip participants with a comprehensive model of the "Panda Compass New Business Growth Seven-Step Method," covering practical details from positioning to private domain strategies [46][53]. - Participants will learn critical questions to clarify their business logic, enhancing their understanding of market dynamics [47]. - The article concludes by emphasizing the importance of profit as the ultimate goal in business, encouraging companies to implement a robust growth operating system by 2026 [49].